DIVERSIFICATION
Zerodha's Nithin Kamath busts the myth of tier 2 and 3 trading boom. Check how
Zerodha CEO Nithin Kamath cautions against misreading KYC data suggesting a rural trading boom. He says real-time IP data shows most trading still happens in India’s top 20 cities, led by migrant professionals in metros like Bengaluru and Pune.
Indian ports set to gain from ongoing supply chain shift? Moody’s weighs in on the China+1 strategy
Indian ports are poised to gain significantly from the global China+1 strategy, as companies diversify their supply chains. Moody's Ratings suggests that while Chinese ports may face financial headwinds, Indian and Indonesian ports could experience increased activity. This shift is driven by geopolitical tensions and India's relatively low exposure to US tariffs.
India's manufacturing sector more attractive to global investors: S&P study
A S&P Global study indicates India's manufacturing sector is becoming more appealing to global investors due to enhanced competitiveness. Ongoing shifts in international trade policy could further benefit India by catalyzing supply-chain diversification.
NRI Talk: Why NRIs are exploring Vietnam, Indonesia, and Africa for tactical growth, Sreepriya NS decodes
From favourable demographics and improving infrastructure to strategic diversification and early-stage investment opportunities, these regions are drawing attention for more than just their growth potential — they offer resilience, reach, and a new edge to global wealth strategies.
Rasna to acquire Jumpin from Hershey's India
Rasna is set to acquire Jumpin from Hershey's India, aiming to make a significant entry into the ready-to-drink (RTD) segment. Valued independently at ₹350 crore, this acquisition will enable Rasna to target a ₹1,000 crore share of the RTD market. Rasna plans to relaunch Jumpin with a healthier positioning, focusing on Indian fruit juices and reduced sugar content.
NFO Update: Motilal Oswal Mutual Fund launches services fund
Motilal Oswal Mutual Fund launched a new equity scheme focused on India’s services sector. The NFO opens May 20 and closes June 3. It aims for long-term capital appreciation by investing across market caps in service-focused companies.
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BSE and Adani Enterprises among stocks that HDFC Mutual Fund bought and sold in April
HDFC Mutual Fund, India’s third-largest by AUM, added BSE and 469 other stocks to its portfolio in April while trimming holdings in Adani Enterprises and 119 others, as per Prime Database. Key additions included Power Grid, HDFC Bank, and Eicher Motors, while reductions were seen in IRCTC, HAL, Trent, SBI, IndusInd Bank, and Tata Consumer Products.
Railways PSU ETF delivers 16% in a week. Is this the right opportunity for portfolio diversification?
A railways PSU-focused ETF delivered a sharp 16% gain in just one week, as per ETMutualFunds analysis. The Groww Nifty India Railways PSU ETF rose 16.41%, while the corresponding index fund returned 16.35%. Both are benchmarked against the Nifty India Railways PSU Index – TRI, which surged 16.46%, reflecting renewed investor interest in the sector.
NFO Alert: Baroda BNP Paribas Mutual Fund launches multi asset active fund of funds
Baroda BNP Paribas Mutual Fund introduces the Multi Asset Active Fund of Funds, a diversified investment solution suitable for both new and experienced investors, with the NFO closing on May 26. The fund strategically allocates investments across debt, equity, and gold, aiming for better risk-adjusted returns and long-term tax efficiency.
Sensex @82,300: Should mutual fund investors alter their investment strategy?
As the Sensex hits new milestones, experts advise mutual fund investors to stay invested, adhering to their asset allocation. A large-cap tilted portfolio is recommended, given the current market scenario. For fresh investments, consider diversified approaches like flexi-cap and hybrid funds, utilizing SIPs to mitigate risk and benefit from rupee cost averaging.
PhonePe’s 5% dilemma: Payments still dominate revenue as it gets IPO-ready
PhonePe, backed by Walmart, is preparing for an IPO. The company's revenue heavily depends on its payments business. Financial services contribute a small portion to its total income. Rivals like Paytm generate more revenue from financial services. PhonePe's insurance business is growing. Its credit business is still in early stages. The company's valuation and IPO pricing are under scrutiny.
India is now world’s fourth largest marine products exporter
India has ascended to become the fourth-largest exporter of marine products, marking a significant rise from eighth position in 2014-15. Exports surged to 16.85 LMT in FY25, a substantial increase from 10.51 LMT a decade prior, with export value reaching $7.2 billion. This growth, driven by improved practices and infrastructure, reflects India's enhanced global competitiveness.
Focus on exports, diversification of Quality Assurance business to drive revenue growth: RITES CMD
RITES Ltd faced a slight dip in operating revenue in the March quarter but saw net profit rise. The company's export business was impacted by a lack of orders, but proactive efforts to secure new deals, including a significant order from Mozambique, have improved the export outlook.
Flexi Cap vs. Multi Asset Allocation Mutual Funds: Which one is best for you?
Investors often struggle to pick the right mutual fund. Flexi Cap Funds invest in stocks across market sizes. Multi Asset Allocation Funds invest in equity, debt, and gold. Flexi Cap Funds suit long-term, high-risk investors. Multi Asset Allocation Funds suit medium-term, moderate-risk investors. Experts suggest considering risk appetite and investment goals. Investors can choose schemes based on their needs.
