Warren Buffett’s AI legacy: Apple and Amazon now make up a fifth of Berkshire’s $282 billion portfolio

Warren Buffett’s AI legacy: Apple and Amazon now make up a fifth of Berkshire’s 2 billion portfolio

Billionaire investor Warren Buffett has long steered clear of Silicon Valley’s flashiest trends. But as he prepares to step down as chief executive of Berkshire Hathaway later this year, the investment firm he built is now deeply exposed to the engine driving today’s technology boom: artificial intelligence. Apple and Amazon, two companies at the heart … Read more

Portfolio matters more than individual stocks: Nilesh Shah shares WhatsApp forward on IPL

Portfolio matters more than individual stocks: Nilesh Shah shares WhatsApp forward on IPL

Sharing a WhatsApp forward listing individual award winners from the recently concluded IPL season—none from RCB—Nilesh Shah of Kotak Mutual Fund highlighted on social media that, just like in investing, the overall portfolio matters more than individual stocks. He posted on the social media platform X that, “WhatsApp forward. Creator: unknown. Message: Profound Orange cap … Read more

FPIs pump Rs 18,620 cr in equities in May on global tailwinds, improving domestic fundamentals

FPIs pump Rs 18,620 cr in equities in May on global tailwinds, improving domestic fundamentals

Foreign investors continue to show confidence in the country’s equity market, infusing Rs 18,620 crore so far this month, driven by a combination of global tailwinds and improving domestic fundamentals. This positive momentum follows a net investment of Rs 4,223 crore in April, marking the first inflow in three months, data with the depositories showed. … Read more

ETMarkets PMS Talk: April’s 9.9% spike – Nikhil Johri on what drove Trivantage Capital’s outperformance

ETMarkets PMS Talk: April’s 9.9% spike – Nikhil Johri on what drove Trivantage Capital’s outperformance

In April 2025, Trivantage Capital’s pure-play small and mid-cap financial services portfolio delivered an impressive 9.9% monthly return, significantly outperforming its benchmarks. What sparked this sharp surge? In this edition of ETMarkets PMS Talk, we sit down with Nikhil Johri, Founder & Chief Investment Officer at Trivantage Capital, to unpack the drivers behind the portfolio’s … Read more

Sebi easing norms for foreign investors buying only government bonds

Sebi easing norms for foreign investors buying only government bonds

India’s markets regulator has proposed to reduce regulatory requirements for foreign investors investing exclusively in the country’s government bonds, it said on Tuesday, as it looks to boost investments in these securities. Foreign investors who hold Indian government bonds need not disclose investor group details, the Securities and Exchange Board of India proposed in a … Read more

FPIs continue to invest; inject Rs 14,167 cr in equities in May

FPIs continue to invest; inject Rs 14,167 cr in equities in May

Foreign investors continue to show confidence in the country’s equity market, infusing Rs 14,167 crore so far this month, largely driven by favourable global cues and robust domestic fundamentals. Notably, this inflow has come despite the ongoing military tensions between India and Pakistan. This positive momentum follows a net investment of Rs 4,223 crore in … Read more

IndusInd to provide for Rs 1,960 cr losses in Q4, to take action against staff

IndusInd to provide for Rs 1,960 cr losses in Q4, to take action against staff

Mumbai: IndusInd Bank said on Sunday it would absorb ₹1,959.98 crore-or the full impact-of losses from incorrect accounting practices in its March earnings. It also promised action against errant employees and sought to strengthen accountability through a realignment of roles. “The board is taking necessary steps to fix accountability of the persons responsible for these … Read more

FPIs extend investment in Indian equities, inject Rs 17,425 cr in a week

FPIs extend investment in Indian equities, inject Rs 17,425 cr in a week

Foreign investors have infused Rs 17,425 crore in the country’s equity markets last week, supported by a combination of favourable global cues and strong domestic macroeconomic fundamentals. This came following a net investment of Rs 8,500 crore in the preceding holiday-truncated week ended April 18. Globally, steady performances in major markets, expectations of a pause … Read more

Navratnas of the market: 9 investing mantras from Devina Mehra’s new book

Navratnas of the market: 9 investing mantras from Devina Mehra’s new book

In a financial world where noise often drowns wisdom and every bull thinks it’s a prophet, Devina Mehra cuts through the chaos with nine timeless investing mantras in her new book ‘Money, Myths and Mantras’. Her nuggets of market gold are less sermon, more strategy—a survival kit for investors burned by hype and humbled by … Read more

ETMarkets Smart Talk: From loss to gain: Amit Jain’s strategy for investors sitting on portfolio losses

ETMarkets Smart Talk: From loss to gain: Amit Jain’s strategy for investors sitting on portfolio losses

“Looking at the current market conditions, we are still cautious on the Indian Stock Markets at least in the short-to medium term. If an investor has a net portfolio loss, then firstly it’s important to look at the current holdings,” says Amit Jain, Co- Founder of Ashika Global Family Office Services. In an interview with … Read more