PORTFOLIO DIVERSIFICATION
Pharma stocks: Moving from ‘What if’ to ‘Maybe not’. 8 pharma stocks, 3 with upside potential above 22%; others not so high, but…
There are two ways to look at the hope which the street is reflecting when it comes to a possible India-US tariff deal. One, it will bring down the tariffs (raised recently) on a number of products. Two, it removes the fear hanging over some companies and sectors that they may be put on the tariff list if the situation is not resolved. Now, which is the sector where the fear of a possible tariff hike is most palpable? The answer is pharma. The reason it has not been tariffed by President Trump is that any additional duty will mean higher medicine costs in the US. And it will lead to higher inflation. But then you don't know what he might do. So, there is an element of “what if” at the moment, and getting that removed is good enough.
Dividend stock investing: How ICICI Prudential MF's Mittul Kalawadia balances growth with yields
ICICI Prudential AMC's dividend yield strategy, led by Mittul Kalawadia, balances yield sustainability with growth potential across market caps. The fund dynamically adjusts sector exposure based on business cycles and valuations, focusing on long-term wealth creation. This approach has delivered strong returns, making it a core component for investors seeking diversified equity allocation.
The Golden Thumb Rule | For Gen Z investors, time in the market beats timing the market, says Kaustubh Belapurkar
Gen Z's pursuit of quick gains in mutual funds clashes with the reality of wealth creation, which demands patience and time in the market. Kaustubh Belapurkar advises investors to focus on diversification, understand metrics like capture ratios, and resist the urge to frequently switch funds. Staying invested in well-managed strategies, even through market cycles, is crucial for long-term success.
TRA Tocklai launches decaffeinated green tea powder with 75% less caffeine
Tea Research Association (TRA) Tocklai launched Decaffeinated Green Tea Powder, developed from Assam's elite clones, containing 75% less caffeine and enriched with antioxidants. TRA also introduced an AI-based tea germplasm characterization tool for drought tolerance prediction. The AGM highlighted the need for increased research funding and explored new revenue models to support the tea industry's sustainability and innovation.
I need Rs 25 lakh for daughter’s college & Rs 5 crore for retirement. Can I do it with Rs 50,000 SIP?
I need Rs 25 lakh for daughter’s college & Rs 5 crore for retirement. Can I do it with Rs 50,000 SIP?
Teachers’ Day: 5 investing lessons from market gurus every investor must know
As India celebrates Teachers’ Day, investors can draw lessons from global market icons. Warren Buffett champions low-cost index funds, Rakesh Jhunjhunwala stresses patience and calculated risk, Charlie Munger highlights the value of waiting and avoiding debt, Jim Rogers urges independent thinking, and Benjamin Graham emphasizes a margin of safety. Their timeless wisdom continues to guide long-term wealth creation.
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Giorgio Armani net worth — how rich was the Italian designer who passed away at 91 and who will inherit his Billion-Dollar legacy?
Giorgio Armani, the iconic Italian designer hailed for reshaping modern elegance, has died at 91, leaving behind a timeless cultural legacy and one of the most influential fashion empires in history.
Do investors get asset allocation wrong? The right mix to turn Rs 25,000 SIP into Rs 1 crore
Despite equities underperforming, Indian investors are pouring record sums into them, while gold and silver have quietly emerged as wealth creators. Experts suggest a balanced asset allocation strategy, including equities for growth, fixed income for stability, and gold for resilience. A disciplined approach to savings, patience, and balance is crucial for achieving financial freedom, rather than solely chasing high returns.
XRP price prediction: Will Ripple's XRP finally smash past $3 and hit $5 next, or is a crash to $2.50 looming?
XRP is trading near $2.80, stuck in a tight range as traders weigh whether the token will finally break past the stubborn $3 barrier or slip back toward $2.50. Analysts remain split, with some calling for a rally to $3.60–$5 by year’s end, while others warn of short-term downside if support levels falter.
SimplInvest by Aditya Birla Capital Digital diversifies SIPs
In a market navigating volatility, SimplInvest on the ABCD App offers a smart, multi-asset path for new and seasoned investors alike.
NFO Insight: Invest in Tata, Birla, Ambani stocks with just one mutual fund
Baroda BNP Paribas Mutual Fund introduces a new fund offer, the Business Conglomerates Fund, allowing investors to tap into India's prominent business groups like Tata, Birla, and Ambani. The fund aims to capitalize on value creation through demergers and restructurings, offering diversified exposure across multiple sectors.
After gold smashes $3,500 record, silver price crosses $40 for first time in 14 years — is this the start of a precious metals supercycle?
Silver price has surged past $40 for the first time in 14 years, just as gold smashes a $3,500 record. With Fed rate-cut hopes rising and industrial demand soaring, investors are asking if this rally marks the start of a historic supercycle.
NFO Alert: Bandhan Mutual Fund launches Bandhan BSE India Sector Leaders Index Fund
Bandhan Mutual Fund has launched India’s first sector leaders index fund, tracking top companies across 21 sectors of the BSE 500. The NFO opens September 3 and aims to deliver broad-based exposure to industry leaders.
Gold and silver ETFs rally 40% in a year; what’s the best mutual fund strategy?
Gold and silver prices are soaring. Exchange-traded funds based on these metals have given good returns. Tata Gold ETF and Tata Silver ETF are top performers. Experts suggest allocating a portion of investment portfolios to precious metals. Geopolitical tensions and industrial demand are driving the rally. Investors should consider SIPs to manage volatility. Experts recommend aligning investments with long-term goals.
