Discover our latest featured primer articles handpicked by our team of experts. From market trends to investment strategies, these articles offer fresh perspectives and actionable advice to guide your wealth management decisions.
Discover our latest featured primer articles handpicked by our team of experts. From market trends to investment strategies, these articles offer fresh perspectives and actionable advice to guide your wealth management decisions.
Traditionally, Indian infrastructure relied on bank finance, which limited funding options. To fix this, the 2014 Union Budget introduced InvITs, with SEBI setting the official rules later that year. This created a new way for projects to get long-term investment beyond just bank borrowing. An InvIT is a collective investment vehicle that pools capital to […]
Global equity benchmarks have become unusually dependent on a single theme: “AI”. The Mag-7 is currently ~35% of the S&P 500, TSMC is ~58% of MSCI Taiwan, and Samsung Electronics plus SK Hynix make up more than 50% of MSCI Korea, with the same names dominating MSCI EM and MSCI Asia (ex-Japan) indices. Earnings momentum […]
RBI’s Open Market Operations (OMOs), often described as a simple liquidity tool, took on a much bigger role in FY26: against the Centre’s gross borrowing of about ₹14.6 lakh crore, RBI’s OMO purchases absorbed a large part of the supply, helping keep bond market conditions orderly and yields from rising too sharply. This note explains […]
2024 HDFC TRU