Author: Aruna Kaim

Yashish Dahiya and Alok Bansal, the co-founders of Policybazaar’s parent entity PB Fintech, executed a major open-market block deal on Friday, May 29, 2026, divesting a combined 0.82% stake in the company for ₹665.38 crore. Despite the large-scale insider offloading, the transaction witnessed strong institutional appetite, with premier global investment banks and prominent domestic mutual funds stepping in as the primary buyers. Transaction Mechanics & Insider Ownership Shifts The block deal was executed on the National Stock Exchange (NSE) at a slight premium to the previous days’ trading levels before market forces adjusted the equity’s closing benchmark: Volume & Pricing:…

State-owned India Infrastructure Finance Company Ltd (IIFCL) has set an aggressive target of ₹75,000 crore in annual sanctions for FY26—marking a 30% jump over the previous year. This projected expansion follows a record-breaking financial year and a critical regulatory policy shift that dramatically increases the institution’s lending capacity. Record Financial Performance Metrics IIFCL delivered its strongest financial year to date for the period ending March 31, 2026, characterized by high growth in credit deployment and a historic cleanup of its balance sheet: Highest-Ever Sanctions: Reached ₹57,680 crore, representing a 13% year-on-year increase. Surging Disbursements: Annual disbursements rose 16% to ₹32,972…

Singapore-based investment management firm Circulate Capital has committed $150 million (approximately ₹1,425 crore) from its second fund to back recycling companies across India. The capital commitment follows strong financial exits and operational success from the firm’s inaugural fund in the country. This fresh allocation is part of a larger $300 million Asia Fund II, which recently achieved an oversubscribed first close at $220 million. The fund is backed by a coalition of global consumer giants and development financial institutions, including Coca-Cola, Dow Chemicals, Procter & Gamble, the International Finance Corporation (IFC), and Proparco. Shifting Focus: From Plastic Waste to Critical…

Mumbai’s Sir H.N. Reliance Foundation Hospital has achieved a major milestone in Indian healthcare, securing the Number One Multi-Specialty Hospital rank in India in the Times of India Critical Care Hospital Ranking Survey 2026. The national recognition underlines the institution’s robust clinical frameworks and its core operating philosophy, “Respect for Life.” Sweeping the National Rankings The quaternary care institution did not just claim the aggregate top slot; it locked down the number one national rank across multiple essential medical fields. The survey highlighted the hospital’s specialized clinical depth across nine major therapeutic branches: Cardiology & Cardiac Sciences Oncology (Cancer Care)…

Wall Street capped off a historic trading session on Friday, driving all three major U.S. stock indexes to new all-time closing highs. A powerful combination of blowout hardware earnings and building optimism surrounding a diplomatic breakthrough in the Middle East gave investors a green light to dump risk hedges and aggressively buy equities. The milestone session cemented a nine-week winning streak for the S&P 500—its longest uninterrupted weekly run of gains since December 2023, matching a historic pace not seen frequently since 1985. The Drivers: AI Hardware Euphoria Meets Crashing Oil Prices The record-breaking rally was propelled by two primary…

The aggressive global race to dominate artificial intelligence (AI) could lead to an over-investment bust that severely damages corporate capital. In the latest edition of his GREED & fear newsletter, Chris Wood, Global Head of Equity Strategy at Jefferies, provided a sober warning about the sustainability of the current tech cycle. While the global economy is embracing AI at a breakneck pace, Wood argues that the financial enthusiasm mirroring this adoption has set up structural conditions for a major market correction. The Massive Capex Imbalance The core of Wood’s thesis relies on the sheer volume of cash being poured into…

Wall Street’s resilient bull market faces a twin test in the coming week. Investors are forced to balance explosive momentum in artificial intelligence (AI) stocks against intensifying macroeconomic pressures, specifically a looming U.S. employment report and a shifting interest rate outlook. Despite growing anxiety over sticky inflation and climbing bond yields, U.S. equity indexes have extended their powerful run. The benchmark S&P 500 recently captured a ninth consecutive weekly gain—pushing its year-to-date return past 10%—while the tech-heavy Nasdaq Composite has surged 16% so far this year. As the market hovers at these elevated levels, the focus shifts to whether structural…

The late Charlie Munger, legendary vice chairman of Berkshire Hathaway, often preached that investment success comes less from being brilliantly smart and more from consistently avoiding “avoidable stupidity.” In today’s hyper-connected, fast-moving financial environment, information travels instantly, and liquidity concentrates into narrow sectors. Consequently, Munger’s core behavioral teachings are more relevant than ever. Human psychology hasn’t changed, but modern markets have accelerated our emotional reactions. 1. The Trap of “Envy and FOMO” Munger famously declared that the world isn’t driven by greed; it’s driven by envy. In modern markets, envy manifests as the Fear of Missing Out (FOMO). The Reality:…

AIA Engineering Ltd, a major player in the industrial capital goods sector, has officially broken out of a multi-month inverse head-and-shoulders pattern on its daily charts. This technical breakout above crucial neckline resistance signals robust upward momentum, flashing a strong buy signal for short- to medium-term traders. Technical Dynamics and Trade Setup The stock had been locked in a sideways consolidation phase since January 2026, building a solid base. The recent price action has decisively shattered that ceiling, vaulting the equity to a fresh 52-week high. Backed by supportive momentum indicators—including an RSI surging past the 60 mark and the…

Is a permanent peace deal between the US and Iran truly on the horizon? Will a fragile ceasefire hold? In the current geopolitical climate, definitive answers remain elusive. However, experience shows that even when a conflict winds down, its aftershocks linger. Investors should expect heightened volatility to persist across emerging markets—including India—long after the initial headlines fade. The reality is that several sectors were battling structural headwinds well before the conflict erupted, and for many of them, the road to recovery will not be easy. Sifting Through the Crude Oil Smoke Screen The recent, wild 24-hour swings in crude oil…