AI will disrupt the old Indian IT services model, but it also creates new opportunities in modernisation, governance, cybersecurity, and business redesign. Here is how mutual fund investors should approach the theme.

India’s semiconductor ecosystem is starting to form around Dholera, specialty chemicals, manufacturing talent, automation, design, packaging, and downstream electronics. Is your portfolio aligned with this next wealth-creation cycle?

For HNI investors with a large mutual fund, PMS, or direct equity portfolio: a simple protect-and-grow framework for old money.

Foreign investors are pulling money out of overheated East Asian markets, while India’s valuations have cooled. The opening is real, but high crude oil prices still stand in the way of a sustained return of FPI flows.

Domestic investors now hold a larger share of Indian equities than foreign investors for the first time in more than two decades, signaling deeper local market strength but also reflecting sustained foreign selling.

TL;DR: The IMF predicts a global slowdown due to conflict, but has upgraded India’s growth to 6.5%. Despite economic resilience, domestic hurdles require agile policy. Global Slowdown: The IMF projects global growth to fall to 3.1% in 2026 due to the West Asia conflict, down from 3.3% predicted in January. India’s Upgrade: India’s GDP forecast […]

TL;DRThe equity valuation index turned green for the first time since 2020. This is a favorable entry window for disciplined investors. Act now through SIPs and dividend yield funds. Executive SummaryFor three years, equities remained expensive. Now the valuation index has shifted green. This does not guarantee massive returns but offers a solid, sustainable entry […]

India’s ultra-rich are rethinking how they pass on wealth. An increasing number of ultra-high net worth individuals (UHNIs) — those with assets over $30 million — are moving away from traditional wills in favour of a legal structure most haven’t heard of: the alter ego trust. What Is an Alter Ego Trust? An alter ego […]

Recent market corrections have materially changed the valuation picture for investors. As of March 31, 2026, the equity valuation index in the latest market update stands at 97.0, moving below the neutral zone and into the lighter green band marked “Invest in Equities.” This shift is important because it suggests that market valuations have cooled […]

Listen to this article BSE Sensex trailing P/E drops to 20.2x — lowest since May 2020. FPIs have sold a record $42 billion in Indian equities since September 2024. Here’s what it means for investors thinking long-term. TL;DR: Indian equity valuations have compressed sharply as geopolitical risk and foreign investor exodus combine with an already […]