INVESTMENT STRATEGIES INDIA
Tata Motors PV eyes industry-leading FY27 growth as new launches, EV momentum fuel optimism
Tata Motors Passenger Vehicles anticipates strong growth in fiscal 2027. The company plans new product launches and a multi-powertrain strategy. Collaboration with Jaguar Land Rover will enhance scale and efficiency. Tata Motors aims for industry-leading growth, focusing on safety, sustainability, and customer satisfaction. JLR will sharpen its luxury positioning and improve profitability.
India Inc. is profitable. So why isn’t it investing?
Indian companies are making record profits, but they are not investing in new factories or infrastructure. This is creating fewer jobs and increasing inequality. Unlike China, which invests heavily, Indian businesses are hesitant. This trend risks trapping India in scarcity. Leaders must decide on a path towards mass affluence now.
India’s first clean economy index fund is here: Should you invest?
India's green transition is accelerating, and the Motilal Oswal BSE Clean Environment Index Fund offers a unique passive investment route. This fund targets companies directly involved in five key clean economy themes: Renewables, EVs, Water Treatment, Recycling, and Waste Management, providing a transparent, rules-based approach to a structural, decadal opportunity.
Major boost to Meghalaya's infrastructure as Nitin Gadkari lays foundation stones of 6 National Highway projects
Meghalaya's infrastructure receives a major boost with Union Minister Nitin Gadkari inaugurating and laying foundation stones for six highway projects worth over Rs 3,200 crore. These initiatives aim to enhance regional connectivity, improve travel times and foster economic growth.
FTAs building a new trade architecture for Viksit Bharat
India is actively pursuing Free Trade Agreements to boost market access and shield its businesses. These agreements target complementary economies, aiming to secure a level playing field for Indian exporters. FTAs also focus on services, talent mobility, and investment. Modern trade dimensions like technical barriers and environmental standards are addressed.
PMS vs mutual funds: 5 reasons to invest, and 5 red flags to watch
Portfolio Management Services (PMS) offer structural advantages over mutual funds, allowing for concentrated portfolios, significant cash holdings, and investments in illiquid micro-cap companies. While MFs have become more sophisticated, PMS can still provide unique access to niche themes and customised strategies, but investors must be wary of capacity limits and exclusivity traps.
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NSE Indices launch 11 new sectoral indices including Nifty Power and Nifty Hospitals
NSE Indices has introduced 11 new sectoral benchmarks, taking its total sectoral index count to 34. The move aims to deepen sector-specific market coverage, support the growing passive investment ecosystem and provide fund managers with new benchmarks for ETFs, index funds and thematic products.
Markets likely to move beyond geopolitics, focus to shift to earnings: Devina Mehra
Devina Mehra believes geopolitical deals like a potential Iran-US agreement won't drive Indian equities, with earnings and liquidity being key. She advises investors against reacting to geopolitical risks, citing historical data. Mehra also highlights the dangers of emotional investing and emphasizes the importance of global diversification beyond the US.
ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj Jain
Anuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights disciplined processes and patience in special situations, differentiating turnarounds from value traps. Jain sees India's manufacturing and industrial expansion as a decade-defining investment theme.
Amazon drawing lessons from India’s clever delivery options, says chief robotics technologist
The Amazon Robotics leader suggested that some of the operational practices emerging in India could eventually influence logistics strategies in other markets.
Think index funds are foolproof? These 7 myths can lead to costly mistakes
Passive investing has become mainstream in India, but several myths persist. Investors should not judge passive funds solely by low costs, assume they are risk-free, or treat them as “buy and forget” products. Choosing the right index, understanding diversification limits, and evaluating ETFs beyond expense ratios are essential for better outcomes.
Bio-energy emerging as key pillar of green growth strategy: TPCI
India's really getting into bio-energy as a key player in its green growth and energy shift. The Trade Promotion Council of India (TPCI) is gathering top minds to give the sector a real push. Bio-energy is a big deal for cutting down on fossil fuels, tackling waste issues, and creating jobs, especially in rural areas.
India's FTAs set stage for $1 trillion export target: Report
India's new generation of Free Trade Agreements can act as a catalyst for manufacturing expansion, private capex revival and supply-chain integration, with Electronics, Pharmaceuticals and Engineering & Machinery Goods positioned as the strongest beneficiaries. Yes Securities said the agreements, combined with PLI schemes and "China+1" diversification, give India its clearest shot yet at achieving US$1 trillion in merchandise exports by 2030.
