India top market for me, but regulatory red tape holding it back: Mark Mobius

Mark Mobius reaffirmed his bullish stance on Indian equities, despite geopolitical tensions with Pakistan. He criticized bureaucratic hurdles slowing foreign investments and urged investors to focus on fundamentals over market timing or headlines. His fund has started redeploying capital, with a preference for mid-cap stocks amid global market volatility.

Bitcoin holds above $102,000 as traders await fresh cues amid cooling inflation

Bitcoin experienced a slight dip, trading around $102,263, while Ethereum fell to $2,569, impacting the broader crypto market. The earlier rally, fueled by cooling inflation data and easing U.S.-China tariff tensions, has paused as investors await further macroeconomic cues. Market sentiment remains positive, supported by institutional developments and anticipation of upcoming crypto legislation.

Alcohol stocks have priced in FTA gains: Karan Taurani

The UK FTA is poised to boost the Indian luxury spirits segment, potentially leading to a 15-20% price correction and accelerating volume growth to over 40%. While benefiting companies like United Spirits, this deal may challenge Indian brands to adjust their pricing strategies.

Mid & smallcaps may outpace largecaps on back of India’s growth texture: Hari Shyamsunder

Hari Shyamsunder from Franklin Templeton suggests a cautious outlook on IT due to slowing growth and AI uncertainties, while favoring mid and small-caps for long-term Indian economic growth. Despite stretched valuations in manufacturing, defense, and power sectors, stock picking remains crucial. He anticipates a 10-13% compounding return for the broader market over the next three […]

Gensol Engineering shares hit 5% upper circuit for 3rd day. Here’s why

Gensol Engineering shares hit the 5% upper circuit for the third straight session after the resignation of its MD and Whole-time Director, following SEBI’s interim order. IREDA filed an insolvency plea over a Rs 510 crore loan default. SEBI and ED probes allege fund diversion by the Jaggi brothers, with only partial delivery of EVs […]