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2026-02-14 07:27:16| The Economic Times

In January, mutual funds showed interest in Banks (Private & PSU), Utilities, Technology, Capital Goods, Metals, and Cement leading to a month-on-month (MoM) rise in their weights, according to a report by Motilal Oswal Financial Services.

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2026-02-14 07:03:13| The Economic Times

Veteran investor Howard Marks emphasizes understanding market cycles over predicting turning points. In today's environment of high tech optimism and elevated valuations, he advises calibrating risk by gradually adjusting portfolios based on market signals. For Indian investors, this means focusing on selective stock picking and valuation discipline amidst strong structural growth.

Category: News and Media

2026-02-14 06:42:37| The Economic Times

The financial community closely monitors the investment moves of Dalal Streets top investors. An ETMarkets analysis of ace investor Dolly Khannas portfolio shows that, based on shareholding data for the December 2025 quarter, she publicly holds around 10 stocks. As of February 13, 2026, the total value of these holdings is approximately Rs 224 crore, down about 42% from Rs 390 crore in March 2025.

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