Markets find their footing as inflation fears ease and growth expectations rise says Vinod Nair

Non-banking finance companies are poised for a strong April-June quarter, with analysts predicting a 20% rise in assets under management. This growth is fueled by robust loan demand, particularly in affordable housing and microfinance, alongside steady commercial vehicle financing. Despite a traditionally slow start, collection efficiency remains high, and falling bond yields are expected to…

Input costs now account for a bigger share of expenditure and sales than during the FY23 commodity spike, squeezing margins to three-year lows even as stronger balance sheets and lower energy dependence cushion the blow.

REITs are often mistaken for fixed-income products, but Radhika Gupta, MD & CEO of Edelweiss Mutual Fund, explains why they belong to the equity asset class. She highlights that REITs have lower volatility than equities but remain equity investments due to their risk-return profile. Gupta also explains why investors should view REITs as a diversification…