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US market outlook stable; India to gain from supply chain shift: Oppenheimer Asset Management
John Stoltzfus, MD and Chief Investment Strategist, Oppenheimer Asset Management, said that over the medium term, diversification of global supply chains and sectoral strengths in technology, healthcare, and manufacturing are expected to support growth across regions, including a potential recovery in India’s relative performance.
ICICI Prudential AMC shares slip over 3% after Q4 results. Check details
ICICI Prudential Asset Management Company share price dropped 3.4% after it reported steady March quarter earnings, supported by strong revenue growth and improved operating performance. While quarterly profit moderated sequentially, annual earnings remained robust. Expanding assets under management and a growing investor base highlight sustained business momentum and reinforce the company’s strong position in the domestic mutual fund industry.
TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
Shahzad Madon of TCG Asset Management says investors should focus on long-term themes like energy transition, digital infrastructure, defence and manufacturing amid global uncertainty. He believes these sectors will see strong multi-year growth driven by geopolitical changes and rising demand. Madon prefers transmission plays within renewables, and remains comfortable with EMS companies due to steady earnings growth and improving margins. 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.
AMCs see March uptick. Is it too early to celebrate?
AMC shares are quoting rich valuation with ICICI Prudential trading at a price-to-earnings multiple of 43, while HDFC Asset Management Co. and Nippon Life India are at a multiple of 34 each.
Meet broad-based rules while serving AIFs, Sebi clarifies
In a push to tighten regulations, Sebi has laid down fresh guidelines for asset management companies overseeing alternative investment funds. Each scheme is now required to include at least 20 investors, ensuring that no individual investor exceeds a 25% stake in the fund's total corpus.
Tata MF sees consolidation in gold, cyclical pressure in silver: How should you invest now
Tata Asset Management sees gold and silver consolidating after sharp March declines, urges staggered investments, cautious near term but positive long term on structural demand factors.
PL Asset Management sees stable macros but rising global risks: How to invest amid uncertainty
PL Asset says India growth and markets are resilient but vulnerable to oil, currency and global risks, prefers large caps, domestic cyclicals and gold, cautious on export sectors like IT.
Nippon Life India Asset Management Files Quarterly Compliance Certificate for Q4FY26 - scanx.trade
Nippon Life India Asset Management Files Quarterly Compliance Certificate for Q4FY26scanx.trade
Exclusive: Does IRB Infra get impacted by the Iran war? Here's what the management said
Nearly 95% of IRB Infra's value comes from operational assets and within the road asset business, tariff revisions are linked to inflation, which provides a hedge and thereby protects returns, the management told CNBC-TV18.
TVS Venu Group to acquire Prudential Financial’s entire stake in PGIM India
TVS Venu Group to acquire Prudential Financials entire stake in PGIM India Asset Management and PGIM India Trustees, gaining full ownership subject to regulatory approvals
Sohum Asset CIO backs HDFC Bank, calls recent concerns temporary, sees valuation opportunity
Sohum Asset Managers’ CIO Sanjay Parekh said investor caution stems from uncertainty despite regulatory reassurance and management clarity. He highlighted strong long-term fundamentals, stable growth outlook, and improving merger-related metrics. Parekh expects sentiment to normalise soon, with institutional investors likely to stay steady. He maintains a positive stance and continues to hold and add to the stock at current levels. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Radhika Gupta-led Edelweiss AMC launches first hybrid passive index fund: Date, risk factors, other NFO details here
Edelweiss Asset Management Company has launched India's first hybrid passive index fund, which combines equities and government securities through a 70:30 allocation. The fund follows a passive strategy, meaning it simply tracks an index instead of actively picking stocks or bonds.