'For most investors, I recommend a low double-digit allocation (10 to 12 per cent) to gold and silver combined.'
Goldman Sachs is bullish about Indian aerospace and defence, preferring private companies over public sector units (PSUs) as the country ramps up its export target for the sector to Rs 50,000 crore by FY29 from Rs 23,600 crore last year. The American investment bank's top 'buy' recommendations include Solar Industries, Bharat Electronics, Data Patterns and PTC Industries, while Bharat Dynamics is rated 'sell'.
You don't need a six-figure salary to build wealth -- you need discipline and a smart plan, says Ramalingam Kalirajan. and shows you how
Last fortnight, State Bank of India Chairman C S Setty lifted the veil on a subject long spoken of in corporate corridors: Why can't our banks finance mergers and acquisitions (M&As)? Change is in the air: Indian Banks' Association (of which Setty is the chairman) is to "make a formal request" to Mint Road to make way for it. Thus far the exclusive turf of foreign banks even though its funding remains offshore - as in, it's not on these entities rupee-book (and a few select shadow banks) - a most lucrative segment in the investment banking suite, M&As, will be homeward-bound.
Bengaluru-based Ultraviolette launches the fighter jet-inspired X-47 Crossover electric motorcycle at Rs 2.49 lakh, with deliveries to commence in October.
Supreme Court judge Justice K Vinod Chandran on Monday recused from hearing a plea seeking directions to authorities to investigate allegations made by US short seller Viceroy Research that billionaire Anil Agarwal's mining conglomerate was "financially unsustainable" and posing severe risk to creditors.
'Our politics is transparent -- it's about ensuring farmers don't die by suicide, about ensuring agriculture remains viable, about ensuring food security for the nation.' 'If that's politics, then yes, we do politics.'
The Adani group has said it will have a capital expenditure of Rs 1.1 trillion in 2025-26 as against this financial year's Rs 92,000 crore, with a focus on core energy and infrastructure. Expenditure will be financed through an internal cash generation of Rs 60,000 crore, and the rest will be raised via equity and debt, according to senior officials.
Industrialist Gautam Adani-led Adani Group is looking to invest around $60 billion up to FY32 in power sector, especially in renewables, generation and transmission/distribution. In an investor presentation, Adani Power said the group plans $21 billion investment by FY30 to scale up renewable energy capacity to 50 GW from 14.2 GW as of FY25.
Germany has almost 60,000 Indian students 'which makes them already today the largest group of international students in Germany'.
Labour markets showed positive momentum in August as the unemployment rate fell for the second consecutive month to a four-month low of 5.1 per cent from 5.2 per cent in July. It was on account of the start of the sowing season.
'We have just scratched the surface because cricket has been around for the longest time.'
'Developers have started offering 70% to 100% extra area and beyond.' 'If the market cycle shifts -- as many are already predicting with signs of price saturation and reduction -- most recent redevelopment projects will unravel.'
The Securities and Exchange Board of India (Sebi), in a circular dated April 11, 2025, warned investors about rising fraud and manipulation linked to the securities market on social media platforms.
Stock markets will be driven by further developments on the US-China tariff war front along with quarterly earnings announcements from IT majors Wipro and Infosys in a holiday-shortened week, analysts said. Global market trends and trading activity of foreign investors would also dictate market movement this week, experts noted.
India's mergers and acquisitions (M&A) activity cooled in the second quarter of 2025-26 (Q2FY26), with deal value falling to $26.26 billion from $29.04 billion a year ago, according to Bloomberg data.
'If we want to pivot meaningfully from a services-driven economy to a technology and manufacturing-led one.'
'The Bhashini Mission has delivered a working technology at large scale, which is as good as or better than the one with MNC tech giants.'
It is not yet clear if Diageo Plc is looking to sell its complete stake in RCB.
The country's largest lender State Bank of India on Wednesday announced the completion of the divestment of about 13.18 per cent stake in Yes Bank to Sumitomo Mitsui Banking Corporation of Japan for Rs 8,888.97 crore. State Bank of India (SBI) has received Rs 8,888.97 crore from the acquirer Sumitomo Mitsui Banking Corporation (SMBC), a Japanese multinational financial services company belonging to the Sumitomo Mitsui Financial Group (SMFG), the bank said in a regulatory filing.
'Investors should continue with their SIPs, especially during market corrections.' 'For those looking to start new SIPs, beginning with large-cap funds is a prudent strategy, followed by flexi-cap and value-oriented approaches.'
Do home prices really never fall? Ramalingam Kalirajan begs to differ.
Kudumbashree's new initiatives like onasadya, Onam kits and gift hampers are a huge hit.
Domestic institutional investors (DIIs), mostly mutual funds and insurance companies, overtook foreign portfolio investors (FPIs) in ownership of NSE-listed companies in the March quarter of 2025. According to Prime Database, DIIs held a 17.62 per cent stake, up from 16.89 per cent in the December 2024 quarter.
'Crude oil prices are around $66-67 per barrel now but could fall to $55-60 if global disturbances ease.'
Banks and NBFCs are launching festival offers, including lower loan rates, cashback, EMI schemes and GST-linked benefits to tap rising demand ahead of Diwali
'Investing in these funds makes sense if their net yield over better-quality funds -- corporate bond funds or banking and PSU funds -- is meaningful.'
'The BJP's top leadership realised that their cadres are not happy with them, so they changed the ministers and got in new faces.'
In an eventful week ahead, stock markets may face volatile trends before the RBI's interest rate decision and the US inflation data announcements, as investors continue to assess the broader implications of US tariffs on global economy and inflation, analysts said. Investors fear that a full-blown trade war will impact global trade and economic growth, according to market experts.
The Delhi police Special Cell has busted a terror module with links to Pakistan and arrested five suspected operatives after raids across multiple states, an official said on Thursday.
'In the past six months, capital markets have seen a dip, and realty is struggling. The stock-market investor will be cautious of putting that investment in real estate when there may be a slowdown coming.'
Marico is expected to post high single-digit volume growth in the India business in the July-September quarter. However, it is expected to moderate sequentially, the company said in its quarterly update on exchanges.
Stock market benchmark indices Sensex and Nifty tumbled over 1 per cent each on Friday as tensions soared between India and Pakistan, fuelling fears of a wider conflict.
The Odisha government imposed prohibitory orders and suspended internet services in Cuttack following violence after a Durga idol immersion procession. Clashes erupted, injuring several people, including police personnel. Authorities are taking strict action against misinformation spread on social media.
The US remains the largest market for IT outsourcing, and for Indian giants TCS, Infosys and Wipro, it contributes around 40 per cent of their top line.
'If the BJP seriously addresses employment, examination integrity and systemic corruption, they might salvage their position. Otherwise, they are heading toward serious trouble in 2027.'
'This is also a time when you realise that short-term trading and dabbling in derivatives may result in financial losses.'
'The scale and depth of talent here plays a central role in core software product engineering for some of the biggest brands in tech.'
Trump's proposed policy limits undergraduates from any one country to 5% at select top US universities, raising concerns for Indian aspirants eyeing elite colleges.
Ask rediffGURU and PF, MF and insurance expert Purshotam Lal your mutual fund, insurance and personal finance-related questions.
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