FINANCIAL EXPOSURE
The great Indian money hunt: Why India's shadow banks are pulling in billions of dollars
Blackstone is negotiating a significant investment in IIFL Finance, indicating rising global interest in non-bank lenders. Recent deals include investments by Carlyle and Advent International in housing finance firms. The demand for credit in India is growing, with NBFCs playing a crucial role in accessing underserved markets. Foreign investments in the financial sector have exceeded $20 billion since 2025, reflecting confidence in stability.
AI could eliminate up to 70% of manual risk tasks in banks, free capacity for strategic roles: McKinsey
McKinsey said banks could reinvest half of the capacity released through automation into stronger analytical capabilities, strategic risk advisory and faster portfolio decisions. The remaining capacity could be directed towards specialised AI engineering, data governance and platform development.
Investing in real estate? Know how much property is too much, and when you should diversify
At the ET Wealth Expo 2026, a dynamic panel engaged in a thought-provoking dialogue about the contrasts between investing in real estate and financial assets. Industry experts highlighted the perils of overestimating the value of properties, emphasizing hidden costs and liquidity issues that might arise.
ETMarkets Fund Guide | Managing over Rs 8,000 crore: How Bajaj AMC's Sorbh Gupta picks winners in the Flexi Cap universe
In this edition of ETMarkets Fund Guide, Sorbh Gupta, Head – Equity at Bajaj Asset Management, who manages over Rs 8,000 crore through the Bajaj Finserv Flexi Cap Fund, shares his approach to picking the right stocks across large, mid and small caps.
By age 15, she owned 5 properties and worked in 100 films by 21: Bollywood superstar's mother reveals why she quit acting at her peak
Neetu Kapoor recently recalled her extraordinary journey in the film industry, revealing how she owned four to five properties and bought her own Mercedes by the age of 15. By 21, she had worked in around 100 films before deciding to step away from acting after marrying Rishi Kapoor. She also spoke about her demanding shooting schedules, early success as a child artist and her decision to focus on raising her children, Riddhima and Ranbir Kapoor.
Banks, investors grow wary of AI debt, spooked by market selloff
Some banks, which just a few weeks ago were lining up to fund AI deals, are now telling market participants they would be reluctant to finance additional deals even when they involve guarantees from the sector's marquee technology companies, according to several banking and credit sources.
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Samvat 2083: How should mutual fund investors rejig their portfolios?
As Samvat 2083 begins, mutual fund investors should review their portfolios, stay disciplined with SIPs and avoid timing the market. Financial advisors share strategies for choosing fund categories, handling underperformers, diversifying across asset classes, booking profits and rebalancing portfolios to align investments with long-term financial goals.
Stocks vs Gold: Which asset could create more wealth in the Samvat 2083?
At this moment, Indian equities present a more appealing investment than gold, with the Sensex-to-Gold ratio plummeting to historical lows. Samco Securities suggests that as we enter Samvat 2083, boosting equity investments while maintaining gold holdings could be wise. Historical patterns indicate that similar valuation scenarios have often resulted in substantial gains for Indian stocks.
Overall, India Inc credit profile looks healthy: Ramnath Krishnan, Icra Group CEO
Corporate India's credit profile has maintained strength following a period of deleveraging post-Covid, although external pressures exist. While rating upgrades continue to outnumber downgrades, specific sectors like chemicals and airlines face challenges. The potential for a drop in credit ratios exists, dependent on geopolitical factors and inflation rates. Companies remain hesitant to invest heavily amid uncertain consumer demand, leading to muted private sector capex.
Under attack, banks bolster cyber covers, opt for higher sum assured to protect against hits
For large financial institutions, the biggest impact often is the loss arising from systems remaining unavailable after an attack, rather than the immediate cost of the breach. Besides business interruption, ransomware, data theft, cyber extortion and third-party liabilities are among the key risks.
Nifty bulls reclaim 25,000 mark as FIIs step up India buying: 5 factors that will determine D-Street's fate next week
Indian equities rallied nearly 9% last week as the Nifty reclaimed 25,000 and the Sensex gained 8.82%. FIIs bought Rs 45,960 crore, while DIIs sold Rs 24,197 crore. Investors will track AI stocks, crude oil, geopolitical developments, US Treasury yields, India's October inflation data and Nifty technical levels in the coming week.
AI slump revives Asia’s forgotten trades from China to India
Global investors are rethinking their Asia bets as the AI trade loses momentum following the US midterm elections. India and China are emerging as potential beneficiaries of the shift, with funds rotating towards undervalued stocks, domestic growth, healthcare, consumer companies and financials. India's limited AI exposure, easing oil prices and renewed foreign inflows are strengthening its appeal.
Samir Arora backed Helios Mid Cap Fund adds Aurobindo Pharma, 2 others, increase stake in Paytm, MCX and 16 others
Samir Arora-backed Helios Mid Cap Fund added Aurobindo Pharma, Zetwerk and PVR Inox in October, while increasing stakes in Paytm, MCX and 16 other stocks. The fund exited Park Medi World, expanded its portfolio to 77 stocks and reported assets under management of Rs 2,421 crore.
Quant Small Cap Fund adds Jio Platforms and 4 others; increases stake in Adani Power, 5 more
Quant Small Cap Fund added Jio Platforms, Primo Chemicals and three other stocks to its portfolio in October. The fund also increased exposure to Adani Power and LIC Housing Finance, exited five stocks and trimmed holdings in three others.
MobiKwik shares jump 4% as RBI approves NBFC licence; co targets Rs 5,000 crore loans
MobiKwik shares gained on Friday after the RBI granted its subsidiary a licence to operate as an NBFC, enabling the fintech company to enter direct lending. MobiKwik plans to disburse Rs 5,000 crore in loans over the next three to four years, targeting consumers and MSMEs through secured and unsecured products.
