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Poor monsoon is a risk, but unlikely to trigger runaway food inflation: Axis AMC's R. Sivakumar

Mumbai, July 6 -- Mumbai: A slow-growth environment is the main trigger for the underperformance of Indian markets and foreign outflows, said R. Sivakumar, chief investment officer at Axis Asset Manag... Read More


Why are investors rewarding Eternal over Swiggy?

Mumbai, July 3 -- Food-delivery stocks have staged an uneven recovery over the past month. While Eternal Ltd has clawed back about 5%, trimming its year-to-date decline to over 5%, Swiggy Ltd continue... Read More


Revenue, not margin expansion, will drive next leg of growth: DSP CIO Anish Tawakley

Mumbai, June 29 -- Anish Tawakley, chief investment officer (CIO) of DSP Asset Managers, believes investors should no longer expect the double benefit of simultaneous revenue and margin expansion. Ins... Read More


Foreign investors exit India funds as AI boom redirects capital. Will inflows return?

MUMBAI, June 26 -- Foreign investors pulled billions of dollars from India-focused offshore funds in the March quarter as global money rotated towards artificial intelligence (AI)-linked markets and a... Read More


Factor investing is back in favour. But for how long?

Mumbai, June 23 -- A wave of new fund launches suggests factor investing is back in vogue. The trend began with Franklin Templeton's Franklin India Multi Factor Fund in November 2025, followed by Mot... Read More


BFSI and oil & gas bear the brunt as foreign investors pull funds from India

New Delhi, June 19 -- Global fund managers are actively rewriting their playbooks, pulling capital out of Indian equities to chase better opportunities elsewhere. This money is being channelled toward... Read More


BFSI and oil & gas bear the brunt as foreign investors pull funds from India

New Delhi, June 19 -- Global fund managers are actively rewriting their playbooks, pulling capital out of Indian equities to chase better opportunities elsewhere. This money is being channelled toward... Read More


Who wins from cheaper oil? These sectors could see the biggest earnings surprise

New Delhi, June 17 -- Optimism is bubbling up in the Street as West Asia heads for peace, after over 100 days of war that shut shipping routes, rocked energy markets and upended supply chains worldwid... Read More


Oil-linked sectors set for earnings surprise & improved margins

Mumbai, June 17 -- Optimism is bubbling up on the Street as West Asia heads for peace, after over 100 days of war that shut shipping routes, rocked energy markets and upended supply chains worldwide. ... Read More


Oil-linked sectors set for earnings surprise

Mumbai, June 17 -- Optimism is bubbling up on the Street as West Asia heads for peace, after over 100 days of war that shut shipping routes, rocked energy markets and upended supply chains worldwide. ... Read More