bl.portfolio hosted a subscriber unique webinar final Saturday through which I did a deep dive on Indian markets and gold. You possibly can take a look at this video hyperlink of the webinar for some views on what has been holding again Indian markets during the last one yr, what has been powering the staggering rally within the yellow steel and the way ought to buyers place themselves within the present context. To present a transparent perspective on the gold rally, I’ve analysed the development in gold and equities in every of the final 6 many years to make some inferences that are defined within the video. Many subscriber questions have been additionally answered within the session and in case you have any feedbacks or feedback please mail to blportfolio@thehindu.co.in
2) Grasp check-up
Healthcare and inside that, Hospitals, is one phase that many fund managers and market observers have been mentioning as an rising long-term investing story in India. There have been fairly a number of Hospitals IPO in recent times which have completed properly too. Whereas valuations could also be at a premium right now, the expansion prospects too seem strong. So its time to know the metrics that matter for Hospital shares. Our healthcare analyst Sai Prabhakar decodes the sector for you on this week’s Massive Story.
3) Past mutual funds
Fairness Portfolio Administration Schemes (PMS) have change into very fashionable during the last 5-6 years. However what about debt PMS? How good are they and what are the professionals and cons? Dhuraivel Gunasekaran runs you thru the solutions for these and few different questions on this article.
4) A ‘m’ice play
This inventory has had run because the final time bl.portfolio wrote on it. Venkatasubramanian Ok explains why it could possibly nonetheless be thought-about for investing if you’re long run investor.
Pls mail your feedbacks and feedback to blportfolio@thehindu.co.in.
Printed on October 26, 2025
Keep forward of the curve with NextBusiness 24. Discover extra tales, subscribe to our publication, and be part of our rising neighborhood at nextbusiness24.com
