LONG TERM ASSET GROWTH
War and AI force India Inc to rethink huge office deals
Large office leasing deals in India are experiencing extended closing times as companies adopt a cautious approach to expansion amid geopolitical uncertainty and AI-led workforce disruption. While demand for quality office space remains resilient, occupiers and investors are taking a more measured view of capital commitments, leading to longer evaluation periods.
Celebrities are buying land in temple cities; but should you follow suit and buy property?
Celebrities are investing in temple cities like Ayodhya, drawn by cultural significance and potential for long-term asset growth. These spiritual hubs are experiencing rapid infrastructure development and rising tourism, driving property appreciation. Individual buyers should research economic fundamentals and infrastructure pipelines rather than solely following celebrity trends.
Sebi weighs introducing long-term futures and options contracts: Tuhin Kanta Pandey
Sebi is evaluating longer-term futures and options contracts, broader commodity derivatives and bond index derivatives to deepen markets. The regulator highlighted resilient capital markets, strong domestic investor participation and a robust IPO pipeline despite global uncertainties and volatility.
ET Alpha Wealth Summit Fireside | Never sell because you're bored': PPFAS CIO Rajeev Thakkar's 6-point guide on when to exit an investment
Rajeev Thakkar, CIO at PPFAS Asset Management, highlighted selling skills at the ET Alpha Wealth Summit. He stated that investors often sell for wrong reasons like boredom or reacting to news. Thakkar outlined six valid reasons to sell, including needing capital for better opportunities, cutting losses, fraud, structural disruption, extreme overvaluation, and superior opportunities. He advised staying diversified.
ET Alpha Wealth Summit Masterclass | 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear now
India has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlighted robust digital and physical infrastructure, alongside regulatory reforms. With a young demographic and a diversified economy, India is poised for significant wealth creation, particularly in manufacturing, financials, consumption, services, and infrastructure over the next decade.
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Sectoral and thematic fund inflows plunge 67% to Rs 647 crore. Are investors turning away from thematic bets?
Sectoral and thematic mutual fund inflows saw a significant drop in May, falling by 67%. This decline suggests investors are moving away from concentrated bets towards diversified strategies. Experts believe this trend reflects a natural shift during market uncertainty. While some sectors show strong performance, others lag, making sector selection challenging.
Wealth Wisdom of the day: ‘Big money is not in buying and selling. But in…’ – What you can learn from Charlie Munger’s advice
Warren Buffett's business partner and the longtime Vice Chairman of Berkshire Hathaway - Munger – passed away in November 2023, but his astute words continue to reverberate with the investing community. Munger had often spoken about patience when it comes to real wealth creation.
Motilal Oswal shares jump 5% after UBS initiates coverage with 'Buy', sets Rs 1,150 target
Shares of Motilal Oswal Financial Services rose sharply on Friday after UBS initiated coverage with a 'Buy' rating and Rs 1,150 target price. The brokerage cited strong AUM growth prospects, recurring revenue expansion, and benefits from India's long-term financialisation trend.
Nifty in control of FIIs? The unlucky 13 bluechips facing the hardest institutional selloff
Foreign investors have significantly reduced holdings in many Nifty companies since September 2024. This has impacted top blue-chip stocks, causing market returns to stagnate. Domestic institutional investors have stepped in, absorbing much of this selling pressure. Experts suggest this is a market recalibration, not a complete exit from India. Investors are advised to focus on earnings growth and disciplined allocation.
Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, Nomura
India is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is moving toward markets that offer domestic demand, policy stability, and supply-chain relevance, and India offers all three, says Tsutomu Takemura, senior managing director and global head of investment banking at Nomura.
Manipal Health leases Bengaluru hospital asset on nearly 30-year pact
Manipal Health Enterprises has secured a large hospital building in Bengaluru on a long-term lease. The deal spans almost 30 years, with a total rental commitment of around Rs 500 crore. This expansion follows recent acquisitions and property deals. The company is growing its network to meet rising healthcare demand.
‘A spa day won’t save you...’: CA shares what real self-care in finance should look like
Chartered accountant Nitin Kaushik redefines self-care. He argues true peace of mind comes from financial independence, not just spa days. Kaushik highlights that building income-generating assets is crucial for long-term security. This empowers individuals to make independent choices, escaping undesirable situations. His message encourages a shift towards wealth creation for lasting well-being.
Are mutual fund investors losing interest in gold ETFs and multi asset allocation funds?
Gold ETFs and multi-asset allocation funds experienced a moderation in investor inflows last month, with gold ETFs seeing a net outflow of Rs 725 crore. Experts advise against over-interpreting single-month data, emphasizing long-term portfolio objectives and strategic asset allocation over short-term trends.
World markets walk a tightrope between AI stocks and oil shocks
Global markets are on a knife edge, facing a potential AI boom or oil shocks from the U.S.-Iran conflict. Investors are navigating volatile conditions, with correlations between tech, interest rates, and oil creating uncertainty. The outlook hinges on the Strait of Hormuz reopening, with stagflation risks looming if oil prices remain elevated.
Why is the SpaceX IPO generating unprecedented investor demand? Elon Musk’s $75 billion offering attracts more than $250 billion in investor orders
SpaceX IPO demand is rewriting Wall Street history. Elon Musk's SpaceX seeks $75 billion while investor orders reportedly exceed $250 billion. The $1.75 trillion valuation signals massive confidence in Starlink, AI infrastructure, satellite internet, and space technology. Markets are volatile, yet capital keeps rushing toward SpaceX. Sometimes money follows growth. Sometimes it follows the future.
