Developing Your Asset Management Practice for 2026 and Beyond – CFA Institute Enterprising Investor

Something fundamental is happening in asset management. It’s not a trend and can’t be summed up with a few new buzzwords. It reflects a structural shift from advice models built primarily around products, performance reporting and periodic engagement, to advice that is continuous, contextual and directly related to how customers actually live their lives. Women […]

India-US Trade Deal: The Only Deal That Reaffirmed Post-Budget Market Sentiment – View on Equitymaster News

At home The long view February 4, 2026 – India-US Trade Deal: The only deal that reaffirmed post-Budget market sentiment February 4, 2026 Image source: Kagenmi/www.istockphoto.com Markets have a habit of balancing between extremes. In recent days, Indian stocks have experienced both sides of that spectrum: first fear and then relief. The Union […]

Stocks under pressure, gold shines: why a portfolio review is critical now – Views on Equitymaster news

At home The long view February 6, 2026 – Stocks Under Pressure, Gold Shines: Why A Portfolio Review Is Critical Now February 6, 2026 Image source: David Gyung/www.istockphoto.com The markets were busy. Very busy. Budgets have been announced, the global trade equations have shifted, gold and silver have soared, and stock markets have […]

UNCF is expanding the ACCLAIM project to more HBCUs and increasing its wealth management talent pipeline

Through Well, Abdur-Rahman February 4, 2026 Project ACCLAIM will introduce students from FAMU and Morgan State to the possibilities surrounding asset management. The United Negro College Fund (UNCF) has expanded its Project ACCLAIM to help more HBCUs get started in asset management. UNCF announced the news on February 3, as students from Morgan State and […]

Bajaj Life Insurance has partnered with Mirae Asset Sharekhan to expand its life insurance offering

Mirae Asset Sharekhan customers get access to a curated portfolio of Bajaj Life Insurance products, including term insurance, unit-linked insurance plans (ULIPs) and retirement-focused offerings. | Photo credit: iStockphoto Bajaj Life Insurance has entered into a strategic partnership with Mirae Asset Sharekhan to offer a range of life insurance solutions to the asset management platform’s […]

When stocks bleed and gold dominates: why a portfolio review is more important than ever – Views on news from Equitymaster

At home The long view January 23, 2026 – When Stocks Bleed and Gold Leads: Why a Portfolio Review is More Important Than Ever January 23, 2026 Image source: David Gyung/www.istockphoto.com Stocks are testing patience, while gold and silver are testing price ceilings. This month, the market mood was uneasy and uncertain for […]

Private markets are emerging as the next profit driver for JM Financial: Vishal Kampani

JM Financial has undergone a major restructuring in the past year, with asset management and private markets likely to emerge as growth drivers. Vice Chairman and Managing Director Vishal Kampani tells Rozebud Gonsalves and Sangita Mehta that private markets could surpass capital markets in terms of profitability in the next two to three years. He […]

Hotels heading for a strong 2HFY26: Indian Hotels, strong purchases from Lemon Tree

India’s hotel sector is entering a period of sustained acceleration as travel activity expands into the business, leisure, wedding and MICE segments, supported by steady infrastructure improvement and a resilient domestic traveler base.The first half of FY26 delivered a healthy performance despite several demand disruptions, with revenue and operating profit rising in the mid-teens on […]

Groww’s margins near 60% as new businesses drive diversification; Three segments that will drive the next phase of growth: Ishan Bansal

Groww posted strong revenue growth and sharp margin expansion last quarter, with operating margins reaching nearly 60%, thanks to its predominantly fixed-cost model, said Ishan Bansal, co-founder and CFO of Groww, in an interview with ET Now. 90% of the costs are fixed: turnover growth flows directly to the operating result Bansal explained that roughly […]