Indian investors must look abroad for AI, semiconductors, EV themes: Vaibhav Shah of Mirae Asset
Vaibhav Shah of Mirae Asset Investment Managers (India) advocates for international diversification, citing limited domestic exposure to high-growth themes like AI and semiconductors. He highlights the potential for better risk-adjusted returns and currency diversification through global investments. The Mirae Asset Global Allocation Fund offers a strategic mix of developed and emerging market exposure, leveraging Mirae's global expertise.
Gold prices on the move, touching new record amid US dollar dip; gold prediction $3,700 knocking
Gold prices are soaring, hitting a record $3,545 per ounce as the U.S. dollar dips. Investors are flocking to the safe-haven metal, and analysts now predict gold could soon reach $3,700, driven by central bank buying, ETF inflows, and global economic uncertainties.
Why asset allocation matters: Investors chase equities, but biggest gains were elsewhere
Indian investors continue pouring record inflows into equities despite the Nifty 50 slipping 2.9% in the past year. Meanwhile, gold and silver have surged over 46%, emerging as top-performing assets. Yet, precious metals remain under-owned in portfolios, highlighting the importance of diversification and asset allocation for stability and returns.
Gold surpasses U.S. Treasuries in central banks’ reserves for first time since 1996
Global central banks now hold more gold than U.S. Treasuries for the first time since 1996, with reserves exceeding $3.6 trillion amid record bullion buying. The shift reflects sanctions risks, U.S. debt concerns, and diversification needs, though the dollar remains dominant in global reserves.
MF Tracker: Bandhan Large & Mid Cap Fund turns Rs 10,000 SIP into over Rs 1.15 crore in 20 years
The Bandhan Large & Mid Cap Fund, with a growth-oriented investment style across large, mid, and small caps, has delivered strong returns and favorable risk metrics over three years. Experts highlight large & mid cap funds’ blend of stability and growth, making them ideal for volatile markets. Investors should consider their risk profile and goals before investing.
Chasing 10% rental yields, not homes - Why Indian HNIs are shifting from debt products to commercial property
India's wealthy are increasingly favoring commercial real estate for its higher yields and stability compared to residential properties and debt instruments. Fueled by a growing HNI population, their investments in commercial properties are also diversifying into warehousing, hospitality, and data centers. Alternative Investment Funds (AIFs) offer a streamlined entry, but due diligence remains crucial to navigate risks and ensure sustained returns in this evolving landscape.
How mixing gold with momentum can give you a balanced approach to investing
Blending momentum with gold offers investors a portfolio that balances growth with resilience. While momentum captures market strength, gold cushions volatility, reducing drawdowns and improving long-term outcomes. Data has shown that the Gold + Momentum 50 strategy delivers smoother, more consistent returns than equities alone.
Explained: What is investment style box in mutual funds and what it means for investors
The investment style box is a 3x3 grid developed by Morningstar that classifies mutual funds by market capitalisation and investment style. It helps investors assess strategy, diversification, and risk by showing whether a fund leans towards value, blend, or growth across large, mid, and small caps.
Nippon India Silver ETF crosses Rs 10,000 crore AUM marking historic milestone for India’s silver investment landscape
Nippon India Silver ETF crossed Rs 10,000 crore AUM, reflecting growing investor acceptance. Offering transparent, cost-efficient, and convenient exposure to silver, the ETF benefits from global demand, diversification, and strong returns, delivering a 17.07% CAGR since its 2022 launch.
Trump Tariff Turbulence: Should mutual fund investors rework their investment strategy?
With Trump’s fresh 25% tariff hike taking the total levy on Indian goods to 50%, experts advise mutual fund investors to stay invested and avoid knee-jerk reactions. The focus should be on diversification, trimming exposure to US export-dependent sectors, and continuing SIPs, as volatility aids rupee cost averaging and strengthens long-term wealth creation.
ETMarkets PMS Talk| REITs and InvITs poised for multi-decade structural growth in India, says Alt’s Rahul Jain
Rahul Jain from Alt highlights the rise of REITs and InvITs as mainstream assets for Indian HNIs, boasting a near ₹4 trillion market cap. These listed real assets offer a blend of stable income, liquidity, and diversification, poised for significant growth due to regulatory reforms and increasing retail participation. An inflection point has been reached, mirroring global trends.
Is your portfolio under attack from Trump’s tariffs? 5 critical moves to make right now
The US tariff hike to 50% on Indian goods is set to test export-heavy sectors like textiles, gems, and auto components, while pharma, IT, and domestic-focused industries remain resilient. Experts advise diversification, focus on strong balance sheets, and patience over panic. Analysts highlight banks, consumer plays, autos, and infrastructure as key stocks to watch near term.
Tariff shock hits Indian stocks: Where should investors put money now?
India’s economy faces new headwinds from US tariffs, but experts see opportunities amid the turbulence. A weaker rupee may aid exporters, while IT and defence-linked firms could benefit from policy support. Investors are advised to avoid knee-jerk reactions, focus on strong company fundamentals, and prioritise global diversification to cushion portfolios against trade and currency shocks.
How to Allocate: Should your portfolio include both flexi and multi cap funds?
Flexi Cap and Multi Cap funds both invest across large, mid, and small-cap stocks, but differ in mandates and risk profiles. While Flexi Cap funds allow managers full flexibility, Multi Cap funds enforce balance. Blending both can enhance diversification and suit varying investor goals.
Indian REITs look to grow a 'long tail' after office outing
India's REIT market is expanding beyond offices into diverse assets like malls, warehouses, and data centers, signaling a move towards diversification. Occupancies remain strong, with healthy dividend yields attracting investors. This evolution mirrors global trends, broadening investor appeal and reflecting India's urban growth, positioning REITs as a mainstream asset class.
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