Cycling Financial News

challenges this approach, highlighting how unreliable recent performance can be for future returns.The study tracked the top 10 equity mutual funds in 2014 and mapped how their rankings shifted annually through 2025. It also analysed rankings based on three-year returnsThe findings illustrate why investors should dig deeper into historical returns, not just stop at funds’ recent performance, and why investors must even go beyond returns for their fund selection.The study does not disclose fund names, instead tracking rank movements over time.

thematic funds can provide targeted exposure to long-term structural trends that may not be adequately captured by diversified equity portfolios. In the right market environment, a well-timed sectoral allocation can enhance portfolio returns.However, experts caution that such gains come with elevated risks.

Mint analysis of 400 of the BSE 500 stocks. The broad-based rally created a rare environment where momentum often outweighed fundamentals.The market’s character shifted in 2025, as broad post-Covid gains gave way to selective performance driven by earnings and fundamentals.

Tariff uncertainty and elevated aluminium and copper prices have lengthened contracting cycles in these markets.Domestic demand remains supported by power transmission and distribution, renewables and railways. Cost pass-through clauses protect margins, but not timing—meaning profitability is preserved even as delayed order finalizations push deliveries towards the latter part of the year.For FY26, management has guided for around 10% volume growth in conductors, while treating ₹30,000 as a minimum Ebitda per tonne level over the cycle.

Dear reader, as 2025, a year of global tumult and volatility, rolls by, Mint's reporters and columnists look around the corner on what is coming in 2026—to help you know what to expect and prepare for it. Tell us what you think at [email protected] Nifty 50 and S&P BSE Sensex are among the worst performers globally, even as markets elsewhere surge: South Korea’s Kospi leads with 67.5% gains in 2025 so far, followed by Brazil at 31.6% and Hong Kong’s Hang Seng at 28%.Indian equities trailing global peers this year has prompted investors to ask whether this is a passing phase or a deeper trend.

Investor money has swung decisively towards flexi-cap funds in recent months. From May to November 2025, flexi-cap schemes accounted for 28.7% of total net inflows into diversified equity mutual fund categories.The timing of this surge is telling.

₹15,000-crore fruit economy, trapping apple growers in a cycle of rising input costs and recurring losses, even as the promise of crop insurance remains largely theoretical.Weighed down by low enthusiasm after another season of heavy losses, fruit growers have begun the new farming cycle, pruning apple trees in their orchards, amid Chilai Kalan, Kashmir's harshest forty days of winter.In Allaiepora village of Pulwama, Khursheed Ahmad Allaie tells Mint that the apple growers who once invested heavily in establishing high-density orchards, converting paddy fields into apple farms, now find themselves at a loss, as the impacts of the climate crisis have intensified over the past decade.“Global warming has changed everything. Heatwaves bring disease.

silver prices surged by around 150% to ₹218,918 per kg, outperforming gold's 79% return. Over the past five years, silver's 231% gain has also outpaced gold's 173% return. This rapid increase has once again brought silver into the spotlight.

Subscribe to enjoy similar stories. For years, battery storage sat on the fringes of India’s clean energy plans. Falling costs and a stronger policy push are now pulling it into the mainstream, setting off a fresh investment cycle in battery energy storage systems (BESS).

Subscribe to enjoy similar stories. Dear reader, as 2025, a year of global tumult and volatility, rolls by, Mint's reporters and columnists look around the corner on what is coming in 2026—to help you know what to expect and prepare for it. Tell us what you think at [email protected]. Returns from investments are the best indicator of how various asset classes have performed.

Subscribe to enjoy similar stories. Dear reader, as 2025, a year of global tumult and volatility, rolls by, Mint's reporters and columnists look around the corner on what is coming in 2026—to help you know what to expect and prepare for it. Tell us what you think at [email protected]. In 1912, the Titanic set sail with a level of confidence few machines have ever carried.

Subscribe to enjoy similar stories. Dear reader, as 2025, a year of global tumult and volatility, rolls by, Mint's reporters and columnists look around the corner on what is coming in 2026—to help you know what to expect and prepare for it. Tell us what you think at [email protected]. India’s infrastructure sector is at an inflection point.

Subscribe to enjoy similar stories. The Nifty IT index has risen around 10% over the past two months, driven by rupee depreciation and expectations of a recovery in discretionary technology demand. The December quarter (Q3FY26) is almost over, and collectively, the first three quarters of FY26 have shown no clear signs of easing in the earnings downgrades cycle of Indian IT services providers.

Subscribe to enjoy similar stories. India’s focus on defence has sharpened steadily over the past few years. Operation Sindoor in May brought renewed attention to the country’s defence capabilities and strengthened the outlook for domestic defence manufacturers.

Subscribe to enjoy similar stories. Despite a 125-basis-point rate cut by the Reserve Bank of India (RBI) in 2025, government bond yields have refused to cool off, leaving a growing disconnect between the bond market and policy actions. Since the beginning of February, RBI’s Monetary Policy Committee has cut the policy repo rate by 125 bps.

Subscribe to enjoy similar stories. MUMBAI: With the benchmark Nifty 50 trading just 2% below its 52-week high, India’s equity market appears buoyant. But beneath the surface, a very different story is playing out.

Subscribe to enjoy similar stories. The artificial intelligence boom has propelled US technology stocks to historic highs, while India’s IT services sector is struggling to keep pace, slipping into one of its weakest relative phases since 2023. On a rolling three-year basis, the Nifty IT index is now underperforming its US technology peers in the Nasdaq by over 40%.

Subscribe to enjoy similar stories. NEW DELHI: The electric vehicles (EV) sector is expected to take centre stage in Punjab, as the state lines up an expanded package of incentives to attract fresh investments under the new industrial policy that is likely to be launched in January.

Subscribe to enjoy similar stories. MUMBAI: Listed bonds in India are poised to claw back market share from unlisted issuances as participation from domestic mutual funds and global investors pushes companies towards more transparent mechanisms of fund raising. Market participants expect more bonds to be listed on Indian exchanges in 2026 and beyond.

Subscribe to enjoy similar stories. India Inc. is expected to roll out an average increment of 8.5-9.5% in the upcoming appraisal cycle, as companies calculate the impact of the new labour code and almost-stagnant inflation.

Subscribe to enjoy similar stories. Listed plastic pipe makers are in a difficult spot. The much-awaited announcements on anti-dumping duty (ADD) and Bureau of Indian Standards (BIS) rules aimed at curbing low-quality polyvinyl chloride (PVC) resin imports did not materialize this year.