Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot. The firm is reducing domestic consumption exposure and increasing bets on export-oriented businesses, while also building a position in companies set to benefit from rising NPAs in the Indian banking system.Read More
Four companies—Wipro, Cyient, Windlas Biotech, and Aurobindo Pharma—are set to announce or act on share buybacks this month, with Aurobindo’s record date due soon. Buybacks involve companies repurchasing shares to boost value, use surplus cash, or strengthen ownership. Meanwhile, new rules under the Finance Bill 2026 impose a 12% surcharge on buyback-related capital gains for promoters, while other investors remain taxed as per existing norms.Read More
As of March 2026, data shows that 259 stocks were held by more than 100 mutual fund schemes, highlighting broad-based institutional interest. ETMarkets’ analysis reveals that 50 of these stocks have delivered gains of more than 10% since the start of CY26.Read More
Ace investor Mukul Mahavir Agrawal increased his stake in Jammu & Kashmir Bank during the January–March quarter, adding around 25 lakh shares. The lender has seen strong stock gains this year alongside steady operational improvement, supported by rising profitability, improving asset quality and sustained growth in advances and deposits.Read More
Nifty has rebounded 8% in April after a sharp March correction but remains below pre-war levels, signalling cautious recovery. The bounce is driven by short covering and selective buying, while persistent FII outflows, elevated crude prices and geopolitical risks continue to weigh on sentiment despite improving valuations.Read More
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