The recent selloff in the Indian equity market has been far more painful for mid and smallcap stocks compared to largecap stocks. The benchmark BSE Sensex is now down 9.5 per cent from its record monthly closing of 84,300 at the end of September last year. In the same period, the BSE MidCap has lost 17 per cent of its value, while the BSE SmallCap has corrected by 17.1 per cent.
Dwaipayan Bose explains what momentum investing is, how it works, why it generates higher returns and has higher wealth creation potential.
Adani Ports and JSW Infrastructure, India's leading private port operators, are expanding their logistics services to capture extra cargo while they run integrated transport services. "With incrementally less availability of lucrative port assets that can drive cargo volumes, port operators have naturally shifted their focus on deriving value in the upstream integration, i.e., the logistics space.
'Make-in-India played a key role in India's effective action against terrorism during Operation Sindoor.'
The restaurant chains are riding the Hallyu wave -- a phenomenon about the growing global prominence of South Korean pop culture.
Real estate developers are hoping that the slew of tax concessions announced in Union Budget 2025, set to take effect this financial year, will spur demand for affordable and mid-segment housing, even as the broader housing market shows signs of fatigue.
India's biggest telecom players, Bharti Airtel and Reliance Industries-backed Jio Platforms, will soon bring billionaire Elon Musk-led SpaceX's Starlink satellite services to India. According to analysts, the move could boost India's tele density, especially in the rural areas, and may be an opportunity for investors to add the two stocks on dips for long-term gains
'You can imagine for India what Shuks means not just to the billions of people in India but the entire Indian diaspora around the world.'
Weak market sentiment has driven a steady decline in cash market volumes and margin trading books over the past nine months. Cash market volumes have plummeted by 45 per cent from their peak in June 2024, while the margin book - used by traders to leverage stock purchases - has shrunk by 16 per cent since its high in September 2024.
Gold future prices sustained upward trend for the fourth straight session by surging Rs 2,048 to hit a fresh record high of Rs 100,000 per 10 grams as investors rushed to safe havens after US President Donald Trump indicated plans to overhaul Federal Reserve amid continuing global trade war jitters. On the Multi Commodity Exchange (MCX), the August delivery contract of the yellow metal bounced by Rs 2,048 or 2.1 per cent to hit a fresh peak of Rs 100,000 per 10 grams in the mid-session trade.
Artificial Intelligence, innovation and next-generation technologies figured prominently during the high-stakes discussion between Prime Minister Narendra Modi and US President Donald Trump at the White House, as the two sides announced transformative measures, including the US-India TRUST initiative, roadmap on accelerating AI infrastructure and INDUS Innovation, to boost tech ties.
The outflows could be a result of a mix of factors led by the underperformance of some of the larger funds amid elevated return expectations.
India is home to more than 100 million diabetics, and the demand for anti-diabetic drugs is on the rise -- the Rs 20,611 crore anti-diabetic drug market in India is growing at 9 per cent or so.
Actively managed midcap and smallcap schemes that have struggled to beat the benchmark indices in the past year have managed to outperform the indices during the downturn phase. Barring a few schemes, all active funds in the two categories have managed to arrest the decline vis-a-vis the key benchmarks.
Activist short-seller Nathan Anderson, known for his high-profile campaigns against the likes of Adani Group, said he is closing his firm, Hindenburg Research, not because of any threat -- legal or otherwise -- and that he stands by all its reports.
There remains a debate on who said this: "When the facts change, I change my mind. What do you do, Sir?" Was it the British economist John Maynard Keynes or the American economist Paul Samuelson. Irrespective of who said it, this sentiment appears to have found resonance in ITC's boardroom in recent years.
Brokerages expect a further slowdown in Indian firms' revenue and earnings growth in Q4FY25, following low single-digit growth in the preceding three quarters, as factors like weak consumer demand and credit growth linger on.
Quant funds are a unique offering in the MF space as the investment decisions are driven by a blend of active and passive strategies.
Brokerages on DMart Q3 results: Avenue Supermarts (DMart) shares slipped as much as 5.74 per cent to hit an intraday low of Rs 3,474 per share on Monday. However, the stock recovered slightly to close at Rs 3,507.95, down 4.82 per cent. Notably, the 52-week low for DMart shares is Rs 3,400. The downward movement in DMart's share price was triggered by the company's 2024-25 (FY25) October-December quarter (Q3) results, which missed Street expectations.
