Gold imports plunge, ETF inflows surge in India
Gold imports fell to $2.3 billion in August from $4.2 billion in July, while Indian gold ETF inflows rose to Rs 2,600 crore in August, data from the Association of Mutual Funds…
All posts tagged in Kotak Institutional Equities
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NBFCs pivot to retail, MSME loans to shield margins from rising costs
Non-banking finance companies (NBFCs) are moving their loan mix towards higher-yielding retail and MSME segments to offset rising borrowing costs, according to Kotak Institutional Equities.
Mid-size SUV share rises to 18.2% as Indian buyers go premium
Mid-size SUVs accounted for 18.2% of domestic passenger vehicle sales in the first quarter of FY27, up from 12.4% two years earlier and 15% a year ago, according to Kotak Institutional Equities…
IT stocks fall on H-1B concerns, broker downgrades
TCS, Infosys, and LTM shares fell after the US H-1B fee proposal cleared a White House review, and brokerages downgraded the stocks. The Nifty IT index dipped 1% on Friday, and was…
Kotak drops TCS, DLF from model portfolio, adds Adani Ports
Kotak Institutional Equities has removed Tata Consultancy Services (TCS), DLF and Macrotech Developers (Lodha) from its model portfolio. The brokerage has replaced them with Adani Ports, Eternal (formerly known as Britannia Industries)…
Foreign investors return to India, shift focus from largecaps
Foreign portfolio investors are returning to Indian equities after a sell-off, says Sanjeev Prasad, MD & Co-Head of Kotak Institutional Equities. Citing improving earnings and macro conditions, he notes their buying is…
