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In February 2025, 13% of alternative investment funds (AIFs) reported positive returns, with Vivriti AMC and Northern Arc AMC among the top performers. Category II funds dominated, reflecting a mix of equity and debt investments. Meanwhile, most Category III AIFs, focused on short-term trading, showed negative returns.

Warren Buffett s Berkshire Hathaway has expanded its investments in five leading Japanese trading houses, increasing its stakes in Mitsui, Mitsubishi, Sumitomo, Itochu, and Marubeni. These trading firms, known as sogo shosha, handle various materials, products, and food, and provide key logistical support. This move follows an agreement to moderately increase Berkshire s ownership limits in these firms.

Foreign portfolio investors (FPIs) have sold Rs 1.5 lakh crore worth of equities in FY25, marking the worst annual selloff in rupee terms. Despite sustained outflows, domestic funds invested a record Rs 4.7 lakh crore, driven by strong retail participation.

Manish Sonthalia of Emkay Investment Managers highlights the impact of macroeconomic changes on India s market, particularly regarding de-dollarisation and fiscal policies. He notes the benefits for discretionary spending and consumption stocks due to income tax savings and potential growth in government salaries. Additionally, he emphasizes valuation concerns in capex stocks despite government initiatives.

Gold April futures experienced profit booking on Monday after reaching a new high of Rs 88,310 per 10 grams last week. Manoj Kumar Jain of Prithvifinmart Commodity Research suggests volatility in bullion prices amid US trade war and FED policy meetings. Silver May futures also remained above Rs 1 lakh per kilogram, despite some profit-taking.

Peter Schiff warned that Bitcoin could face a sharp decline if the Nasdaq enters a bear market. He noted that past crashes saw the index drop up to 80% and predicted that if it falls 40% this time, Bitcoin could plunge to $20,000 or lower. Schiff sees Bitcoin’s correlation with stocks as a major risk.

JM Financial recommends buying PVR INOX with a target price of Rs 1610. Currently, PVR INOX is priced at Rs 925. The company, established in 1995, operates in the Media & Entertainment sector, reporting a quarterly income of Rs 1759.10 crore. Strong box office collections and a good movie pipeline may support its growth. Valuation appears reasonable.