Stock-specific opportunities will matter more than market-cap trends in 2026: Axis MF’s Shreyas Devalkar
If there is even a partial reversal of this trade, flows could return to markets like India that underperformed during this phase. Additionally, rupee depreciation has made Indian assets relatively more attractive for foreign investors.
Global mutual funds accepting new investments in India: 28 open funds and 6 ETFs available to buy now
Synopsis
Out of 71 international funds that are available in the Indian mutual fund market, only 28 are accepting investments, while 6 ETFs can be traded on exchanges, writes Abhinav Kaul.
Lessons from the Grandmasters
Why ICICI Pru's Chintan Haria believes SIPs and passive funds will stay in focus in 2026
As global and domestic markets navigate sustained volatility, investors are expected to continue favoring systematic investment plans (SIPs) and diversified mutual funds in 2026, according to Chintan Haria, Principal – Investment Strategy at ICICI Prudential AMC.
Periods of market swings, he said, tend to highlight the benefits of process-driven investing.
“Mutual funds offer built-in diversification and professional management,
Read MoreIt’s about to officially become Trump’s economy
President Donald Trump says he expects to nominate a new Federal Reserve chair this month. When that happens, Trump will have run out of excuses: This will officially become his economy, for better or worse.
Throughout the first year of his second term, Trump has mostly blamed America’s affordability problems on two men: Former President Joe Biden and Fed Chair Jerome Powell,
» Read more about: It’s about to officially become Trump’s economy »
Read MoreNews Flash: Stock Market Investors Get Updates on How President Trump's Tariffs Are Affecting the Economy
President Trump’s tariffs have coincided with significant weakness in the jobs market; investors will get important updates this week.
The S&P 500 (^GSPC +0.01%) has advanced 93% since entering bull market territory in October 2022. But the bull market is still quite young by historical standards.
The Burst
1 Hot Stock Passes Super Stringent Screen
In the research rooms of investment management firms, returns on invested capital are keenly focused on. Buffett often speaks of this metric as a proxy for what return to expect over the long haul.
So, I decided to run a screen to find stocks with ROIC percentages north of 15%. That’s a high hurdle all by itself that most companies will fail to meet.
» Read more about: 1 Hot Stock Passes Super Stringent Screen »
Read MoreThe Ivy
Why On Earth Is Soros Buying Radio Stations?
Earlier this year, billionaire investor and political donor George Soros drew a great deal of attention for suddenly acquiring about 200 radio stations in 40 national market from Audacy, a legacy broadcasting network.
Unsurprisingly, Soros faced both regulatory hurdles and political backlash for buying up so many broadcast stations at once.
Why is George Soros buying radio stations,
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Read MoreThe Spotlight
Tootsie Roll Highlights Crazy Market
The current S&P 500 bear market was officially announced on June 13, 2022 and it doesn’t seem as if the bear market is over yet. A sustained recovery will likely commence only once interest rates peak, and further rises are no longer expected. In spite of the general market malaise, some stocks are bucking the trend when it comes to valuation metrics.