India’s Mutual Fund Industry Shows Resilience Despite Market Turbulence – Who’s Ahead?
SIPs Hit Record Highs Even as Market Losses Drag Down AMC Profits India’s mutual fund industry demonstrated remarkable resilience in the March 2026 quarter, with systematic investment plan (SIP) flows surging to record highs even as a brutal market correction hammered asset management companies’ bottom lines. A fresh results previewContinue Reading
Citius Transnet Investment Trust InvIT Is Open: What You Should Know
Citius Transnet Investment Trust, a SEBI-registered infrastructure investment trust focused on transport assets, opens for subscription today. Citius Transnet Investment Trust is sponsored by Epic TransNet Infrastructure Private Limited, which is wholly owned by schemes of Infrastructure Yield Trust managed by EAAA India Alternatives Limited. As of March 2025, EAAAContinue Reading
This Water Stock Just Got a 29% Upside Call — And the Tailwinds Are Only Getting Stronger
A pure-play water technology company with a record order book and a proven turnaround case If you have never heard of VA Tech Wabag, you are not alone — but that may be exactly why this stock is interesting. A pure-play water technology company headquartered in Chennai with over tenContinue Reading
Mehul Telecom Ltd. SME IPO: What You Should Know
A Gujarat mobile retail chain hits the BSE SME with a Rs 28 crore fresh issue Mehul Telecom Ltd., a multi-brand mobile retail chain from Rajkot, Gujarat, opens for subscription on April 17 with the issue closing on April 21. The company operates 80 stores across the state — 6Continue Reading
Retail Brokers Look Set to Shine Even as the Market Bleeds
Markets are expected to have cracked double-digits in the March quarter, yet retail traders never blinked — option premiums are estimated to have jumped 40%+ and Angel One has flagged 13% QoQ order growth. JM Financial calls it a “strong quarter for retail brokers,” with Angel One and 360 ONEContinue Reading
First Correction Blues: How Young SIP Investors Are Navigating The Downswing
For a cohort that started investing in the euphoric years after 2020, the last eighteen months have been an unfamiliar experience. The data suggests some are learning; others are pausing. For a generation of first-time investors who opened their first mutual fund account somewhere between mid-2020 and early 2024, investingContinue Reading
FIIs Just Dumped a Record $13.6bn of Indian Stocks in March — and DIIs Bought Almost All of It
Foreign investors logged their largest-ever monthly outflow as the Nifty cracked 11.3%, but domestic institutions absorbed the blow with $15.4bn of buying. JM Financial’s March flow tracker shows FII ownership at a 13-year low — and India’s MSCI weight quietly slipping. The tug-of-war between foreign and domestic money hit aContinue Reading
The AMC Stocks Quietly Winning Market Share
ICICI Prudential AMC and Nippon Life are pulling flow share well ahead of their AUM footprint, while SBI and UTI cede ground — Nomura’s March preview offers a clear scorecard on which listed asset managers are accreting future earnings power For investors tracking India’s listed asset managers, March 2026 flowContinue Reading
Q4FY26 Earnings Preview: Growth Is Quietly Reviving, Even as a West Asia War Rewrites the Margin Math
GST cuts, record gold prices and a steel-price rebound are pulling autos, banks, metals and retail back into growth. But IDBI Capital and Anand Rathi both flag the same catch — a Gulf conflict whose hit to input costs, freight and currency lands mostly next quarter. Growth, it seems, isContinue Reading
TCS Just Delivered Its Third Straight Quarter of Growth
A clean, in-line March quarter — 1.2% constant-currency revenue growth, 25.3% margins and a $12bn order book with three mega deals. JM Financial keeps its ADD and nudges the target to ₹2,730, but flags the one thing that could keep the stock from re-rating: the Gen AI overhang. Tata ConsultancyContinue Reading