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The Government of India on Monday banned 16 Pakistani YouTube channels in India, including Dawn News, Samaa TV, GNN and Geo News for disseminating provocative and communally sensitive content, false and misleading narratives and misinformation against India its Army and security agencies. — ANI (@ANI) Further, a formal letter has been written to BBC for terming terrorists as militants. A communication to Jackie Martin, BBC's India Head, the Ministry of External Affairs has conveyed the country's strong sentiments regarding their reporting. This comes days after the terror attack in Jammu and Kashmir's Pahalgam, which killed 16 civilians. India has taken a string of diplomatic actions on Pakistan. On April 23, India downgraded diplomatic ties with Pakistan and announced a series of measures including expulsion of Pakistani military attaches, suspension of the over six-decade-old Indus Water Treaty and immediate shutting down of the Attari land-transit post.Foreign Secretary Vikram Misri said the cross-border linkages to the Pahalgam attack was "brought out" in a briefing to the CCS following which it decided to take the measures against Pakistan. The new retaliatory actions shut down the few existing diplomatic mechanisms between the two sides taking bilateral relations to another new low.A day later, Pakistan retaliated by suspending the 1972 Simla Agreement, blocked its airspace for Indian airlines, closed the Wagah border crossing, paused all trade with India, and said any attempt to divert water meant for Pakistan under the Indus Water Treaty will be considered an Act of War.The announcements were made after a meeting chaired by Prime Minister Shehbaz Sharif to formulate the country's response to India's move to suspend the Indus Water Treaty and downgrade diplomatic ties after the Pahalgam terror attack.

In a clear display of divergent strategies, foreign institutional investors (FIIs) and mutual funds took opposite calls on a clutch of new-age stocks during the March 2025 quarter. An analysis of 14 new age stocks shows that FIIs chose to cut their stakes 8 scrips in Q4FY25 compared to the Q3FY25, while mutual funds raised their holdings in them, signaling continued domestic confidence even as global investors turned cautious amid Donald Trump’s tariff tantrums and their own assessment of domestic market landscape.Conversely, in five other new-age stocks, FIIs increased their exposure while MFs opted to pare down stakes, highlighting a sharp contrast in outlook between the two investor classes.The trend highlights how mutual funds — often seen as having a better pulse on domestic growth stories — showed greater conviction in several digital-first or tech-led businesses. FIIs are traditionally sensitive to global risk-off sentiments and adopted a stock picking approach by reducing their exposure in the majority of stocks under review while increasing in others. Here is a detailed breakdown of FII and MF trends that emerged in the quarter gone by:FIIs trimmed their holdings in 9 new-age stocks in the January-March quarter while increasing in 5 others. The highest selling was seen in Eternal (erstwhile Zomato) where FIIs sold 2.9% stake in the March ended quarter. The next in line are PB Fintech (Policybazaar) and Delhivery where foreign investors offloaded 1.9% and 1.8%.Other stocks which saw FII selling in Q4FY25 are Brainbees Solutions (Firstcry), Swiggy, One Mobikwik Systems, One 97 Communications (Paytm), Netweb Technologies and FSN E-Commerce Ventures (Nykaa). The cuts were to the tune of 1.7% to 0.2%.On the other hand, MFs raised their holdings 8 counters viz. Eternal, PB Fintech, Delhivery, Brainbees Solutions, Swiggy, Paytm, Netweb Tech and Paytm. While Eternal saw the highest raise of 2.95%, Netweb’s 0.12% in the March quarter was the lowest QoQ increase.One Mobikwik Systems is the only stock in which both FIIs and MFs sold stakes in the January-March quarter. MFs 3.3% stake sale remains the highest institutional sale among its peers. <iframe title="New-age stocks: FII | MF QoQ change" aria-label="Table" id="datawrapper-chart-y63F4" src="https://et-infographics.indiatimes.com/graphs/y63F4/2/" scrolling="no" frameborder="0" style="width: 0; min-width: 100% !important; border: none;" height="760" data-external="1"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(a){if(void 0!