Market maven Andrew Holland on why India missed the AI wave, why FIIs are leaving, why he personally invests in cryptocurrencies and why he's still betting big on the country.
Many high-profile IPOs in India since 2021 have destroyed investor wealth due to overvaluation, weak business models, and post-listing disinterest, turning 1 lakh investments into as little as 3,500.
Amidst a sharp run-up in gold and silver prices, investors are advised to rebalance their portfolios by booking partial profits in precious metals and reallocating to domestic equities and debt, according to financial experts.
A systematic withdrawal plan doesn't drain wealth, poor planning does. Ramalingam Kalirajan explains the truth behind systematic withdrawal plans
Indian defence stocks have seen an average year-on-year gain of 67 per cent, driven by renewed interest following 'Operation Sindoor' and a broader increase in global geopolitical tensions, with the combined market capitalisation of 18 firms increasing by approximately 2.3 trillion.
Fintech giant Paytm reports a consolidated profit of Rs 183 crore in Q4 FY26, marking a significant turnaround driven by its core payments business, growth in loans, and consumer-side profitability. The company is also prioritising investments in AI and has ruled out applying for an NBFC licence.
Entities controlled by governments - sovereign wealth funds, and pension funds - have recorded higher growth in equity assets under custody compared to other foreign portfolio investors (FPIs) over the past five years.
The initial public offering of non-banking financial company Tata Capital Ltd got fully subscribed on the final day of bidding on Wednesday. The company's Rs 15,512 crore share sale received bids for 45,84,78,044 shares against 33,34,36,996 shares on offer, translating into 1.38 times subscription, according to NSE data till 13:36 hours.
'Healthcare costs in India rise by 10 to 14% annually, causing treatment costs to double roughly every 5-7 years.'
Indian benchmark stock indices, Sensex and Nifty, closed nearly 1 per cent lower due to surging crude oil prices, weak global market trends, and significant foreign fund outflows, with geopolitical tensions and inflation concerns further dampening investor sentiment.
Investors can begin investing in mutual funds with as little as Rs 100.
Rising stressed debt and past exposures like Reliance Capital, Yes Bank push EPFO to frame exit rules for its portfolio.
'In my entire career, whenever friends, relatives, or associates have sought my counsel, I have told them consistently: Stay away from equities. Buy gold. Place funds in fixed deposits. Acquire some raw land.' 'That is all one genuinely needs to build meaningful, enduring wealth, without the attendant anxiety of equity market participation.'
From a modest salary to Rs 1 crore, here's Ramalingam Kalirajan's smart compounding blueprint for young earners
'Workers are the people who create all the wealth in this country. How can you call them anti-national?'
With duties at 15%, GST at 3%, and making charges running as high as 20% -- the gap between a smart purchase and a careless one can easily be Rs 30,000 to Rs 50,000 on every Rs 1 lakh invested. And most of that gap is entirely avoidable. Ramalingam Kalirajan explains the math.
The Ambani family, headed by billionaire Mukesh Ambani, possesses a wealth of Rs 28 lakh crore, more than double that of the Adani family at Rs 14.01 lakh crore, a report said on Tuesday. The 300 most valuable Indian families have a wealth of over $1.6 trillion (over Rs 140 lakh crore), or more than 40 per cent of the country's GDP.
Deferred payment plans may come with a cost, which may not be immediately visible.
Indian stock markets are set to be influenced by ongoing developments in the US-Iran conflict, fluctuations in crude oil prices, and the latest quarterly earnings reports from major corporates, with foreign investor activity also playing a crucial role.
Sometimes, the most powerful Budgets whisper and the wisest investors listen, notes Ramalingam Kalirajan.
Analysts predict that the ongoing conflict in West Asia, crude oil price fluctuations, and the US Federal Reserve's interest rate decision will significantly influence the Indian equity market this week.
'Except for extremely conservative investors, others can consider allocating 10 to 20 per cent of their portfolio to small caps.'
The Indian IPO market is experiencing a significant surge in preliminary filings, with 38 companies submitting papers to SEBI in March 2026, driven by a combination of improved issuer confidence, strategic regulatory compliance, and private equity investors seeking exits amidst volatile market conditions.
India's first trillion-dollar company will be built on technology it owns, not just operates, predicts Ajay Kumar.
'We are targeting a 2.5x to 3x increase in valuation by FY31.'
'Portfolios built in these phases often deliver the strongest outcomes over time.'
The government should refrain from raising income tax surcharge on the super-rich and reintroducing wealth tax in the upcoming 2026-27 Budget, as the move could prompt persons in high-income brackets to leave the country for low-tax jurisdictions, according to tax experts.
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
'Portfolios built in these phases often deliver the strongest outcomes over time.'
Real wealth isn't built on random bets; it's built on disciplined, guided portfolio strategies that can withstand market ups and downs, says Ramalingam Kalirajan.
Ongoing geopolitical tensions in West Asia have slowed deal momentum in Dubai's luxury residential market, but Indian high-net-worth individuals (HNIs) are not exiting their marquee assets, with any 'discounted' resale deals attributed to investor liquidity stress rather than geopolitical flight.
'Mark Mobius's life was dedicated to investing.'
'Long-term investors seeking sustainable gains from resilient, fundamentally strong companies may go for these funds.'
Do not exit in panic or buy falling stocks without reassessing fundamentals; instead, build a watchlist and invest gradually with a disciplined, long-term approach.
Indian markets on Dalal Street rallied sharply as easing tensions in the US-Iran conflict and stable oil prices boosted sentiment. Track Nifty 50 and BSE Sensex performance and key global triggers.
Trump seems to have estimated that Ghalibaf is a pragmatic politician who is receptive to close relations with the US and is enthusiastic about fostering business and economic ties in particular, points out Ambassador M K Bhadrakumar.
The Powerica Limited IPO opened on March 24, 2026, with muted Day 1 subscription. Check latest GMP, price band, lot size, issue details, and investor response.
'There are certain sovereign AI domains where we must build capabilities using our own data, our own language models, and make our own attempts at global models.'
A consortium led by Kal Somani, a tech entrepreneur, has acquired Rajasthan Royals for $1.63 billion, marking a significant milestone in IPL's history.
Usually, in the western view, corporate success is attributed to efficiency, organisational structure, and scale. R Gopalakrishnan and Harish Bhat argue that philosophy, culture, and the transmission of values are more important for sustaining growth and profitability of an enterprise over a period of time.
