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Monetise idle household gold, ease compliance burden to build Viksit Bharat: Kotak MF's Nilesh Shah
Nilesh Shah of Kotak Mutual Fund suggests India must unlock its vast household gold reserves. He also calls for easing business regulations. These steps are crucial for India's development. He highlighted significant gold imports and the potential of gold financing. Entrepreneurs are driving innovation despite challenges. Support for businesses is vital for global competition.
RBI should start rate hike cycle as inflation risks rise, says Bandhan MF’s Suyash Choudhary
Average inflation forecasts are likely to move higher, and the RBI should begin the rate hike cycle to maintain its credibility as an inflation-focused central bank, according to Suyash Choudhary, CIO-Fixed Income at Bandhan Mutual Fund. However, he believes rate hikes alone may not immediately solve the problem. He said the RBI must avoid mixed messaging to prevent market uncertainty and added that a favourable mix of global factors — including lower oil prices, better foreign inflows, and a weaker dollar — could help improve the situation.
The 20 stocks mutual funds are buying with Rs 1 lakh crore to defy historic FII selling
Indian mutual funds are investing Rs 1.07 lakh crore in 20 key stocks to counter historic FII selling. They are focusing on large-cap private lenders and select IT firms, using market dips to acquire favored stocks at attractive valuations. This strategy aims to build a defensive portfolio against global volatility.
VolumeShocker:MFsadded1crore+sharesto9stocksinApril'26; sharesrallyupto55%
ETMarkets’ mutual fund analysis highlights 43 stocks with strong share additions in April 2026 versus March 2026, with nine names emerging after a performance filter. Eternal and Vodafone Idea led inflows, while select stocks showed sharp gains driven by sustained institutional buying and strong price momentum.
Volume Shocker: MFs added 1 crore+ shares to 9 stocks in April '26; shares rally up to 55%
ETMarkets’ mutual fund analysis highlights 43 stocks with strong share additions in April 2026 versus March 2026, with nine names emerging after a performance filter. Eternal and Vodafone Idea led inflows, while select stocks showed sharp gains driven by sustained institutional buying and strong price momentum.
Julius Baer keeps India allocation low amid AI, oil concerns
Julius Baer Global CIO Yves Bonzon says AI infrastructure spending by US hyperscalers is the single most important number to watch in markets, and that the upcoming wave of major US IPOs will be a key test of market appetite. He calls India a small, anti-AI and anti-oil allocation for now, warns of risks from the West Asia war, and says the memory chip trade underpinning Korea's rally remains fundamentally intact despite short-term volatility.
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.
Bain Capital closes sixth Asia fund with $10.5 billion corpus amid fundraising slump
Bain Capital closes its sixth Asia fund at $10.5 billion, topping its $7 billion target, as investors consolidate capital with scaled global platforms despite a 12-year low in regional fundraising.
Benchmarks snap 4-day losing streak; Nifty settles above 23,400
Domestic equity benchmarks Sensex and Nifty snapped a four-session losing streak to close higher on Wednesday, aided by value buying in beaten-down stocks. Market recovered from early volatility and profit booking to rebound sharply from intraday lows, with the Nifty settling above the 23,400 mark. Gains were led by metal, consumer durable and energy shares, while IT and auto stocks remained under pressure. However, overall sentiment stayed cautious amid elevated crude oil prices, persistent foreign institutional investor outflows, rupee weakness and lingering global inflation concerns. The Indian rupee also touched a fresh intraday record low of 95.80 against the US dollar.
Sensex dips 3,400 points in 4 days. Is this the beginning of a bigger crash?
Indian equity markets fell for a fourth straight session as rising crude oil prices, geopolitical tensions, FII selling, and a record-low rupee triggered sharp losses across benchmark, midcap, and smallcap indices. Analysts warned volatility may persist unless global tensions ease and inflation concerns stabilise.
Equity MFs inflow dips 5% in April; SIP contributions fall to ₹31,115 cr
Equity-oriented mutual fund schemes garnered a net inflow of Rs 38,440 crore in April, marking a 5 per cent decline from the preceding month, amid geopolitical tensions in the Middle East, fluctuating crude oil prices, and concerns about global growth. Moreover, monthly contributions through SIPs (Systematic Investment Plans) declined to Rs 31,115 crore last month from Rs 32,087 crore in March,according to data released by industry body Amfi on Monday. Overall, the industry recorded a net infusion of Rs 3.22 lakh crore in April after witnessing an outflow of Rs 2.4 lakh crore in March. This was contributed by a huge inflow of Rs 2.5 lakh crore in the debt funds. The inflow has lifted the industry's assets under management by 11 per cent to Rs 81.92 lakh crore at the end of April, up from Rs 73.73 lakh crore at the end of March. This was driven by strong positive flows across segments and market to market gains witnessed during the month, said Venkat Chalasani, Chief Executive at ...
BSE wants more participation and products, not just a bigger market share, says CEO
Sundararaman Ramamurthy believes India’s mutual fund penetration remains low relative to the country’s population, leaving significant room for growth as financial awareness and retail participation continue to rise.