Portfolio
FPIs turn net buyers in cash market for first time since war began
Inflows of ₹6,732 crore alongside significant short-covering and DII support drove a 2.2% Nifty gain in July, raising hopes for a recovery to pre-war levels if geopolitical risks subside and the global AI trade reversal continues.
2 min read3 Aug 2026The new Mauritius: Gift City has emerged as a rival—at least for FPIs trading futures and options
A tax treaty had made Mauritius a gateway for overseas investment. But Gujarat International Finance Tec-City (Gift City) now offers foreign portfolio investors a better way to trade derivatives on the NSE. The numbers show as much.
3 min read3 Aug 2026Pulse of the Street: foreign flows, IT rebound power best week in four months
IT stocks spearheaded the rally, with the BSE IT gaining 6.5% during the week.
3 min read31 Jul 2026FPIs return after four-month exodus, but is the worst really over?
Overseas investors snapped a four-month selling spree in July by pouring ₹9,613 crore into Indian equities. Experts view the shift as tactical repositioning rather than a structural return, even as strong domestic inflows absorb global volatility.
5 min read31 Jul 2026Sebi reopens the PMS rulebook: what it changes for investors and investment industry
Sebi's proposed MF-only PMS lowers the investment threshold to ₹25 lakh, opening customized mutual fund portfolios to more investors.
7 min read29 Jul 2026Different fund categories, same stocks? These equity mutual funds have up to 79.4% portfolio overlap
A study found that the BOI Large & Mid Cap Fund and BOI Multi Cap Fund from the same AMC have a portfolio overlap of 79.4%, despite belonging to different categories. This highlights that investing in multiple equity mutual funds across categories may not always lead to better diversification.
2 min read27 Jul 2026Why the Global South needs its own shared space architecture
Over-reliance on Western commercial satellites leaves developing nations exposed during geopolitical crises, making a sovereign public network essential for long-term security.
3 min read26 Jul 2026SIFs are designed to improve risk-adjusted returns: Edelweiss' Bhavesh Jain
Instead of focusing only on headline returns, investors should start looking at risk-adjusted returns, says Edelweiss Mutual Fund's Bhavesh Jain
7 min read24 Jul 2026FPIs pump ₹17,227 crore into Indian stock market in July, ending 4-month outflow streak. Can the comeback sustain?
FPIs invested a net ₹17,227 crore in Indian equities in July, marking a recovery from previous months' outflows. Key beneficiaries include healthcare and metals, while auto and capital goods struggle. Concerns over rising crude oil prices may impact future FPI inflows.
2 min read23 Jul 2026Foreign investors sell Nifty Bank futures on margin worries
Most private banks reported compression in net interest margins in the June quarter, despite posting higher profits due to lower provisioning.
3 min read21 Jul 2026Wait for it…
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