Business cycle funds aim to optimise returns by aligning their portfolios with different phases of the economic cycle. First-time investors, those who prefer stable sector allocations, and those averse to volatility should steer clear of them.
There is positive sentiment for Tata Steel on the basis of strong domestic demand, a turnaround of European operations and moderate valuations. A combination of capacity expansion, efficiency gains, higher asset utilisation, and improved operating leverage may lead to margin expansions.
Finance Minister Nirmala Sitharaman on Tuesday launched the foreign currency settlement system in GIFT IFSC, which will facilitate seamless transactions on real-time basis, enhance liquidity management, and ensure compliance.
Tata Consultancy Services (TCS) employee headcount fell by a massive nearly 20,000 in a single quarter, as India's largest IT services company continues to restructure workforce to align with changed business dynamics. According to Q2 FY26 data on its website, the company's headcount has dropped to 5,93,314 in September quarter as compared to 6,13,069 in June quarter, even as IT workers' union NITES accused TCS of downplaying large scale layoffs through under-reporting.
'The government is putting insurance in the same category as food, which is essential for life.' 'Now this is an opportunity for the sector to focus on the consumer.'
Congress leader Rahul Gandhi has said the 'wholesale attack on the democratic system' currently underway in India is the single biggest risk the country is facing, and asserted that allowing different traditions to thrive is very important as 'we cannot do what China does, which is to run an authoritarian system'. IMAGE: Kindly note that this image has been posted for representational purposes only. Photograph: / Rediff.com Speaking at a seminar titled 'The Future is Today' at the EIA University in Medellin, Colombia, Gandhi also alleged that there are 'huge amounts of corruption at a centralised level' in India now. "In India, we have huge amounts of corruption now at a very centralised level. So, three or four businesses taking over the whole economy, having a direct relationship with the prime minister, is rampant in India," the Leader of Opposition in Lok Sabha said. "But I believe decentralising power, making things more transparent, bringing people into conversations, and bringing people into processes is the best way forward," Gandhi said while addressing the seminar on Wednesday. Hitting back at the Congress leader for his remarks, the Bharatiya Janata Party on Thursday accused Gandhi of insulting and degrading India on foreign soil. Posting a video clip of Gandhi's speech on X, BJP national spokesperson Gaurav Bhatia said, 'Rahul Gandhi does it again, degrades India on foreign soil. From defaming our democracy in London, to mocking our institutions in the US, now in Colombia he spares no chance to insult Bharat globally.' 'This isn't dissent. It's disgrace to the fake Gandhi. Criticising BJP may be your right but dare you malign Mother India for your cheap and petty politics,' Bhatia said. Speaking at the seminar, Gandhi said India has a much more complex system as compared to China and its strengths are very different from that of the neighbouring country. India also has a very old spiritual tradition and a thought system with profound ideas that are useful in today's world, he said, adding that there is a lot that the country can offer in terms of tradition and way of thinking. "I am very optimistic about India, but at the same time, there are fault lines within the Indian structure. There are risks that India has to overcome. The single-biggest risk is the attack on democracy that is taking place in India," the Leader of Opposition said. "India has multiple religions, traditions and languages. India is actually a conversation between all its people. Different ideas, religions and traditions require space. The best method for creating that space is the democratic system," he said. "Currently, there is a wholesale attack on the democratic system in India, so that is a risk. The other big risk is different conceptions -- some 16-17 different languages, different religions... So, allowing these different traditions to thrive, and giving them space to express themselves is very important for a country like India.
A fire broke out at the main venue of the ongoing United Nations COP30 Climate Summit in Brazil's Belem on Thursday, forcing thousands of people to run for safety.
Axis Bank reported a sharp drop in net profit in the second quarter of financial year 2026 (Q2FY26) on higher provisions and weak operating profit growth while revenue growth was moderate. But loan growth and deposit growth improved to double-digits year-on-year (Y-o-Y) and asset quality also improved with the gross non-performing loan or NPL ratio moving down.
More than a third of 83 mainboard IPOs this year ended their debut sessions in the red, with losses of up to 35 per cent.
With 18,000 employees already, NatWest eyes 3,000 engineers in India by next year to strengthen its AI and data capabilities.
'An asset must generate income. Equities yield dividends, bonds pay coupons, deposits give interest, and real estate earns rent.' 'Gold, silver, and even Bitcoin produce no income, they merely store value. So, they should not be compared to productive assets.'
Here's what Indian investors diversifying into equities, ETFs, and real estate abroad to manage risk, returns, and currency exposure must watch out for.
'I will not be surprised if there is a 7 per cent handle in front of the decimal place for the full financial year.'
