Indian equities are poised for a constructive phase, with strategists anticipating earnings acceleration and a potential revival in foreign investor interest. While near-term earnings surprises are limited, FY27 is projected to see significant growth. Pharma is favored over IT, with selective opportunities in midcaps and other sectors.Read More

ETMarkets identified 23 stocks held exclusively by a single mutual fund scheme with holdings above Rs 10 crore as of November 2025. While 17 stocks posted losses of 25–66% in CY25, a few, led by Cupid, surged up to 420%, highlighting high-risk, high-reward opportunities in exclusive MF portfolios.Read More

Mebigo Labs Pvt., the operator of India’s audio platform Kuku FM, has hired banks for an initial public offering that could raise as much as $200 million, according to people familiar with the matter.Read More

While near-term market direction remains uncertain, Anshul Saigal emphasizes a long-term perspective, highlighting India’s strong growth and macro stability. He anticipates accelerating earnings growth and sees attractive opportunities in sectors like IT, metals, and renewable energy, with limited downside for microfinance companies.Read More

India’s move to raise the insurance FDI cap to 100% could attract fresh global capital, new entrants and greater innovation, says Aditya Birla Health CEO Mayank Bathwal. He expects the composite licence regime and wider distribution reforms to boost insurance penetration without triggering unsustainable price cuts, making coverage more affordable over time.Read More

Global fund managers are increasingly looking to India for equity diversification as concerns over an AI bubble grow. India’s consumption-driven economy, with its low correlation to AI trade and attractive valuations, offers a hedge against tech-heavy global markets. The country’s domestic growth story, supported by policy reforms and stable corporate earnings, is drawing renewed investor...Read More

Matrimony.com announces a share buyback worth up to Rs 58.5 crore, planning to repurchase 8,93,129 shares at Rs 655 each via the tender offer route. The buyback, representing nearly 25% of paid-up capital and reserves, aims to return surplus funds to shareholders, with promoters opting out.Read More

The Nikkei slid 1.3% to end the day at 50,168.11, with artificial intelligence (AI)-focused startup investor SoftBank Group and chip-testing-tool maker Advantest – an Nvidia supplier – the biggest drags on the index by a wide margin.Read More

Wakefit Innovations shares slipped sharply on debut day after listing flat, as muted investor demand and concerns over profitability weighed on sentiment. Analysts flagged intense D2C competition, margin pressures and lack of near-term triggers, advising caution and disciplined risk management despite the company’s omnichannel expansion plans.Read More

Andrew Freris criticizes the Federal Reserve’s rate cut, deeming it based on outdated data and ignoring accelerating inflation. He maintains a negative outlook on US equities, particularly tech and AI stocks, citing earnings disappointments and uncertain future returns.Read More