Flexi-cap funds topped equity segments with net inflows of approximately ₹10,020 crorei. Are investors considering them the primary engine for long-term wealth creation? The equity mutual fund story in India in December was of frenzied activity as it is always. But it seems one category shown out quite well with the highest inflows: flexi cap … Read more
Strong volume growth keeps the FMCG major on track for FY26, but investors are betting that cheaper copra will do the heavy lifting next year. Marico’s December-quarter results underline why the stock continues to command a premium in the market. The maker of Parachute and Saffola reported a 27% year-on-year rise in consolidated revenue in … Read more
Strong volumes, rising margins and an improving EV supply chain makes the ride smooth TVS Motor’s latest quarterly numbers will please almost everyone: customers, dealers, and analysts. And investors too. That’s the lens through which to read the BOBCAPS assessment: an “overall healthy show” with “valuations at par,” leading it to “maintain HOLD,” even after … Read more
Market data reveals unprecedented acceleration as five-year fundraising spree nearly matches three decades of capital formation Between 2020 and 2025, companies raised Rs 7.41 lakh crore through IPOs and follow-on offerings.. To put that in perspective: it took 31 years—from 1990 to 2020—to raise Rs 6.40 lakh crore. That is three decades of capital formation … Read more
Credit card company posts strong earnings, but analysts split on whether the good times can last amid 19% stock correction SBI Cards and Payment Services delivered a sparkling 45% jump in profit for the October-December quarter, but the celebrations may be premature. India’s second-largest credit card issuer is grappling with slowing loan growth and shrinking … Read more
Understanding the forces behind Friday’s historic precious metals meltdown — and whether one nomination changed everything If you woke up Saturday morning to check your portfolio and felt your stomach drop, you are not alone. Gold and silver experienced their most dramatic single-day declines in decades on Friday, leaving investors around the world asking the … Read more
Multi-asset funds with precious metal allocations crushed pure equity strategies as small-caps lost money and mid-caps barely registered gains Fund houses love to tout their range. Walk into any distributor’s office and you’ll get the full buffet: small-cap for aggressive growth, large-cap for stability, flexi-cap for flexibility, value for the patient investor. There’s a fund … Read more
Tata Motors banks on improving freight rates and transporter economics to fuel replacement demand, even as raw material costs chip away at margins Tata Motors sold a lot more trucks in the third quarter. The more interesting question is why—and whether it will last. Management pointed to something concrete: India’s transporters are making better money. … Read more
Cigarette margins hit multi-quarter lows; analysts warn of volume collapse, illicit trade surge, and earnings decline through FY27 ITC reported a quarter that met expectations, but both Centrum and Nirmal Bang are focused on a bigger problem—tax increases starting February 1 that could fundamentally alter the cigarette business generating over 80% of operating profit. Decent … Read more
Asset manager maintains growth momentum as regulatory changes loom over sector profitability Nippon Life India Asset Management Company reported another quarter of consistent performance, though the real test lies ahead as the industry navigates new fee regulations and intensifying competition. Driven by treasury The company posted profit after tax of Rs 400 crore (Rs 4 … Read more