India’s alternatives investment ecosystem has entered a new phase of scale, with Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) together crossing Rs 23.43 lakh crore in assets as of September 2025. New data compiled by PMS Bazaar shows the sector has expanded at a remarkable 31.24% CAGR over the past decade, driven by … Read more
In this edition of ETMarkets Smart Talk, Amit Jain, Co-Founder of Ashika Global Family Office Services, shares a nuanced outlook on Indian equities amidst global volatility and sectoral churn. Drawing on Ashika’s long-term investment philosophy, Jain outlines why India’s structural growth remains intact—powered by the three key pillars: democracy, demand, and demography. He delves into … Read more
In a world where geopolitical shifts and economic realignments are rewriting investment playbooks, Non-Resident Indians (NRIs) are no longer limiting their portfolios to traditional hotspots like India, the US, or the UK. A new trend is quietly gaining momentum — one that points to emerging markets such as Vietnam, Indonesia, select African nations, and parts … Read more
In this edition of ETMarkets Smart Talk, we catch up with Pradeep Gupta, Executive Director and India Head of Investment at Lighthouse Canton, to decode the shifting dynamics in global markets. Amid rising geopolitical tensions, volatile equity markets, and weakening confidence in traditional safe havens, gold has emerged not just as a hedge—but as a … Read more
Bitcoin entered the public view in 2009 and has remained a central part of the crypto conversation, for the past decade and a half. It has become a key crypto asset, closely tracked and widely regarded as a bellwether of industry health.However, several alternative crypto assets, known as altcoins, have emerged in recent years, aiming … Read more
“I mean individual positions yes, but otherwise I still think it is well contained and every quarter, every four-five months we see a situation where markets do correct or there is a correction of 5% to 10% which is relatively short lived and it bounces back,” says Nilesh Shah, Envision Capital. Josh and hosh right? … Read more
Jun 15, 2024, 01:51:43 PM IST Eleven pure equity mutual funds added a total of 31 new stocks in May across market capitalisations. They also increased their holding in 33 stocks during the month, according to a Nuvama note. Together they have bought shares worth Rs 47,700 crore, the note said. A look into which … Read more
Though Prime Minister Narendra Modi’s new Council of Ministers reflects continuity from the previous government, a few ministers’ portfolios have been changed. Jyotiraditya Scindia is a key figure among the Union Ministers whose portfolio has been reallocated. Scindia, the former Civil Aviation Minister, has been given the charge of the Ministry of Communications and the … Read more
Mumbai: Money managers and equity analysts are recommending investors to steer clear of mid- and small-cap stocks as a steeper correction could be in store. With stock prices of smaller companies remaining under pressure in recent months, causing erosion in values of equity portfolios, many retail investors might hesitate bringing fresh money into schemes – … Read more