Topic
portfolio
Business Top Stocks to Buy for August 3, 2026 Week: RR Kabel and KFin Technologies Listed
Business-Today released its weekly stock recommendations for August 3, 2026, featuring RR Kabel and KFin Technologies. RR Kabel has a target price of Rs 2,960 (14% upside from Rs 2,602), while KFin Technologies targets Rs 1,150 (23% upside from Rs 936). The report was published by the TOI Business Desk of The Times of India.
Finance Temasek widens India investment scope to industrials, AI with $42 billion portfolio
Singapore's Temasek is widening its investment scope in India to include industrials and artificial intelligence, alongside its traditional focus on consumer, financial services, and healthcare. The firm's India portfolio has grown to $42 billion as of March 2026, with plans to deploy another $9 billion in the next three years. Executives cited India as one of Temasek's best performing markets, driven by domestic consumption tailwinds and a growing manufacturing and AI ecosystem.
Finance Chinese Investors Review Bond Portfolios as AAA Ratings Face Regulatory Scrutiny
Chinese domestic investors, including mutual funds and banks, are reviewing bond portfolios for downgrade risks after regulators tightened scrutiny of AAA-rated issuers. Over a quarter of China's nearly 6,000 bond issuers hold AAA ratings, compared to fewer than 1% in the US. At least 20 companies have withdrawn ratings, and analysts warn that downgrades could trigger selling and reduce collateral eligibility.
Business Top Stocks to Buy Today: Delhivery, Lodha Developers, REC Ltd, Indian Energy Exchange – June 23, 2026
Mirae Asset Sharekhan's head of research recommends buying Delhivery, Lodha Developers, REC Ltd, and Indian Energy Exchange on June 23, 2026, with specific buy ranges, stop losses, and targets. Meanwhile, domestic benchmarks rose on Monday — Sensex gained 291 points to 77,094 and Nifty ended at 24,103 — supported by lower crude oil prices and encouraging global signals.
Finance India's MFI Portfolio Contracts 17% in FY24 but Shows Stabilization Signs in Q4
India's microfinance sector saw its total portfolio shrink 17% year-on-year to Rs 2,77,053 crore as of March 31, 2026, according to the MFI Pulse Report by Equifax and SIDBI. However, a 3% quarter-on-quarter growth in Q4 marks the first sequential expansion in several quarters, indicating early signs of stabilization. The report also highlights a shift towards existing borrowers, moderating leverage in key states, and rising loan sizes, while asset quality shows improvement in near-term delinquencies but rising stress in older loan cohorts.