Fund Manager Talk | Multi-asset funds are about balance, not chasing gold: Aparna Karnik of DSP MF

As gold and silver prices consolidate after a sharp rally, questions arise around the sustainability of investor interest in multi-asset strategies. Aparna Karnik, fund manager at DSP Mutual Fund, says the case for multi-asset allocation goes well beyond precious metals. She outlines how disciplined diversification, calibrated equity exposure and systematic rebalancing aim to deliver more […]

RBI’s proposed norms for the sale of financial products could impact fee income for banks

A senior banker underlined that the RBI’s proposal could impact larger banks, which have a large CASA (current account, savings account) base and have built up the ability to aggressively sell third-party products | Photo credit: REUTERS/AJAY VERMA Banks may become more cautious in selling third-party products if the draft instructions for advertising, marketing and […]

Morgan Stanley and Goldman Sachs choose multibagger Ather Energy via block deals; NIIF sells stake of Rs 233 cr

Morgan Stanley and Goldman Sachs acquired shares in small-cap multibagger Ather Energy in separate block deals on Wednesday, with the National Investment and Infrastructure Fund (NIIF) emerging as the seller. NIIF has sold over 33.78 lakh shares in transactions worth around Rs 233 crore.Other buyers of the electric two-wheeler maker included Tata Mutual Fund, Aditya […]

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 […]

Five stock funds that can beat market volatility in 2026 – Views on news from Equitymaster

Market volatility is expected to remain high in 2026 due to concerns over tariffs, geopolitical risks and climate risks. If you’re concerned about protecting your investments while still seeking growth, stock funds can be a smart solution. In this video, we discuss five types of stock funds that can help manage market volatility in 2026. […]

Mutual funds reduce stake in Paytm for the first time since the IPO; retail outlets are getting bigger. What’s next for investors?

India’s domestic mutual funds cut their stake in One97 Communications Ltd., the parent of payments aggregator Paytm, in the October-December quarter. This is the first time mutual funds have reduced their stake in the company since its stock market debut in November 2021, after steadily increasing their exposure over the past three years.As per the […]