“Based on the exit rate for the quarter ending March 2025, I think market expectations for FY25-26 are more realistic, with low double-digit earnings growth. This augurs well for the market,” shares Sanjay Chawla, CIO - Equity, Baroda BNP Paribas Mutual Fund.

This is a super house of financial data on 3500 corporates with up to date information.

In an environment where active fund alpha is fading, the Next 50 is emerging as a strong satellite bet in core portfolios.

Could you please explain in simple terms how one can identify the stage of the business cycle

After the Reserve Bank of India (RBI) unexpectedly cut interest rates by 50 basis points and reduced the cash reserve ratio in early June 2025

Indias logistics sector is racing ahead; logistics stocks are outpacing the broader market with double-digit gains

The Nifty 50 benchmark index had been awaiting a major trigger to break out of its consolidation phase

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

It's quite common to see investors delaying the start of their investment process for different reasons.

This section gives a recommendation of a stock having stock price below Rs 150 with sound fundamentals and expected to give handsome returns over a one-year time horizon.

Long-term wealth has little to do with excitement.

This column gives you scrip chosen by the research team during the fortnight that is fundamentally strong and expected to give good capital appreciation over a time period of 1 year.

Every fortnight, we recommend one open-ended equity diversified fund that has the best potential of returns for the next one year considering its constituents remain the same.

Over the past fortnight, Indian benchmark indices traded within a tight range

Your story on corporate governance was extremely insightful

Our market has staged a sharp comeback that has taken even the most optimistic bull by surprise.

The introduction of Real Estate Investment Trusts (REITs) has opened up new avenues for investors, especially in commercial real estate.

In today’s unpredictable market environment, sharp swings have become routine rather than rare. Such volatility can trigger panic, leading investors to exit prematurely in an attempt to avoid losses. However, history shows that missing just a handful of the market’s best-performing days can significantly reduce long-term returns. This article delves into why riding out the turbulence and staying invested often proves to be the most rewarding approach

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation

The no-budget approach offers a simpler, more flexible alternative to traditional budgeting.

Every fortnight, we recommend one open-ended equity diversified fund that has the best potential of returns for the next one year considering its constituents remain the same.

Business cycle investing works by anticipating a business cycle beforehand based on market conditions and deploying a sector rotation strategy as time progresses and the economy moves through different phases.

Specialised Investment Funds (SIFs) are the latest entrant into India’s financial market landscape

I read the story on multi-asset allocation funds in the previous issue.

Imagine a mutual fund that can generate returns not just in rising markets but also during downturns.

"A diversified equity portfolio comprising well-managed companies with scalable operations, a focus on capital efficiency, and strong earnings growth is likely to offer long-term stock appreciation for investors," explains Yogesh Patil, CIO - Equity, LIC Mutual Fund

The Indian defence sector has staged a dramatic comeback

In the last fortnight, except for a day or two of bullish trending, the Nifty 50 index has traded within a broad range.

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

The market doesn’t ring a bell at the bottom and it certainly didn’t this time either.

This section gives a recommendation of a stock having stock price below Rs 150 with sound fundamentals and expected to give handsome returns over a one-year time horizon.

This column gives you scrip chosen by the research team during the fortnight that is fundamentally strong and expected to give good capital appreciation over a time period of 1 year.

The past fortnight has been a long-awaited relief rally for investors

I have been closely tracking market movements and am now evaluating whether

The equity market has been on a roller coaster ride.

In a flourishing economy like India, small-caps frequently outperform their larger peers in bull markets.

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation

Recent market trends underscore the growing appeal of MAAFs.

An experienced advisor plays a vital role in identifying and correcting these blind spots—ensuring decisions remain anchored in long-term goals.

Until recently, the power sector was among the most celebrated themes in the Indian equity market. Over the past five years, it delivered outstanding returns, leaving investors highly optimistic.

This is a super house of financial data on 3500 corporates with up to date information.

Every fortnight, we recommend one open-ended equity diversified fund that has the best potential of returns for the next one year considering its constituents remain the same.

Lazy portfolios are investment strategies crafted for simplicity

I found the story on mutual funds for NRIs very informative

The Kargil War (May–July 1999) was the most significant of these conflicts.

In an investment landscape marked by uncertainty

In a tale of two markets, India's banking sector emerges as a beacon of bullish sentiment

The NSE benchmark Nifty 50 index ended its three-week winning streak

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

This section gives a recommendation of a stock having stock price below Rs 150 with sound fundamentals and expected to give handsome returns over a one-year time horizon.

