SHAHZAD MADON
$5 billion in 5 days! Why FIIs are suddenly shopping Indian stocks non-stop this Diwali
Foreign institutional investors have poured nearly $5 billion into Indian equities in five trading sessions, marking a sharp reversal after months of heavy selling. Strong Q2 earnings, softer crude prices, stable currency and the global AI sell-off are improving India's appeal, with investors rotating towards relatively undervalued markets and large-cap stocks.
Largecaps could finally have their day in Samvat 2083, says TCG AMC’s Shahzad Madon
Largecaps, which have lagged mid- and smallcaps for much of 2026, could finally regain market leadership in Samvat 2083 as investors turn to businesses with stronger balance sheets, credible management and sustainable earnings growth, according to TCG AMC’s Shahzad Madon.
Rs 10 lakh to invest this Diwali? Why experts favour largecaps and debt for a 5-year horizon
As investors gear up for Diwali, allocating ₹10 lakh thoughtfully is pivotal. Experts highlight large caps and debt instruments as primary focuses, while midcaps and smallcaps demand meticulous evaluation due to their inflated valuations. Gold serves as a protective asset, and involvement in international equities should be limited. Crafting a diversified portfolio built on robust fundamentals is essential for long-term success.
Bloodbath in Nasdaq, Kospi and Nikkei but why Nifty is an oasis of peace amid global rout
A global AI-led tech selloff has battered US and Asian markets, wiping out $3 trillion from S&P 500 companies. However, Indian equities are showing relative resilience as investors rotate away from crowded AI trades. Market experts believe India's lower exposure to the AI boom, attractive large-cap valuations and renewed foreign inflows could help it weather the global rout.
India's capex boom is different this time and not dependent on one sector: TCG AMC
India's capital expenditure boom shows broad resilience across defense and energy sectors. Growth is sustained by multiple structural drivers, not just one trend. Earnings growth is expected to lead future investment returns significantly. The power transmission and distribution theme offers long-term potential for growth. Stock selection remains key for favorable risk-reward opportunities today.
Auto stocks offer better valuation comfort than other consumption plays: Shahzad Madon
Over the past year, markets have moved sideways, on account of moderating earnings growth, stretched valuations, global geopolitical headwinds, and relative attractiveness of other markets.
- Go To Page 1
PMS fast emerging as investors’ first choice for alpha generation
The PMS industry has seen a robust growth of 18 per cent CAGR in the last five years.
ETMGS: Alpha chasers go all out to tap Indian HNIs’ ‘play capital’
Holland says he has a rather traditional approach to asset selection .
Do votes and notes have a connect? Let the experts help you take a call
Panel to discuss a comprehensive strategy for financial markets on Friday.
Reliance Nippon Life floats 3 AIFS to raise at least Rs 1,500 crore
While investors can expect returns in the high teens, the investment horizon is about three to five years, one person said. There are also caps on single stock investments.
Reliance AIF to raise Rs 1,000 crore for realty investments
The fund, including a greenshoe option of Rs 500 crore, will invest primarily in residential projects in top five property markets, including Mumbai, Delhi-NCR, Bengaluru, Pune and Chennai.
Reliance Capital plans Rs 1k crore realty focused fund
Reliance PMS, a part of the Reliance Capital, plans to launch its maiden realty-focused fund by end-2012, with commitments of Rs 1k crore.
Heard on the street: Bajaj Finserv back on punters’ radar
Shares of Bajaj Finserv rose for the fifth consecutive session on Tuesday amid speculation that the company may retain a controlling stake.
Load More
