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Wall Street brings the Bitcoin versus Gold clash to ETF masses
Tidal Financial plans ETFs to capitalize on the Bitcoin vs gold rivalry, letting investors bet on which asset is the better inflation and crisis hedge. The launch would formalize a long-running ideological and financial clash over store-of-value supremacy.
Stocks to buy today: Nuvama sees 35% upside in Titan Company; Emkay retain buy on L&T post Q4 results
Emkay Global and Nuvama express confidence in L&T, Aarti Industries, and Titan Company, citing strong fundamentals and growth prospects. Emkay maintains a 'Buy' rating for L&T and Aarti Industries, while Nuvama upgrades Titan's target price due to robust jewellery sales. These brokerages anticipate significant upsides, driven by solid performance and positive future outlooks.
These large- and mid-cap stocks can give more than 28% return in 1 year, according to analysts
Once it starts, there is no point in guessing when it will end. All the so-called analysis is not worth much as no one can say for sure what Pakistan’s reaction may be, or how India will respond to that. What matters most now is thinking beyond the conflict. And yes, it would be a great idea to conserve cash, to be used at the opportune time. If matters escalate further, the first phase of correction will be across the board. It would be differentiated after that.
Rafale vs F-16: Why Pakistan’s F-16s can’t match India’s Rafales after Operation Sindoor
India's Rafale jets, used in the recent Operation Sindoor, have reignited scrutiny of the India–Pakistan air power balance. Compared to Pakistan's ageing F-16 fleet, the Rafale offers superior radar, missile range, electronic warfare, and multi-role capabilities. With a decisive advantage in long-range engagements and deep strike missions, the Indian Air Force now holds the upper hand in potential aerial confrontations. Pakistan’s reliance on F-16s, limited by U.S. restrictions, adds to its operational disadvantage in a sustained air campaign.
MF Tracker: Can this large & mid cap scheme add spunk to your portfolio in this market?
Motilal Oswal Large & Midcap Fund has demonstrated strong long-term performance, securing the highest five-year CAGR among equity mutual funds. Despite recent underperformance due to stock-specific corrections, the fund's growth-oriented investment style and high active share position it well for long-term investors. Experts recommend a staggered investment approach, emphasizing a 5+ year horizon to fully capitalize on its stock-picking strategy.
India’s co-living sector poised for massive growth; inventory set to triple by 2030
India's co-living sector is experiencing substantial growth, driven by urban migration and demand for flexible housing. The organized co-living inventory is projected to triple by 2030, reaching nearly 1 million beds.
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'Asian crisis in reverse' as currencies soar on the dollar
A wave of dollar selling in Asia is an ominous sign for the greenback as the world's export powerhouse starts to question a decades-long trend of investing its big trade surpluses in U.S. assets.
ETMarkets PMS Talk: Karan Aggarwal on India’s 10-year wealth themes - Banks, infra & financial inclusion to lead
From the tactical success of the Elever FactorShields Fund, which delivered 20% returns in FY25, to sharp views on the US-led macro shifts and sector rotation strategies, Aggarwal outlines how investors can align portfolios for stability and long-term alpha. Edited Excerpts –
India's cotton yarn industry set for 7-9% revenue growth driven by export rebound and domestic demand
India's cotton yarn sector anticipates significant revenue growth. Crisil Ratings projects a 7-9% increase this fiscal year. This growth is driven by rebounding exports, especially to China. Domestic demand also plays a crucial role. Stable cotton availability and prices will boost profitability. Credit profiles are expected to remain stable. Select players will undertake capital expenditure.
Adani Ports shares rally over 8% after robust Q4 results, April cargo boost confidence
Adani Ports shares: The surge comes after a 4.4% rise on Friday, when Adani Ports led the gains on the Nifty index. The stock has now recovered all its losses for 2025, posting a 7.2% year-to-date gain. In the past month, it has climbed 11%, though it still shows a 2% decline over the last six months.
