Rs 23 lakh crore boom! PMS and AIFs power India’s alternate investment transformation

India’s alternative investment sector is booming, with PMS and AIFs now managing over Rs 23.43 lakh crore. This remarkable growth, fueled by institutional investors and affluent individuals seeking alpha, has seen PMS assets surge sevenfold and AIF commitments skyrocket by nearly 50% annually. These investment avenues are becoming mainstream for wealth management.

Gold prices gain 1% in a volatile week. What’s in it for investors starting Monday?

Gold prices have shown resilience this week, ending with a modest gain. The Indian Rupee’s record low against the Dollar is creating new challenges for traders. Experts anticipate continued volatility in the coming week. Gold is expected to trade within a specific range. Strong US jobs data has reduced expectations for a December Federal Reserve […]

Concurrent Losers: 14 midcap stocks decline for 5 consecutive sessions

Over the last five trading sessions ending on November 21, the Sensex benchmark index gained 0.80%, settling at 85,232. However, the index registered losses in two of the five sessions. During this period, 14 stocks from the BSE Midcap index fell in all five consecutive sessions. (Data Source: ACE Equity)

Why Motilal Oswal AMC is doubling down on big banks as margins improve

Motilal Oswal Asset Management is strategically overweighting large private banks, anticipating improved net interest margins, reduced credit costs, and strong credit growth. Executive Director Akhil Chaturvedi highlights the sector’s readiness to outperform after years of underperformance, driven by strengthening balance sheets and accelerating earnings momentum.

IndusInd Bank at 1x book; buy, but be patient; focus on value & structural triggers: Sudip Bandyopadhyay’s market playbook

Indian markets remain volatile, but opportunities are emerging across banking, autos, digital platforms, and consumption themes, says Sudip Bandyopadhyay of Inditrade Capital. He sees value in IndusInd Bank, Reliance, M&M, Mahindra Lifespaces and select PSU banks, while urging caution on Asian Paints, IT majors and richly valued new-age listings. Read his full market outlook and […]