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A tough year for Indian equities has triggered investor FOMO, but market veteran Devina Mehra argues that weak sentiment, not regret, should guide portfolio decisions. The focus, she says, must be on reassessment, quality investments and intelligent global diversification.
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Berkshire Hathaway shares edged lower as Warren Buffett prepared to hand over the chief executive role to Greg Abel, marking a historic leadership transition while highlighting the company’s unmatched long term investment record.
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Tobacco stocks like ITC and Godfrey Phillips saw significant drops on Thursday. This follows the finance ministry’s notification of an additional excise duty on tobacco products. The new levies, effective February 1, will be applied over and above the GST rate. This change replaces the existing compensation cess. Companies may need to increase prices due to these higher taxes.
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Sovereign wealth and public pension funds channelled a record share of capital into the United States in 2025, while emerging markets saw a sharp decline in inflows despite strong performance.
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Vodafone Idea shares experienced sharp volatility following a government relief package. While the announcement provided a significant financial breather by deferring payments, it failed to address concerns about the company’s ability to secure fresh bank funding, leading to investor disappointment and a stock decline.
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