ASSET CLASS
Groww gets into corporate bond distribution, set to apply for Sebi licence
Bengaluru-based Groww plans to apply for an Online Bond Platform Provider licence to enable corporate bond trading via its app, expanding beyond stockbroking. As it prepares for a public listing, Groww is diversifying into credit, wealth management, and bond distribution, positioning itself to compete with platforms like Wint Wealth and Grip Invest.
If West Asia conflict spreads and oil pips $80, it will upset the apple cart for Indian & Asian equities: David Chao
Invesco's David Chao suggests investors diversify from over-concentration in US equities and the dollar, favoring European equities due to fiscal and monetary stimulus in Germany and the UK. Asian credit, particularly India, looks promising if the US dollar weakens and oil prices remain low. Chao cautions against complacency regarding upcoming tariff deadlines, viewing them as a near-term overhang.
India's PNG Jewellers launches lightweight jewellery brand as gold prices surge
P N Gadgil Jewellers introduces Litestyle, a new line of affordable, lightweight jewelry. This move comes as gold prices soar, pushing consumers towards budget-friendly options. The company plans to open twelve Litestyle stores this year. Saurabh Gadgil anticipates a significant revenue increase. Investment demand for gold and silver is also on the rise, driven by strong returns.
Bank of America Survey predicts global stocks to outperform US equities over next five years
Global stocks are expected to outperform US equities in the next five years. A Bank of America survey reveals that most fund managers predict international stocks will be the top asset class. This forecast signals a potential shift from the long-standing dominance of US stocks. The S&P 500 is already underperforming global stocks this year, marking a significant change.
As returns fade, Aswath Damodaran lays out 4 red flags about alternative investments
Aswath Damodaran shares a word of caution for those exploring alternative investments. He points out the pitfalls of exaggerated diversification benefits and the burden of high fees. He advises investors to maintain a grounded perspective on their investment timelines and liquidity needs.
Be cautious, be rigorous & take logical risks to create wealth: 5 small-caps from different sectors with upside potential of up to 45%
After six months of correction, are small-cap stocks at a stage where one should start looking at them? An argument against them is: Why look at small-caps at a time of global geopolitical uncertainties, especially when there are a number of large-caps available at reasonable valuations? The fact is that the best time to look at small-caps is when news and sentiment are not so positive. You may then get good stocks at reasonable prices, compared to when everything is hunky dory, as it was in early 2024. Of course, you need to be cautious, and also rigorous, in stock-selection to create wealth.
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Silver prices at Rs 2 lakh? Rich Dad Poor Dad author Robert Kiyosaki's wild bet has everyone talking
Robert Kiyosaki's bullish silver prediction sparks debate as Indian analysts foresee a steady climb, driven by industrial demand and geopolitical tensions. Experts project MCX silver reaching Rs 1,10,000-Rs 1,23,000 per kg in 2025, with potential for Rs 1,50,000-Rs 1,70,000 in 3-5 years. A structural bull run is anticipated due to ongoing market deficits.
Asian shares slip as Middle East unrest deepens
Oil prices are rising. Asian stocks are mostly down following Wall Street's losses. Middle East tensions are escalating. There is concern about potential US involvement. Donald Trump has commented on Iran. Investors are watching economic data. The Federal Reserve is meeting. Some anticipate a pullback in US equities. Global stocks may outperform US stocks in the next five years.
Lending yields set to shrink in FY26 as banks play it safe
Mumbai banks anticipate lower lending yields this fiscal year. Caution in unsecured loans and slower retail growth contribute. Policy rate cuts also play a role. Analysts predict a yield drop to 8.6%. Net interest margins may contract. Repricing of loans linked to external benchmarks will impact private banks. Deposit repricing lags will further squeeze margins.
US stock market today: Dow, S&P 500, Nasdaq drop as weak US spending data and Iran-Israel fears send oil soaring — is a Fed rate cut coming next?
