DMFs vs FPIs: Beyond the Rhetoric

DMFs vs FPIs: Beyond the Rhetoric

Has India's stock market really become independent of Foreign Portfolio Investors (FPIs)? Or is the popular narrative missing a crucial piece of the puzzle? In this insightful analysis, Debashis Basu examines whether Domestic Mutual Funds (DMFs), powered by massive SIP inflows, have truly replaced foreign investors—or whether they are simply investing in different parts of the market. This audio explores: - Why FPI selling hasn't caused the market to crash - The rise of SIP-driven investing in India - Why mutual funds are favouring mid-cap and small-cap stocks - The difference between stock market support and foreign exchange inflows - How FPI outflows affect the rupee, even when domestic investors keep buying - What investors should understand about India's evolving capital markets If you invest through mutual funds, SIPs or directly in stocks, this analysis will help you look beyond the headlines and understand what's really driving the Indian market. Read More: https://www.moneylife.in/article/dmfs-vs-fpis-beyond-the-rhetoric/80915.html ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

An Attack on Justice? Why the Gautam Patel Case Matters to Every Indian

Retired Bombay High Court judge Justice Gautam Patel has revealed a disturbing campaign of threats, intimidation and violence allegedly aimed at forcing him to recant his landmark judgment in the Dawoodi Bohra succession dispute. What began as legal litigation has now raised far bigger questions: Can judges decide sensitive cases without fear? What happens when a judge's family becomes the target? And what does this mean for the independence of India's judiciary and the rule of law? In this audio, journalist Sucheta Dalal examines the shocking disclosures, the broader judicial crisis, the implications for pending appeals, and why the State's response could determine public confidence in India's justice system for years to come. Watch the full analysis and join the discussion. Read more: https://moneylife.in/article/target-gautam-patel-will-judges-judge-without-fear/80910.html ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Will the Supreme Court Finally Rein in Rogue ARC Practices?

Can Asset Reconstruction Companies (ARCs) help clean up India's banking system—or have some become part of the problem? In this audio, veteran financial journalist Sucheta Dalal examines the Supreme Court's sharp observations in a PIL alleging that a ₹1,537 crore bank debt was settled for just ₹73.5 crore through ARC transactions. The Court has questioned whether there is a deeper nexus involving borrowers, banks and ARCs, while issuing notices to the RBI, SBI, other public sector banks, SEBI, SFIO, Ernst & Young and others. The discussion also explores: - How ARCs are meant to function - RBI's concerns about evergreening and opaque transactions - Why small borrowers often face tougher treatment than large corporate defaulters - The JKM Infra case and the alleged diversion of funds - RBI's 2025 ARC Directions and whether they go far enough Could this Supreme Court case finally bring greater transparency and accountability to India's stressed asset resolution process? Watch the full analysis by Sucheta Dalal. Read the full article: https://moneylife.in/article/will-the-supreme-court-finally-rein-in-rogue-arc-practices/80867.html ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

From Fuel to Food: How the Rupee's Fall Is Hitting Your Wallet

India's economy may be reporting strong GDP growth and moderate inflation, but millions of Indians are feeling a very different reality. In this audio, veteran financial journalist Sucheta Dalal examines the sharp decline of the Indian rupee and explains how it is quietly affecting households across the country. From rising fuel prices and costlier groceries to higher EMIs, healthcare expenses, travel costs and shrinking savings, the impact is being felt by both the middle class and low-income families. The discussion also covers: ✔ Why the rupee has weakened more than many global currencies ✔ Foreign investor outflows and policy challenges ✔ The impact of the Iran conflict and Hormuz disruptions ✔ Rising fuel, LPG, food and medicine costs ✔ Why foreign travel and airfares have become significantly more expensive ✔ The risks from ethanol blending, food inflation and fertiliser imports ✔ How a weak monsoon and water shortages could worsen the situation ✔ What policymakers need to do to build economic resilience As inflationary pressures build and household finances come under strain, this is a timely look at the economic realities behind the headlines. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

The Rise and Rise of Small-caps

Why are India's small-cap stocks outperforming the country's biggest companies? In this insightful analysis, Debashis Basu explains the growing divergence between large-cap and small-cap companies in India. While Nifty 50 earnings growth remains sluggish, many small-cap and micro-cap businesses are delivering strong sales, profit growth, and expanding order books. Discover the powerful sectoral trends driving this transformation, including: ✔ Power infrastructure and grid expansion ✔ Pharmaceutical CDMOs and CRMOs ✔ Data centre and digital infrastructure growth ✔ Capital goods, engineering and defence manufacturing ✔ Emerging service-sector businesses in finance, healthcare and retail Despite macroeconomic challenges, fiscal pressures, trade disruptions and global uncertainties, India's smaller listed companies continue to benefit from long-term structural growth opportunities. Watch this audio to understand why the rise of small caps may be more than a temporary market trend—and what it could mean for investors. Read more from Moneylife and stay informed about investing, financial literacy and market trends. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.