Portfolio

How to build a disciplined investing process: The power of rebalancing

Change your portfolio only if your plan has and do not react to temporary market movements

Late to retirement planning? How to catch up, build corpus, avoid mistakes

You may need to save a higher portion of your income to build a retirement portfolio

Navigating crises for real estate investments

In this session of Gurugyaan, Chanakya Chakravarti, Global Real Estate Investor and Capital Strategist, talks about real estate investments amid risk and provides career tips to the BSchoolers.

Gold, silver have surged: Is it time to rebalance your portfolio? | Investment Tips | Share market

Gold & silver prices have surged, but should investors now rebalance their portfolios? Why experts are warning against overexposure to precious metals

India's portfolio rejig: How the country is losing its crown in EM basket

In recent weeks, a string of global brokerages - including Goldman Sachs, Nomura, HSBC, UBS, and JPMorgan - have downgraded Indian equities in their emerging market portfolios

Explained: How the West Asia war wiped ₹70,000cr off LIC’s portfolio | Share market news

The escalating US-Israel-Iran conflict is shaking global markets and India is feeling the impact. India’s largest institutional investor,

Investment Strategy: Is your mutual fund portfolio drifting? How to fix it before 2026 |Share market

As 2026 approaches, market experts say a disciplined year-end review of your mutual fund portfolio can make a real difference.

ITC Hotels plans to scale up to 220 properties by 2030 via franchise push

ITC Hotels is accelerating growth through franchise and management contracts under its asset-light growth strategy, strategic partnerships, and brand-led operations in India and neighbouring markets

ITC Hotels plans to expand portfolio to over 220 operating units by 2030

ITC Hotels Ltd is aiming at expanding its portfolio to over 220 operating units with more than 20,000 keys by 2030, its latest annual report said. According to the annual report for 2024-25, the company plans to accelerate its growth through management contracts and franchise arrangements. Approximately, 70 per cent of the keys are being operated under management contracts, including franchising, it said. Spun into a separate entity after the demerger from ITC Limited, the company owns brands like ITC Hotels, Mementos, WelcomHotel, Storii, Fortune and WelcomHeritage. "Having achieved considerable scale and market standing, the business pivoted into an asset right strategy to drive growth and reduce the capital intensity of operations," the company said. The focus was also on strong partnerships with asset owners, leveraging brand credentials and providing operational expertise, ITC Hotels said in the report. In the last two years, 30 hotels have been launched under the ITC Hotels

PNB to sell entire stake in Isarc for ₹34 crore to streamline portfolio

Punjab National Bank has agreed to sell its entire stake in India SME Asset Reconstruction Company for ₹34 crore, aligning with its plan to exit non-core investments and focus on core banking

Rising temp to increase default risk probability in 30% of agri loans: Rpt

Rising temperature and growing threat of climate change may increase default risk in 30 per cent of agri and housing loans portfolio in the next five years, according to an analysis by BCG. According to the report, the average global temperature has already increased approximately 1.2 degree Celsius versus pre-industrial levels leading to flooding in coastal areas and reduction in agriculture production. As a result, it said, there has been a drop in per capita income of people impacted by rising extreme weather events. Almost half of the credit of scheduled commercial banks is significantly dependent on nature and its ecosystem so any natural calamity impacts their bottomline. By 2030, as per estimates, 42 per cent India's districts are projected to experience temperature rise by up to 2 degree Celsius. So, 321 districts may be affected by temperature rise in the next five years. However, climate change also provides an opportunity to banks to the tune of USD 150 billion annually

Boeing CEO Ortberg signals portfolio review following $14 bn cash drain

The company has made progress in its turnaround, adjusting its factories and supplier base for higher production levels going forward, and addressing money-losing defense programs, Ortberg said

Sebi mulls new framework to help passive funds reduce tracking error

Separate call auction session proposed to mitigate final hour volatility

More central banks to add to their gold reserves within 12 months: Survey

Demand for gold from central banks has been elevated in the last two years as some countries diversify their foreign currency reserves

Insurers to invest more in private credit market: Moody's Ratings report

In a survey this week of the world's largest insurers, Moody's found that nearly 80% of respondents planned to increase their holdings in at least one class of private credit

Smallcap funds sit on over Rs 15,000 crore dry powder, shows data

High cash holdings in MF portfolios indicate deployment challenges and fears of a price correction

Portfolio, new launches to help pharma company Abbott India's stock

Firm's revenues were in line with estimates and operational parameters better than expected

ARCs' bad loan portfolio to touch Rs 1.6 trillion by FY25, says CRISIL

The report said the growth in the future would largely be driven by higher acquisitions, though capped by quicker resolutions expected in retail assets

Existing investors: Rebalance US equity funds portfolio, avoid exiting mkt

New investors should look beyond one-year data; enter via SIP route with a seven-year horizon

Tilt portfolio towards largecap funds to tap reasonable valuations

Consider going for a passive fund