==a.data["datawrapper-height"]){var e=document.querySelectorAll("iframe");for(var t in a.data["datawrapper-height"])for(var r,i=0;r=e[i];i++)if(r.contentWindow===a.source){var d=a.data["datawrapper-height"][t]+"px";r.style.height=d}}}))}();</script>Trend reversal: FIIs vs MFsFIIs were net buyers in five stocks in the March quarter. CarTrade Tech saw the highest rise in FII holding taking it from 55.12% in Q3 to 60.96 in Q4, which is a 5.84% QoQ uptick. Next in line were Easy Trip and Ola which saw 1.16% and 0.79% rise. Honasa Consumer and Unicommerce saw 0.11% and 0.10% rise.At the same time, MFs diluted their holdings in the above stocks. The sharpest cut of 2.15% was seen in CarTrade Tech (After One Mobikwik as discussed above). In OLA Electric Mobility and Honasa Consumer, MFs trimmed their holding by 1.5% and 40 bps while in Easy Trip Planners and Unicommerce eSolutions, there was a marginal cut of 2 bps and 4 bps, respectively.Returns snapshotIn terms of consistent returns, CarTrade Tech remains the biggest takeaway for investors, delivering multibagger returns of 132% over a 1-year period. Meanwhile, it has yielded 11% positive returns on the year-to-date basis and is among three stocks which have managed to give positive returns in 2025, so far. The other two counters are Eternal and Nykaa.All other stocks have fallen on the YTD basis with the sharpest fall witnessed in One Mobikwik Systems, Netweb Technologies, Brainbees Solutions, OLA Electric Mobility and Swiggy which have fallen between 57% and 41%.Unicommerce eSolutions, Policybazaar, Easy Trip, Delhivery and Paytm have also fallen in double-digits when Nifty has risen by 1.2%, YTD.Paytm has seen a sharp reversal following lows after regulatory setbacks last year. It has turned multibagger with returns of 131% over a 1-year period.<iframe title="New-age stocks' returns card " aria-label="Table" id="datawrapper-chart-smKP4" src="https://et-infographics.indiatimes.com/graphs/smKP4/1/" scrolling="no" frameborder="0" style="width: 0; min-width: 100% !important; border: none;" height="677" data-external="1"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(a){if(void 0!==a.data["datawrapper-height"]){var e=document.querySelectorAll("iframe");for(var t in a.data["datawrapper-height"])for(var r,i=0;r=e[i];i++)if(r.contentWindow===a.source){var d=a.data["datawrapper-height"][t]+"px";r.style.height=d}}}))}();</script>Swiggy has the most recent listing among its peers. Meanwhile, Firstcry, Netweb, Unicommerce, OLA and Swiggy have not completed one year of listing. Swiggy was the last in the pack to get listed in November.OutlookThe next big trigger for the price trajectory will be corporate earnings. JM Financial said that it expects performance variance across internet space driven by sector specific trends. "While Eternal and Swiggy food delivery growth is expected to moderate, aggressive dark store expansion would drive healthy growth in quick commerce (QC). Similarly, while food delivery margins are expected to expand, high competitive intensity and store expansion is likely to impact QC margins," this brokerage said. Nykaa could sustain profitability while FirstCry's India multi-channel growth is likely to remain weak, with cost-control becoming a focus in International business, JM said in a note. PB Fintech new business premium growth would normalise due to ULIP slowdown but renewals can sustain the momentum. Paytm is likely to see a flattish quarter sequentially with rising mix of merchant loans and operating leverage driving margin improvement. As for CarTrade, strong YoY growth with the commensurate margin delivery is expected. Delhivery continues to face headwinds in express parcels due to scaling of Valmo and QC but Ecom Express acquisition could just be the trigger needed.(Data Inputs by Ritesh Presswala)(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)

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