India’s appeal to global fund managers is weakening amid muted corporate earnings and the lack of a major AI investment theme, pushing foreign ownership of NSE-listed companies to a 17-year low When Reed Capital Partners, a multifamily office, wanted to trim its equity exposure about a month ago, it chose to entirely exit its…
Hindustan Copper, Hindustan Zinc, GMDC, and Vedanta are among the key metal stocks poised to benefit from India’s critical minerals drive. As demand for EVs and renewables rises, these companies are strategically positioned in the market. Hindustan Copper, Hindustan Zinc, Gujarat Mineral Development Corporation Limited, and Vedanta are among the top metal companies that may…
The new UPI MDR framework is set to create a sizeable revenue opportunity for payment companies, with Goldman Sachs and Jefferies assessing significant gains for Paytm and other players. While the 40-bps MDR applies to eligible P2M transactions above ₹2,000, exemptions and lower rates for specific categories will determine the actual impact. The new Merchant…