AMFI Data: Mutual fund SIP inflows slip 1% to Rs 30,954 crore in May
May SIP Data: The monthly inflows remained above the Rs 30,000 crore mark for the third consecutive month. On yearly basis, the SIP inflows went up 16% from Rs 26,688 crore in May 2025. Overall, equity mutual fund inflows declined 40% month-on-month to Rs 22,907 crore in May from Rs 38,440 crore in April. However, on a year-on-year basis, inflows rose 20% from Rs 19,013 crore recorded in May 2025.
Rs 1.50 lakh/month income from Rs 1.5 crore corpus? Easy retirement strategies explained
Retiring with Rs 1.5 cr can provide a monthly income, but the amount depends on risk appetite and investment returns. Experts suggest withdrawal rates between 4.5% and 6.5% annually, with potential monthly incomes ranging from Rs 70,000 to Rs 1.2 lakh. A bucket strategy is recommended for managing immediate needs and long-term growth.
Jio BlackRock prepares ETF debut by August after building $2 billion India fund base
Jio BlackRock is set to launch its first Indian ETFs by August, aiming to mirror BlackRock's global success in passive investing. The joint venture, already managing $1.9 billion in assets, plans to initially focus on equity strategies. This move seeks to tap into India's growing, albeit nascent, ETF market, with plans for GIFT City products also underway.
India eyes more FDI, speed up divestment, asset monetisation as economy faces external risks
India's government is set to accelerate reforms, focusing on attracting foreign investment and divesting assets. This strategy aims to maintain economic growth despite rising fuel and fertilizer import costs. Domestic consumption remains strong, providing a buffer against external challenges. The government is also working to deepen capital markets and attract long-term foreign capital.
French proverb of the day: ‘The secret to happiness in marriage is to close your eyes at the right moment, instead of choosing to be blind’
A French proverb offers wisdom for lasting relationships. It advises partners to overlook minor annoyances for harmony. This means knowing when to ignore small flaws, not serious problems. Healthy marriages balance patience with honesty. Enduring connections accept human imperfections. This perspective protects the relationship over winning arguments. It is about emotional intelligence and preserving peace.
Asset allocation in 2026: Gold and silver outperform as equities struggle amid market volatility
Welcome to TrendMap, your quick, visual guide to the performance of different investment segments. In this edition, we present a 10-year performance tracker of various asset classes. The annual returns are ranked for multiple asset classes across equity, debt, precious metals and real estate. This map shows that no single asset class reigns supreme. Hence, diversification helps. By Sameer Bhardwaj.
Avoid broad market bets now; focus on these 3 sectors instead: Shibani Sircar Kurian
Indian stock markets face ongoing volatility from West Asian geopolitical events. Despite this, earnings prospects remain strong. Investors should focus on specific companies with solid growth drivers. Kotak AMC favors large and mid-cap stocks. Banking, healthcare, and industrials are seen as key growth sectors for FY27. IT sector faces challenges, while defence offers long-term growth.
Real Estate vs equities: Why wealthy investors are increasingly choosing bricks over stocks
India’s wealthy investors are increasingly allocating capital to premium residential real estate as market volatility prompts a search for stability and long-term wealth preservation. Experts say infrastructure-led growth, improving transparency, tangible ownership, and predictable appreciation are making premium property an attractive complement to equities in diversified portfolios.
India’s long-term growth story intact despite high valuations: Citigroup CEO Jane Fraser
India's economy faces temporary global challenges. Citigroup CEO Jane Fraser states the nation's strong tech talent and diverse economy ensure its long-term growth. Foreign investors are reassessing valuations and risks. Despite current market volatility, India's fundamental economic story remains robust. The world's multipolar shift is seen as beneficial for India.
Microfinance NPAs may edge up in FY27 as write-off practices normalise: CareEdge
Forecasts for FY27 suggest a modest rise in bad loans for microfinance institutions, a development stemming from the adjustments following the post-pandemic surge. The upcoming FY26 is predicted to offer some respite through accelerated write-offs, yet lenders are tightening their belts.
India's long-term story intact despite short-term headwinds: Citi CEO Jane Fraser
Citi CEO Jane Fraser sees India's long-term growth story remaining strong. She highlighted India's reform momentum and digital transformation. Emerging technologies like AI will unlock significant opportunities. Fraser urged investors to focus on India's potential, not short-term challenges. Prime Minister Modi conveyed commitment to reforms and industry growth. India's digital progress is a striking change.
ET Alpha Wealth Summit: Edelweiss MF CEO Radhika Gupta on how to build a Rs 100 crore portfolio in 10-11% return world
Radhika Gupta of Edelweiss MF suggests building a Rs 100 crore corpus is achievable through long-term investing, compounding, and disciplined asset allocation, emphasizing human capital growth for younger investors.
Piyush Goyal says India to remain world's fastest-growing economy for next two decades
Union Commerce and Industry Minister Piyush Goyal on Thursday said India will continue to be the world's fastest-growing economy for the next two decades, highlighting the country's ability to convert crises into opportunities and attract long-term global investments.
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