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Neo Alternative Asset Managers bets on real estate, ropes in ex-Walton Street India trio to lead charge
Neo Alternative Asset Managers is expanding into real estate. The firm has hired a seasoned team from Walton Street India to lead its new investment platform. This move targets structured and opportunistic real estate deals across key Indian urban markets. The expansion aims to leverage India's growing real estate sector, driven by urbanization and infrastructure development.
Banks, IT and other stocks on SBI Securities' buy list
Sunny Agarwal of SBI Securities finds HDFC Bank attractive after the correction. Among PSU banks, Bank of Baroda, Bank of Maharashtra and Indian Bank stand out. The downside looks limited for IT stocks as AI-led opportunities ahead. He prefers mid-sized jewellery players, while remaining cautious on oil marketing companies amid crude uncertainty. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
AURUM sells buildings worth Rs 112 cr to fund its AI-led PropTech platforms
The transaction forms part of Aurum PropTech's broader strategic shift toward AI-driven PropTech platforms, with the company committing significant capital toward building advanced artificial intelligence capabilities across the real estate ecosystem. The proceeds from the transaction will further strengthen Aurum's growing AI investment pool and support the accelerated development of intelligent digital infrastructure for the real estate sector.
Senior bankers quit for rivals as Asia talent fight intensifies
Senior bankers in Asia are increasingly switching firms as deal activity in the region picks up, triggering fresh hiring and poaching among major global banks. Investment banks including UBS, Citigroup, JPMorgan, Morgan Stanley and Jefferies are competing for talent across sectors such as real estate and equity capital markets.
Arnya Real Estate, Supreme Universal raise Rs 1,000 cr real estate equity fund
Arnya Real Estate Fund Advisors and Supreme Universal have successfully raised over Rs 1,000 crore. This capital will fund redevelopment projects in Mumbai and Pune. The fund targets Rs 1,250 crore and focuses on equity investments. This initiative brings institutional discipline to redevelopment projects. It combines Arnya's investment expertise with Supreme Universal's execution capabilities.
MRF Ltd to invest Rs 5,300 crore in New Tamil Nadu tyre plant
Tyre giant MRF Ltd has announced plans to pour in Rs 5,300 crore over the next 12 years to set up a cutting-edge manufacturing plant in the Sivaganga district. This investment is expected to generate around 1,000 new jobs, signaling a pivotal advancement in the region's industrial landscape.
Market View | 8–10% correction likely from here, says Ambit’s Dhiraj Agarwal
Ambit Investment Managers’ Managing Director Dhiraj Agarwal says emerging markets are in a risk-off phase due to Middle East tensions, a stronger dollar and rising crude prices. India, highly dependent on oil imports, is particularly vulnerable. He sees a very high probability of a 10% market correction, with a deeper 15–20% fall possible if crude stays elevated. Agarwal remains cautious on IT due to AI disruption and expects consumer staples to face long-term valuation derating.
Sowilo’s Sandip Agarwal on AI fears after Citrini’s 'The 2028 Global Intelligence Crisis' viral report
Caprini's viral 'The 2028 Global Intelligence Report'warning about economic disruption contributed to market volatility, but Sowilo Investment Managers’ Sandip Agarwal said the reaction may be driven by fear rather than fundamentals.
Bajaj Finserv all set to launch $1-billion alts investment platform
Bajaj Finserv's alternative investment arm plans to raise up to $1 billion across private equity, liquid alternatives, listed equity, and real estate. The platform aims to expand beyond traditional financial services, with capital deployment expected to begin next fiscal year. The firm is building a 40-member team and seeks to deliver consistent outperformance in its strategies.
SBI Mutual Fund Gets SEBI Nod for ₹13,000 Crore IPO | India's Largest AMC to List
SBI Mutual Fund, India's largest asset management company, has received SEBI's approval for its much-awaited IPO, which is expected to be worth around ₹13,000 crore. The public issue will be entirely an Offer for Sale (OFS), with no fresh equity issuance, as existing shareholders SBI and Amundi India Holding pare their stakes. The IPO is expected to hit the market next month and will mark the listing of one of the country's most dominant mutual fund players. With average assets under management of nearly ₹12.5 lakh crore as of December 2025, SBI Mutual Fund is a key player in India's growing investment ecosystem. The listing will place it alongside other listed AMCs such as HDFC AMC, Nippon Life India AMC, ICICI Prudential AMC, UTI AMC and Aditya Birla Sun Life AMC.
Vodafone Idea share surges 6% as Kumar Mangalam Birla backs turnaround, promoter funding plan
The stock rose as much as 5.6% to Rs 14.96 in afternoon trade after shareholders approved a Rs 4,730-crore investment from the Aditya Birla Group through a preferential allotment of warrants at an extraordinary general meeting