Is this the right time to increase your investments in equities and mutual funds? In this exclusive Business Today conversation, Harish Krishnan, CIO – Equity, Aditya Birla Sun Life AMC, explains why he remains optimistic on the Indian stock market despite global uncertainties. He highlights five key structural drivers supporting India's growth story, including stronger domestic demand, improving credit conditions, a more competitive rupee, expanding trade agreements and healthier market valuations after the recent correction. While geopolitical risks continue to dominate headlines, Harish believes investors should focus on the long-term strength of Indian businesses rather than short-term volatility. Watch this insightful discussion to understand why India's equity story remains compelling for long-term investors.
Finance Minister Nirmala Sitharaman has outlined an ambitious roadmap to decentralize India's Global Capability Centers (GCCs), shifting focus from saturated metros to thriving Tier-2 and Tier-3 cities like Visakhapatnam, Chandigarh, and Mysore. This strategy aims to foster balanced regional development while leveraging lower operational costs. The 2026-27 Union Budget introduces critical reforms, including a unified safe harbor regime, simplified transfer pricing, and the creation of university townships. By fostering industry-academia partnerships and strengthening digital infrastructure, the government intends to transition India from a cost-efficient destination into a globally leading innovation hub for AI, engineering design, and enterprise product development.
Which sectors are best positioned to outperform over the next three years? In this exclusive conversation, Harish Krishnan, CIO – Equity, Aditya Birla Sun Life AMC, shares how he has positioned his portfolio amid changing market dynamics. He explains why the fund has reduced exposure to overheated manufacturing and capital goods stocks while increasing allocations to export-oriented businesses, IT, chemicals, private sector banks, insurance and new-age retail companies. Harish also discusses why valuations matter more than market excitement and how investors should focus on long-term wealth creation instead of chasing momentum. Watch this detailed portfolio strategy to understand where smart money is moving and which sectors could deliver the next phase of market leadership.
Is the recent market volatility a warning sign or the biggest buying opportunity? In this insightful conversation, Harish Krishnan, CIO – Equity, Aditya Birla Sun Life AMC, explains why investors should shift their focus from macro uncertainties to strong businesses with long-term potential. From Donald Trump's unpredictable moves to fears of a stock market crash, he argues that market corrections often create the best entry points for disciplined investors. Backed by data and market trends, Harish Krishnan shares why he remains optimistic on Indian equities over the next two to three years and believes volatility should be used to increase equity exposure. Watch this must-watch discussion before making your next investment decision.
Finance Minister Nirmala Sitharaman has set an ambitious target for India to host 5,000 Global Capability Centers (GCCs) by 2030, marking a transition from operational capability to global economic leadership. Highlighting that two-thirds of Fortune 2000 companies have yet to establish a footprint in India, she identified this as a massive untapped investment opportunity. Citing the recent establishment of an Air Liquide GCC in Pune as a prime example, the FM emphasized that India’s talent pool and policy environment remain top global draws. The government aims to sustain this momentum by fostering innovation-led ecosystems across diverse geographic regions.
Get ready to stay ahead of the curve with Tech Gear, the flagship Technology show from Business Today! Whether you are tracking the biggest industry headlines, looking for honest reviews on the latest gadgets and automobiles, or exploring the future of artificial intelligence, we have you covered. We are breaking down complex tech and answering all your burning questions, so you don't have to. In episode 10, we review the Noise ALT Open Buds OWS, give you our first impressions of the Nothing Phone (4b), do an exclusive hands-on of the Noise Rep fitness tracker and let Business Today's very own AI Anchor, Sana, tell you about the biggest tech launches and news of the week. Don't miss out on the ultimate guide to the digital future. Drop your tech questions in the comments for next week's Tech FAQ segment and let us know what you want us to review next! Follow and subscribe to Business Today for more!
BMW India President Hardeep Singh Brar speaks exclusively to Business Today on the company’s growth strategy, the rising demand for luxury vehicles, and the future of electric mobility in India. He discusses why long-wheelbase models are becoming increasingly popular, how EV demand continues to generate waiting periods, BMW’s expansion into Tier-2 and Tier-3 cities, and the company’s outlook for strong double-digit growth. Brar also shares his views on the India-EU Free Trade Agreement, ethanol blending, and why BMW believes India’s policy of incentivising electric vehicles over hybrids is the right long-term approach.
