As private credit, venture debt and co-investments gain traction, India’s family offices and institutional investors are increasingly diversifying portfolios in search of differentiated sources of alpha.
Global bond yields surged on Tuesday, with US, Japanese and German government borrowing costs hitting multi-year or multi-decade highs. Rising oil prices, inflation concerns, tighter Japanese monetary policy expectations and mounting fiscal pressures added to the bond market selloff, raising concerns over higher borrowing costs worldwide.
VFS Global has unveiled Maharashtra's inaugural Model Sub-Registrar Office in Pune, aiming to revolutionize property registration. This venture includes a five-year agreement to set up sixty similar centers throughout the state. These facilities will augment current government services, providing efficiency and transparency, ultimately enhancing the overall experience for citizens in property transactions.
Three mainboard IPOs from 2026, Omnitech Engineering, SEDEMAC Mechatronics and Shadowfax Technologies, have emerged as multibaggers, gaining over 100 per cent from issue prices. With 44 mainboard debuts raising Rs 67,185.6 crore so far, analysts say sustained momentum will depend on earnings execution and broader secondary market performance.
European shares edged lower on Tuesday as rising crude prices and euro zone bond yields heightened inflation concerns. The STOXX 600 fell 0.2%, while energy stocks gained 0.6% as Brent crude rose to $91.41 a barrel. Germany’s 10-year Bund yield hit its highest level since 2011, while investors awaited the US Federal Reserve’s meeting minutes for interest-rate cues.
U.S. Treasury yields reached multi-year highs amid inflation worries. Geopolitical tensions and increased oil prices fueled market anxieties. Concerns over growing U.S. debt and fiscal spending also weighed heavily. Investors are now focusing on shorter duration bonds for risk management. This shift signals a changing landscape for bond market participants.
The European Central Bank warns that an AI market correction on Wall Street is likely, citing historical tech bubbles like the dot-com era. Even if AI succeeds, overstretched valuations, shifting macro risks, and limited policy buffers could trigger sharp stock adjustments, impacting euro area investors.
ETMarkets identified 37 stocks held exclusively by one mutual fund scheme, each with over Rs 10 crore in holdings. Performance was mixed, with select stocks surging up to 126%, while four declined 25–33% over six months.
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