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The Indian asset management industry is witnessing a landmark event. ICICI Prudential Asset Management Company (IPAMC), a joint venture between two financial giants, ICICI Bank and Prudential Plc (UK), is going public. For investors, Asset Management Companies (AMCs) are often considered "high quality" businesses because they are asset-light, generate high free cash flow, and offer high Return on Net Worth (RoNW). However, not all AMCs are built the same. Here is a deep-dive

In a world marked by economic volatility and geopolitical tensions, it’s easy to get swept up in global uncertainty. However, India’s economic resilience continues to stand out, making it an attractive destination for investors. Despite external challenges, including trade disruptions and rising tariffs, India’s strong domestic demand, robust growth trajectory, and ongoing reforms offer a compelling case for why investors should stay bullish. Let’s take a closer look at the l

For decades, banks have been the undisputed kings of the financial world. They held the vaults, issued the credit, and kept the ledgers. But as highlighted in a recent address by RBI Deputy Governor Shri T. Rabi Sankar, the ground is shifting beneath their feet. Technology is no longer just a tool to make banking faster; it is rewriting the very definition of what a bank is. While India has seen massive success with public infrastructures like UPI, this digital revolution has

Last week’s economic picture offered a mix of steady momentum and a few signs of cooling, both in India and across global markets. India’s manufacturing sector lost a bit of steam in November, with the HSBC Manufacturing PMI easing to 56.6 from the earlier estimate of 57.4 and sharply lower than October’s 59.2. It’s still comfortably above the long-run average of 54.2, but the slowdown reflected softer new orders and the weakest output growth since February. Export orders als

Why India’s Rupee Is Plunging to Record Lows

DroneAcharya: The IPO dream that turned into a mirage, it looked like the perfect success story a hot drone startup, celebrity investors, and a blockbuster IPO that listed with a 90% gain. But behind the hype, SEBI found one of the most troubling stories to hit the SME market in years.

Meesho IPO – Key Highlights, Financial Performance & Investment Outlook

Tanla Platforms India’s Most Genuine Blockchain Company

In the last week, we saw the spotlight firmly on India’s strong economic performance. India’s economy grew by 8.2% in the September quarter, outperforming market expectations of 7.3% and accelerating from the previous quarter's 7.8% growth. This marks the sharpest annual growth since March 2024, reflecting resilience despite the 50% US tariff imposed in August. Key drivers include increased government spending and GST tax cuts, which boosted consumer spending to 7.9% growth,

To understand where the future is headed, follow the money. In India, the money trail is leading directly to the sun, the wind, and the electric grid. According to the latest RBI report, something unprecedented is happening in the Indian banking sector. While credit to most industries grows steadily, loans to the renewable energy sector just recorded triple-digit growth in September 2025. So, why are Indian banks suddenly throwing their weight behind green energy, and what do

If you’ve been tracking the Indian stock market recently, you’ve likely noticed a distinct shift in sentiment. After a period of volatility, the bulls made a decisive comeback in October and November. But what exactly flips the switch? Was it domestic strength, global cues, or just market noise? According to the latest RBI Bulletin, it wasn’t just one factor; it was a convergence of favourable global tides and strong domestic fundamentals. Let’s dive into what fueled the rall

Indian investors face one steady challenge. The rupee keeps losing value against the dollar. In 2015, USD INR was ₹66, and today it is around ₹89. That means the rupee has weakened by 34% in ten years. Even a small 3% to 4% depreciation every year becomes a big loss over time. It quietly reduces the real returns on all rupee investments. This is why more investors are looking for assets that protect them from this continuous slide. Why S&P 500 Feeder Funds Work Well S&P 500 f

The Sudeep Pharma IPO is open from November 21 to November 25, 2025, with a price band of ₹563–₹593 per share and a minimum retail investment of ₹14,825 (25 shares per lot). The total offer size is ₹895 crore, split between a ₹95 crore fresh issue and an ₹800 crore Offer for Sale (OFS). Shares are proposed for listing on both BSE and NSE.   IPO Snapshot Particulars Details Total Issue Size ₹895 crore Fresh Issue ₹95 crore Offer for Sale ₹800 crore Price Band ₹563–₹593 Lot Siz

Last week brought a mix of upbeat and cautionary signals for the Indian economy, with several key data points offering a clearer view of where things stand as we move toward the year-end. From a sharp recovery in passenger vehicle sales to steady unemployment levels and a slight softening in business activity, India continues to show resilience despite global uncertainties. India Total Passenger Vehicle Sales In October 2025, India saw a remarkable 15.8% jump in passenger veh

A recent report published by Crisil, a leading S&P Global company, has brought India's trade dynamics into sharp focus, revealing that the nation's merchandise trade deficit widened to a record high of $41.7 billion in October 2025. This development stems from a dual challenge: a significant contraction in exports coupled with a sustained surge in imports. This analysis breaks down the key findings from the Crisil report to provide a balanced perspective on the current trade

Smallcaps are heading into 2026 after a volatile but rewarding decade. But with over 25 funds in the category and each swinging harder than the benchmark it is not enough to look at short term returns or recent hype. So we filtered the entire smallcap universe based on two core metrics that genuinely matter: Return Consistency 3,5, 10 Year Returns vs Benchmark Risk Efficiency Sharpe Ratio plus Standard Deviation

The Economist made an interesting observation this week. It says that apart from the pandemic slump in 2020, the world hasn’t really had a “normal” recession since the 2008 financial crisis. And even after COVID, the global economy has been growing at roughly 3% a year since 2022. Unemployment is low. Company profits are solid. So it almost feels like we’re living through a “recession recession” or a world where recessions have gone missing.

As we look back on the latest economic developments, there’s a mix of both caution and optimism in the air, with key data points reflecting various challenges and opportunities across global markets. The UK job market took a hit in the third quarter of 2025, with the unemployment rate rising to 5.0%, marking the highest level since May 2021. This was slightly above expectations, with the number of unemployed individuals increasing by 117,000 to 1.789 million. Notably, the ris

CSL today sits at the center of India’s defense and shipping growth story. But while fundamentals look strong, valuations and short-term fluctuations demand caution.

It sounds like the perfect idea. Buy gold with just a few taps on your phone, skip the jeweller, and own pure 24K gold stored safely in a vault somewhere. That is the promise of digital gold, and it has taken India by storm.