US Stocks Market fall as weak US retail sales, housing, and industrial data add to fears of a slowdown, while Middle East tensions rise with growing pressure from the US and Israel on Iran. Investors are now betting on possible Federal Reserve rate cuts later this year, as oil prices jump and bond yields ease. Market watchers await Wednesday’s Fed meeting for fresh signals. Major indexes like the S&P 500, Dow, and Nasdaq all dipped, while companies like Salesforce, JetBlue, Adobe, and Eli Lilly made big headlines. Here’s what’s driving the markets down and where it could be headed next.
Why India’s next 100 million traders will rise from Tier 2 & 3 cities
Retail equity participation is surging in India, driven by tier-2 and tier-3 cities. With demat accounts nearing 200 million and digital platforms expanding reach, young and diverse investors are reshaping capital markets. Localised access, rising financial literacy, and tech adoption are propelling a structural shift in investment behavior.
SBI's highest FD rate now falls to 6.7%. Are debt funds more attractive than ever now?
Debt mutual funds show better potential than fixed deposits after rate cuts. Around 260 debt mutual funds beat SBI's 6.7% interest rate over two years. Experts suggest a mix of short duration and dynamic bond funds. Investors in higher tax brackets can diversify into mutual funds. A balanced approach with FDs, debt funds, and arbitrage funds is advisable.
Gurugram B-school puts Rs 40 lakh in MBA students' hands to trade real markets
Masters' Union in Gurugram is pioneering a new approach to business education by launching a Rs 40 lakh student-managed trading fund. Beginning August 2025, MBA students in the PGP-CMT program will actively trade in real markets across eight asset classes.
Gold price prediction: Why gold just soared past $3,400 — will Iran-Israel conflict, safe-haven demand, and Fed rate bets keep driving gold price higher?
Gold price surge has captured global attention as tensions between Iran and Israel push investors toward safe-haven assets. Gold soared past $3,400, touching $3,443.55, just shy of its record high. At the same time, soft U.S. inflation data and rate-cut expectations from the Federal Reserve have boosted gold’s appeal. Analysts now eye the key $3,500 resistance level, with short-term pullback risks if momentum weakens. As oil spikes and markets react to geopolitical and economic signals, gold remains the asset to watch. Read the full story for insights into gold’s outlook, technical levels, and what could happen next.
Fintech startup Aspora secures $53 million in Series B
Founded in 2022, Aspora serves 250,000 users, facilitating easy remittances to India and saving users over $15 million in fees. The company plans expansion into the US, Canada, Australia, and Singapore.
Top trading apps for market execution in 2025
Trading apps have revolutionized retail investing, providing tools previously exclusive to financial institutions. These platforms offer user-friendly interfaces, rapid trade execution, and real-time market data. This article highlights top trading apps in India, like Groww and Zerodha Kite, each catering to different investor needs, from beginners to high-volume traders, ensuring no market opportunity is missed.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of over 24% in 1 year
Why are we making bullish assumptions at a time of geopolitical uncertainty? For one, a number of mid-cap stocks are participating in the recovery, and that deserves some weightage. Another reason: the market's reaction to Q4 results has been relatively charitable—and also stock-specific. However, before making any significant capital commitments, it would be prudent to remain cautious and selective. Our stance stems from the fact that, even after the recent correction, valuations are still not in the “cheap” territory. So, essentially—be bullish, but selective. And last but not least, be prepared for volatility. Our selected stocks for today show a strong upward trajectory in their overall average score, which is based on five key pillars: earnings, fundamentals, relative valuation, risk, and price momentum. This suggests a significant improvement in their market outlook over the observed time frame.
Nifty stuck in narrow range. Here's the mutual fund move you need to make now
With markets volatile and Nifty 50 trading in a narrow range, experts advise continuing SIPs, avoiding market timing, and sticking to asset allocation. Debt funds offer stability, while gold and international funds aid diversification. New investors can opt for SIPs or STPs to manage risk and capture market opportunities.
