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Gold loans rise 50% to Rs 19 lakh crore in FY26
Gold jewellery loans have seen a massive 50 percent jump year-on-year, reaching ₹19 lakh crore. This makes it the fastest growing retail loan category. The surge is driven by rising gold prices and a shift in borrowing habits. This growth has boosted the overall retail loan market. Asset quality has also improved with declining delinquency levels across most segments.
Apollo Hospitals FY26 profit jumps 34% to Rs 1,942 crore on growth across core businesses
Apollo Hospitals announced robust financial results for the fourth quarter and the full fiscal year 2026. Consolidated revenue and net profit saw significant year-on-year increases. Growth was fueled by its healthcare services, diagnostics, and retail health segments. The company is expanding its bed capacity and focusing on underserved markets.
Sowilo’s Sandip Agarwal sees 6–7% dollar revenue growth in IT services over next 2–3 years
Sandip Agarwal Fund Manager at Sowilo Investment Managers which manages assets worth nearly $20.44 million as of April 30, 2026, makes a case for Indian IT stocks despite global uncertainty. He points to rupee weakness, a 40–50% valuation correction, and the early stages of an AI-driven services cycle as key reasons to buy. He expects 75% earnings growth over three years and favours large and midcap traditional IT services over expensive ER&D names. 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.
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.
PSBs tap liquidity buffer to meet strong loan demand
Public sector banks in India are seeing their liquidity coverage ratios decline. This trend is driven by strong loan demand outpacing retail deposit growth. Banks are using their excess liquidity to fund loans. This situation is expected to improve with new regulatory norms starting in Q1 FY27. The changes will impact how certain business accounts are treated for liquidity calculations.
Tata Consumer jumps 6.5% to hit 52-wk high; Motilal Oswal sees 19% upside
Tata Consumer Products outperformed the markets in today's trade and emerged as the top gainer on the Nifty 50 index. In comparison, the benchmark NSE Nifty was down 1.08 per cent.
Tata Consumer shares soar 7% after better-than-expected Q4 earnings. Here’s what Morgan Stanley & other top brokerages say
Tata Consumer Products shares rose sharply on Monday after strong Q4 earnings beat estimates. Consolidated net profit rose 21% YoY, supported by robust India-branded business performance. Brokerages including Morgan Stanley, Motilal Oswal and Elara Capital remain positive, projecting healthy growth, margin expansion and further upside for the FMCG major.
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.
BHEL shares' 85% returns, strong earnings fuel ownership churn as retail trims while FIIs, MFs raise exposure
BHEL shares have delivered an impressive 85% return over the past year, fueled by robust earnings. This performance has attracted significant institutional investment, with Foreign Institutional Investors and Mutual Funds substantially increasing their stakes. Retail investors have reduced their holdings.
Individual investors sold Rs 13,000 crore worth stocks, but Zerodha clients kept buying: Nithin Kamath
Retail investors sold equities, but Zerodha clients bought heavily, highlighting divergence. Overall, direct retail ownership declined while mutual fund holdings hit record highs, reflecting a structural shift toward professionally managed investments and rising domestic institutional dominance in Indian equity markets
Auto sales jump 13% to 2.61 million units on strong demand tailwinds
Vehicle sales saw a significant 13% jump last month, reaching 2.61 million units. This surge marks the best-ever April for most vehicle categories. Strong rural demand, GST benefits, and lower interest rates fueled this growth. Industry experts anticipate this positive trend to continue. The automotive retail sector has started the new financial year on a robust note.
No systemic risk to BFSI sector; may see short-term slowdown in loan growth: Deepak Parekh
Industry veteran Deepak Parekh stated the banking and financial services sector is not facing major systemic risks from global geopolitical uncertainties. He anticipates a short-term slowdown in loan growth. Real estate investment trusts are growing in India. Insurance penetration remains low. Deposit mobilization has moderated as retail investors favor mutual funds. Artificial intelligence's impact on finance is still evolving.