India’s market regulator, the Securities and Exchange Board of India (SEBI), has clarified that mutual funds are prohibited from investing in pre-IPO placements, reinforcing strict limits on exposure to unlisted securities. 🏦 Key Policy Update 💡 Context and Market Impact ⚖️ Regulatory Rationale SEBI introduced tighter AIF and investment rules in 2023 to curb indirect...
U.S. equity funds recorded robust inflows of $9.65 billion in the week ending October 22, reversing two weeks of outflows, according to LSEG Lipper data. The surge was fueled by strong corporate earnings and renewed optimism around trade diplomacy. 💼 Key Drivers 🔍 Sector Highlights 🏦 Fixed Income & Cash Flows 💬 Market Insight The...
The Reserve Bank of India (RBI) has announced that the Special Window for Affordable and Mid-Income Housing (SWAMIH) fund — a sovereign-backed real estate rescue fund — will be exempt from the tightened Alternate Investment Fund (AIF) regulations. 🏦 Background Launched in 2019, the SWAMIH Fund was created to provide last-mile debt financing for stalled...
According to Goldman Sachs, hedge funds’ exposure to AI-related tech hardware reached its highest level since 2016 in October, signaling that professional investors are doubling down on the next phase of the artificial intelligence boom. 📈 Key Insights: 🧩 Market Context:AI continues to dominate global market narratives. BCA Research noted that companies with clear AI...
JP Morgan projects that gold prices will average $5,055 per ounce by Q4 2026, citing a powerful mix of continued central bank accumulation, investor inflows, and global diversification away from the U.S. dollar. “Gold still has higher to go as we enter a Fed cutting cycle,” noted Natasha Kaneva, Head of Global Commodities Strategy, highlighting...
Two major Indian infrastructure investment trusts (InvITs) — Oriental Infratrust and IRB InvIT Fund — are gearing up for their first-ever bond issuances, collectively aiming to raise over ₹26 billion ($297 million) between October and November, according to banking sources. 📊 Key Details 🏦 Why It MattersThese issues mark a growing trend of InvITs tapping...