ET Alpha Wealth Summit | Go for global allocation in a deliberate manner; not as a knee-jerk reaction to short-term underperformance: Rahul Jain
India's wealthy investors are now considering global markets. Wealth managers at the ET Alpha Wealth Summit confirmed this shift. However, experts stressed that a strong domestic asset allocation is crucial before venturing abroad. Global investments offer limited upside and present complexities. A disciplined, staggered approach is recommended over panic reactions to market performance.
Quote of the day by Arthur Zeikel: "Investors must appreciate that, while there is a pattern to events, no pattern is perpetual. The more widely held the belief in the persistence of a current trend, the less likely it is to continue"
Arthur Zeikel’s quote underscores the impermanence of market trends and the risks of consensus thinking. The piece explains how investor psychology, crowded trades, and stretched valuations often precede reversals, drawing lessons from historical cycles while emphasising adaptability, independent thinking, and caution when market confidence becomes excessive.
Agentic AI returns in India poised to grow fivefold to $14.4 million: SAP study
Globally, India ranks second in strategic approaches to AI investment. Reflecting this momentum, Indian organisations plan to invest $25.9 million in AI, with spending expected to rise 45% over the next two years, it said.
ET Alpha Wealth Summit | India's next decade: AI is an enabler, not a threat; investor expectations the real risk: Kailash Kulkarni
India's growth is diversifying beyond single sectors, with trade deals and manufacturing exports emerging as key drivers. Experts at the ET Alpha Wealth Summit emphasized AI as an enabler, not a threat, and highlighted the rapid financialization of savings. However, a caution was issued against inflated return expectations, with a realistic alpha target of 12% deemed excellent.
ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarter
India is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, says Hiren Ved, Director and CIO of Alchemy Capital Management. The AI adoption is creating a significant divide between leading firms and those lagging behind. Investors are urged to identify companies leveraging AI effectively. The strategic use of AI will drive competitive advantages and future growth for businesses.
Best value funds to invest in June 2026
Value investing has dominated the Indian stock market, with value funds delivering strong returns while growth funds lagged. Investors are advised to understand the merits and demerits of this strategy, as it requires patience and may involve periods of underperformance. A maximum of 20% investment in value funds is recommended.
EY launches Bengaluru AI centre to help firms test and scale AI transformation
EY has launched a state-of-the-art 40,000-square-foot AI innovation hub in Bengaluru, designed to support clients in the exploration and deployment of artificial intelligence solutions. This initiative is a key component of EY's major $1.4 billion commitment to advancing AI technology. Businesses from around the globe and within India can delve into innovative business strategies and enhance their operational effectiveness.
'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buy
Porinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors will find rewards. Thomas Cook India is a recent fund addition. AI-leveraged midcap IT and pharma are identified as compelling themes for the next decade. The market is ready for selective stock picking. Quality businesses are available at attractive valuations.
Prime Litmus Investment Management launches real estate opportunities fund, a Category II AIF
Prime Securities has launched the Prime Litmus Real Estate Opportunities Fund, a Category II AIF targeting Rs 750 crore with a Rs 250 crore green shoe option. The fund will focus on structured credit investments in under-construction real estate projects across key Indian metropolitan regions, aiming for 18-20% IRRs over six years.
Why India is the centerpiece of LG's multi billion-dollar vision for the Global South
LG India growth strategy and consumer electronics market expansion: LG Electronics is targeting a significant revenue increase in India, Saudi Arabia, and Brazil by 2030. India is a crucial market, offering opportunities for both new buyers and upgrades. The company is adapting its products and manufacturing to meet local needs. This strategy aims for profitable and sophisticated growth in emerging economies.
Japan's Chubu Electric set to buy $150 million stake in Continuum Green
Japanese power giant Chubu Electric is set to invest around $150 million in Indian renewable energy firm Continuum Green Energy. This deal will give Chubu a significant stake in Continuum, a company focused on wind, solar, and hybrid power for businesses. The acquisition highlights Chubu's growing interest in India's clean energy sector.
Government clears 96 firms under latest textile's PLI round with Rs 12,823 crore outlay
The government has approved 22 additional companies under the textile PLI scheme. This brings the total selected firms to 96. These companies are set to invest over Rs 12,822 crore. The scheme aims to boost manufacturing and create jobs in key textile segments. This initiative strengthens India's global textile manufacturing position.
Portfolio management services explained: How PMS works, its types, costs, and who should invest
If you are confused by personal finance terms, jargon and calculations, here’s a series to simplify and deconstruct these for you. In the 106th part of this series, Riju Mehta explains how this investing option is managed.
Arnya Realestates Fund invests over Rs 1,000 cr across 11 housing projects
Arnya’s debt strategy is expected to reach a total deployment commitment of Rs 1,200 crore, including direct investments, by the time of its final close, which is targeted for June end. The firm is also planning to launch the second series of its debt strategy during the second quarter of the current financial year.
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