Family offices are investment firms set up by wealthy families to manage their assets. Over the past two decades, they have become a significant force in India’s markets—investing in startups, private equity, and initial public offerings.Read More

Financial regulators – the Reserve Bank of India, Securities and Exchange Board of India, Insurance Regulatory and Development Authority of India and Pension Fund Regulatory and Development Authority -would not enforce ceilings on the amounts that can be borrowed by Indian companies from overseas markets. The RBI has also allowed borrowers that is under a...Read More

Life insurers face a similar squeeze. The industry paid about ?24,000 crore in GST in FY24, offset by ? 14,000 crore of ITC. With credits no longer available, the new two-rate system leaves them facing a ?15,000 crore sector-wide hit, part of which will show up in company profit and loss accounts and embedded values....Read More

Gold sales volume dropped by a quarter this Dussehra to 18 tonnes due to sharply higher prices, despite a 30-35% increase in sales value. Consumers are increasingly exchanging old gold, which now accounts for over half of sales, and buying gold coins or bars as investments, anticipating further price stability.Read More

Finance Minister Nirmala Sitharaman affirmed India’s economic growth is firmly anchored in robust domestic consumption, blunting external shocks. Addressing the Kautilya Economic Conclave, she emphasized India’s strong resilience and evolving economic leverage, urging developing nations to be active global participants. Sitharaman detailed strategic reforms driving growth, targeting 8% annually to achieve developed nation status by...Read More

The JPMorgan note, which tracks hedge fund trading, said positioning in U.S. stocks was only “somewhat bullish,” indicating an expectation for equities to rise.Read More

In September, the U.S. central bank lowered interest rates by an expected 25 basis points to 4.00-4.25% on labor market concerns and indicated more cuts would follow later this year.Read More

Eyewear retailer Lenskart has received Sebi approval for its IPO, targeting a mid-November listing. The company aims to raise Rs 2,150 crore in fresh capital, with the total IPO size expected to be Rs 7,500-8,000 crore. Lenskart turned profitable in fiscal 2025, posting a net profit of Rs 297 crore, and will use proceeds for...Read More

RBI Governor Sanjay Malhotra affirmed India as an “anchor of stability” due to resilient growth, robust macroeconomic fundamentals, and continuous reforms. He cautioned against global stock market complacency and rising public debt, noting gold prices now reflect global uncertainties. Malhotra also highlighted India’s unique central bank autonomy framework.Read More

ICICI Securities reports that defensive sectors like FMCG, IT, and healthcare have seen their market-cap share drop to a 20% low since 2011, from 30% in 2020. Their profit pool share also plummeted to 16%, while valuations remain high at 32 times P/E. Meanwhile, cyclicals’ P/B ratios have surged significantly from 2020 bottoms.Read More