Finance
RBI · Banking · Mutual Funds
financeAxis Bank plans to invest Rs 389 crore in Axis Max Life, increasing its stake to 19.99%. This move aims to strengthen its position in the growing Indian insurance sector.
India's private credit market showcases resilience amid global financial stress, thanks to conservative fund structures and strict leverage norms. Its unique AIF framework aligns investor timelines with asset maturity, reducing systemic risks and offering growth potential.
financeBank of Baroda reports a 14% YoY growth in global business for Q4FY26, driven by a 12% rise in global deposits. Final audited results are awaited.
financeIndian banking stocks have seen a steep decline, with some falling up to 32% in three months. Despite this, brokerages are optimistic about select banks like SBI and HDFC Bank, focusing on Q4 results and future outlook for recovery.
financeThe RBI has restricted banks from offering rupee NDF contracts, widening the dollar-rupee forward spread. This move aims to curb speculation and support the rupee.
financeHDFC Bank has disciplined 12 executives for their roles in the mis-selling of Credit Suisse AT1 bonds. The bank attributes the issue to documentation and regulatory interpretation errors.
financeRaamdeo Agrawal, MOFSL Chairman, advises investors to remain calm despite a 17-18% portfolio decline. He highlights India's macro resilience and attractive market valuations.
financeBaron Rothschild’s famous investing advice highlights the potential for gains during market turmoil. Indian investors can benefit by identifying undervalued assets with strong fundamentals.
financeThe Indian rupee has surged sharply against the US dollar following the RBI's crackdown on forex speculation, marking its biggest gain in over 12 years. This move aims to stabilize the currency amid recent volatility.
financeThe Indian rupee rose by 1.4% following the RBI's measures to curb speculative trading. This move is expected to lead to increased onshore dollar sales and stabilize the currency.
financeThe RBI has intensified efforts to curb rupee speculation by targeting corporate arbitrage, aiming to stabilize the currency amid geopolitical tensions.
financeEconomists advise the RBI to maintain current rates as inflation remains stable. The central bank's decision supports economic growth while monitoring global pressures.
financeIndian IT stocks are at a valuation low, presenting a strategic buying opportunity. Fund managers recommend a measured investment approach over the next two years.
financeMichael Burry emphasizes understanding stock mispricing over mere valuation. His insights encourage Indian investors to adopt a disciplined, contrarian approach for long-term success.
financeIndia's gold loan NBFCs remain stable despite a 15% drop in gold prices, thanks to strong collateral buffers. However, Fitch Ratings warns that a further decline could challenge risk controls, with new RBI rules aiming to enhance stability.
financeThe RBI's decision to delay stricter liquidity norms by three months has led to a surge in shares of BSE, Groww, Motilal Oswal, and Angel One. This move provides relief to brokers, allowing continued use of margin-backed bank guarantees and easing regulatory pressures.
financeThe Income-tax Act, 2025, introduces a unified 'Tax Year,' replacing the dual Financial and Assessment Year framework. This reform simplifies tax compliance and aligns with global practices.
financeSeth Klarman emphasizes the importance of risk management over chasing returns. His insights are crucial for Indian investors in today's volatile market.
financeSeth Klarman emphasizes the importance of balancing returns and risks in investing. His insights urge investors to prioritize capital preservation amid market volatility.
financeNithin Kamath highlights AI's limitations in retail trading, emphasizing the structural advantages of institutional players. Retail investors should focus on financial literacy.
financeNithin Kamath of Zerodha highlights that while AI can enhance trading discipline, it cannot guarantee consistent profits for retail investors due to inherent market disadvantages.