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Vinit Sambre positive on insurance, private banks; favors IT firms on skilling and capital disciplin
Vinit Sambre, Head of Equities, DSP Mutual Fund, which manages funds worth $24.30 billion for the period of October-December 2025, said recent market volatility has brought valuations to more reasonable levels, with macro indicators like credit growth and auto sales still improving. He expects growth to recover after near-term disruptions and sees opportunities emerging in IT and BFSI. While uncertainty remains due to global risks, he suggests gradual equity allocation, maintaining a balanced approach with diversified funds and selective deployment as clarity improves.
Oaktree’s Poli Says Bigger Price Moves in Credit Are Coming
Oaktree Capital Management’s Danielle Poli says the moment for the distressed debt shop to scoop up the asset class in droves isn’t here yet as global credit markets remain relatively resilient.
AI to disrupt banking? Nomura initiates coverage on 3 NBFC stocks that can beat banks for next 15 years
Nomura has initiated coverage on Tata Capital, L&T Finance and Piramal Finance with Buy ratings, citing their expanding product portfolios and rapid adoption of AI-driven lending engines. The brokerage expects NBFCs to outpace banks over the next 15 years, driven by MSME credit gaps, digital data analytics and rising retail penetration.
Private credit fuels founder buybacks ahead of public listings
India’s private credit market has expanded rapidly, with a wave of domestic and global investment firms offering faster, more flexible capital than traditional lenders can provide to companies. Promoters are tapping these funds to shore up shareholding or allow investors to exit.
Edelweiss raises Rs 375 crore in alternatives arm
Edelweiss Financial Services has secured fresh capital for its alternatives arm, EAAA India Alternatives, selling a 4.4% stake for ₹375 crore. This move precedes the platform's planned listing in India's private credit and real assets sector, with EAAA currently managing approximately ₹68,175 crore in assets.
Markets in ‘fear phase’, deploy money in autos, banks, capital goods: AlfAccurate’s Rajesh Kothari
The sharp correction in Indian equities triggered by fears of a prolonged war in West Asia should be viewed as a buying opportunity, according to Rajesh Kothari, Managing Director at AlfAccurate Advisors.Benchmark indices declined nearly 3% this week — their steepest weekly fall in over a year — as rising crude oil prices and geopolitical tensions rattled investor sentiment. Financial stocks led the decline, with the Nifty Bank logging its biggest weekly drop in 14 months.However, Kothari believes the selloff reflects sentiment rather than a deterioration in underlying economic fundamentals.“We are currently in a fearful phase of the market. When others are fearful, that’s usually the time to be greedy,” Kothari told CNBC-TV18, advising investors to deploy money gradually over the next 30–60 days rather than attempting to time the market.He emphasised that the outcome of the West Asia conflict is less important for markets than its duration. While companies with exposure to the Middle East could face short-term uncertainty, the broader domestic growth story remains intact.Against this backdrop, Kothari highlighted four sectors that investors should focus on.Autos remain a key bet, supported by strong demand trends and low inventory levels across the industry. February sales data was robust, and leading automakers have reported healthy growth, signalling sustained momentum.Banking and financials are another preferred sector. Credit growth has improved to around 13% from about 8.5% earlier, while asset quality remains strong. According to Kothari, the sector could become a “strong buy on declines” if crude-driven inflation concerns ease.He also sees opportunities in capital goods, particularly companies reporting strong order inflows as India’s investment cycle picks up.Lastly, hospitals stand out as a defensive play. The sector remains largely insulated from geopolitical risks and technological disruptions such as artificial intelligence.“These are strong India stori
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.
Motilal Oswal raises Rs 1,700 crore first close for debut private credit fund
Motilal Oswal Alternates has marked a key milestone with the first close of its latest private credit vehicle, the India Credit Excellence Fund. The fund has raised Rs 1,700 crore toward a targeted corpus of Rs 3,000 crore. Designed to offer secured financing and bespoke capital solutions, it will support scaling mid-market enterprises across sectors.
Asian shares are mixed, US futures up as AI fears drag Wall Street lower
Shares were mixed Friday in Asia as worries over risks linked to massive investments in artificial intelligence and a potential US-Iran conflict weighed on major benchmarks. US futures edged higher, while oil prices resumed their ascent. Crude prices have been climbing as both the United States and Iran signal they are prepared for war if talks on Tehran's nuclear programme fizzle out. Tokyo's Nikkei 225 fell 1.2 per cent to 56,797.22 as shares in major banks and other financial institutions skidded on worries over the potential impact of weakening private credit companies that have lent to companies exposed to the risk that AI will steal away their businesses. That includes market heavyweights like Mitsubishi UFJ Financial Group, which has a partnership with Blue Owl Capital, one such private-credit company. MUFJ's shares dropped 2.6 per cent in Tokyo after Blue Owl lost 5.9 per cent on Thursday. Toyota Motor Corp. fell 3.9 per cent and Sony was down 3.3 per cent. In Hong Kong, t
US Market | Credit Concerns Mount: Blue Owl shake-up weighs on US financial stocks
Blue Owl Capital’s $1.4 billion asset sale and halted fund redemptions rattled US financial stocks, highlighting mounting private credit stress. Investors are cautious over software-linked loans, liquidity, and valuations, underscoring how vulnerabilities in private markets can quickly ripple into public equities, particularly in financials and technology sectors..
Mohamed El-Erian flags risks after Blue Owl Capital halts redemptions in retail private credit fund
Mohamed El-Erian questioned whether Blue Owl’s move to permanently restrict redemptions signals broader stress in private credit, warning of possible valuation hits in advanced markets.
Momentum Stocks: Dr Lal PathLabs, JHS Svendgaard, Dar Credit rally on sheer momentum
A few stocks saw sharp intraday moves and hit upper circuits. California Software, Omax Autos, Axiscades Technologies, Sterlite Technologies, DCM Shriram Fin were locked in the upper band, reflecting strong demand and limited supply—often a sign of bullish near-term sentiment.