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India's wealthy investors are increasingly favoring Alternative Investment Funds (AIFs) over direct property ownership, channeling over 74,000 crore into real estate via this route by FY2025. Warehousing infrastructure, driven by e-commerce and other sectors, has emerged as a key focus. AIFs offer stronger governance, transparency, and professional management, transforming real estate investing into a passive, yield-generating opportunity.
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News and Media
Amidst market volatility, Anand Rathi's Tanvi Kanchan suggests a 20%-40% fixed income allocation for portfolio stability. She anticipates a stock-specific market in FY26, driven by earnings and domestic demand, with sectors like banking and infrastructure poised for growth. While small and midcaps show improved profitability, careful stock selection remains crucial for investors.
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News and Media
Ed Yardeni compares the proposed EU tax to past tariff threats. He calls it Liberation Day 2. Markets remain calm, seeing it as negotiation. A trade war hurts the global and US economies. Trump's frustration and potential tariffs on countries buying Russian oil add complexity. Markets anticipate resolution by summer. Trump's focus may shift to mid-term elections.
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News and Media
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