HSBC CEO Georges Elhedery discusses US dollar's continued dominance and growth opportunities in India
HSBC's CEO, Georges Elhedery, expresses strong confidence in the US dollar's continued dominance as the global reserve currency. He highlights India's unique growth potential, emphasizing HSBC's commitment to expanding its presence, particularly in premier banking, to serve the affluent middle class. The bank is open to acquisitions that enhance capabilities and drive organic growth in strategic areas.
Dollar dominance in global forex reserves slowly diminishing
Economists suggest that monetary authorities would be seeking to diversify their reserves, with an aim to minimize effects of revaluation loss and safeguard the value of their reserves.
This Indian-origin family now rules the Times Rich List 2025
The Sunday Times Rich List reveals a 3% drop in the total wealth of the UK's top 350, marking the steepest decline in billionaires. Gopi Hinduja and family retain the top spot with £35.3 billion, while technology and renewable energy sectors drive new wealth. Concerns over tax and economic stability prompt some to consider relocation.
Trump announces $14.5 billion Etihad commitment with Boeing, GE
President Trump announced deals exceeding $200 billion between the U.S. and the UAE, highlighted by a $14.5 billion commitment from Etihad Airways to purchase Boeing aircraft powered by GE engines. This investment strengthens the aviation partnership, supporting American manufacturing and exports. Etihad aims to expand its fleet significantly by 2030, contributing to Abu Dhabi's economic diversification.
Shein to set up huge Vietnam warehouse in US tariff hedge: Sources
Shein, the fast-fashion online retailer, is expanding its supply chain by leasing a large warehouse in Vietnam, its first in the country. This move aims to mitigate risks associated with U.S.-China trade tensions, as the company currently relies heavily on China-based suppliers. The new warehouse will store clothing and apparel from contractors before export, potentially diversifying Shein's sourcing beyond China.
NRI Talk: From Art to Angel Deals: NRIs are broadening their investment canvas, Sachin Sawrikar decodes
NRIs are increasingly diversifying their investments beyond traditional real estate and fixed deposits, exploring opportunities in mutual funds, GIFT City, and tech startups. Factors like resilient economic fundamentals, tax benefits in certain jurisdictions, and emotional ties to India drive this shift.
Sterling Tools to manufacture, market rare earth magnet-free traction motors for electric vehicles
Sterling Tools, via its subsidiary SGEM, is entering the electric vehicle traction motor market, manufacturing rare earth magnet-free motors through a technology licensing agreement with AEM Ltd. This move aims to reduce reliance on China and bolster India's EV supply chain.
When returns lie: The hidden risk in your portfolio
The timing of investments significantly affects returns, especially for retirees. Early negative returns coupled with withdrawals can severely deplete a corpus. Conversely, positive early returns provide a substantial buffer. Investors can mitigate this risk through strategies like bucketing, diversified assets, or reduced withdrawal rates. Consulting a financial advisor helps navigate market volatility and optimize investment outcomes.
Fund Manager Talk | ICICI Prudential's quality-focused pitch for long-term gains
ICICI Prudential AMC advocates revisiting quality stocks as a long-term portfolio anchor amidst market volatility and tempered earnings expectations. Ihab Dalwai highlights the underperformance of quality stocks in recent years, presenting a favorable entry point for long-term investors. The fund emphasizes reasonable valuation, earnings resilience, and bottom-up stock picking across sectors and market caps.
India-Pakistan Tensions: How should mutual fund investors respond to navigate geopolitical risk?
Amidst India-Pakistan tensions, mutual fund experts advise investors to remain calm and continue SIPs for rupee cost averaging, avoiding lumpsum investments. They suggest a 5-10% allocation to gold through ETFs or sovereign gold bonds for diversification. Experts also recommend a balanced approach to international funds, around 10-15%, depending on risk appetite, while emphasizing disciplined investment plans for long-term goals.
Dont rely on single country or equity index to earn long-term returns for your portfolio
Welcome to TrendMap—your quick, visual guide to the performance of various investment segments. In this edition, we showcase an 11-year tracker of global market performance, ranking the annual returns of some widely followed international equity indices. The map shows that no single country or index consistently dominates. Hence, diversification helps.
All you need to know about hybrid funds
If you are confused by personal finance terms, jargon and calculations, here’s a series to simplify and deconstruct these for you. In the 50th part of this series, Riju Mehta explains the working of hybrid funds and how these are taxed.
Gold ETF record outflow for second consecutive month amid surge in prices. Is it profit booking?
Gold ETFs experienced outflows in April, continuing a trend from March. However, the outflow amount decreased. Assets under management increased significantly year-on-year. Experts suggest investors are selectively returning due to inflation and geopolitical concerns. Gold continues to be a hedge amid market volatility. LIC MF Gold ETF was the top performer in April.
Gold, debt and stocks: Why multi-asset funds are the smartest play
With high equity valuations, capped debt yields, and gold’s rising strategic role, Indian investors in 2025 are embracing multi-asset allocation funds for diversification, stability, and simplified long-term wealth building across asset classes.
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