Capex, infrastructure development, and prudent fiscal management are the key focus areas in the Budget, says Nilesh Shah.
Investors seeking higher returns at relatively higher risk should consider allocation to smallcap equity funds.
'...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.'
'Long-term investors seeking sustainable gains from resilient, fundamentally strong companies may go for these funds.'
Metropolis Healthcare (MHL) has decided to acquire a 100 per cent stake in Gurgaon-based Core Diagnostics for Rs 247 crore. This is about 2.2x FY24 (financial year 2023-24) enterprise value (EV)/sales and estimated 14x FY26 EV/Ebitda for the deal.
This year's Economic Survey and the Union Budget were more closely followed for more reasons than one.
Tata Power has partnered with Salesforce to digitally transform its rooftop solar, EV charging, and smart home solutions businesses, aiming to enhance customer engagement and operational efficiency.
Microsoft founder and Gates Foundation chairman Bill Gates on Tuesday hailed Andhra Pradesh's rapid development, saying it was exciting to see the state's growth being accelerated through AI and technology.
India's high cost of capital due to relatively shallow corporate bond markets, limited institutional investor depth, sovereign risk premia, and regulatory restrictions on capital flows, is a constraint on private investment and long-run growth, the Economic Survey, authored by Chief Economic Advisor (CEA) V Anantha Nageswaran, said.
'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.'
Supported by strong buoyancy in public sector capital expenditure (capex), growth in infrastructure investment is expected to accelerate in 2025-26 (FY26) compared to 2024-25 (FY25), according to the First Advance Estimates of gross domestic product (GDP) for FY26 released by the National Statistics Office (NSO) on Wednesday.
'Stopping now would defeat the core purpose of an SIP, which is to average out the purchase cost over market cycles.'
The coronavirus pandemic has not impacted India's long-term growth trajectory although it has delayed it and in this decade, the country will lead the global growth rates, Tata group chairman N Chandrasekaran said on Tuesday. Speaking at tech giant Microsoft's annual flagship event, Future Ready, he said it should be a national priority to enable access to healthcare and education using digital infrastructure for all in the country, considering how the acceleration of digital adoption during the pandemic has created a divide as many people, who do not have the means and access, have been left behind. "There are many things going for India. I think as the economy fully opens up post the pandemic, I believe that our growth will continue to get stronger.
'Oil is still well below its all-time highs, and the world is gradually running out of known reserves.'
'The day that the market realises that they've overspent (on AI) and there's a sudden collapse in the capex, then India can start outperforming again.'
The Budget emerges as a measured, credible and forward-looking policy document that reinforces India's commitment to remaining a stable, reform-oriented economy amid an increasingly fragmented global landscape, says A Balasubramanian.
The forthcoming Budget could think of maintaining public capital expenditure at 3 per cent so that domestic resources are available for private investments, points out N R Bhanumurthy.
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Pranab Mukherjee, who himself was Finance Minister, said he was 'not disappointed' by the current economic situation in the country.
A Jefferies report warns that the IT services sector is set for a structural shift due to AI, requiring talent and operating model overhauls and increasing cyclicality.
Most first-time investors may be better served by diversified options such as flexicap or multi-cap funds, which already hold pharma and healthcare stocks.
'The bigger unknown remains global geopolitics, which is inherently unpredictable, including developments in our neighbourhood.' 'Another concern is the increasing tilt of government finances towards welfare subsidies, especially at the state level.' 'This could constrain capital expenditure, which is critical for long-term growth.'
Tata Power collaborates with Salesforce to digitally transform its rooftop solar, EV charging, and smart home solutions businesses, aiming to enhance customer engagement and operational efficiency.
Cognizant reported a significant increase in net income for the December quarter, driven by AI efficiencies and strong performance in the financial services sector. The company also announced a major deal and provided guidance for the upcoming year.
The Shree Ram Twistex IPO enters Day 3 with strong investor interest. Check latest GMP, subscription status, price band, company fundamentals, and expert review to decide whether to apply.
'We operate in an economy that is structurally positioned for long-term growth. As market levels rise over time, our AUM grows in line.'
Home loan demand is moving away from core metropolitan markets, with Tier-2 and Tier-3 cities emerging as the dominant contributors to growth in 2025, a report said.
India is growing fast, but to keep growing strong, the government must make more things at home, create jobs, and spend money wisely, suggests Rajiv Memani, regional managing partner, Africa-India Region, EY.
The most common mistake is investing without assessing suitability and long-term implications.
Trade deals ease risks for Indian equities, but weak demand and stretched valuations raise questions over whether optimism -- especially in smallcaps -- can turn into a sustained bull run, points out Debashis Basu.
Hindustan Unilever (HUL) has topped the Perpetual Capital Hurun India Impact 50 - 2026 list with 53.9 points (on the scale of 0-100), reflecting a strong performance across key sustainable development goals (SDGs), including climate, water, circularity, gender and biodiversity.
'We kept this Budget on a larger plank, rather than on one incident, however serious.'
Mutual fund investment through systematic investment plans (SIPs) has surged to an all-time high of Rs 3.34 lakh crore in 2025, driven by growing investor appetite for disciplined, long-term wealth creation.
Jewellery makers are set to post strong revenue growth in the 2025-26 (FY26) October-December quarter (Q3), supported by a robust wedding season and rising value growth, even as volumes decline.
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'Except for extremely conservative investors, others can consider allocating 10 to 20 per cent of their portfolio to small caps.'
IndiGo operator InterGlobe Aviation had a mildly encouraging third quarter in financial year 2026 (Q3FY26).
Fears around artificial intelligence (AI) sparked a global selloff in information technology (IT) stocks, dragging down domestic software shares and prompting the heaviest foreign portfolio investor (FPI) outflows since the second half of July 2025.
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
The Iran conflict led to a sharp correction in Reliance Industries Ltd's (RIL's) share price, which has been partially reversed by a rebound.
Near-term prospects hinge on the progress of the second wave of Covid-19. A lockdown will dent prospects as 60 per cent of revenues come from the dine-in segment.
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