Category: Uncategorized

Non-resident Indians continue to be a meaningful part of the Indian mutual fund ecosystem, with the UAE, US, UK and Singapore remaining the largest sources of such investment year after year. The Reserve Bank of India (RBI) has released the findings of its 2025-26 Survey of Foreign Liabilities and Assets of Mutual Funds, and the…

The most recent communication from US Federal Reserve chairman, Kevin Warsh, indicates rate rises may be on the agenda, according to Rupert Thompson, chief economist at IBOSS.  He said that while events in Iran have been significant, “Markets, however, were arguably more concerned last week with events in Wyoming than the Strait of Hormuz. “After…

Quick Read Tesla posted record Q2 deliveries of 480,126 vehicles and 25% revenue growth, yet EPS of $0.33 missed the $0.54 consensus by 39%. At 371 times earnings with a 1.4% operating margin and negative free cash flow, Tesla’s valuation demands flawless execution on robotaxis and Optimus. Analyst estimates cut Tesla’s 2026 EPS forecast 17%…

Key Takeaways Table of Contents TSLA shares climbed 18.2% during August, propelled by positive robotaxi developments Clark County, Nevada expanded its Cybercab vehicle authorization from 10 to 5,000 units Second quarter earnings per share of $0.33 fell short of the $0.50 forecast, while revenue increased 25.5% annually to $28.24 billion Wall Street analysts maintain a…

The global energy order is changing. US President Donald Trump celebrated on Truth Social what he called the “biggest oil deal in history” – a 100-year concession on 17 oil fields in Venezuela that would secure 65 billion barrels of oil. Around the same time, QatarEnergy informed Edison, one of its biggest European customers, that…

Shares in Tesla (TSLA +0.26%) rose by 18.2% in August, according to data from S&P Global Market Intelligence. The move comes as the narrative around the stock, notably its robotaxi rollout, improved throughout the month. And the good news is there’s a real possibility of more good news flowing in the future. Tesla’s reset of…

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Buying multiple mutual funds does not necessarily mean a portfolio is well diversified. An investor may hold three, four or even more equity schemes from different fund houses, yet find that many of them own the same companies. This duplication is known as portfolio overlap. For instance, an investor holding two large-cap funds may find…

If you look at the lifetime value of NPS, people normally don’t exit; they may switch from one option to another. We don’t see premature withdrawal either, except a sliver. To that extent, NPS has stickiness, which is good for compounding, and that benefits distributors, too. In mutual funds, for instance, the impulses of an…

Here’s a closer look at the equity strategies: Equity Long-Short Funds maintain a minimum 80 per cent allocation to equities, aiming to generate returns in both rising and falling markets by buying promising stocks and shorting overvalued ones. Equity Ex-Top 100 Long-Short Funds mandate a minimum 65 per cent allocation to mid-cap and small-cap stocks. Sector Rotation…