Public crypto treasury firms are increasingly moving beyond bitcoin into volatile niche tokens to chase returns amid market saturation, raising concerns over heightened risks, equity volatility and growing exposure through PIPE-funded token purchases.
Yield-bearing crypto assets are poised for rapid growth following the GENIUS Act, which brings regulatory clarity to stablecoins, boosting institutional interest despite limited existing yield infrastructure.
Passive funds saw a 5.2% AUM increase in October, reaching Rs 13.67 lakh crore, driven by market surges and Rs 16,668 crore in fresh inflows. Gold ETFs led with Rs 7,743 crore, attracting investors seeking safe havens amid global uncertainty. This marks the 60th consecutive month of positive inflows.
Debt mutual funds experienced a strong rebound in October, attracting Rs 1.59 lakh crore. This surge was primarily fueled by institutional investors reallocating funds after quarter-end adjustments. Liquid and overnight funds saw the largest inflows, indicating a shift towards safer, short-term investment options. This marks a positive turn after two months of outflows, signaling renewed confidence in the debt market.
Indias food delivery and quick commerce sectors are heading into a renewed competitive phase as firms boost promotions and spending. Despite rising discounting, stronger unit economics, disciplined expansion, higher throughput, and improving profitability support a stable medium-term growth outlook.
Kotak Rural Opportunities Fund aims to capture Indias accelerating rural transformation by investing in sectors benefiting from rising rural incomes, premiumisation, financial inclusion, infrastructure expansion and cyclical demand recovery, using a GARP-based approach to filter quality, growth and reasonable valuations.
As market volatility rises, experts say first-time investors are shifting toward REITs and fractional ownership for affordable, low-risk real estate exposure, with recommended allocations of 1020% and growing appeal across metros and tier-2 cities.
Indias largest mutual funds by AUM highlight strong investor preference for flexi-cap, balanced advantage, mid-cap and hybrid categories, with Parag Parikh Flexi Cap, HDFC BAF and HDFC Flexi Cap leading the pack, followed by major offerings from SBI, ICICI Prudential, Kotak and Nippon India.
Mutual funds slightly increased IT sector exposure to 7.6% in October, reversing a multi-year low. The Motilal Oswal report shows rising interest in Technology, NBFCs, PSU banks and telecom, while autos, utilities and cement saw reduced weightings. Several fund houses now hold over 8.4% IT allocation, with Mirae Asset schemes topping recent performance charts.
Bitcoin plunged to a six-month low as fading Federal Reserve rate cut hopes and a broader sell-off in risk assets impacted cryptocurrencies. Investors are wary of upcoming economic data following a government shutdown. Experts note Bitcoin's correlation with equities, suggesting a lack of risk appetite is dampening enthusiasm for digital assets. Long-term holders are also accelerating profit-taking.
