After two quarters of trimming exposure, mutual funds turned selective buyers in the September 2025 quarter, increasing stakes across several BSE 500 stocks. While stock performance in CY25 remains mixed, the renewed accumulation suggests growing confidence in long-term fundamentals rather than short-term price momentum.Read More

Elara Capital sees GLP-1 drugs as a major tailwind for India’s pharma sector, potentially becoming first-line therapy for diabetes and obesity. The brokerage recommends buying five stocks, accumulating four others, and selling one amid shifting metabolic treatment trends globally ahead.Read More

Residential real estate prices ‍in Germany rose ​for the fourth consecutive ⁠quarter between July and September and were up 3.3% from the same period last year, data ‌from ‌the Federal Statistics Office showed on Tuesday.Read More

Leasing of retail space in shopping malls and high streets across India’s top eight cities is estimated to rise 15 per cent to nearly 9 million sq ft this year on increased supply amid high demand from retailers, according to Cushman & Wakefield.Read More

Zerodha co-founder Nithin Kamath welcomed NSE’s ban on brokers distributing third-party loans unrelated to trading, calling it a “good first step.” The move aims to curb investor leverage risks, especially from unsecured borrowing, while maintaining existing frameworks like the Margin Trading Facility. Kamath highlighted the importance of separating lending from trading.Read More

Vodafone Idea shares have surged 22% in a month, hitting a fresh 52-week high as hopes rise over potential AGR dues relief. Reports of an interest-free moratorium and possible reassessment of liabilities have lifted sentiment, though analysts say a sustained turnaround hinges on a decisive breakout above key resistance levels.Read More

Investors are looking past year-end market movements. They are focusing on earnings strength and sector opportunities. The outlook for next year is optimistic. Earnings are showing gradual improvement. Defence stocks present accumulation opportunities. Ola Electric faces challenges from competition. The market is positioning for the year ahead.Read More

Indian bankers are urging the Reserve Bank of India to step in as a dollar surplus and pressure in the non-deliverable forward market have sent rupee forward premiums to multi-year highs. This surge, driven by regulatory constraints and a mismatch in dollar sales, signals expectations of further rupee weakening. Intervention is deemed necessary to ease...Read More

Ambuja Cements shares are in focus as consolidation benefits are assessed. Infrastructure order activity is picking up, signaling improving sector visibility. Real estate stocks face a cautious outlook with growth having peaked. Platform companies show sales growth but profitability is a concern. Select pharma names remain attractive for long-term investors.Read More

Emkay Investment Managers has launched Emerging Stars Fund Series VII, a Category III AIF targeting listed equities and pre-IPO opportunities, with up to 35% allocation to unlisted companies, focusing on India’s long-term structural growth drivers.Read More