Market News
Stay updated with the latest market trends, earnings, and economic indicators.
TCS, Infosys crash up to 55%: Why India's largest mutual fund scheme is still buying
India's largest mutual fund scheme is buying more shares of TCS and Infosys. This buying occurs even as these IT stocks experience significant market value losses. The fund manager's conviction rests on current cash flows rather than future AI narratives. While AI disruption pressures revenue, it also creates new technology spending opportunities. The sector is no longer considered expensive, but earnings visibility remains a concern.
Market's worst phase is over; focus on picking the right stocks, says Quant Mutual Fund's Sandeep Tandon
Sandeep Tandon believes the next few months will reward investors who pick strong companies rather than simply betting on the broader market, with infrastructure, power and select energy stocks among his top bets.
TPG, GIC and ICICI Bank acquire Aseem Infrastructure Finance for ₹5,000 crore
Aseem is a leading sustainable infrastructure debt financier with a core focus on renewable energy, power transmission and other infrastructure assets in India. It was established in 2020 by the National Investment and Infrastructure Fund, India’s sovereign-anchored alternative asset manager.
Retail investors bet on these 10 small-cap stocks; they rally up to 185% in 3 months
Retail investors raised stakes in 195 Nifty Smallcap 500 stocks during the March 2026 quarter, with over 100 delivering 25-185% returns since April. Four stocks turned multibaggers, while Cemindia Projects, Apollo Micro Systems and Lloyds Engineering led the rally.
RB Infrastructure Trust to transfer two BOT Highway assets with enterprise value of Rs 4,605 crore
IRB Infrastructure Developers announced a significant deal where its sponsored platforms will transfer two BOT highway assets, Solapur Yedeshi and Chittorgarh Gulabpura, to IRB InvIT Fund for Rs 4,605 crore. This strategic move reinforces IRB's position as a leading sponsor and O&M platform, propelling its ambition to build a substantial asset base in the coming years.
Healthcare, banks and EVs remain long-term bets: Invesco Mutual Fund's Taher Badshah
Taher Badshah, Chief Investment Officer at Invesco Mutual Fund, expects EV adoption to increase gradually with policy support, while opportunities are emerging in power distribution alongside transmission. Badshah also said SIP inflows remain stable and mutual fund industry trends are not showing signs of concern.
Benchmarks hold their ground despite late profit booking
The benchmark indices ended marginally higher on Thursday, extending gains for a second straight session. The Nifty climbed to a more than one-month high of 24,261.60 around noon, supported by easing crude oil prices and buying in auto and FMCG stocks. However, profit booking in the second half erased most of the intraday gains, while weakness in metal, IT, oil & gas and energy stocks capped the upside. The Nifty still managed to close above the 24,000 mark. Broader markets underperformed, with the midcap and smallcap indices ending in the red.
Nisus Finance to raise up to Rs 4,000 crore through a real assets investment platform
Nisus Finance is launching a real assets platform to raise up to Rs 4,000 crore, targeting yield-generating and value-accretive real estate opportunities across India. The platform will attract domestic and UAE-based investors, including family offices and ultra-high-net-worth individuals. A key vehicle, the Nisus Yield and Asset Multiplier Fund (NiYAM), will focus on structured credit and equity enhancement for projects like plotted developments and redevelopment.
Trust MF CIO sees revival in corporate cycle, stays bullish on mid and smallcaps
Mihir Vora, Chief Investment Officer at Trust Mutual Fund, remains bullish on renewable energy, with a preference for solar, and is betting on transmission and distribution companies as well as commercial clean energy suppliers catering to sectors such as data centres.
ICICI Prudential Mutual Fund trims stake to 7.12% in Kalpataru Projects International
ICICI Prudential Mutual Fund has decreased its stake in Kalpataru Projects International Ltd below 8% through open market transactions, selling 1,498,354 shares since December 2021.
IKIGAI's Pankaj Tibrewal says opportunities now lie beyond the Nifty
IKIGAI Asset Manager's Pankaj Tibrewal sees a weaker rupee boosting India's export competitiveness, creating opportunities across auto parts, engineering, chemicals, textiles and electronics manufacturing.
Beyond the hype: 5 under-the-radar stocks common across India's 3 largest smallcap portfolios
India's top three smallcap mutual funds, managing over Rs 1.5 lakh crore, show strong consensus by holding five under-the-radar stocks across their portfolios. These include Kalpataru Projects International, KIMS, City Union Bank, PVR Inox, and Carborundum Universal, collectively representing 5.34% of their combined assets.