Copyright thehindubusinessline
Are the tremors in AI stocks last week just similar to many of the corrections that eventually got bought into or is this the start of a deeper correction? My colleague Nishant Gopalakrishnan, gives some perspective on this and highlights some data points to take note off. 2) The blind spots behind the market blues In this article last week I delved into the history of gold’s performance in the contemporary era and explained the structural factors that has driven its current rally. As a follow up to the two-part series on gold versus equities, in this week’s article I explain the headwinds that markets face now and why investors need to temper their expectations. 3) Taking stock Another week and another gush of IPOs. This time quite a few interesting IPOs from the likes of Physicswallah, Pine Labs and Emvee Photovoltaic are hitting the street. Our analysis on their businesses and whether one should subscribe are here in these articles. https://www.thehindubusinessline.com/portfolio/stock-fundamental-analysis-india/physicswallah-ipo-should-you-subscribe/article70253827.ece 4) AMC stocks SEBI recently floated a consultation paper to simplify and regulate how mutual funds charge investors. This has had some impact on AMC stocks. What is it about and how it could impact you are detailed in this article from Kumar Shankar Roy. 5) Business Cycle funds Quite few Business Cycle funds have come out of the MF stable in the last five years. Over the last few years we have see some peak in the economy, a slowdown and now signs of a recovery. Have Business Cycle funds weathered this phase better as they are expected to? Dhuraivel Gunasekaran delves in to this. Pls mail your feedbacks and comments to blportfolio@thehindu.co.in. Published on November 9, 2025
