EQUITY DEFINITION
ET Alpha Wealth Summit 2.0: The ideas, trends and opportunities shaping future of wealth creation
ET Alpha Wealth Summit 2.0 brings together leading investors, wealth managers and family-office professionals to decode the forces shaping the next investment cycle. From global capital flows, private credit and alternatives to family offices, GIFT City, SIFs and AI, the summit explores new opportunities and evolving approaches to wealth creation.
India navigating multipolar 'age of flux', says Jaishankar; talks on with Russia, Ukraine for safe Black Sea passage
External Affairs Minister S Jaishankar affirmed the importance of the US as a primary strategic partner for India. He emphasized India's nuanced approach to relationships with various nations including China and Russia. Jaishankar also addressed the challenges in securing grain and fuel shipments amid the Russia-Ukraine conflict. He called for a reform in the United Nations to better represent the Global South.
NHC Foods' arm Conquer Enterprises to acquire Singapore's DNR Ventures
NHC Foods Limited has announced that its foreign subsidiary, Conquer Enterprises, will acquire a significant 75 percent equity in DNR Ventures for approximately USD 5.5 million. This strategic move is designed to secure a controlling interest for NHC Foods, although it remains subject to thorough due diligence and essential regulatory clearances.
Australian student built a $10 million cable business - why she sold it and launched The Content Folk
Nicole Kersh launched 4Cabling from her parents’ garage in 2004. The venture flourished, amassing $10 million in revenue before its sale in July 2014. Kersh later recognized another content gap for small businesses, prompting her to create The Content Folk, which specializes in structured content solutions.
PwC’s new India consulting JV signals bigger global role for India
PwC is putting India at the centre of its global consulting strategy by combining its India consulting business with the US firm’s India advisory operations into a nearly 40,000-person joint venture. Executives said the move is aimed at routing more global consulting work through India, expanding work with GCCs and giving Indian clients greater access to PwC’s global capabilities, rather than simply cutting costs.
Stocks in news: Vedanta, Kotak Mahindra Bank, Marico, Axis Bank, Trent and Zydus Lifesciences
Indian equity markets showed signs of recovery on Monday after softer-than-expected US jobs data was released. The Nifty 50 index ended the session up, suggesting improved investor confidence. Investors are watching key corporate updates from companies like Vedanta and Kotak Mahindra Bank for future trends. Firms reported various operational advancements and financial performance improvements for the quarter. The overall sentiment in the market remains cautiously optimistic amid external economic influences.
- Go To Page 1
Marico raises stake in Plix parent to 84.09%; Q2 revenue expected to grow in double digits
Marico has raised its stake in Satiya Nutraceuticals, owner of The Plant Fix–Plix, to 84.09% after acquiring an additional 24.09% for Rs 1,012.03 crore. The company also reported strong Q2 momentum and expects double-digit revenue growth and mid-twenties operating profit growth.
US Market: Record equity exposure leaves systematic funds exposed to pullback
US stocks face downside risks as volatility-control funds and CTAs hold historically high equity exposure after the S&P 500’s rally. A volatility spike could force systematic strategies to sell heavily, potentially amplifying market declines. Concentrated AI-related gains, stretched positioning and upcoming US midterm elections add to concerns over market volatility.
ETMarkets Smart Talk| ‘Desi to Videsi’: How GIFT City is changing the way Indians invest globally — Mustafa Pardiwala
GIFT City is emerging as a gateway for Indian investors seeking global diversification, offering access to US stocks, ETFs and sectors such as AI and semiconductors. Mustafa Pardiwala of Mirae Asset Capital Markets (IFSC) explains how investors can start with smaller amounts, the role of ETFs, currency risk and fractional investing.
Warren Buffett's analysis was correct. His temper was not. The bill ran into billions
There was no bad analysis, no misread of a balance sheet, no industry he failed to understand. The company he bought was superb and remains the foundation of everything he built afterwards. And the single decision he took while buying it is the one he calls the most expensive of his career. He has had decades to work out why he made it. He has never managed to.
