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MF assets top Rs 80L crore 1st time, SIP flows down

Indian mutual fund assets surged past Rs 80 lakh crore in November, fueled by robust equity and hybrid scheme inflows. Despite outflows from debt funds, particularly overnight and liquid categories, investor confidence remains strong. SIP contributions continue to grow, highlighting a commitment to long-term, disciplined investing, now accounting for over a fifth of total assets….

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Trade shift: US deficit shrinks to 2020 low; tariff hikes reshape import flows

The US trade deficit has unexpectedly narrowed to its smallest level since 2020 as President Donald Trump’s sweeping tariff hikes altered import behaviour, according to delayed Commerce Department data released on Thursday.The deficit fell 10.9% to $52.8 billion in September, even as exports rose 3% to $289.3 billion and imports edged up 0.6% to $342.1…

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Stock market outlook: Fed rate call and FII flows set the tone; CPI, rupee in focus this week

Global cues are likely to take centre stage for Indian equities in the coming week, with investors bracing for the US Federal Reserve’s interest rate decision and closely tracking foreign institutional investor (FII) activity for direction, PTI reported.Analysts said domestic markets, which ended last week largely flat, are expected to react to a mix of…

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LNG geopolitics: Sanctions reshape gas flows as reduced Russian supply fuels new volatility; US emerges as dominant but risky supplier

A new analysis by the Oxford Institute for Energy Studies has cautioned that the worldwide effort to move away from Russian gas is creating fresh instability in the market, largely because of tighter supplies and shifting political alignments. The report says that cutting reliance on Moscow has pushed several countries to depend more heavily on…

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Stock market outlook: Q2 results, macro data in focus; global trends and FII flows to guide investors’ sentiment this week

Quarterly earnings, a slew of macroeconomic data releases, and global market trends are set to drive Indian equities in a holiday-shortened week, analysts said. The domestic stock markets will remain closed on Wednesday for the Guru Nanak Gurpurab holiday.“The holiday-shortened week is expected to remain eventful, with multiple key data releases and major corporate earnings…

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Foreign inflows resume: FPIs turn net buyers after 3-month selloff; Rs 14,610 cr flows back into Indian equities

Foreign portfolio investors (FPIs) resumed buying Indian equities in October, ending a three-month stretch of continuous selling. Data from the National Securities Depository Limited (NSDL) shows that Indian stock markets witnessed net inflows of Rs 14,610 crore during the month.The latest inflow follows a sharp withdrawal trend seen earlier. FPIs had sold equities worth Rs…

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No oil from Russia soon? Trump sanctions to hit India’s crude imports; ‘all but impossible for flows to continue’

Indian refiners anticipate a significant decline in Russian oil imports, potentially even reaching zero. (AI image) The Donald Trump administration’s latest move to sanction major Russian oil firms Rosneft PJSC and Lukoil PJSC will likely make it almost impossible for India to continue procuring crude from Russia. Analytics firm Kpler reports that Russian oil made…

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Gold rush: Geopolitical tensions drive yellow metal gains, safe-haven flows fuel rally; what’s next for investors?

Gold’s rally this year has reignited investor interest ahead of Diwali, with the yellow metal emerging as one of 2025’s strongest-performing assets. Global uncertainties, dovish central banks, and safe-haven demand have kept prices elevated.“Gold has witnessed a parabolic rally since August 2025, soaring from Rs 98,500 per 10 grams to a fresh all-time high of…

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