Indian stock markets are experiencing a powerful rally, with the Sensex and Nifty surging past resistance levels. Experts cite positive macro factors like falling inflation, supportive monetary policy, and increased government spending. FII inflows have returned, strengthening the rupee. While caution is advised due to upcoming earnings and global uncertainties, the overall outlook remains bullish, particularly for domestic-focused sectors.
Arbitrage mutual funds exploit price differences between cash and derivatives markets, delivering equity-like taxation (12.5% LTCG, 20% STCG). They thrive on volatility, independent of interest rates. Top picks for April 2025 include Kotak Equity Arbitrage and Nippon India Arbitrage Funds. Selection is based on rolling returns, consistency, risk, and alpha.
Foreign institutional investors (FIIs) are typically large entities that invest in markets outside their home countries. According to StockEdge data, here are 10 mid-cap stocks from the Nifty500 index where FIIs increased their shareholding in Q4 FY25:
Gold prices in India surged to 95,000 per 10 grams on Thursday, mirroring global trends. Central banks and ETFs are increasing gold holdings. This rise coincides with geopolitical tensions and a weaker US dollar. Retail investors are selling gold to profit from the high prices. Akshaya Tritiya sales may suffer due to the increased cost.
President Donald Trump attacked Federal Reserve Chair Jerome Powell on Thursday for not cutting interest rates and said he could fire him if he wanted to, renewing a threat from his first term that could cause a major legal showdown over the issue of the central bank's longstanding political independence.