Ashok Leyland: A stronger balance sheet inside a business that will always remain cyclical
Quarterly numbers tell you what happened. But they do not always tell you why it happened. In commercial vehicles, demand can change because of many reasons: Interest rates, freight movement, regulation, vehicle utilisation, or simply the age of the fleet. This story looks at the factors that matter most for Ashok Leyland and uses the numbers to show how each one affects the business.
Ashok Leyland's best year in its history, and what the annual report says about holding on to it
Ashok Leyland sold more commercial vehicles in FY26 than in any year since it was founded, earned its highest-ever profit, and closed with Rs. 5,899 crore of net cash. Where does the company go from here? What strategies will it adopt? A close reading of the 340-page annual report, along with the company's year-end call and the June-quarter filing, provides the answers.
US SEC proposes wider retail investor access to private assets amid risk concerns
The SEC has proposed new rules to expand access to private assets typically available only to wealthy investors. These rules aim to allow more professionals to qualify as accredited investors, which may lead to higher returns. Critics express concern that this move could expose retail investors to significant risks and fees. Additionally, proposed changes would allow closed-end funds to redeem shares more frequently and offer varied share classes.
KPI Green Energy to acquire 507.9 MW operational wind assets in Gujarat for Rs 2,410 crore
KPI Green Energy has signed a binding offer to acquire Alfanar Energy Pvt Ltd and Netra Wind Pvt Ltd. The combined assets have an operational capacity of 507.9 MW located in Gujarat's Kutch wind corridor. This acquisition marks KPI Green's first large-scale wind acquisition, set to expand its installed capacity significantly. The deal will close by February 28, 2027, subject to necessary approvals.
Sensex falls over 20% in dollar terms in 2026 as weak sentiment, rupee drag returns
The benchmark Sensex and Nifty have both experienced significant declines in dollar terms this year. Foreign investors have been less interested in Indian equities due to various global factors. The rupee's depreciation has further amplified losses for overseas investors converting Indian investments. Despite the downturn, strong domestic mutual fund inflows have offset foreign portfolio outflows effectively. India's stock market faces challenges in maintaining investor sentiment amidst changing market dynamics.
Stocks in news: Tata Steel, KPI Green Energy, NLC India, Poonawalla Fincorp and Cummins India
Indian equity benchmarks faced a decline as both the Nifty 50 and BSE Sensex hit six-month lows. The Nifty 50 saw a drop of 64.05 points, or 0.28%, closing at 22,716.20. Notably, Tata Steel announced a favorable tax order and made significant investments in its subsidiary. Other companies including Poonawalla Fincorp and Cummins India reported various corporate developments affecting their market positions.
Goldman Sachs' John Waldron edges closer to succeeding David Solomon as CEO
Goldman Sachs is reportedly considering John Waldron as the next CEO to succeed David Solomon. Waldron, currently the chief operating officer, may transition into the role by 2028. The bank awarded Waldron a significant stock package last year to encourage his retention. Solomon, who has led the bank for eight years, could become executive chairman post-succession. These discussions surrounding leadership succession are ongoing within the company's board.
Competition Commission okays BNP Paribas-IndiaFirst Life Insurance deal
Competition Commission of India approved BNP Paribas Cardif's proposal to acquire a 26% stake in IndiaFirst Life Insurance Company Ltd. The stake will be purchased from private equity company Warburg Pincus. The insurance firm said step in its international growth and diversification strategy and strengthens its presence in India. In a separate deal, CCI authorised Crystal Crop Protection Ltd to acquire FMC India Pvt Ltd.
