F&O Talk | Nifty rebounds 700 pts from key support; path opens for 26,200–26,500 targets: Sudeep Shah
Markets rebounded strongly as benchmarks surged, supported by domestic triggers and improving technicals. Midcaps climbed to fresh highs, Bank Nifty broke out, and analysts expect continued upside while key macro events guide sentiment and near-term volatility.
Crypto treasury companies pivot to fringe tokens, stoking volatility fears
Public crypto treasury firms are increasingly moving beyond bitcoin into volatile niche tokens to chase returns amid market saturation, raising concerns over heightened risks, equity volatility and growing exposure through PIPE-funded token purchases.
Yield-bearing crypto assets poised to grow after regulatory clarity, report says
Yield-bearing crypto assets are poised for rapid growth following the GENIUS Act, which brings regulatory clarity to stablecoins, boosting institutional interest despite limited existing yield infrastructure.
Passive fund assets climb 5% to Rs 14 lakh crore, driven largely by gold ETF inflows: AMFI
Passive funds saw a 5.2% AUM increase in October, reaching Rs 13.67 lakh crore, driven by market surges and Rs 16,668 crore in fresh inflows. Gold ETFs led with Rs 7,743 crore, attracting investors seeking safe havens amid global uncertainty. This marks the 60th consecutive month of positive inflows.
Top 10 mutual funds by assets under management in October. Parag Parikh Flexi Cap Fund stands first
India’s largest mutual funds by AUM highlight strong investor preference for flexi-cap, balanced advantage, mid-cap and hybrid categories, with Parag Parikh Flexi Cap, HDFC BAF and HDFC Flexi Cap leading the pack, followed by major offerings from SBI, ICICI Prudential, Kotak and Nippon India.
Mutual funds lift investments in IT stocks in October, rebounding from a 67-month low
Mutual funds slightly increased IT sector exposure to 7.6% in October, reversing a multi-year low. The Motilal Oswal report shows rising interest in Technology, NBFCs, PSU banks and telecom, while autos, utilities and cement saw reduced weightings. Several fund houses now hold over 8.4% IT allocation, with Mirae Asset schemes topping recent performance charts.
Debt mutual funds receive inflows of Rs 1.59 crore in October. Are investors shifting back to safer assets?
Debt mutual funds experienced a strong rebound in October, attracting Rs 1.59 lakh crore. This surge was primarily fueled by institutional investors reallocating funds after quarter-end adjustments. Liquid and overnight funds saw the largest inflows, indicating a shift towards safer, short-term investment options. This marks a positive turn after two months of outflows, signaling renewed […]
Food delivery set for 20–22% GOV growth; Eternal & Swiggy top bets
India’s food delivery and quick commerce sectors are heading into a renewed competitive phase as firms boost promotions and spending. Despite rising discounting, stronger unit economics, disciplined expansion, higher throughput, and improving profitability support a stable medium-term growth outlook.
Kotak Mutual Fund’s Arjun Khanna on the multi-year investment case for rural India
Kotak Rural Opportunities Fund aims to capture India’s accelerating rural transformation by investing in sectors benefiting from rising rural incomes, premiumisation, financial inclusion, infrastructure expansion and cyclical demand recovery, using a GARP-based approach to filter quality, growth and reasonable valuations.
REITs, fractional ownership best for first-time property investors, says Mananki Parulekar of Claravest
As market volatility rises, experts say first-time investors are shifting toward REITs and fractional ownership for affordable, low-risk real estate exposure, with recommended allocations of 10–20% and growing appeal across metros and tier-2 cities.