Motilal Oswal urges balanced portfolio mix as India-US trade deal lifts sentiment

Motilal Oswal Private Wealth is advising investors to adopt a balanced allocation strategy — anchoring portfolios with large-cap or hybrid funds, and complementing them with staggered exposure to midand small-caps — with sentiment improving following the finalisation of the India-US trade deal. “Investors could allocate 50% to large caps and hybrids, 40% to mid and […]

D-Street does a jig! India–US trade deal lifts sentiment, but earnings to drive market returns

The India–US trade deal marks a turning point for equities by removing a major source of tariff uncertainty, and lifting investor sentiment, according to top money managers. They said the worst of the market stress may have peaked for now, but the trade agreement is unlikely to be a game-changer, and returns will ultimately hinge […]

Bengaluru home sales dip 5% in 2025 to 62,205 units amid surging prices, cautious buyer sentiment

Bengaluru home sales fell 5% in 2025, as rising property prices and cautious buyer sentiment tempered demand, according to a report by Anarock. The slowdown was attributed to higher prices, fear of IT sector layoffs, geopolitical tensions, and other uncertainties that have weighed on India’s residential market throughout the year. Bengaluru home sales fell 5% […]

Nifty 50 hits all-time high as Q2 results, FII inflows boost sentiment| Business News

India’s equity benchmark rose to an all-time high today on renewed interest of foreign investors in the world’s fourth largest stock market, as well as healthy corporate earnings. The National Stock Exchange building in Bandra Kurla Complex, Mumbai. To be sure, the Nifty 50 despite hitting an all-time high today, still lags regional peers. (Livemint) […]

Luxury housing demand and robust office leasing boost real estate market sentiment, led by Bengaluru and Hyderabad

India’s real estate outlook strengthened in Q3 2025, supported by robust office leasing, resilient high-end residential demand, and favourable macroeconomic conditions such as stable interest rates, easing inflation, and improved liquidity, a report said on November 15. According to the Knight Frank–NAREDCO Real Estate Sentiment Index, the Current Sentiment Score rose to 59 from 56, […]