A disturbing pattern is emerging in India’s capital markets. Mutual funds that once prided themselves on valuation discipline are now acting as exit vehicles for venture capitalists and promoters at sky-high prices. The case of Lenskart’s IPO illustrates this perfectly.
Arunasset’s 12-month view on Indian markets can be summed up in one word — Reflation. After two years of disinflation, tight liquidity and elevated real rates, the policy gears are finally shifting toward growth. The Reserve Bank of India’s 50-basis-point rate cut in June, its dovish tone on inflation, and expanding credit all signal a turn to a more supportive monetary environment. The government, meanwhile, continues to prioritise infrastructure spending, using healthy tax revenues to sustain capital outlays. Together, these moves mark the first coordinated reflationary turn since the 2014–17 recovery.
Periods of geopolitical tension or crisis, while unsettling at first glance, have historically presented some of the most compelling opportunities for long-term investors. What begins as turmoil often serves as the foundation for meaningful gains, with major market corrections during such times proving to be powerful inflection points for future returns.
Choosing the right health insurance is no longer optional—it’s essential. Rising medical costs and lifestyle-related illnesses make it critical to have a plan that truly protects you and your family. Here are seven practical tips to help you select the right policy without falling into common traps.
Precious metals hit fresh peaks on Friday, with the yellow metal hitting Rs 1,13,800 per 10 grams, and silver crossing Rs 1,32,000 per kilogram in Delhi. The surge in the prices of gold and silver comes amid strong global demand and heightened expectations of an interest rate cut by the US Federal Reserve next week. According to the All India Sarafa Association, the precious metal of 99.9 per cent purity extended gains for the fourth straight session by jumping Rs 700 to hit a record high of Rs 1,13,800 per 10 grams (inclusive of all taxes). It had closed at Rs 1,13,100 per 10 grams in the previous market session.