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India’s GIFT IFSC: Rapidly Evolving into a Global Financial Hub

  India's ambition to become a premier global financial centre is rapidly turning into reality with the evolution of the International Financial Services Centre (IFSC) at Gujarat International Finance Tec-City (GIFT City). Designed as India's gateway to global financial markets, the IFSC at GIFT City is fast becoming a preferred jurisdiction for international financial operations, blending global best practices with India's economic strengths .
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Strategic Equity Fund Selection in a Volatile Geopolitical and Economic Environment

  Fund category Equity allocation Rewards Risks Selection Equity Savings 30–40% Moderate risk, defensive, smoother NAV; Lower equity component limits long‑term growth; not suitable when strategy is to increase equity exposure . Not Selected: Equity exposure is only ~30–40%, so it won’t meaningfully participate in equity upside
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Shift from Defensive to Accumulation

  Executive Summary:  The data clearly supports  moving from a ‘conservative’ to a ‘moderately aggressive’ stance . While the absolute bottom may not be in, the risk-reward ratio has turned favorably for long-term, disciplined investors. The combination of fair valuations, extreme pessimism (VIX), and robust structural flows (DIIs/SIPs) creates a classic "wall of worry" setup.
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RBI Maintains Dovish Stance, Shifts Focus from Inflation to Growth Risks

  As expected, the Reserve Bank of India (RBI) has retained its dovish stance on liquidity. By stating it “will continue to be proactive in liquidity management,” the central bank signaled a soft policy approach rather than a hard one. Currently, liquidity is so abundant that overnight rates are trading well below the repo rate. Interestingly, the RBI also expressed concern that commercial paper (CP) and certificate of deposit (CD) rates remain elevated, highlighting pockets of tightness even amid surplus liquidity.
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SEBI Signals Potential ‘Lodge and Launch’ framework for AIFs

  The Chairman of the Securities and Exchange Board of India (SEBI) – Mr. Tuhin Kanta Pandey, at the IVCA Conclave 2026 held last week, outlined SEBI’s evolving agenda for India’s Alternative Investment Fund (AIF) ecosystem. The address highlighted both the rapid growth of the AIF industry and SEBI’s approach to strengthening governance while facilitating ease of doing business.
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Supreme Court Provides Clarity on Stamp Duty in Tenant-to-Owner Transactions

  The Hon’ble Supreme Court in its ruling held that a long-standing tenant who enters into an agreement to sell with his landlord to purchase the very property he has been occupying cannot be made to pay stamp duty on that agreement as though it were a conveyance deed. The Court set aside the orders of both the Trial Court and the Hon’ble HC of AP, which had directed the tenant-buyer to pay stamp duty and penalty before the agreement could be admitted in evidence in a specific performance suit.
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