2025 marked a shift in investor preference when it comes to MF schemes.
Foreign investors have pulled out Rs 11,820 crore ($1.3 billion) from Indian equities in the first week of this month, primarily driven by the sharp depreciation of the rupee. This sharp withdrawal follows a net outflow of Rs 3,765 crore in November, further pressuring markets.
Among Sensex firms, Bajaj Finance, ICICI Bank, Hindustan Unilever, Bajaj Finserv, HCL Tech and HDFC Bank were the major gainers. However, Maruti, Eternal, UltraTech Cement and State Bank of India were among the laggards.
Largecap equity funds remain suitable for conservative and moderate risk-taking investors seeking relatively stable returns.
New foreign trade policy to stress manufacturing exports.
'We expect modest returns in 2026 versus the steep gains seen over the past few years.'
United States President Donald Trump has imposed a 10% tariff on most US imports, with even higher rates for China (34%), India (26%), Japan (24%) and the EU (20%), escalating a global trade war.
Among Sensex stocks, Tata Motors Passenger Vehicles, Trent, Infosys, Power Grid, HDFC Bank, HCL Tech, Kotak Mahindra Bank, ICICI Bank and Bajaj Finance were the major laggards. However, Bharat Electronics, State Bank of India, Tata Steel, Eternal, Bharti Airtel and Reliance Industries were the gainers.
United States President Donald Trump ignited controversy after making sharp and unprecedented remarks about Colombia during a brief exchange with reporters.
China has imposed sanctions on 20 US defence firms in response to the Trump administration's approval of a record USD 11.1 billion arms sales package to Taiwan.
'In the long run, India's strong growth story and reforms to make assets globally attractive will determine the rupee's resilience.'
Trump said California has been particularly "hard hit" because of this, blaming democrat Gavin Newsom, the Governor of California, for this loss, calling him "weak and incompetent."
'...a mix of asset classes.' 'Include equities for growth (across market caps), debt for stability and liquidity, gold as a hedge against macro and currency risk, and global assets for geographical and economic diversification.'
The Bharatiya Janata Party on Tuesday said it held a formal meeting with a Chinese delegation openly, given the "improved" relations between New Delhi and Beijing, unlike the Congress which, it alleged, "secretly" signed a memorandum of understanding with the neighbouring country's ruling party.
RSS chief Mohan Bhagwat clarifies the organization's role, stating it is not a paramilitary group and aims to unite society with virtues to prevent foreign subjugation.
Among the Sensex constituents, Asian Paints, Tech Mahindra, HCL Technologies, Tata Steel, Maruti Suzuki India, Sun Pharmaceuticals, Tata Consultancy Services, ICICI Bank, Bajaj Finance, UltraTech Cement, Mahindra & Mahindra and Tata Motors Passenger Vehicles were the laggards. However, Eternal, Titan, Adani Ports, Bharat Electronics Ltd, State Bank of India, Bajaj Finserv, NTPC and Bharti Airtel were among the gainers.
The Centre is regularly holding consultations with stakeholders to streamline foreign direct investments (FDIs) and foreign institutional investments (FIIs) related processes to enable faster and more efficient investment flows into the country, said Commerce and Industry Minister Piyush Goyal, adding one such meeting with stakeholders was held on Tuesday.
United States President Donald Trump has backed a sanctions bill that could impose 500 per cent tariffs on countries buying Russian oil, giving the White House leverage against countries like China and India to stop them from purchasing cheap oil from Moscow.
Trump's remarks came amid heightened US messaging about the Iran situation and a series of White House statements indicating that multiple options remain under review.
The US Trade Representative noted that India's average applied tariff rate stood at 17% per cent, the highest of any major world economy.
Among Sensex firms, Axis Bank, HDFC Bank, Reliance Industries, ICICI Bank, Bharat Electronics and Larsen & Toubro were the biggest laggards. However, Asian Paints, Maruti, Bharti Airtel and Bajaj Finance were among the gainers.
