EV to Consumption: Mukul Agrawal buys 10 smallcaps in Q2, chasing India’s next big growth themes
Ace investor Mukul Agrawal went on a buying spree in the September 2025 quarter, adding 10 fresh stocks across sectors — from engineering and energy to tech and EV mobility.
Planning to save Rs 15,000 monthly? Here is how much you will generate in 25 years
Decide your investment horizon before starting. For example, a long-term plan of 25 years can help harness the power of compounding.
GST rate cut to lift apparel retailers’ revenue growth by 200 bps, says Poonam Upadhyay
New GST rate cuts will boost organized apparel retailers. Festive and wedding seasons are driving consumer spending. Easing food prices and softer inflation also improve sentiment. This should add 200 basis points to revenue growth. Larger brands will capture demand faster. Smaller retailers will also benefit, drawing consumers from the unorganized sector. Growth is expected […]
Midcaps take the lead as Nifty nears record high; Rahul Sharma sees sector rotation ahead
Indian markets are nearing record highs. Traders anticipate a US trade deal as the next market trigger. Rahul Sharma suggests a potential shift from largecaps to midcaps after the deal. Midcap indices show strong technical patterns. GMR Airports and KFin Technologies are highlighted as midcap opportunities. The IT sector is also showing short-term strength driven […]
FIIs may return as global flows tilt towards emerging markets, says Samir Arora
Samir Arora of Helios Capital is bullish on India’s equity markets, anticipating FII return as global allocations shift from the U.S. He notes U.S. market volatility and global diversification create opportunities for India, which has stable fundamentals. Arora expects steady market gains of 10-15%, aligning with corporate earnings, and views gold as a limited hedge.
High-end housing segment remains hot this Diwali even as overall sales cool off, says Samir Jasuja
Despite a dip in overall housing sales and new launches, the luxury segment priced above ₹2 crore is experiencing sustained demand this festive season. Experts anticipate a quarter-on-quarter rebound in sales and supply for Q4 2025, driven by lower inflation, easing interest rates, and favorable tax measures.
Dollar edges up ahead of CPI, trade news; yen slips
The dollar is trading higher against major currencies. Traders are awaiting U.S. consumer inflation data. Tariff threats between Washington and Beijing are also being considered. The yen has weakened due to expectations of a stimulus package from Japan’s new Prime Minister. Sterling is under pressure after British inflation data remained steady. Markets are anticipating interest […]
Asian stocks decline following choppy US session
Asian markets opened lower after a volatile session on Wall Street. Japan and South Korea saw significant drops. Tech stocks faced pressure from company outlooks and earnings. Trade tensions between the US and China resurfaced. Oil prices jumped on new US sanctions. Retail momentum trades experienced sharp losses. US companies are showing strong earnings this […]
Itch to bet: Cryptos crawl into real money games bypassing banks, leave no trail
Spurred by a penchant for betting, they are placing cryptocurrencies, instead of cash, with offshore bookmakers incorporated in Curacao, a South Caribbean island, to gamble in a slew of games – from poker and rummy to cricket and soccer.
Small finance banks seek doubling of cap on loan size to ₹50 lakh
Small finance banks have approached the Reserve Bank of India with key requests. They want the regulator to ease a rule requiring half their loans to be under ₹25 lakh. They also seek permission to participate in co-lending arrangements. These changes aim to help SFBs expand their reach and serve more businesses, particularly MSMEs.