Markets

In November 14 edition of Moneycontrol Pro Panorama: Is the gold rally a warning about inflation ahead, thematic schemes are booming and performance is not, how India can retain its healthcare workers, key lessons for India in securing a fair deal with the US, and more

Expect stronger consumption growth from Q3 onwards, 2026 outlook promising, says Mirae Asset MF CIO Neelesh Surana

Mirae's Neelesh Surana sees ample opportunities in sectors with fair valuations, with most ideas likely to see earnings growth. "A modest valuation premium is still justified, given structurally lower cost of capital," he added.

Thematic schemes are booming, performance is not

In December 2024, twelve new thematic fund NFOs mobilized more than Rs 11,000 crore in AUM. But eight of these 12 new thematic funds have underperformed the Nifty 50 index since then

Biocon CEO sees USFDA draft rules potentially slashing biosimilar development costs by half

Global biosimilar development typically costs between $100 million and $200 million, but the U.S. Food and Drug Administration’s updated recommendations aim to eliminate expensive comparative efficacy studies, relying instead on advanced analytical and pharmacokinetic data.

Moneycontrol Pro Panorama | Bets rise on rate cut in December as inflation tanks

In November 13 edition of Moneycontrol Pro Panorama: GST cuts shine but food deflation rings alarm, Silver and Gold ETFs power up India’s passive fund AUM, India’s consumer brands and lessons to learn, and more

Silver, Gold ETFs power up India’s passive fund AUM, but can the recent spurt sustain?

India's passive folios have risen from 4.46 crore in September to 4.82 crore in October, with the largest addition from Gold ETFs, among others, which have added more than 20 lakh investor accounts. Gold ETF folios alone rose by 11% during the month, to cross 95 lakh investors.

Groww’s measured pricing delivers a listing-day boost, up 31% from IPO price

Groww seemed like a company that was valued almost at par with peers, and the premium was attributed to operational metrics, rather than technology

Moneycontrol Pro Panorama | Trump 2.0, H-1B and the art of selective softness

In November 12 edition of Moneycontrol Pro Panorama: On visas, tariffs and oil, Trump plays hard, bargains harder, and blinks only when the leverage shifts.

Mohamed El-Erian: Markets should pay heed to the affordability squeeze

Political pressure in response to public anxiety will demand policy responses

Flexi-cap funds lead October equity inflows as investors seek broad-based opportunities

Flexi-cap funds that are increasingly seen as the “core” equity choice for first-time investors captured a large share of these contributions. The category has now collected Rs 57,126 crore from investors since February 2025.

Biocon reports Rs 85 crore net profit in Q2FY26

Consolidated revenue grew 11% year-on-year to Rs. 4,389 crore, led by a 25% jump in biosimilars, which contributed 61% of segmental revenue.

Ahead of Wednesday’s public listing, Groww reverses active investor decline after 9 months

The Rs 6,632-crore initial public offering (IPO) received strong investor response, subscribing 17.60 times overall. The company raised Rs 2,984 crore from anchor investors

Moneycontrol Pro Panorama | After a turbulent 2025 for stock markets, will 2026 bring cheer?

In November 11 edition of Moneycontrol Pro Panorama: Amid EC’s second phase of SIR legal challenges intensify, the US is wooing Central Asia, day trading may not be for everyone, and more

Apollo Hospitals says on track for Rs 25,000-crore revenue ahead of FY27 IPO for omnichannel pharmacy & distribution arm

Backed by private equity firm Advent International, Apollo HealthCo—which combines offline pharmacy distribution, digital health services via Apollo 24/7, and the soon-to-be-merged Keimed—has seen a sharp turnaround in profitability.

Top 20 fund managers now control 23.5% of India’s MF industry AUM

In the equity category, Roshi Jain of HDFC AMC posted an 8 percent AUM increase, while Rajeev Thakkar of PPFAS recorded a 7 percent rise, making them the strongest equity performers by growth rate.

OPINION | F&O policy signals a new era of market maturity and depth

India’s F&O landscape is growing with purpose. The message from policymakers is that the future of derivatives trading will be defined by awareness, prudence, and liquidity and not by interventionist controls

‘Envy and greed walk hand in hand’: Warren Buffett says CEO pay reforms ‘backfired’

Berkshire Hathaway chairman says decades of reforms meant to restrain executive pay have backfired, driving competition and excess among CEOs.

Why day trading is Not for everyone

The lure of easy riches attracts newbie traders to an activity that is dominated by highly skilled, deep-pocketed veterans who also hold a technological edge over retail traders

Moneycontrol Pro Panorama | Is India an AI hedge trade?

In November 10 edition of Moneycontrol Pro Panorama: RBI opens M&A loan gate are Indian banks ready, extended US shutdown clouds market outlook, government resets its renewable energy plans, equal pay for women’s cricket isn’t charity, and more

‘Valuations have turned more reasonable; deal flow has surged’: Hiren Ved on why the AIF opportunity looks richer now

After a year of consolidation, Alchemy Capital’s Hiren Ved says a reset in valuations and renewed private-market activity are broadening the AIF opportunity set, even as investors turn more selective.

Hindalco Q2FY26: Is a re-rating on the horizon?

The company’s upstream strength matches downstream acceleration

Novo Nordisk partners with Emcure to distribute weight loss drug semaglutide in India

The partnership comes just five months after Wegovy debuted in India, and signals Novo Nordisk’s intent to scale access beyond metro cities and premium clinics.

Rethinking the Classic 60:40 Portfolio: The case for a 60:20:20 allocation

An asset class with fundamentally different and distinct drivers such as gold can create additional diversification 

Pro Market Outlook | Extended US shutdown clouds market outlook

Indian markets may follow global trends, particularly US market movements, with increased volatility due to the US government shutdown and lack of domestic drivers