India Inc. Posts Strongest Earnings Growth in Eight Quarters as Commodities, Smallcaps Lead the Charge

Motilal Oswal’s Nifty-500 review shows broad-based profit recovery — here’s what investors need to know India’s corporate earnings machine is back in gear. The Nifty-500 universe — the broadest gauge of Indian listed company performance — delivered profit-after-tax growth of 19% year-on-year in the third quarter of FY26, the strongest quarterly showing in two years, … Read more

A Reprieve for the Rupee

The India-U.S. trade deal offers breathing room for a currency that’s been on the ropes. But can improved sentiment overcome the structural headwinds that have plagued the rupee for over a year? The Indian rupee rebounded to around 90.5 per dollar on Monday, pulling back from 92 touched just last week. The catalyst of course, … Read more

India’s Defence Budget Hits Record Rs 7.84 Lakh cr; The Homegrown Arms Race Begins

Capital expenditure to surge as New Delhi bets on domestic manufacturers to build military might amid rising geopolitical tensions New Delhi is writing the biggest check in Indian defense history—and this time, the money is staying home. The Union Budget for FY2026-27 has earmarked Rs 7.84 lakh crore for defense, a 15% year-on-year increase. But … Read more

Mutual Funds: When India’s Equity Asset Managers Lost to Gold in 2025

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

Defence Sector Shifts From Orders to Execution as Stock Valuations Face Reality Check

Analysts say companies with strong delivery track records will outperform as Rs 9 lakh crore backlog puts spotlight on execution capability India’s defence sector is entering a new phase where the ability to deliver matters more than order books, according to Nuvama’s latest sector update. After three years of aggressive ordering worth Rs 9 lakh … Read more

All you need to know about India’s first REIT

A REIT is a company that owns, operates or finances income-producing real estate. Modeled after mutual funds, REITs provide all investors the chance to own valuable real estate, present the opportunity to access dividend-based income and total returns, and help communities grow, thrive and revitalize.  REITs allow anyone to invest in portfolios of real estate … Read more

Aditya Birla Sun Life Retirement Fund gives new hope to investors

Aditya Birla Sun Life AMC Limited, a subsidiary of Aditya Birla Capital Limited, and investment manager to Aditya Birla Sun Life Mutual Fund (“ABSLMF”), has launched the Aditya Birla Sun Life Retirement Fund. It is an open- ended retirement solution oriented scheme for investors. The fund has a lock-in period of minimum five years or … Read more

SEBI to allow mutual funds and PMS to trade in commodity markets.

The Security Exchange Board of India (SEBI) have permitted mutual funds and portfolio services (PMS) for trading at commodity market. The board be meeting in the second week of March. SEBI has already made provisions for its entry as a new participant. It is reported that SEBI has tweaked its regulations so that warehouse receipts … Read more

Bharat 22 ETF helps government inch closer to divestment target

The Bharat 22 ETF has been hitting the charts. In its second follow-on issue, (B22ETF) has been subscribed around 10 times. B22ETF has been the driving force by which the government is divesting stake in 22 companies. Bharat 22 ETF turned out to be a whopping success as its Rs 3,500 crore offer got subscribed … Read more