Banks, Techs Rally On Dalal Street As Nifty Jumps
Prime Minister Narendra Modi has touched down in Auckland for the final leg of his three-nation tour, marking the first visit by an Indian Prime Minister to New Zealand in four decades. The high-stakes agenda centers on the newly signed India-New Zealand Free Trade Agreement, which aims to slash tariffs and boost bilateral commerce. Beyond trade, the visit will solidify cooperation in technology, defense, and maritime security. PM Modi is set to hold bilateral talks with Prime Minister Christopher Luxon and address the massive "Kia Ora Modi" diaspora event at Spark Arena, highlighting the strong cultural bonds between the two nations.
CM Yogi Adityanath has launched a scathing attack on the opposition, accusing them of harboring a deep-seated disdain for Hindu traditions and Sanatan values. He alleged that political rivals prioritize graveyard development over the sacred restoration of sites like the Ram Mandir, Kashi Vishwanath Dham, and Vindhyavasini Dham. Contrasting his governance with the previous Samajwadi Party regime, the CM claimed that while public funds were once diverted toward graveyard boundary walls, his "double-engine" government is dedicated to temple beautification. He framed the opposition's criticism as a fundamental rejection of India's cultural heritage and religious infrastructure.
Is the Indian IT sector becoming a hidden opportunity again? After TCS reported its latest earnings, Harish Krishnan, CIO – Equity, Aditya Birla Sun Life AMC, shares why he believes low expectations often create the best long-term investment opportunities. Drawing parallels with 2007 and 2017, he explains how IT stocks have historically delivered strong returns when market sentiment was weak. Harish also discusses the real impact of AI, why enterprise technology spending could revive over the next few years, and how agile IT firms may benefit from the next phase of digital transformation. If you're wondering whether TCS, Infosys and the broader IT sector deserve a place in your portfolio, this insightful discussion is a must-watch.
Lenskart is back in focus after JPMorgan initiated coverage with an 'Overweight' rating and a target price implying nearly 16% upside. The brokerage believes the eyewear giant's technology-led model, expanding store network and premium product strategy will drive long-term growth. But is the optimism justified? Market expert G. Chokalingam offers a contrasting view, warning that Lenskart's rich valuation of nearly 190x earnings, slowing growth potential due to a larger revenue base, and modest return ratios could limit future gains. Should investors buy into the brokerage optimism or stay cautious at current levels? Watch this detailed stock analysis to understand the risks, opportunities and the expert's investment strategy on one of India's most talked-about consumer stocks.
Welcome to Business Today TV. In this episode of Market Masters, Harish Krishnan, CIO of Equity Business at Aditya Birla Sun Life AMC, decodes the current market sentiment on Dalal Street as equities continue to shrug off persistent Middle East geopolitical tensions. Highlighting the stellar long-term performance of the Aditya Birla Flexi Cap Fund, Krishnan outlines his core portfolio strategy for the next three years, including a strategic tilt away from overcrowded investment themes toward selective opportunities in private banking, new-age retailers, and domestic pharmaceuticals. He also details the crucial relationship between rupee depreciation and structural revenue growth for corporate India, explaining why current market volatility offers a highly favorable entry point for long-term investors to prioritize micro-level business competitiveness over macro worries.
Welcome to Business Today TV with Sakshi Batra. In this episode of What’s Hot, we track a spectacular D-Street rebound as the Nifty charges back past the 24,200 mark, fueled by a roaring recovery in the Metals and IT sectors. We decode the street's sharp division over TCS's latest quarterly earnings, contrasting deep brokerage target cuts with bullish overweights. We also break down JP Morgan’s major initiation on Lenskart, the massive ₹30,000 crore revenue runway unlocked by the newly approved Dixon-Vivo joint venture, and Zomato’s milestone 18th anniversary. G Chokkalingam, Founder & MD, Equinomics Research joins the show to discuss why he is recommending Bharti Airtel and CDSL as fresh cash starts pouring back into the market.
India's real estate market remains resilient, but the trends are changing. While premium housing continues to dominate demand, affordable housing is under pressure. Office leasing is holding near record highs, driven by Global Capability Centres (GCCs), even as AI reshapes workplace demand. Join Vivek Rathi, National Director – Research, Knight Frank India, as he breaks down the latest H1 2026 real estate trends, city-wise performance, housing demand, office leasing, GCC growth, inventory, prices and the outlook for the sector.
