Portfolio News
War clouds over Dalal Street: Will FPIs pull back amid escalating India-Pakistan conflict?
India and Pakistan face escalating tensions with drone strikes reported along the border on Thursday. While Indian markets remain relatively stable, the rupee suffers its worst decline in over two years, prompting concerns about foreign investment amid the ongoing conflict.
3 min read9 May 2025Devina Mehra: Diversified or concentrated portfolio? It’s an easy choice
Investing in stocks is a game of both luck and skill—and diversification assures the latter a larger role to play. Performance predictability goes up across large numbers and holding a wide range of equities reduces the element of luck.
4 min read7 May 2025After large-cap switch last year, Quant MF's Sandeep Tandon starts to add small-caps
Tandon says he has been selectively adding small-caps in his portfolio over last three months as several stocks in this segment have corrected sharply
4 min read5 May 2025Sebi defers rollout of common contract note for FPIs to July
Sebi has postponed the common contract note rollout for foreign portfolio investors to 1 July, delaying it by two months. The CCN aims to consolidate trade details into a single document, enhancing transparency and efficiency for over 11,000 registered foreign portfolio investors in India.
1 min read30 Apr 2025Why Arun Kumar of FundsIndia backs investment styles others are avoiding
Arun Kumar, vice-president and head of research at FundsIndia, likes it when certain investment styles or investment approaches are not doing well and currently he's watching momentum-oriented funds
7 min read29 Apr 2025Why are FPIs rushing back to Indian stock market despite global uncertainty?
Foreign portfolio investors have returned as net buyers in India's equity market, investing ₹32,465 crore in recent weeks. Factors like improved domestic economic conditions and ongoing trade talks with the U.S. are encouraging this trend, positioning India favorably amid global uncertainties.
3 min read28 Apr 2025Why global diversification is more than a buzzword for Indian investors
As economic volatility rises, experts at Mint Horizons Mumbai emphasised that global investment is essential for managing risk and achieving resilience. With various options available, investors should align their portfolios with international trends and currencies.
3 min read25 Apr 2025My dogma on gold was unwise: Srikanth Meenakshi on lessons from a humbling year
After decades in the market, PrimeInvestor’s Srikanth Meenakshi found himself outperformed by a novice—and forced to rethink his aversion to gold.
4 min read24 Apr 2025Why India's collective investment tax rules need an overhaul
A look at how India’s tax rules for collective investment schemes create arbitrage — and why reform is overdue.
4 min read21 Apr 2025Equitree’s value strategy shines as Indian markets bounce back sharply on easing trade tensions
India leads in global equity market recovery with Nifty 50 and Sensex gaining over 6% amid domestic macro stability. The rally is fueled by financial stocks and RBI's rate cuts, while easing trade tensions support risk sentiment, attracting retail and foreign investors.
2 min read18 Apr 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