Top corporate bonds, long gilts can be a good play as RBI holds rates
The RBI maintained its repo rate at 5.25% and a neutral stance, raising inflation forecasts due to West Asian conflict-driven oil price hikes. Fund managers suggest corporate bonds for accrual income and a tactical bet on long-tenure gilt funds, anticipating improved FPI inflows after tax benefits.
SC ruling seen shaping Sebi’s fraud-finding frame
In a ruling, the apex court had said that investor injury alone can establish fraud, although the loss isn’t quantifiable
Retail investors can play on as AMCs cap gold bets
Three major asset management companies have imposed purchase restrictions on large investors in gold mutual fund schemes. This move aims to curb gold imports and manage strong inflows, with retail investors expected to remain unaffected. Wealth managers see this as a response to the Prime Minister’s call to reduce imports, following gold’s significant recent performance.
Analysts lift bets on India Inc after strong March quarter
Analysts have upgraded earnings estimates for a majority of NSE 500 companies following better-than-expected profit growth in the March 2026 quarter. This surge in upgrades, particularly for sectors like banking, capital goods, and healthcare, is driven by strong performance and favorable market conditions. The quantum of earnings revisions also saw a significant increase, with many […]
India eyes major bond index entry as tax exemptions sweeten appeal
India is set to reapply for inclusion in major global bond indices. This follows significant tax exemptions for foreign investors on capital gains and withholding taxes. The country has also expanded its long-dated securities pool. Officials are engaging with global index operators and the Bank for International Settlements. These moves aim to attract substantial foreign […]
Asia markets tumble as tech rout deepens
Asian markets experienced a sharp downturn as the AI rally cooled, with South Korea’s KOSPI halting trading after a significant drop. Investors are now weighing the impact of potential Federal Reserve rate hikes and upcoming inflation data. Meanwhile, escalating Middle East tensions pushed oil prices higher, while the dollar strengthened against the yen.