There has to be an edge for wealth creation & protection: 6 midcap stocks with an upside potential of up to 55%
A pharma company that has been performing well post-restructuring, an auto ancillary firm whose product has remained the preferred choice for both OEMs and retail customers for decades—these are examples of businesses with a lasting edge. Similarly, other companies that possess a unique advantage are the ones investors should focus on. Yes, if uncertainty rises due to domestic or global developments, these stocks may also face declines. But here, it's important to distinguish between a fall in stock price or valuation and actual damage to the underlying business. The reality, in most such cases, is that their businesses remain resilient. It’s their enduring edge that helps them withstand such phases.
Falling interest rates to pressure bank earnings; RoA to moderate from FY24 highs
Indian banks face squeezed profitability as loan rates fall faster than deposit rates, compressing net interest margins. CRISIL Ratings projects a moderation in return on assets to 1.1-1.2% by fiscal year 2026. With limited scope to cut deposit costs amid competition, banks' ability to maintain margins is challenged.
Tariff war puts Rs 21,800 cr in MSME, mid-corporate loans at risk: Report
India Ratings warns that Rs 21,800 crore in loans to high-risk MSMEs and mid-corporates are threatened by worsening operating conditions due to the escalating tariff war. MSMEs, particularly in sectors like chemicals and textiles, face growing vulnerability. Mid-corporates possess a stronger financial buffer, but a slowdown in demand could severely impact MSMEs.
HDFC Bank races past Goldman Sachs in market value, signals post-merger strength
HDFC Bank's market capitalisation has surpassed Goldman Sachs, reaching $183.32 billion amid post-merger recovery. Strong quarterly results, improved deposit mobilisation, and stabilising net interest margins have fueled the bank's stock rally. Analysts predict continued growth, with potential value unlocking from HDB Financial Services' listing, highlighting HDFC Bank's increasing global prominence.
IDFC First Bank’s MFI provision will go down every quarter from now; opex to fall further to 12-13%: V Vaidyanathan
IDFC First Bank's MD & CEO, V Vaidyanathan, anticipates improved performance in FY26, driven by peaking microfinance provisions and reduced operating expenses. The bank expects a gradual ROA improvement, particularly in Q3 and Q4, with PAT increasing as the microfinance challenges subside. Strong CASA, deposit, and loan growth, excluding microfinance, further support this positive outlook.
Multibagger or IBC (Series: AA 125), Part 3: Inside a powerhouse with R&D capabilities
Here is an excerpt from the 2018-19 annual report of the company: “We have completed development of Traction Motor and Controller with prototypes ready for [EV] 2-wheelers and work is in the development stage for [EV] 3-wheelers.” Five years later, the 2023-24 annual report attests to the fact it was not all tall talk: “Our EV product lineup includes Traction Motors, Controllers, Chargers, BMS and DC-DC converters, with a focus on lightweight technologies and enhanced system efficiency.” A wide array of products and a geographical spread in terms of clients are the strengths of this company that was prepared before its peers for the EV transformation.
Mutual fund SIPs help in building wealth: Myth or reality?
SIP investing promotes steady, disciplined contributions that smooth out market volatility and minimize the risks of market timing. Over longer horizons, factors like SIP date, market valuations, or short-term luck have minimal impact. Consistency, not timing, drives long-term wealth creation, especially during market crises when SIPs outperform lumpsum strategies.
Gensol Engineering’s collapse: 11 red flags every retail investor should watch for in their portfolio stocks
Gensol Engineering’s sharp 90% fall highlights the perils of ignoring red flags. Despite rising retail and FII interest, regulatory action against its promoters, weak cash flows, and high debt signalled trouble. Investors must monitor financial health and governance closely to avoid such traps. In small-cap investing, protecting capital is as important as chasing returns.
