Market News
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Largecaps offer safety, midcaps provide growth: Axis AMC’s R Sivakumar
R Sivakumar, Chief Investment Officer at Axis Asset Management, believes the weakness in India's economy is cyclical and not structural. He expects growth to improve as the impact of past fiscal tightening and interest rate hikes fades. Sivakumar said retail investors have shown remarkable discipline by continuing SIPs and increasing investments during market corrections. He also advocated a balanced approach to investing, saying largecaps provide valuation comfort while midcaps continue to benefit from stronger earnings growth.
Camelian's Vikas Khemani sees manufacturing as India's biggest long-term opportunity
Vikas Khemani, Founder of Carnelian Asset Management and Advisors, said market weakness caused by geopolitical tensions and higher oil prices is temporary and expects conditions to improve once energy concerns ease.
SBI Funds Management IPO: Chairman CS Setty Confirms 2027 D-Street Debut
The IPO is expected to raise around Rs 13,000 crore, valuing the issue among the largest in India's asset management industry.
ET Alpha Wealth Summit: Decoding market cycles and India's next wealth creators
Investors face market uncertainty. The ET Alpha Wealth Summit on June 4 in Mumbai brings together top investors. S Naren of ICICI Prudential AMC will share lessons on market cycles. Samir Arora of Helios Capital Management will discuss future wealth creation opportunities. The event explores whether market turbulence is over or if more is expected. Registrations are open.
Volumes jump at UTI Asset Management Company Ltd counter
UTI Asset Management Company Ltd witnessed volume of 5.66 lakh shares by 10:46 IST on BSE, a 40.52 times surge over two-week average daily volume of 13965 shares
Groww, Lenskart, 9 other stocks among Motilal’s non-Nifty ideas. Check full list
Motilal Oswal has revealed its top non-Nifty stock picks. The brokerage anticipates robust earnings growth for these companies. Key names include ICICI Prudential AMC, TVS Motor, and Dixon Technologies. Delhivery shows the highest projected earnings expansion. Investors can explore these opportunities for potential gains.
Motilal Oswal sector of the week: AMC; here's why ICICI AMC is top pick
ICICI Prudential AMC remains well-positioned to benefit from rising retail participation, strong SIP traction and expanding market share across equity, hybrid and passive segments.
Expert view: Can't say the worst is behind for markets; positive on banks, says Mittul Kalawadia of ICICI Prudential AMC
Mittul Kalawadia, Senior Fund Manager at ICICI Prudential AMC, emphasises the importance of flexible investment strategies and identifies banking and specific discretionary sectors as attractive opportunities amidst ongoing volatility.
Aadhar Housing Finance aims to cross Rs 50,000-cr AUM milestone by FY29
Aadhar Housing Finance aims to boost its asset under management to Rs 50,000 crore by FY29, projecting an 18-20% loan growth annually. The company, focused on the low-income segment with loan ticket sizes under Rs 15 lakh, reported a net profit of Rs 1,108 crore in FY26. This growth is supported by favorable demographics, formalization, and government schemes like PMAY.
Stocks to buy today: Sudeep Pharma, Rubicon Research, ICICI Prudential AMC
Stocks to buy today: Aakash Shah of Choice Broking has recommended buying three stocks today - Rubicon Research, Sudeep Pharma, and ICICI Prudential Asset Management.
ICICI Bank, AU Small Finance Bank top picks as banking sector gears up for earnings revival
India's banking sector is poised for a strong earnings rebound. Profit growth is set to recover significantly over the next two years. Private lenders are expected to lead this growth. Deposit competition presents a near-term challenge. Asset quality risks appear manageable. The sector is transitioning to a differentiated growth narrative.
Indoco Remedies climbs after Baddi plant secures EU GMP certification; ICICI Prudential MF buys 1.47% stake
Indoco Remedies rose 4.04% to Rs 211.60 after the company said its oral solid dosage formulations facility at Baddi, Himachal Pradesh, received European Union Good Manufacturing Practice (EU GMP) certification from the German Health Authority (Berlin