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Camelian's Vikas Khemani sees manufacturing as India's biggest long-term opportunity
Vikas Khemani, Founder of Carnelian Asset Management and Advisors, said market weakness caused by geopolitical tensions and higher oil prices is temporary and expects conditions to improve once energy concerns ease.
Stocks to buy today: Sudeep Pharma, Rubicon Research, ICICI Prudential AMC
Stocks to buy today: Aakash Shah of Choice Broking has recommended buying three stocks today - Rubicon Research, Sudeep Pharma, and ICICI Prudential Asset Management.
Groww, Motilal Oswal, Angel One Race To Build Wealth Businesses Beyond Trading
Brokerages are expanding into wealth management, insurance, lending, alternatives and asset management as they seek recurring revenue streams and reduce reliance on trading activity.
Retail SIP boom boosts AMC outlook; Nippon, ICICI Pru lead pack: Siddhartha Khemka
India's asset management sector is transforming with systematic investing driving growth and stability, reducing reliance on volatile discretionary capital. SIP inflows have surged, now forming a significant portion of mutual fund assets, indicating a shift towards predictable, annuity-like revenue streams. This structural change positions the industry for sustained, retail-led expansion.
Coal India shares fall up to 3% on this CNBC-TV18 exclusive on a potential stake sale
CNBC-TV18 has reached out to both Coal India and the Department of Investment and Public Asset Management (DIPAM) and is awaiting a response from both.
Indian fund outperforming 98% of peers bets on defense stocks
A $3 billion fund at Kotak Mahindra Asset Management Co. is backing Indian defense stocks, wagering that geopolitical tensions will boost local arms production and support the government’s efforts to lower reliance on imports.
PL Asset Management sees stable macros but rising global risks: How to invest amid uncertainty
PL Asset says India growth and markets are resilient but vulnerable to oil, currency and global risks, prefers large caps, domestic cyclicals and gold, cautious on export sectors like IT.
Home First Finance Company India Ltd leads losers in 'A' group
Sagility Ltd, Nippon Life India Asset Management Ltd, Aegis Logistics Ltd and Tips Music Ltd are among the other losers in the BSE's 'A' group today, 26 February 2026.
West Asia conflict doesn't derail India's macro story; here's why Ikigai isn't worried
Pankaj Tibrewal, Founder and CIO of Ikigai Asset Management argues India's dependence on crude oil has fallen sharply over the past two decades, while stronger services exports, record forex reserves, RBI liquidity and potential $50-80 billion capital inflows leave the economy far better equipped to absorb geopolitical shocks than during previous oil crises.