ETMarkets PMS Talk | Rs 1 cr in April FY25 became Rs 1.38 cr: Here’s how Pawan Bharaddia is building wealth for investors
The foundation of our outperformance lies in disciplined, long-term investing in high-growth businesses. What’s critical to highlight is that the returns have primarily been driven by the earnings compounding, not multiple expansion. In other words, profits have done the heavy lifting—not sentiment-driven rerating.
DTAA Advantage: How NRIs in countries like UAE can invest tax-free in India, explains Prime Trigen Co-CEOs
The current tariff war is making it difficult to gauge the direction of the dollar. Returns of NRI’s who have been investing in US Stock Markets and Real Estate markets in USA will be affected due to slowdown in US Growth due to tariffs.
Anil Agarwal’s $11 billion reset: Vedanta gears up for big breakup
Indian billionaire Anil Agarwal is finalizing a breakup of Vedanta Ltd. to reduce its $11 billion debt and sharpen focus on individual businesses. The conglomerate will list its aluminum, oil & gas, power, and iron & steel divisions separately.
Balancing risk and return: Making the case for high-yield bonds in India
India’s stable macro conditions and the RBI’s accommodative tilt are making mid-tier high-yield bonds in the BBB- to AA- category attractive, offering better returns than AAA or government bonds with manageable credit risk and improving fundamentals.
Bull vs. bear markets: How equities and bonds perform in different market cycles
Amidst market volatility, understanding market cycles is crucial. Equity markets are influenced by economic conditions and investor sentiment, while bond markets are driven by interest rate movements and credit events. Currently, with signs of slowing growth and global uncertainties, reallocating towards protective assets like Indian corporate bonds may prove beneficial.
ETMarkets AIF Talk: Finavenue Growth Fund - a smallcap playbook that delivered 170% in less than a year
Timely participation in cycles like renewables, ESDM, capital goods, and infra, which experienced strong tailwinds due to government policies and rising demand.
India may become best-performing market in 2nd half of FY25: Mayuresh Joshi
Amidst a mixed earnings season, the IT sector faces headwinds from discretionary spending uncertainty and pricing challenges, potentially delaying recovery. However, domestically focused sectors like agrochemicals, healthcare, and banking show promise. Valuations are currently fair, with expectations of a stronger second half in FY25 driven by consumption and government spending.
$22.7 billion power move: Global Payments to acquire Worldpay and offload Issuer Solutions to FIS in massive shake-up
Global Payments is acquiring Worldpay for $22.7 billion while divesting its Issuer Solutions business to FIS for $13.5 billion. The move refocuses Global Payments as a pure-play merchant solutions provider, expanding its ecommerce and integrated payment capabilities. The deal is expected to close in early 2026 and generate strong revenue, cost synergies, and earnings growth.
IDFC First Bank to raise Rs 7,500 crore from Warburg Pincus and Abu Dhabi Investment Authority
IDFC FIRST Bank is set to receive a significant capital infusion of Rs 7,500 crore from Warburg Pincus and the Abu Dhabi Investment Authority (ADIA). This investment aims to fuel the bank's next growth phase, building upon its transformation from an infrastructure-focused institution to a technology-driven universal bank.
NFO Tracker: Nippon Life India Asset Management launches two index funds
Nippon India Nifty 500 Quality 50 Index Fund and Nippon India Nifty 500 Low Volatility 50 Index Fund will be benchmarked against the Nifty 500 Quality 50 TRI and Nifty 500 Low Volatility 50 TRI, respectively.
CRISIL sees FY26 bank loan growth rising to 12–13% on interest rates, tax cuts, & RBI support
CRISIL forecasts a boost in bank loan growth to 12-13% in FY2026, driven by interest rate cuts, tax breaks, and regulatory support. Retail loan growth is expected to rise, fueled by home loans, while corporate credit will benefit from infrastructure investments and relaxed risk weights for NBFCs. Deposit growth and corporate bond market dynamics remain key factors.
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