Author: Aruna Kaim

HDFC Capital Advisors, the real estate private equity arm of the HDFC Group, has partnered with Shalimar Corp to establish a Rs 750 crore investment platform aimed at driving residential and mixed-use development across key growth corridors in Uttar Pradesh. Key Highlights of the Venture: Scale and Scope: The platform targets a combined development potential exceeding 5 million square feet, encompassing approximately 3,000 residential units tailored to surging demand for aspirational housing. Target Geographies: Projects will focus primarily on high-growth Tier-2 urban centers in UP, including Lucknow, Varanasi, and Kanpur. Strategic Growth Drivers: Leadership from HDFC Capital noted that emerging…

Gautam Adani has officially overtaken Mukesh Ambani to reclaim the No. 1 position on the Forbes India 100 Richest list for 2026, ending a three-year stretch as the country’s second-richest person. Backed by a massive $20.7 billion boost, the Adani family’s total net worth surged to $112.7 billion, making him by far the biggest dollar gainer on this year’s ranking. Meanwhile, Reliance Industries Chairman Mukesh Ambani moved to the No. 2 spot with a net worth of $86.3 billion—experiencing a contraction of $18.7 billion amid shifting retail and energy market valuations. Top 10 Richest Indians in 2026 Rank Name &…

The disclosure by Tata Trusts vice-chairmen Vijay Singh and Venu Srinivasan—highlighting that they and other trustees were left out of consultations regarding the proposed Tata Sons reorganisation—unveils a deepening governance rift at the heart of the Tata group. Key takeaways and context surrounding this development include: The Core Grievance: In their communications to fellow trustees, Vijay Singh and Venu Srinivasan stressed that major strategic decisions carrying the authority, reputation, and immense financial weight of the Sir Dorabji Tata Trust (SDTT) must undergo rigorous collective deliberation. They argued that policy stances shouldn’t bypass the board or lack broad trustee consensus. The…

Gautam Adani has officially reclaimed the No. 1 position on the Forbes India 100 Richest list, ending a three-year run as the country’s second-richest person. Backed by a massive $20.7 billion boost, the Adani family’s total net worth surged to $112.7 billion, making him the biggest dollar gainer on this year’s list. Meanwhile, Reliance Industries Chairman Mukesh Ambani moved to the No. 2 spot with a net worth of $86.3 billion (experiencing a drop of $18.7 billion), weighed down by margin pressures in sectors like retail ahead of upcoming initiatives like the Jio Platforms listing. Top 10 Richest Indians in…

Asian markets displayed a mixed performance as investors weighed contrasting signals from Wall Street alongside persistent macroeconomic pressures. While a softer-than-expected U.S. inflation print offered some relief regarding near-term Federal Reserve policy, broader bond market selloffs and high energy prices continued to keep sentiment cautious. Key Drivers Impacting Global and Asian Markets: Bond Yield Pressures & Fiscal Fears: Global government debt has faced severe headwinds, driven by heavy government spending, resilient economic growth, and geopolitical supply shocks. Benchmark U.S. Treasury yields have hovered near multi-year highs, fueling a “reflationary regime” narrative that global fixed-income markets have been slow to price…

South Korea’s benchmark Kospi index has faced downward pressure, dragged lower by surging international crude oil prices and mounting geopolitical tensions in the Middle East. Key Factors Driving the Market Decline: Energy Shocks & Inflation Anxieties: Spikes in global crude oil prices (with benchmarks remaining elevated) have revived fears of imported inflation, threatening corporate margins and consumer purchasing power. Geopolitical Pressures: Ongoing uncertainties and conflicts across the Middle East have heightened risk-off sentiment among global investors, triggering foreign net selling across major Asian equities. Bond Yield Spillover: The macroeconomic jitters have pushed U.S. Treasury yields higher, applying additional valuation pressure…

Goldman Sachs has adjusted its Federal Reserve policy outlook, delaying its forecast for the central bank’s next interest rate hike from October to December. The shift follows softer-than-expected inflation metrics—specifically August core Personal Consumption Expenditures (PCE) data coming in near 3%—alongside more patient, dovish remarks from officials like New York Fed President John Williams, who indicated there is “no urgency to act”. Key Highlights of the Policy Revision: Timeline Shift: Economists at the bank moved their second projected rate hike expectation from the October meeting to December, though they noted a strong possibility that the Federal Open Market Committee (FOMC)…

The upward pressure on Japanese government bond (JGB) yields reflects a critical turning point for Japan’s financial markets, driven by several converging macro factors: Hawkish Bank of Japan (BOJ) Outlook: Minutes and policy signals from the central bank have pointed toward mounting underlying inflation risks. With business conditions and manufacturing sentiment reaching multi-year highs, policymakers have increasingly debated the need to accelerate the pace of interest rate normalization or move closer to target rate goals. Persistent Inflation & Global Pressures: Driven partly by fluctuating energy costs and imported inflation, investors are pricing in a higher likelihood of near-term rate hikes…

How volatile is the market? It is a question that rarely helps investors much, because the answer is almost always the same these days: very volatile. In fact, the Indian market has it particularly tough, navigating more structural headwinds right now than most other emerging markets. While there will inevitably be the odd relief rally and a few good days here and there, they will continue to give way to choppy price swings. For the foreseeable future, that is the reality, and no investor can completely shield their portfolio from broad market-wide sentiment shifts. However, asking “how volatile is the…

This insightful analysis from ET Prime’s “Multibagger or IBC” series highlights a fascinating paradox common in high-growth niche manufacturing: exceptional technological capability paired with structural high-concentration risk. Here is a breakdown of what makes businesses like this so compelling to analyze, along with the core risk factors investors must weigh: Why It’s “Easy to Admire” (The Upside) R&D Roots & Intellectual Property: Companies that originate from premier incubation centers (like an IIT laboratory) usually possess deep domain expertise. Rather than being low-margin assemblers, they design critical electronic sub-systems—such as electronic control units (ECUs) or advanced controllers—that command high entry barriers.…