From the Sensex firms, Bharti Airtel, Tata Motors, Mahindra & Mahindra, Kotak Mahindra Bank, Axis Bank and Reliance Industries were among the laggards. However, NTPC, Titan, Trent, ITC and Bajaj Finserv were the gainers.
With India's exports all set to touch $80 billion in 2004-05, the new Foreign Trade Policy to be unveiled on Friday will have a slew of measures to boost farm exports apart from traditional sectors like textiles, gems and jewellery.
Global emerging market investors are sharply cutting back on India, making it the largest underweight market, as funds rotate into China, Hong Kong, and South Korea amid tariff shocks and valuation concerns.
'Foreign capital will continue to come directly into India, but companies have realised that GIFT City is a more cost-efficient way of channelling funds.'
Foreign Affairs expert Robinder Sachdev on Monday expressed serious concern over the current public sentiment and statements emerging from leaders in Bangladesh against India, describing them as 'threats' targeting Northeast India and warning that these elements in the neighbouring country are actively seeking ways to 'hurt' the nation.
India has raised concerns with the United States regarding the cancellation of scheduled H1B visa interviews for Indian applicants due to enhanced vetting measures. Both countries are engaged in discussions to address the disruptions caused by the delays.
Equity markets fell on Monday, with benchmark indices recording their worst session in over two months amid caution ahead of the US Federal Reserve's (Fed's) policy announcement and renewed uncertainty over the US-India trade deal. Sustained selling by foreign portfolio investors (FPIs) also weighed on sentiment.
Congress leader Rahul Gandhi alleges the government discourages foreign dignitaries from meeting the Leader of the Opposition due to insecurity, breaking established traditions.
Gold and silver prices are poised to maintain their record-setting rally in the coming week as investors focus on global inflation data and key macroeconomic indicators that shape central bank policy paths, analysts said.
Among Sensex firms, Eternal, Infosys, Asian Paints, HDFC Bank, Bajaj Finserv and Titan were the major gainers. However, Tata Steel, Tech Mahindra, Adani Ports and Bharat Electronics were among the laggards.
US lawmakers have expressed concerns that policies enacted by the Trump administration, such as the H1B visa fee and tariffs on India, are detrimental to American businesses and threaten the relationship between the United States and India.
Foreign direct investment (FDI) in India rose 18 per cent to $35.18 billion during April-September this fiscal year, while the inflow from the US more than doubled to $6.62 billion during the first half of this fiscal, according to government data released on Monday. Foreign Direct Investment (FDI) during April-September FY24 stood at $29.79 billion.
Among the Sensex constituents, Eternal, Trent, Bharti Airtel, Infosys, Tech Mahindra, UltraTech Cement, ICICI Bank, HDFC Bank, Bajaj Finance, Tata Consultancy Services, Bharat Electronics Ltd, Larsen & Toubro and Tata Motors Passenger Vehicles were the laggards. However, Tata Steel, Sun Pharmaceuticals, ITC, NTPC, Reliance Industries, HCL Technologies, PowerGrid, and Asian Paints were among the gainers.
As the rupee remains under pressure due to several headwinds and the uncertainty around the India-US trade deal, the Reserve Bank of India (RBI) has been stepping in only to calm volatility, not to stop the fall.
Equity benchmark indices Sensex and Nifty fell on Friday, extending their downward journey to the third day, as investors continued to reel under pressure caused by the imposition of high tariffs and relentless foreign fund outflows.
'Only four or five original companies remain; the rest have been replaced every decade as sectors evolve or leadership shifts.' 'Companies that fail to adapt -- like many textile mills from the 1970s and shipping firms from the 1980s -- disappear.' 'Benchmark indices reward those who reinvent themselves in line with economic demands.'
The continued MF buying has pushed the equity holding of MFs to over Rs 50 trillion for the first time.
Trade analyst Girish Wankhede puts together a curated list of the 25 biggest hits in the first 25 years of the century.
Sona Bahadur's Goa currython yielded interesting results.
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