This Strategy Beats Stocks in Seven of Eight Markets While Halving Risk
Balanced portfolios delivered equity-like returns with 47% less volatility over 20 years challenging that diversification across asset classes Forget the old saw about diversification being “di-worse-ification.” A multi-asset strategy crushing pure equity portfolios across most major markets — with half the volatility — is forcing a rethink of how investorsContinue Reading
MCX Gains Strength on Record Volumes, But Can the Momentum Last?
India’s dominant commodity exchange delivers robust quarter with revenue and profit more than doubling, as options trading and bullion contracts drive unprecedented growth The Multi Commodity Exchange of India (MCX) is riding a powerful wave of trading activity, with the country’s leading commodity platform posting numbers that have left analystsContinue Reading
BSE SME IPO Index Dives 16% In A Year as Listing Gains Evaporate
More than half of 2025’s 269 small-company debuts now trade below issue price, data show The BSE SME IPO Index has tumbled to 91,627, down 23% from its July 2025 peak, as India’s small-company listing boom collides with the reality that most investors end up underwater. And in the pastContinue Reading
The Performer That The Street Appears to Misprice
After 12% slide, brokerages spot value in India’s mutual fund registry firm CAMs as yield concerns appear overdone and diversification strategy shows progress The market has been unkind to Computer Age Management Services lately. Down 12% over three months, the stock that powers India’s booming mutual fund industry appeared toContinue Reading
Know Your IPO: Kasturi Metal Composite Eyes Rs 17.6 crore Through BSE SME Listing
Steel fiber manufacturer seeks funds for capacity expansion amid fluctuating profitability and heavy domestic market reliance Kasturi Metal Composite Ltd. (KMCL), a two-decade-old manufacturer of steel fiber products for industrial applications, is set to make its public market debut with a Rs 17.61 crore initial public offering on BSE’s SMEContinue Reading
This Bank’s Turnaround is Testing Your Patience
IndusInd Bank’s management promises a return to 1% profitability by 2027—but the path from 0.12% may be uphill If some banks are choosing safety over margins, IndusInd Bank is trying to extinguish a siren. The private lender’s third-quarter results read like a case study in financial firefighting: profits down 89-91%Continue Reading
This Bank is Trading Profits for Prudence
The bank is prioritising safer assets over higher margins Kotak Mahindra Bank finds itself in an unusual predicament: it’s growing faster than most of its rivals, yet analysts are trimming their earnings forecasts. The Mumbai-based lender reported third-quarter profits of ₹3,450 crore, up a modest 4% from last year. AtContinue Reading
Silver Hits $110+: Why This Rally Is Going Nuts
After breaching the historic $100 barrier and touching $117.75, silver continues its relentless climb. On the Shanghai exchanges, silver has scaled $130. At Rs 3 lakh plus surge per kg in Indian cities, the white metal is defying gravity—and all predictions of a correction. The silver bulls were right allContinue Reading
The Turnaround Story Taking Shape as Brokerages Turn Bullish
Green shoots seem to emerge in troubled microfinance portfolio of Bandhan Bank; brokerages are signaling confidence in recovery After a bruising period marked by asset quality deterioration and margin compression, Bandhan Bank appears to be scripting a credible recovery story—one that has caught the attention of leading brokerages who areContinue Reading
The IPO Tsunami is Sucking Liquidity From Equities; Stock Selection Is Not Becoming Easier
Rs 1.95 lakh crore sucked into IPOs means selectivity just became non-negotiable India raised Rs 1.95 lakh crore through 373 IPOs in 2025. That’s more money than most investors can actually comprehend. And it’s creating a problem nobody wants to discuss. Every rupee going into IPOs is a rupee notContinue Reading