Dixon Technologies is back in the spotlight after receiving government approval for its long-awaited joint venture with Vivo India. The partnership opens up a massive ₹30,000 crore revenue opportunity, with smartphone production expected to begin in FY27 and volumes likely to surge in the coming years. Leading brokerages, including JPMorgan, UBS and Motilal Oswal, remain bullish on the stock. But is the optimism already priced in? G Chokkalingam, Founder & MD, Equinomics Research explains why Dixon continues to be a strong long-term electronics manufacturing story while highlighting the risks from rising competition and rich valuations. Should investors buy now, wait for a correction, or simply hold? Watch this detailed analysis before making your next investment decision.
Welcome to Business Today TV. In this exclusive corporate earnings coverage, Feroze Aziz, Joint CEO of Anand Rathi Wealth, joins Shailendra Bhatnagar to decode a fantastic set of Q1 FY27 results, highlighted by a 24% year-on-year jump in profit after tax to ₹116 crore. Aziz breaks down a historic milestone as the company's asset under management (AUM) officially scales past ₹1 lakh crore, driven by robust fresh equity mutual fund flows and a model portfolio that outperformed the Nifty by nearly 800 basis points. Looking ahead, Aziz leverages long-term rolling data to explain why current market corrections offer a rare accumulation window, projecting strong double-digit median returns over the next three years for patient equity investors.
Zomato has completed 18 years, evolving from a restaurant discovery platform into one of India's biggest consumer tech companies. But is the stock still worth buying? In this exclusive Business Today discussion, market expert G. Chokalingam breaks down Zomato's growth journey, valuation, profitability, and rising competition in the quick commerce space. With Blinkit, Hyperpure and other businesses driving expansion, can Zomato continue to reward investors? Or has the stock become too expensive after its sharp rally? Watch this detailed analysis to understand whether investors should buy, hold, or wait for a correction, and what the future holds for India's leading new-age internet company amid an intensifying competitive landscape.
Fresh military strikes have reignited tensions in West Asia, raising fears that the fragile truce between the United States and Iran may have collapsed. President Donald Trump declared the Memorandum of Understanding with Iran was over, while Vice President J.D. Vance warned against any disruption to the Strait of Hormuz. The U.S. says it targeted multiple strategic locations across Iran, with Tehran reportedly launching retaliatory attacks on U.S.-linked assets in the Gulf. Concerns are also mounting over the security of nuclear facilities and the risk of a broader regional conflict as diplomatic efforts face renewed uncertainty.
Indian equities are showing strong resilience after a sharp knee-jerk selloff triggered by renewed Trump comments and fears of a possible US-Iran escalation. In this market analysis, we decode why D-Street quickly rebounded, why investors may be discounting geopolitical headlines, and how domestic fundamentals are supporting sentiment. The discussion highlights profit booking in small-cap stocks, improving monsoon data, narrowing rainfall deficits, stronger goods exports, and the broader outlook for Sensex and Nifty. With Nifty back near 24,200, the focus shifts to whether Indian markets can deliver another 3-5% upside over the next two to three months. Watch this breakdown for insights on market volatility, small-cap trends, geopolitical risk, monsoon impact, export recovery, and near-term investment sentiment. This is an analytical update for traders and investors tracking Indian stock market news, Nifty levels, Sensex movement, and D-Street momentum. It also explains why panic selling may create selective buying opportunities ahead now.
Mumbai's legendary K Rustom ice cream parlour has been ordered to shut after an FDA inspection reportedly found live rats, houseflies and multiple food safety violations. Officials alleged that dairy products were stored at unsafe temperatures, several food items lacked mandatory labels, and staff did not possess required medical fitness certificates. The action was part of a wider food safety drive in which the FDA inspected 16 establishments, issued multiple notices, suspended licences and seized banned food products. The crackdown has sparked concern among loyal customers, with many calling it a shocking fall for one of Mumbai's most iconic food destinations.
Dalal Street Outlook: Is India Entering Its Next Bull Market?
FM Sitharaman’s 7-Point Plan To Make India The Global Tech Hub
Harish Krishnan's Top Investment Themes For The Next 3 Years
Stock Market Volatility Explained: Krishnan on Micro Investing Over Macro Panic
FM Sitharaman Targets 5,000 GCCs By 2030 As Global Giants Like Air Liquide Expand Into India!
