Krishna Kant

At the BFSI Insight Summit 2026, fund managers said SIFs and new PMS rules could widen access to wealth management, supported by rising household wealth and digital distribution

At the BFSI Insight Summit 2026, foreign brokerage heads said stronger corporate earnings, lower crude oil prices and a renewed growth advantage are key to reviving FPI inflows

At the BFSI Insight Summit 2026, economists warned that AI and capital-intensive growth could threaten job creation, calling for labour-intensive manufacturing and faster skilling

At the BFSI Insight Summit 2026, PE leaders Renuka Ramnath and Amit Chandra stressed selective investments, active ownership, AI-led value creation and the need for domestic capital

At the BFSI Insight Summit 2026, PSB chiefs said attractive yields, leverage and RBI support helped banks mobilise a record $127 billion in FCNR(B) deposits, easing funding pressure

Weak demand, AI-led growth concerns and US export headwinds weigh on defensive stocks, while valuation moderation signals potential opportunities

Trailing P/E multiple of top 5 IT services companies had declined to 12.9x at September-end, lowest since 2008 global financial crisis

Faster rise in US Treasury yields is narrowing the gap, potentially deterring foreign investors and keeping the rupee under pressure

Nifty 50 earnings seen rising 24.7% in Q2, best growth in 12 quarters

Just about 38% of BSE 500 stocks have delivered positive returns in the past year

The spread between the Sensex's earnings yield and the US 10-year Treasury yield has turned negative and is now at its lowest level in 14 months

Cumulative spending on R&D was just $7.2 bn in FY26, against $61 bn spent by Alphabet alone in 2025

Noel Tata proposes carving up the group's ₹1.8-trillion asset portfolio into smaller, sector-specific entities to bypass the central bank's mandatory public listing threshold

Seven out of its 16 unlisted subsidiaries reported a net loss in FY26 led by Air India

Holding-company discounts and losses at key unlisted ventures could weigh on Tata Sons' IPO valuation, though its diversified portfolio may still command a premium

The BSE Sensex has fallen 6.8% since the end of September 2025, with its trailing P/E multiple down 10.8%

Analysts attribute this to a weak demand for long-term capital in the country

Family-owned companies accounted for 72 per cent of the combined revenues of listed firms in FY26, up from 50 per cent in FY01

High energy prices weighed on margins, but profit grew 16%

He used the dividend bonanza to invest nearly ₹1 trillion in group unlisted companies and new ventures, more than its predecessors