Global Market: Prediction markets expand into Wall Street territory, raising oversight concerns
Prediction markets are expanding into US stocks, indexes and corporate events, with Polymarket and Kalshi driving growth. The trend raises concerns over investor protection, insider trading, transparency and regulatory jurisdiction, as the SEC and CFTC debate oversight while platforms increasingly attract retail and institutional traders seeking speculation and alternative hedging tools.
IPO pipeline swells to nearly Rs 4 lakh crore: Liquidity squeeze for secondary markets or valuation reset? Analysts weigh in
India's primary market is on the brink of a colossal IPO wave, with estimates nearing Rs 4 lakh crore. Analysts express concern that this influx might siphon off liquidity from the secondary market, which could adversely affect current stock values. While IPO activity undoubtedly impacts liquidity, experts emphasize that multiple factors shape market dynamics. Historical analysis indicates that secondary market valuations may eventually appeal more to investors.
Best dynamic bond funds to invest in September 2026
If you are planning to invest for three to five years, but don’t want to take a call on interest rates, you can bet on dynamic bond funds. Kotak Dynamic Bond Fund, one of the recommended schemes, has been in the third quartile for the last 30 months. ICICI Prudential All Seasons Bond Fund has been in the second quartile for the last 30 months. Please follow our monthly updates to keep track of your investments.
Rs 57 lakh remote job vs Rs 68 lakh Bengaluru offer: Techie asks if the difference is worth the travel from Madurai every week
A software engineer earning Rs 57 lakh at a fully remote startup is considering a Rs 68.2 lakh base-and-bonus offer from a public US SaaS company that requires two days a week in Bengaluru. The move could also mean spending around Rs 17 lakh to exercise existing startup options. His plan for weekly overnight train journeys between Madurai and Bengaluru has sparked varied reactions on Reddit.
Democrats to probe lucrative Trump family business deals if they win midterms
* Majority in House or Senate would give Democrats subpoena power and funds for expanded investigative staff * Trump-linked crypto firms and Donald Trump Jr's 1789 Capital rank high on Democrats'
Ruchir Sharma’s India scorecard: How it fares on his 10-rule benchmark
Ruchir Sharma says India remains a middling investment story rather than a clear outperformer, with strengths in demographics, inflation and currency stability offset by weak private and foreign investment, high valuations, regulatory intervention and concentrated billionaire wealth. His broader view is that India “consistently disappoints the optimist and the pessimist,” making a simple bullish or bearish narrative difficult.
Holding companies, NBFCs rejig assets, income to escape RBI scrutiny
Groups are restructuring NBFC and holding-company balance sheets to stay outside RBI’s regulatory definitions and avoid registration and compliance requirements, sources said. NBFCs are boosting non-financial income, while CICs are changing their asset mix.
SEBI’s new PMS framework could potentially double industry size over time: APMI Chairman Vikas Khemani
SEBI’s revised PMS framework introduces PRIM, expands investment options and lowers the entry threshold to ₹25 lakh. Industry leaders expect these changes to broaden PMS adoption, while global diversification, derivatives, independent fund managers and risk-adjusted performance gain importance for investors.
India’s new wealth creators: Why diversification is changing investment strategies
India’s new wealth creators are looking beyond traditional investments, exploring alternatives, global markets, and more diversified portfolios as their financial goals evolve towards more sophistication.
WhiteOak Capital plans D-Street foray with Rs 1,500 crore IPO
WhiteOak Capital is gearing up for an initial public offering projected to raise ₹1,500 crore, potentially reaching a valuation of ₹9,000 crore. Established by Prashant Khemka in 2017, the firm oversees around $13 billion in assets. Following the recent trends set by alternative investment firms like Gaja Capital, Khemka has confirmed plans to go public; however, no definitive timeline has been disclosed.
NYSE, Blockchain.com explore tokenised versions of US-listed stocks
NYSE and Blockchain.com are exploring blockchain-based versions of US-listed stocks and ETFs, as financial institutions accelerate tokenisation efforts while regulators address questions around ownership, trading and investor protection.
Load More
