Stock Market
In a landmark move set to reshape India’s capital markets, Real Estate Investment Trusts (REITs) will be officially classified as equity instruments starting January 2026, with eligibility for index inclusion opening after July 2026. This regulatory change is expected to boost liquidity, attract institutional investors, and strengthen the real estate sector’s integration with mainstream equity…
In a candid and thought-provoking statement, Rajeev Thakkar, Chief Investment Officer (CIO) of PPFAS Mutual Fund, reminded investors that while Systematic Investment Plans (SIPs) are a powerful tool for wealth creation, they are not a magic wand that can transform ordinary investors into billionaires like Mukesh Ambani. His remarks have sparked widespread discussions in financial…
Market strategist Sridhar Sivaram has projected that India’s corporate earnings are likely to witness a strong revival in 2026, driven by domestic demand, government reforms, and sectoral growth. He emphasized that this is the right time for investors to build domestic-focused portfolios, as India’s internal consumption and infrastructure push are expected to outperform global headwinds….
India’s equity markets are buzzing with sectoral shifts, and Rajiv Batra, Head of Asia and Co-Head of Global Emerging Markets Equity Strategy at JPMorgan, has outlined his investment preferences. According to Batra, PSU banks stand out as his strongest conviction bet, while defence and new-age sectors show promising early themes. On the other hand, while…
India’s hospitality sector is witnessing a strong revival, with Chalet Hotels and Lemon Tree Hotels emerging as the top investment picks according to market expert Sunny Agrawal. The sector, which faced unprecedented challenges during the pandemic, has bounced back with robust demand driven by rising domestic tourism, corporate travel, and international arrivals. Agrawal’s analysis highlights…
The Securities and Exchange Board of India (SEBI) has announced a significant policy shift aimed at strengthening the country’s capital markets by enhancing liquidity and visibility for Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs). This move, which includes their inclusion in major stock indices, is expected to transform the investment landscape, attract…
India’s mutual fund industry is undergoing a historic transformation, with a significant shift from actively managed funds to passive investing vehicles such as index funds and exchange-traded funds (ETFs). This trend reflects changing investor preferences, regulatory nudges, and the growing realization that passive strategies often deliver competitive returns at lower costs compared to actively managed…
The Securities and Exchange Board of India (SEBI) has granted mutual fund houses additional time to comply with proposed changes related to fee caps and expense ratios, as the debate over investor protection versus industry sustainability intensifies. The regulator’s move comes amid growing concerns from asset management companies (AMCs) about the impact of stricter fee…
India’s financial landscape is undergoing a transformative shift, with SEBI Chairman highlighting that the country’s capital markets could soon emerge as the preferred destination for household savings. This statement reflects the growing confidence in India’s regulatory framework, economic resilience, and the expanding opportunities available to retail investors. Traditionally, Indian households have relied heavily on gold,…
India’s equity markets have received a significant boost with the return of Foreign Institutional Investors (FIIs), signaling what experts describe as the early signs of a real recovery. According to Gautam Chhaochharia of UBS, the renewed inflows reflect growing confidence in India’s macroeconomic fundamentals, corporate earnings trajectory, and policy stability. The comeback of FIIs is…
