Ashish Kacholia reshuffles Rs 2,400 portfolio in Q3, adds 2 stocks, exits another. Check details
Here is a closer look at the additions, stake increases, trims and exits made during the third quarter.
ETBudget Boardroom | India is a stock picker’s paradise”: Navneet Munot on Markets and Budget 2026
India’s economic outlook remains strong despite global uncertainty. Navneet Munot of HDFC AMC highlights policy continuity and sustained reforms. The upcoming Budget is expected to boost domestic investment and earnings. Opportunities exist across sectors, particularly in manufacturing and new-age technologies like AI. The government is urged to incentivize investment in capital markets and R&D.
Planning investments in your child’s name? Key things to know before
Investing in mutual funds in a child’s name is emerging as a preferred way for parents to earmark long-term sav- ings for education, and other high-cost goals. Here is a look at the set of issues that investors must be aware of before taking this route, as reported by ETBureau.
‘Quiet-Quitting’ of US assets fuels fresh EM, gold bets
Emerging-market assets and precious metals are experiencing a strong start to 2026, driven by US-Europe tensions that are weakening the dollar and encouraging global diversification. Investors are pouring record cash into emerging-market funds, with Asian technology and Latin American equities leading the rally, as a rotation out of US holdings gains momentum.
Living abroad but investing in India? Rules, taxes and key checks NRIs should know about mutual fund SIPs
Indians residing overseas are actively investing in Indian mutual funds for long-term wealth. Pavan, a UK-based investor, exemplifies this trend. The article addresses eligibility, taxation, and compliance for non-resident investors. It highlights that OCI status is not mandatory for investment. Experts suggest reviewing portfolios annually to adapt to changing financial landscapes and currency differences for […]
Wall St Week Ahead-Fed, big earnings week loom for markets as global tensions muddy outlook
Investors are shifting focus to AI profit potential and interest rate paths amid a packed earnings week featuring tech giants like Apple and Microsoft. The Federal Reserve’s upcoming meeting will also be closely watched for rate decisions and discussions on its independence. Geopolitical tensions, though easing, remain a wildcard.
5 world market themes for the week ahead
Markets brace for a volatile week with the Fed’s first meeting, U.S.-Europe relations, and major tech earnings from Apple, Microsoft, Meta, and Tesla. Investors will also monitor Japan’s economic jitters and a wave of emerging market interest rate decisions, seeking clarity amidst ongoing geopolitical and economic uncertainties.
US equity funds see outflows on geopolitical worries
Investors pulled billions from U.S. equity funds amid tariff threats, though President Trump later eased these concerns. While large-cap and small-cap funds saw outflows, sector funds like financials and healthcare attracted new money. Bond fund investments dipped, but investment-grade funds saw increased demand. Money market funds experienced further withdrawals.
Higher costs, capacity curbs weigh on IndiGo shares after Q3 show
IndiGo’s shares fell on Friday following a significant drop in quarterly profit. Brokerages offered mixed views, citing short-term challenges like rising costs and currency issues. However, many remain positive about the airline’s long-term growth potential. Analysts project potential upside for the stock in the coming year, despite some caution regarding immediate future earnings.
Kotak arm hopes to close its $2-billion fund in 6 months
Kotak Investment Advisors is set to launch its largest-ever fund, the $2 billion Kotak Strategic Situations Fund III, with a first close expected by March and final close by June. Building on past successes, the fund will invest in strategic opportunities across equity, debt, and hybrid instruments. Existing investors are participating, alongside strong interest from […]