Investing in debt mutual funds now? How rising yields may impact returns

Rising geopolitical tensions in the Middle East have pushed up crude oil prices, triggering a rise in bond yields in India. Higher oil prices, along with a weakening rupee, are stoking inflation concerns and prompting investors to reassess their debt portfolios as mark-to-market losses emerge—particularly in long-duration funds, as reported by ET Bureau.

The architecture of resilience: Why India’s private credit stands apart

India’s private credit market stands resilient amid global stress due to its conservative fund structures, strict leverage norms, and closed-ended AIF framework. Unlike global peers facing liquidity and redemption pressures, India’s system aligns investor timelines with asset maturity, reducing systemic risks while offering significant growth headroom in an underpenetrated market.

De-dollarisation, war, and debt: Why gold is regaining monetary relevance

Gold is regaining prominence as global markets face geopolitical tensions, rising debt and de-dollarisation trends. Central bank buying, structural shifts in the financial system and weakening confidence in fiat currencies are driving demand. Despite short-term volatility, gold’s long-term outlook remains strong amid a transition towards a multipolar global economic order.

Eternal, SBI, Bharti Airtel, 6 other stocks can rally up to 57%. How many do you have?

Domestic brokerage firm Axis Direct has pegged the Nifty target for December 2026 at 29,480, implying a 30% upside from current levels. Indian equities have underperformed the US market and other emerging markets by a notable margin in 2025, leading to a meaningful moderation in valuations. The brokerage is bullish on nine largecap stocks that […]

Concerns settled, share buybacks could flow via exchanges again

Sebi is proposing to bring back share buybacks via stock exchanges. This reverses a decision made a year ago. New tax rules have resolved earlier concerns about fairness and tax distortions. Public shareholders will now be taxed on actual capital gains, similar to market sales. This change aims to ensure equal participation for all shareholders.