Growth and quality funds will make a comeback: Aditya Birla Sun Life AMC Head of Equity Harish Krishnan
Aditya Birla Sun Life AMC is reshaping its equity strategies by focussing on process consistency, leveraging quant tools for disciplined investing, Harish Krishnan, Co-CIO and Head of Equity, tells Sanket Dhanorkar in an interview.
Stocks, Bonds & Correlation Chaos: Rethinking the 60/40 strategy
The concept of the 60/40 investment portfolio, which typically refers to an allocation of 60% in stocks and 40% in bonds, has long been the cornerstone of investing by retail and institutional investors.
Learn With ETMarkets: Geopolitics vs. Portfolio - 7 smart investing moves in volatile times
Geopolitical tensions significantly influence financial markets, impacting supply chains and commodity prices. Despite events like the Russia-Ukraine conflict and US-China trade tensions causing short-term volatility, Indian equity markets have shown resilience. Experts advise maintaining a long-term perspective, diversifying asset allocation, and incorporating safe-haven assets.
Use market dips to accumulate quality stocks: Vikas Khemani
Vikas Khemani of Carnelian Asset Management suggests that while Middle East tensions are a concern, their impact on oil prices may be limited due to diversified supply sources. Domestically, positive economic news outweighs global uncertainties, potentially leading to market consolidation rather than a steep correction.
India among top 10 global cross-border investment destinations for land & development sites in Q1 FY26
India solidifies its position as a top global destination for cross-border real estate investments, ranking seventh worldwide. Fueled by strong macroeconomic fundamentals and pro-investment policies, India's real estate sector witnessed a 31% year-on-year growth in institutional investments in Q1 2025. Diversification into residential, industrial, and warehousing segments is attracting increased foreign investor interest.
Commodity Talk: 2 reasons why July could be an inflection point for gold. Accumulate, says Augmont’s Renisha Chainani
Gold's near to medium-term outlook remains constructive, supported by sticky inflation and geopolitical tensions. July could be a critical point depending on the US Fed's rate cut cycle and Trump's tariff pause. Experts suggest accumulating gold on dips around Rs 90,000–Rs 94,000, with a potential target of Rs 1,05,000+ and silver looks more attractive.
How can retail investors benefit from gold and silver ETFs?
Gold and silver prices have recently surged, attracting retail investors. Now, investing in these precious metals is possible through mutual funds. Gold and silver ETFs offer a convenient way to gain exposure without physical ownership. These ETFs trade like stocks and mirror the metals' performance. For those without demat accounts, gold or silver funds provide an alternative.
MCX shares rise 4%, hit lifetime high on Sebi’s nod for launch of electricity derivatives
MCX has received Sebi approval to launch electricity derivatives, marking a historic first for India. The move is expected to deepen energy markets, help manage power price volatility, and support the country’s transition to a sustainable energy future. Backed by SEBI and CERC, the launch positions MCX as a pioneer in India's evolving commodity and energy trading landscape.
Equity, debt or gold, which asset class has delivered highest returns in last 11 years? Here’s an annual performance tracker
The best route to wealth creation is through asset allocation and diversification across asset classes. But the right mix depends on your risk profile and goals. Still, are some combinations better than others? Welcome to TrendMap, your quick, visual guide to the performance of different investment segments. In this edition, we compare seven asset combinations. Portfolios with gold have delivered a notable returns boost in recent years, while those with zero gold exposure have consistently ended up at the bottom. By Sameer Bhardwaj.
EPF 3.0: Withdraw PF by swiping from ATMs
Swift and hassle-free withdrawal of provident fund money could be revolutionary. Paradoxically, the current time-consuming and tedious process of submitting claims to take out money, and getting approvals, inherently acts as a disincentive or a deterrent for EPF members from making frequent and early withdrawals.
Underweight on US since January; overweight on Europe, China & India: Devina Mehra
Devina Mehra of First Global suggests remaining invested in Indian markets. They are underweight in the US since January. They favor Europe and maintain overweight positions in China and India. Recent rebalancing in India includes overweighting pharma and auto components since early 2024. FMCG and banks have seen increased weight. However, banks remain underweight despite recent additions.
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