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Sunday, February 22, 2026
TopicKotak Mahindra Asset Management Co

Topic: Kotak Mahindra Asset Management Co

Easier to pick mid-cap, small-cap stocks than time India’s volatile markets, fund says

Ameya Karve -
Kotak sees this as a good opportunity to enter mid-cap, small-cap stocks as it expects Indian lenders to pass interest rate reductions by RBI.

IL&FS new board will have to get selling its assets right to prevent more angst for India

Ameya Karve -
IL&FS still owns long-term infrastructure financed with short-term funding. New board will need to sell assets to pare $12.6 billion debt.

On Camera

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Opinion

Youth Congress, your foolish protest helped the Modi govt climb out of the AI summit hole

+TFP Vir Sanghvi -
In tactical terms, the shirtless protest was worse than a self-goal. Suddenly, the fiascos of the AI Summit were forgotten, and the Youth Congress’s disruption became the issue.

Why legal provisions are necessary to curb the power of trade unions: MH Mody

AI is officially ruining social media. It made brainrot boring

Economy

In the West, there’s anxiety. In India, optimism—Rishi Sunak says India poised to be leader in AI

Vrinda Tulsian -
On Wednesday, the former UK Prime Minister Rishi Sunak was speaking in New Delhi at a Carnegie & Observer Research Foundation event on AI.

Defence

MoD, IAF agree on some exemptions to HAL for Tejas Mk1A, but no compromise on ‘must-have’ capabilities

Snehesh Alex Philip -
IAF is fine with accepting the aircraft with 'must-haves', even if some other steps remain pending, which may take at least another year, it is learnt.

National Interest

No country is ever fully sovereign. Cold War era taught India its real meaning

Shekhar Gupta -
India’s fraught neighbourhood places multiple constraints on its strategic choices. It leaves no time to take a deep breath, lean back and reset.

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