Analysts are increasingly optimistic about India's capital markets, with HDFC AMC, CAMS, and KFin Technologies identified as top investment picks. This optimism stems from a structural shift in household savings towards financial instruments and an expected multi-year earnings expansion for market infrastructure providers and asset management companies.
Investments under the framework would remain voluntary for employees.
The Shri Ram Janmabhoomi Teerth Kshetra Trust has invited applications for the first Chief Executive Officer (CEO) of the Ram temple in Ayodhya. This new position aims to strengthen administrative and financial management following alleged embezzlement concerns. The CEO will be appointed for a three-year term, overseeing various aspects from finance to pilgrim facilities, and must be an actively practising Hindu with specific managerial experience.
ICICI Prudential Asset Management Company has set a price band of Rs 2,061- Rs 2,165 per share for its Rs 10,600-crore initial public offering (IPO) that will open on Friday. At the upper end of the band, the country's largest asset manager will command a valuation of Rs 1.07 trillion.
'1991 was an exceptional period in Indian history.' 'A big 400-volt shock was administered to the system, which was required. Today, we are in a much, much better position.'
Analysts are revising down India Inc's financial year 2026-27 (FY27) earnings growth forecasts, citing persistently high crude oil prices above $100 a barrel due to the West Asia conflict, which is expected to dent corporate financial performance in the coming quarters.
Info Edge (India), the company behind Naukri.com, has seen its startup investment portfolio, spanning AI, deeptech, and consumer tech, grow to Rs 41,300 crore from an investment of Rs 4,900 crore since 2007. This significant valuation increase comes despite headwinds in its core recruitment business, which has been impacted by weak hiring trends and IT sector uncertainty.
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The market regulator is wielding an unprecedented level of control over how mutual funds operate, delaying new launches and dictating investment strategy, frustrated insiders in the embattled industry say.
India's Central government is likely to see its fertiliser subsidy bill double to a record 3.4 trillion in FY27, up from the Budget estimate of 1.7 trillion, due to surging global fertiliser prices exacerbated by the West Asia war. This significant increase, coupled with revenue losses from excise duty cuts for oil-marketing companies, is straining the government's fiscal space, though capital expenditure plans remain unchanged.
Too many EMIs draining your salary? Ramalingam Kalirajan explains the safe borrowing limit that protects your income from a dangerous debt trap.
Major fund houses report a sharp rise in online transactions, driven by changing investor habits, distributor behaviour, and fast-growing fintech platforms.
Fintech platform CRED announced a significant funding round of Rs 8,550 crore led by Meta, coinciding with founder Kunal Shah's departure as CEO to take on the global leadership role for WhatsApp.
With more granular reporting and enhanced data matching, mismatches are likely to be identified more quickly.
Gwadar is viewed as a critical pearl in China's maritime strategy as it would give a permanent logistical footprint near an important choke point - the Strait of Hormuz and the oil rich Persian Gulf, explains Commodore Venugopal Menon (retd).
The unprecedented rally in artificial intelligence (AI)-linked stocks has led to Indian companies being excluded from the top 10 constituents of the MSCI Emerging Markets (EM) Index for the first time in over two decades, raising concerns about concentration risk.
It is because dealing with a regulatory system that is largely headed by retired IAS officers then becomes relatively easy, points out A K Bhattacharya.
India Post is reinventing itself from a traditional mail service into a modern logistics, e-commerce, and real estate powerhouse. Several post offices situated inside major university campuses, called Gen Z post offices, have received a facelift, with cafe-like decor and wi-fi availability.
The Parliamentary Standing Committee on Finance has asked the finance ministry to spell out a clear legal strategy, including options such as a "golden share" or indirect control structures, to maintain strategic oversight in public sector entities if state ownership falls below 51 per cent.
OpenAI and Anthropic are not simply enabling new software capabilities, they are moving directly into enterprise execution, workflow ownership, and decision orchestration.
Punjab Police has dismantled the financial infrastructure of drug-trafficking networks, freezing assets worth Rs 300 crore linked to alleged drug smugglers.
Adani group companies reported a record capital expenditure of Rs 1.53 lakh crore (USD 16.1 billion) and an all-time high EBITDA of Rs 94,834 crore (USD 10 billion) in the 2025-26 fiscal year, signalling an accelerating infrastructure expansion cycle while maintaining leverage below its stated target.
Companies' rent and lease expenses have seen a significant decline relative to the money they make since the pandemic.
The demerger of Vedanta's four new entities - Vedanta Aluminium Metal, Vedanta Oil & Gas, Vedanta Power, and Vedanta Iron & Steel - has led to a 16% appreciation in aggregated market capitalisation, with Vedanta Aluminium Metal identified as a likely near-term top performer due to its scale, low production costs, and favourable commodities cycle.
Households should moderate large discretionary expenses for the time being.
'They should prioritise essential spending. They should maintain an emergency fund covering 6 to 12 months of expenses.'
Fintech and enterprise technology firm Paramotor Digital Technology Ltd has confidentially filed draft papers with markets regulator Sebi for an initial public offering (IPO). The company submitted its draft papers under Sebi's pre-filing route, which allows issuers to keep details related to the issue size and other key information confidential until a later stage.
A simple SIP-first approach can help reduce debt, avoid EMIs and build lasting financial freedom through disciplined spending, advises Ramalingam Kalirajan
India's five publicly listed Real Estate Investment Trusts (REITs) collectively distributed more than Rs 2,566 crore to over 425,000 unitholders in Q4FY26, with a cumulative distribution exceeding Rs 8,900 crore for the full fiscal year.
'Once the currency goes out of the hand, then possibly your major challenge is that it will not come back.'
Despite reporting a weaker-than-expected net loss of Rs 2,536 crore for Q4FY26, largely due to a significant non-cash forex loss, analysts remain optimistic about IndiGo's long-term prospects, citing strong demand trends, a favourable pricing outlook, and strategic cost-control measures.
Asset managers are betting big on ETFs these days.
In the first three quarters of 2025, FDE job demand jumped by nearly 800 per cent.
'We are staying away from making forward-looking statements on when we will reach 1 trillion, etc. But growth will be rapid; it's only a matter of time.'
Investors should do thorough due diligence when selecting a platform.
'The next phase of India's IPO cycle will be defined by quality, pricing discipline and investor selectivity.'
Global brokerage Citi has reduced its Nifty 50 index target to 26,000 from 27,000, citing persistent geopolitical tensions, risks to corporate earnings growth, and concerns about India's role in the global artificial intelligence (AI) ecosystem.
'We operate in an economy that is structurally positioned for long-term growth. As market levels rise over time, our AUM grows in line.'
Reliance Industries Ltd (RIL) has expressed caution regarding 'extreme volatility' risks stemming from the West Asian conflict, which could impact global oil demand and the company's margins, while also noting that near-term retail consumption demand may remain sensitive to macro conditions. Chairman Mukesh Ambani, in the annual report, remained silent on the timeline for Jio Platforms' anticipated public listing, stating the group will 'continue to evaluate strategic pathways'.
LAMF allows investors to access liquidity while staying invested.
rediffGURU Ulhas Joshi answers your mutual fund queries.
'I own a few cars that I have had specified minutely to my taste, and it does feel nice to know that there are no other vehicles like them anywhere in the world.'
