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Billionaire Jain bets on India’s wealth boom to hire, woo assets
Nirmal Jain plans to significantly expand IIFL Capital Services. Assets are set to double and the number of advisors will triple within two years. This growth targets India's rapidly expanding wealthy population. The firm is actively hiring relationship managers to meet this demand. Competition for affluent clients is increasing across the financial sector.
Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks
Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.
Norway’s wealth fund will not invest in Adani Green over corruption allegations
Norges did not disclose the details or evidence supporting corruption allegations against Adani Green Energy. As a practice, the fund provides a detailed explanation whenever it adds a company to the exclusion list.
Chris Wood picks IndiGo, Adani Power in India portfolio reshuffle
Jeffries' Christopher Wood has reshuffled his India portfolio, adding Adani Power and InterGlobe Aviation (IndiGo) while exiting Home First Finance and Le Travenues Technology (Ixigo). The ace investor remains overweight on India, citing reforms, strong domestic flows and long-term structural opportunity.
Rs 5 lakh crore wiped out! Sensex tumbles 961 points, Nifty below 25,200. 4 key factors why stock market fell today
Indian stock markets experienced a sharp decline for the second consecutive session, with significant drops in FMCG, auto, realty, and pharma sectors. This selloff erased over Rs 5 lakh crore in investor wealth, influenced by heavy FII selling and weak global market sentiment, including a tech selloff on Wall Street. Heightened US-Iran tensions also contributed to the market downturn.
How much gold is enough? Ray Dalio reveals ideal allocation for your portfolio; find out here
Ray Dalio emphasizes gold's value during instability, citing historical performance during the 1970s and 1930s crises. Gold should comprise 5-15% of portfolios as it acts as a stabilizer and diversifier, protecting wealth when traditional assets struggle amid economic uncertainties.
Global investors are now chasing this one AI signal in 2026
Julien Lafargue, Chief Market Strategist at Barclays Private Bank, advises investors to focus on geographical diversification this year as prolonged overexposure to US markets begins to shift. While equities remain the main driver of long-term wealth creation, he also sees growing opportunities in alternative strategies that benefit from widening differences across markets and sectors.
AI to benefit Indian IT; sell-off is a buying opportunity: UBS’ Hartmut Issel
Hartmut Issel, Head of APAC Equities, Global Wealth Management & Chief Investment Officer at UBS says AI adoption will drive backend integration demand for Indian IT services firms and the recent correction offers investors a favourable entry point.
Money: The 10 Immutable Laws Of Building Wealth - Investing.com India
Money: The 10 Immutable Laws Of Building WealthInvesting.com India
'Both buckets matter': DSP MF's Kalpen Parekh explains why equity portfolio needs support from gold & bonds
Kalpen Parekh stresses the need for a balanced portfolio including equities, gold, and bonds to ensure long-term wealth. Ignoring either can lead to panic selling and lost compounding, highlighting the significance of asset allocation over market timing.
In a market starved of AI bets, how one stock tied to India's AI mission tripled investor wealth
Netweb Technologies, a hardware firm, has seen its market value surge over 600% by becoming a proxy for India's AI ambitions. Strong earnings, rising AI revenues, and a robust order book, including a significant national order, have fueled this growth. The company's indigenous high-performance computing solutions position it well for the IndiaAI Mission.
Zydus Lifesciences in focus after USFDA clears Ahmedabad plant, Aflibercept biosimilar launch
Zydus Lifesciences is in focus after receiving USFDA clearance with zero observations for its Ahmedabad facility and launching ANYRA, India’s first indigenous Aflibercept biosimilar. The developments strengthen its regulatory standing and expand its ophthalmology portfolio, positioning the company to tap into a large and growing domestic market for retinal therapies.