Binance $6.3 billion heist to prompt closer scrutiny by insurers
Following the $6.3 billion Binance heist, insurers are stepping up their scrutiny of cryptocurrency firms' security measures. During policy renewals, they will inquire about vulnerabilities exposed by the Binance incident. This reassessment could lead to new security prerequisites and an overhaul of risk evaluations. The event underscores the inadequacies of existing insurance solutions in the crypto landscape. Insurers will likely keep a vigilant eye on developments as the sector progresses.
Nifty’s 8% surge this week is the best since January 2021. Are bulls here to stay?
Nifty surged 8% this week, marking its biggest weekly gain since January 2021, as foreign investors returned to Indian equities. Strong Q2 earnings, attractive valuations and a global shift away from AI-linked stocks supported the rally. The key question now is whether renewed buying can sustain the market's recovery.
China, Hong Kong stocks fall as US tech rout sparks AI bubble fears
Chinese and Hong Kong stocks took a hit as American tech shares slumped overnight, fueling worries about the durability of the artificial intelligence surge. This uncertainty cast a shadow over investor confidence across Asia. Nevertheless, the Chinese mainland market saw some recovery driven by bargain hunters supported by government measures, though analysts caution that tech stocks in China are still at risk from global market changes.
Gold, silver ETFs rally up to 6% amid soft dollar and falling oil prices. Should investors enter?
Gold and silver ETFs rallied up to 6% on Thursday as a weaker US dollar, falling bond yields and declining crude oil prices boosted precious metals. With gold and silver extending their rebound, experts advise investors to hold core positions and accumulate on dips rather than chase the rally.
Which MF categories should you invest in this Diwali? Experts suggest funds for conservative, moderate & aggressive investors
As Diwali approaches, it's an ideal moment for investors to reassess their mutual fund strategies according to their risk appetite. Conservative investors might prioritize debt-oriented funds with a touch of equity for added safety. Those leaning towards moderate risk can benefit from hybrid funds that merge equity and debt for balanced growth. In contrast, aggressive investors may dive into diversified equity funds for maximizing wealth over the long haul.
A fund copying Congress’s stock trades beat the S&P 500, thanks mostly to one stock
The Unusual Whales Subversive Democratic Trading ETF, named NANC, has shown remarkable performance, exceeding that of the S&P 500 since February 2023. This fund strategically utilizes the stock trades of Democratic lawmakers to shape its investment strategy. With significant holdings in leading technology firms, especially in AI innovations, its recent achievements can be attributed to a thriving AI market.
PFRDA aims NPS expansion via banks, UPI integration; eyes corpus of around Rs 100 lakh crore by 2040
The regulator is looking to accelerate growth beyond the organic expansion of the pension market by using the existing digital financial infrastructure to bring more people into the long-term savings system.
What investment mistakes should investors avoid this Diwali? Experts share 5 lessons
As the Diwali festivities unfold, investors should exercise caution and resist the urge to make hasty decisions based on the current market climate. It's vital to adhere to preset financial objectives and strategies rather than chasing after recent high-performers, which can lead to recency bias and unnecessary risk. A thorough evaluation of asset allocations, particularly in gold and silver, is essential to safeguard long-term wealth without succumbing to emotional impulses.
Lenders accept Supreme Housing's Rs 522-crore settlement offer
Canara Bank along with other lenders accepted a ₹522-crore one time settlement offer from Supreme Housing and Hospitality. This settlement will help the company resolve debts close to ₹700 crore, representing a 75% recovery for involved banks. The one-time settlement includes both fund and non-fund exposure from corporate guarantees given to subsidiary entities.
NBFCs redesign lending models ahead of revolving credit curbs
Non-banking financial companies are innovating loan products to align with upcoming Reserve Bank of India guidelines. These guidelines aim to limit revolving credit facilities, prompting firms to develop term loans. Bajaj Finance has already begun launching new term loan variants, while Tata Capital is testing modified flexi-loan products. Other NBFCs are reviewing their positions on revolving credit exposure ahead of the final regulations.
Diwali declutter: 4 money moves to cut bad investments, clear debt and strengthen your finances
As the festive season of Diwali nears, it’s wise for individuals to take a fresh look at their investment portfolios. This reflection can shed light on stagnant investments and empower improved financial planning. Financial experts advocate for a disciplined approach to asset distribution and routine portfolio assessments. Some investors may still cling to non-performing mutual funds and insurance that limit their potential growth.
How Indian investors’ portfolios are changing: From property and gold to SIPs and ETFs
Indian households are re-evaluating their asset allocations as gold holdings rise and equity investments remain stable. Recent data reveals a significant increase in household wealth, particularly in gold and real estate. Households are moving from traditional savings to market investments, notably through systematic investment plans. Meanwhile, financial behaviors are changing, with more monthly contributions being made to equities.
Digital payments firms race to fortify defences as cyberattacks intensify
At Bengaluru-based Cashfree, attempted attacks have been taking place repeatedly over the past three weeks, occurring at least 10 times as frequently as a year ago, chief technology officer Ramkumar Venkatesan told ET. Attackers are increasingly combining multiple vulnerabilities to attack systems, he said.
Cyberattacks on banks, including AU Small Finance Bank, worry insurers as claim risks rise
Cyberattacks targeting financial institutions have raised concerns about security vulnerabilities and potential losses. AU Small Finance Bank is investigating a possible data breach involving customer information stored on Salesforce. Insurers have recently reported an increase in cyber incidents affecting banks and manufacturers over the past few months. The extent of these breaches and the impacted customer count are still under investigation.
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