Venkatesh Balasubramaniam highlights expensive Indian markets with muted EPS growth, cautious sector bets, and selective opportunities in autos, hospitality, mid-cap IT, and energy amid rising oil prices and IPO exuberance.Read More

In 2025, Indian mutual funds deployed half of their equity inflows into only 19 stocks, including SBI, Reliance, and Swiggy, reflecting high concentration amid negative returns and cautious cash management.Read More

India’s consumption upcycle gains traction as tax cuts, rural income growth, and GST reductions drive strong festive sales, auto bookings, and retail growth, signaling an early-stage economic revival yet underappreciated by markets.Read More

Kotak Mahindra Bank Q2 Results: Kotak Mahindra Bank on Saturday, October 25, reported a 2.7% year-on-year decline in its standalone net profit for the September quarter at Rs 3,253 crore, compared to Rs 3,344 crore in the year ago period.Read More

Spandana Sphoorty Financial raised Rs 250 crore via bonds, below the Rs 300 crore target, with 11% coupon and 30-month maturity, amid asset-quality stress and BBB+ rating with negative outlook.Read More

GST rate cuts have boosted Indian auto demand, particularly entry-level vehicles and two-wheelers, while festive momentum, exports, and improved OEM fundamentals support cautious investor optimism amid temporary incentives.Read More

Ace investor Ashish Kacholia’s Rs 50 crore investment in Jain Resource Recycling skyrocketed 214% in just seven months, driven by robust Q2 earnings and strong growth across metals and recycling segments.Read More

Struggling companies are rebranding as digital asset treasury (DAT) firms, investing in cryptocurrency to attract capital and boost stock prices, though sustainability remains uncertain amid regulatory scrutiny and volatile market performance.Read More

US inflation eased more than anticipated in September, fueling hopes for Federal Reserve rate cuts. Meanwhile, trade talks between the US and Canada hit a snag, though focus shifts to an upcoming Trump-Xi meeting. Oil prices climbed on new US sanctions, impacting currencies like the yen, while UK retail sales saw a boost.Read More

In a conversation for ETMarkets’ Mind Over Money series, Raghav Iyengar, CEO of 360 ONE Asset, explains how stillness, patience, and emotional composure help investors navigate volatility, separate signal from noise, and make disciplined, long-term investment decisions grounded in clarity and conviction.Read More