Near-term earnings recovery, rural consumption to boost autos, durables: Ajay Bagga

Near-term earnings recovery, rural consumption to boost autos, durables: Ajay Bagga

Market expert Ajay Bagga shared a detailed perspective on the Indian equity markets, consumption trends, global macro factors, and sectoral opportunities, highlighting both risks and potential avenues for investors. On earnings, Bagga believes the Indian market is approaching a recovery phase over the next two quarters. He noted that the September quarter will mark the…

Read More
​Vanguard’s India portfolio shines: 10 stocks rally up to 80% in FY26. Do you own any?

​Vanguard’s India portfolio shines: 10 stocks rally up to 80% in FY26. Do you own any?

Top FII investor Vanguard Fund’s portfolio is making a powerful statement in the Indian equity market, numbers speak for themselves. The fund ranked among the top five active foreign institutional investors (FIIs) in the country, Vanguard has built a sizable portfolio of Indian equities through its global funds. As of August 14, 2025, its holdings…

Read More