The Golden Thumb Rule: How Emkay’s Sachin Shah identifies long-term compounders

Sachin Shah of Emkay Investment Managers outlines his E-Qual model for identifying long-term wealth creators. He emphasizes management quality, integrity, and capital efficiency, advocating for avoiding mistakes over chasing quick gains. Shah stresses that sticking to quality builds resilient portfolios through market cycles.

Hatsun Agro: Top executive uploads draft Q3 results on WhatsApp status by mistake

Hatsun Agro Product reported a corporate governance slip after draft financial data for the December quarter was accidentally shared on a senior executive’s personal WhatsApp status. The figures, viewed by about 19 people including some insiders, were deleted within an hour. The company is conducting an internal inquiry and will report to exchanges.

Dow hits record, energy stocks end higher after US strikes Venezuela

Indian markets saw a strong opening on Monday. Financial stocks surged, pushing the Dow Jones Industrial Average to a record high. Energy companies also jumped significantly. Investors are anticipating increased access to Venezuela’s oil reserves. Weapons manufacturers also saw gains. The S&P 500 and Nasdaq also closed higher. Cryptocurrency-linked shares advanced as Bitcoin hit a […]

Copper hits record $13,000 as US import rush fires up bulls

Copper prices have surged past $13,000 a ton. A renewed rush to ship metal to the US is fueling this rally. This is driven by uncertainty over future US import tariffs. Supply disruptions and underinvestment in new mines are also contributing factors. This situation is creating a squeeze on available metal globally. Investors are showing […]

Rupee falls to 90.27 against dollar amid trade deal delay

The Indian rupee fell another seven paise to close at 90.27 against the dollar on Monday, with experts anticipating further declines. This depreciation is attributed to a delayed US trade deal and reduced foreign investment in Mumbai equities. The Reserve Bank of India intervened to moderate volatility but not to reverse the trend.

MF industry should declare net SIP flows

Monthly SIP figures presented by the mutual fund industry only show inflows, not investor commitment. Publishing net SIP flows, accounting for outflows, would provide a clearer picture of money mobilization and trends. While industry bodies raise concerns about comparing current inflows with past redemptions, transparency is crucial for investor trust.