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Vanguard Funds India equity portfolio soared 44% in Q2 FY26 to Rs 62,150 crore, driven by strong stock performance. With stakes in 41 firms, 14 delivered double-digit gains, led by Delhivery, Care Ratings, RBL Bank, and CarTrade Tech.
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The U.S. Genius Act has legitimized stablecoins, fueling debate on whether their $250B market will stabilize Treasuries or trigger systemic risks. Proponents see demand support, while critics fear fraud, volatility, and limited real economic impact.
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Indias consumption theme remains structurally strong, supported by demographics, rising incomes, urbanisation, and digitisation. Chintan Haria of ICICI Prudential AMC suggests investors can capture this long-term growth through the Nifty India Consumption Index, which offers diversified exposure across sectors and has consistently delivered competitive returns over time.
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