Powering the AI revolution: A Rs 200 lakh crore opportunity for capital markets
India’s AI revolution will rely less on code and more on massive infrastructure—power, fibre, cooling, chips, data centres and long-term capital. With a ₹200 lakh crore investment opportunity ahead, India’s maturing capital markets, REITs, InvITs and global investor appetite position the country to finance this next big private-sector-led buildout.
Sweeping tariffs gone but Trump’s 10% global tariffs on. What to expect from markets on Monday?
Markets may open strong after the US Supreme Court struck down Trump’s tariffs, with GIFT Nifty signalling gains. However, a new 10% global tariff introduces uncertainty. Export sectors, metals and pharma remain in focus, while investors track policy responses and global cues for direction in the coming sessions.
Sunil Singhania’s Abakkus Portfolio: 7 stocks gain up to 60% in FY26; 2 new buys in Q3
Investors keep a close watch on the portfolios of leading market participants on Dalal Street. In this regard, ETMarkets has analysed the investment holdings of veteran investor Sunil Singhania’s Abakkus Asset Manager, a prominent Indian investment firm. Based on the latest data for the December 2025 quarter, Abakkus owns stakes in nearly 26 listed companies, […]
Know Your Fund Manager | Basant Bafna, Head – Fixed Income, Mirae Asset
Basant Bafna of Mirae Asset Mutual Fund says his investment approach prioritises client-first discipline, high-credit-quality portfolios and active duration management. Drawing on experience at Export-Import Bank of India, he focuses on risk-adjusted returns backed by data, with alpha generation as the key motivation.
How to manage one mutual fund portfolio for multiple financial goals
A well-structured mutual fund portfolio can help investors achieve multiple financial goals without frequent changes. Experts suggest maintaining diversification, gradually reducing risk for short-term goals, and increasing SIP contributions for long-term targets. Regular portfolio reviews and disciplined investing remain key to balancing returns, risk, and goal-based planning effectively.
Fund Manager Talk | Multi-asset funds are about balance, not chasing gold: DSP MF’s Aparna Karnik
Aparna Karnik, Fund Manager at DSP Mutual Fund, says multi-asset funds focus on balance, not chasing short-term gains in gold or equities. Disciplined diversification, calibrated equity exposure, systematic rebalancing, and selective allocations to REITs, InvITs, and commodities aim to deliver smoother, risk-adjusted returns across market cycles.
Sunil Singhania’s Abakkus Portfolio: 7 stocks gain up to 60% in FY26; 2 new buys in Q3
Sunil Singhania’s Abakkus portfolio shows a mixed FY26 performance, with seven stocks gaining over 30% and some declining sharply. The portfolio value has moderated, while two new additions were made in Q3. The analysis highlights key winners, laggards and evolving investment trends among prominent Dalal Street investors.
Concurrent Losers: 12 smallcap stocks fall for 5 straight sessions
Despite a marginal gain in the Sensex over five sessions ending February 20, weakness persisted in the broader market. As many as 63 BSE Smallcap stocks declined throughout the period, with 12 registering losses exceeding 15%, highlighting sustained pressure and selective selloff in the small-cap segment despite benchmark resilience.
US-Iran conflict may spike India’s crude prices and fuel inflation
Rising tensions between the United States and Iran risk disrupting crude flows through the strategic Strait of Hormuz, potentially spiking global benchmarks and raising India’s fuel and inflation pressures. Even limited disruption could widen volatility as import-dependent economies brace for higher energy costs.
F&O Talk | What the current long-short ratio tells about FII positioning? Sudeep Shah on Ola, Newgen, 4 more top weekly movers
Markets ended higher despite volatility, with Nifty consolidating in a narrow range. FII positioning shows gradual short covering but remains cautious. IT stocks stay under pressure, while banking and PSU sectors show strength. Analysts expect sideways movement with stock-specific action and highlight key technical levels for the coming week.