This column gives you scrip chosen by the research team during the fortnight that is fundamentally strong and expected to give good capital appreciation over a time period of 1 year.

After a much awaited rebound that investors had been hoping for over the past six to seven months

I have consistently believed in the potential of small cap investments

The Indian equity market is undergoing a dramatic shift

Market participants had braced for subdued numbers amid rising macroeconomic concerns and global uncertainty.

Shares held by you in a closely held company are a capital asset.

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation

Currency depreciation affects NRIs in multiple ways. While a weaker INR can make remittances more valuable when sent back to India, it may reduce the value of investments in India when converted back to the NRI's home currency.

Markets are inherently complex, with outcomes driven by numerous variables.

As I pen down this preface, the story of India Public Sector Undertakings

Every fortnight, we recommend one open-ended equity diversified fund that has the best potential of returns for the next one year considering its constituents remain the same.

Indian stock markets have entered 2025 on a negative note.

Thematic PSU funds offer investors a unique gateway to capitalise on India evolving public sector landscape

I found the Expert Speak column in the last issue very interesting

The recent market rally has once again brought thematic and sectoral mutual funds into the spotlight

Macrotech Developers recently resolved a captivating legal battle over its brand name

“Rather than be swayed by short-term market noise, investors should focus on asset allocation of their investment portfolios depending on their goals, risk appetite and investment horizon”, voices Avnish Jain, Head – Fixed Income, Canara Robeco Mutual Fund

Following a strong upmove in the week before last, during which the Nifty 50 Index surged by around 4.5 per cent

Several key factors contributed to this strong performance, transforming these once-overlooked entities into market favourites.

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

This section gives a recommendation of a stock having stock price below Rs 150 with sound fundamentals and expected to give handsome returns over a one-year time horizon.

This column gives you scrip chosen by the research team during the fortnight that is fundamentally strong and expected to give good capital appreciation over a time period of 1 year.

Markets extended their winning streak, with the Nifty 50 crossing the crucial 24,000 level after nearly four months, driven by strong foreign institutional investor inflows

I hold a significant portion of power stocks in my portfolio

The dream of every investor is to discover that one stock which can turn a modest investment into a fortune.

Geopolitical conflicts often rattle investors, raising fears of sharp portfolio declines

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation 

The market volatility can test your patience and perseverance.

In this article, we will explore how NPS works (Tier 1 and Tier 2 accounts), its tax implications, investment choices, historical performance, and examples illustrating why NPS is a powerful tool for retirement planning at any age.

The Indian equity markets, after a euphoric post-COVID bull run that stretched till September 2024, have now entered a phase of correction.

The equity market has turned sharply volatile, with the benchmark Sensex frequently witnessing four-digit swings with alarming ease.

The Tax Department may raise an issue in the assessment but the Court decisions will help you.

Investors are growing restless as their portfolios stay in the red. Many had pinned their hopes on strong

Every fortnight, we recommend one open-ended equity diversified fund that has the best potential of returns for the next one year considering its constituents remain the same.

Portfolio Management Services (PMS) and Alternative Investment Funds

A company's return on equity (ROE) is influenced by multiple factors, and DuPont Analysis helps us break it down into its key drivers.

Markets are volatile in 2025, but stopping SIPs now could spoil long-term gains.

I am thinking of investing in mutual funds but do not have much

The Indian equity market experienced significant volatility

Fresh off its demerger, ITC Hotels has hit the ground running

In the last fortnight, equity markets witnessed wild swings as the tariff war escalated

All sectors echoed this volatile trajectory, but the pharmaceutical sector stood out.

Investment Horizon : Query-Specific : Subscribers can ask their queries regarding stocks they hold and get our expert guidance.

Continuing our exploration of put spread strategies, we now turn to the Put Ratio Front Spread

We had recommended BMW Industries Ltd (BMWIL) in Volume 39, Issue No. 20 dated August 26, 2024—September 8, 2024, under the Low Price segment.

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation 

This section gives a recommendation of a stock having stock price below Rs 150 with sound fundamentals and expected to give handsome returns over a one-year time horizon.

This column gives you scrip chosen by the research team during the fortnight that is fundamentally strong and expected to give good capital appreciation over a time period of 1 year.