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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.
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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.
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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.
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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.
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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.
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