Exclusive

Publication

Byline

Alpha shifts: Large-caps lead for now, but Smids hold long-term promise

New Delhi, July 27 -- Large-cap stocks have been better at generating returns above the broader market, often referred to as alpha, a Mint analysis has found. It shows that 52% of Nifty 50 stocks hit ... Read More


Reits and InvITs draw wealthy Indians seeking diversification

New Delhi, July 22 -- Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) are emerging as more attractive investment avenues, driven by a broader listed universe, a str... Read More


West Asia conflict fuels defence stocks. Now comes the harder test

New Delhi, July 20 -- The rally in defence stocks has shown little sign of losing steam. Having outperformed every year since the pandemic, the sector has extended its winning streak into 2026, with t... Read More


First gold, now global stocks: have Indian investors forgotten the risks?

New Delhi, July 16 -- Indian investors are pouring more money into global equities as overseas investing becomes increasingly mainstream. While the opportunity is real, so are the risks, especially si... Read More


The real worry for Indian metal stocks isn't FPI selling. It's more earnings downgrades.

New Delhi, July 13 -- Foreign investors pulled $961 million (approximately Rs.9,201.14 crore) from India's metals and mining stocks in June, the biggest monthly outflow since August 2023's $1,266 mill... Read More


India's premium over EMs is shrinking, but still above 2021 level. What it means?

New Delhi, July 9 -- India's valuation premium over emerging-market stocks is shrinking, but it is still wider than in 2021, according to a Mint analysis of MSCI data. Investors are considering whethe... Read More


Markets flat? No problem. HNIs stay invested

New Delhi, July 7 -- A range-bound market may test investors' patience, but wealth managers say it is far from a dead end for investment opportunities. Money managers say high-net-worth individuals (H... Read More


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