Investment Strategies News
“Next leg of growth from FMCG, consumer discretionary, building material companies"
Wealthy families are diversifying investments into long-term growth pools and FIIs are expected to return to Indian markets as valuations stabilize, said Vipul Bhowar of Waterfield Advisors. The next leg of growth will be from FMCG, consumer discretionary, and building material companies, he added.
5 min read30 Nov 2025Unlocking India's global tech potential: Insights from Mint Forum
At the Mint Insights Forum, industry leaders urge Indian startups to innovate for global markets, emphasizing the need for improved R&D, privatization of infrastructure, and long-term investment strategies to elevate India's tech ecosystem and compete on a worldwide scale.
6 min read14 Oct 2025Gold, silver ETFs see record inflows in Sept — Smart hedge or investor FOMO?
Retail investors have invested almost ₹8500 crore in the gold ETFs this month, which is over 10% of the overall AUM. Apart from gold, silver ETFs, too, attracted significant attention from investors, garnering record ₹5342 crore inflows, highlighting a diversification shift towards metals.
3 min read10 Oct 2025Legendary US market investor Peter Lynch reveals why he doesn't invest in AI stocks. Hint: ‘I couldn’t pronounce Nvidia’
Investing expert Peter Lynch shares insights on the AI boom, advocating for informed investment strategies. He stresses the significance of understanding investments and cautions against blindly following trends, noting his lack of AI stocks and limited tech knowledge.
2 min read7 Oct 2025Markets may see turbulence, but Nifty can compound at 10–12% over 2-3 years: Varun Goel, Mirae Asset
This year, with tax and interest rate cuts, we expect the earnings cycle to complete and Nifty universe to deliver 10–11% earnings growth, said Varun Goel of Mira Asset. Over the long term, market returns tend to mirror earnings growth, he added.
5 min read5 Sep 2025Hidden in plain sight: How fund overlap is quietly undermining your portfolio
The most apparent risk is false diversification. You believe your risk is spread, but in reality, your mutual fund portfolio has overexposure to a small set of companies.
3 min read28 Aug 2025Spy satellites, road cameras, phone trackers. How alternative data companies are changing investing.
New companies are collecting any kind of business and consumer economic activity they can get their hands on and selling it to investors.
8 min read27 Aug 2025Can diversifying into alternative investments help investors navigate market volatility? LGT Wealth's Vislavath explains
LGT Wealth India's CIO of Alternatives, Rajini Vislavath, sheds light on how diversifying into alternative investments helps investors navigate market volatility. India's alternative investment market is projected to grow to $2 trillion over the next decade.
3 min read1 Jul 2025AI-native startups edge out SaaS in investor playbooks as tech shift accelerates
AI-native startups are pulling ahead in India’s venture funding race, with SaaS players retooling fast to stay relevant in a rapidly evolving market.
3 min read10 Jun 2025From TACO, FAFO to MEGA: Acronyms investors are loving in Donald Trump era - Check full list
TACO stands for “Trump Always Chickens Out”. The word was coined by a Financial Times columnist and refers to the US President's tendency to go back and forth on tariffs and trade deals in the wake of his April 2 “Liberation Day” speech.
1 min read31 May 2025Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared
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