With stricter policies dampening the US/UK dream, Germany, Ireland and New Zealand are emerges as new study abroad destinations for Indian students.
With India's EV penetration at just 2.5 per cent, the market presents an opportunity -- provided Tesla gets its pricing right.
'If there is a military standoff eyeball to eyeball on the western border, the Chinese could create problems by making movements in the north, in our northeast, which could involve us tying down some forces there so that could stretch our military actions.'
French auto major Renault on Monday said it will buy out its Japanese partner Nissan's stake in their Indian joint venture -- Renault Nissan Automotive India Private Ltd. Renault Group would own 100 per cent of Renault Nissan Automotive India Private Ltd (RNAIPL), by acquiring the 51 per cent shareholding currently held by Nissan, the company said in a statement.
'Making sure that you're getting enough sleep, that your weight is maintained correctly and you exercise regularly.'
A lower risk appetite among investors has driven gold, traditionally a safe-haven asset, to record highs so far this year. Fuelled by geopolitical tensions in West Asia, robust demand from central banks - particularly in Asia - and US President Donald Trump's tariff volleys, spot gold touched an all-time high of $2,956 per ounce on February 24 in the international markets.
'I always knew that the only thing that mattered to her was genuinely our health, happiness and welfare.' 'We never heard the 'Log kya kahenge? narrative.'
Since October, FPIs have offloaded Indian equities worth Rs 2.1 trillion.
'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.'
Propelled by strong demand and lower costs, the country's largest airline, InterGlobe Aviation (IndiGo), reported solid operational performance in the 2024-25 (FY25) October-December quarter (Q3). While demand was driven by the festival season, year-end increase, and higher consumer spending, lower fuel and rental costs helped deliver a beat at the operating profit level.
In its highest ever reduction in seller fees, ecommerce giant Amazon India has introduced zero referral charges on over 12 million products on its platform that are priced below Rs 300. The move is aimed at boosting seller growth on Amazon.in and supporting hundreds of thousands small businesses across the country.
From the Sensex pack, Adani Ports, Tata Steel, Power Grid, Mahindra & Mahindra, NTPC, Tech Mahindra, Tata Motors, ITC, Nestle India, HCL Technologies, Bharti Airtel, State Bank of India, Asian Paints and Kotak Mahindra Bank were the gainers. Bajaj Finance, IndusInd Bank, HDFC Bank, and Zomato were the laggards.
rediffGURU Aasif Ahmed Khan counsels students on the best career options in tech and engineering.
India's flexible (flex) office segment, having breached pre-pandemic levels, is thriving as corporates, startups, multinational corporations, and global capability centres (GCCs) expand in India, seeking low-capital yet Grade A plug-and-play facilities. In the first quarter (Q1) of 2025, the flex office segment continued to grow, with flex space leasing rising by 22 per cent to 2.2 million square feet (msf), according to Colliers.
Retail investors have been the hardest hit in the recent market downturn, with stocks where they hold over 20% falling 45% from their 52-week highs.
Simplifying investment policies at the micro level and introducing a time-bound framework will be critical for India's growth targets, notes Krishna Ella.
Billionaire Mukesh Ambani's Reliance Industries Ltd is estimated to have earned 724 million euros (about Rs 6,850 crore) from exporting fuel made from Russian crude oil to the US in one year, an European think tank said in a report. "From January 2024 to the end of January 2025, the US imported EUR 2.8 billion of refined oil from six refineries in India and Turkey that process Russian crude.
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
Oil marketing companies (OMCs), paint manufacturers, tyre producers, and aviation stocks witnessed significant gains as Brent crude oil prices slipped below $70 per barrel. The price drop came after a double blow: The US imposed tariffs on Canada and Mexico, including energy imports, and OPEC+ - the group of major oil-producing nations including Russia - announced an output increase of 138,000 barrels per day, the first such hike since 2022.
'We don't have to compete with Maharashtra or Gujarat. We have to now start thinking about how we compete with the United States or China.'
Investors became richer by nearly Rs 8 lakh crore on Wednesday as benchmark BSE Sensex surged by 740 points amid value buying in utilities and power shares and a strong trend in global markets. The 30-share BSE Sensex surged by 740.30 points or 1.01 per cent to close at 73,730.23.