Investors may wait for six months and then take another look at the stock.
'This is the Bengal story, where businesses are nurtured, dreams are realised, and legacies are built.'
With average returns of 18 per cent over the past year, listed real estate investment trusts (Reits) have clearly outperformed both the Nifty Realty index and the Sensex. Over the same period, Nifty Realty fell 15.5 per cent, while the benchmark index was largely unchanged. Steady office leasing, the Securities and Exchange Board of India's (Sebi's) decision to reclassify Reits as equity instruments, and ongoing portfolio expansion have strengthened the sector's appeal.
HCLTech reported flat net income of Rs 4,235 crore in the second quarter of 2025-26 (Q2FY26) compared to last year, even as its revenue was up 10.7 per cent to Rs 31,492 crore helped by financial services and technology business verticals.
60 per cent of hospitals are directing investments towards IT capability building, 50 per cent towards business intelligence tools and data lakes, and a significant share into AI-led use cases such as clinical documentation (72 per cent), decision support systems (64 per cent) and imaging (60 per cent).
With the price of gold entering a strong bull run, gold-loan non-banking financial companies (NBFCs) are under the spotlight, even though their performance is not directly linked to gold price. Muthoot Finance outperformed in the April-June quarter (Q1) of 2025-26 (FY26), with its assets under management (AUM) growing 10 per cent quarter-on-quarter (Q-o-Q) and 42 per cent year-on-year (Y-o-Y), an improvement of 88 basis points (bps) Q-o-Q in net interest margin (NIM), and a fall in credit cost. Gold AUM rose 40 per cent Y-o-Y and 10 per cent Q-o-Q. The company recorded recoveries of 350 crore, including 100 crore from an asset reconstruction company (ARC), resulting in a 100-bp Q-o-Q yield increase.
'For most investors, I recommend a low double-digit allocation (10 to 12 per cent) to gold and silver combined.'
: Build lasting wealth via disciplined, long-term mutual fund investing in India's compounding marathon, Shanaihi, Shanaihi, says Ramalingam Kalirajan
EMI means you've already spent tomorrow's income; SIP means you're investing today's income to secure tomorrow, explains Ramalingam Kalirajan
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
'A staggered investment approach (using SIP or STP) can help investors benefit from this opportunity while reducing timing risk.'
Skipping breakfast can lead to insulin resistance and overeating later, warns rediffGURU Komal Jethmalani, a nutritionist with over 26 years of experience.
A petition has been filed in the Supreme Court seeking transfer of the probe into the death of Assamese singer Zubeen Garg from the state police's SIT to a central agency such as the CBI or the NIA.
Digipin promises to revolutionise location-based services in India with safeguards.
The driver of a Bengaluru-bound bus that caught fire in Andhra Pradesh, killing 20 people, is in police custody. He is accused of fleeing the scene after the collision.
Reserve Bank Governor Sanjay Malhotra on Wednesday exhorted the fledgling fintech ecosystem to focus on the underserved sections of the society to deepen financial inclusion. Speaking at the annual Global Fintech Fest in Mumbai, Malhotra accepted that serving the "privileged" will be a lucrative business, but urged the smaller companies to focus on the underserved.
Romance may be personal, but when it enters the workplace, particularly in reporting hierarchies, it becomes a matter of governance.
Colliers reports that GCC leasing has jumped from 4.6 million square feet in 2021 and is expected to hit 10.6 million square feet by 2025 -- a clear sign that multinationals see Bengaluru as a long-term base.
'Indian markets may underperform global peers for the next two quarters.' 'But beyond that, India should catch up and resume its long-term growth path.'
SOFs can be a diversification tool for investors seeking alternatives to conventional large, mid, or smallcap portfolios.
Indian information-technology (IT) service providers are likely to report another quarter (July-September) of low, single-digit growth owing to macro uncertainties, chiefly emanating from America, with no respite in sight even in the second half of the year.
'First-time investors, busy professionals, NRIs and those with modest sums looking for curated strategies may find FoFs especially appealing.'
'The way the attacks are coming has become much stronger and much wider because of AI.'
'When maximum voter participation occurs, they do not vote to re-elect the incumbent government. They vote to change it.' 'How can anyone credibly suggest that crores of young voters -- particularly the unemployed youth -- would vote to re-elect an existing government that has demonstrably failed them?'
'Reits are suitable for investors seeking regular income and real estate exposure without managing physical properties, especially NRIs and retirees.'
'Long-short SIFs are designed for seasoned, high-risk, high-reward investors, who understand market volatility.'
Six critical patients were killed in a fire at the trauma centre of the state-run Sawai Man Singh (SMS) Hospital in Jaipur late Sunday night, officials stated.
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