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CDMO ASSETS
The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
- Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...
- Markets to enter prolonged “drag phase,” not deep correction: Vikas KhemaniMarket expert Vikas Khemani anticipates a consolidation phase for Indian equities rather than a sharp breakout, citing persistent global ma...
- Nifty stuck in a range but small and midcaps are where real money is being made: Ashish ChaturmohtaIndian stock markets may appear stagnant, but opportunities exist in small and midcap stocks. JM Financial's Ashish Chaturmohta highlights ...
- Rising bond yields, oil prices keeping markets on edge; selective bets still emerging: Pankaj PandeyGlobal markets are under pressure due to rising bond yields and geopolitical tensions. Higher crude oil prices are a key concern, potential...
- Zydus Lifesciences shares soar 7% to fresh record high after Q4 results. Should you buy, sell or hold?Zydus Lifesciences shares climbed to a new 52-week high. The company reported a 9% rise in net profit and over 16% revenue growth for the J...
- Buy the chaos: Why Kashyap Javeri says market volatility is an investor's best friend right nowFund Manager Kashyap Javeri views market corrections as opportunities, not warnings. He advocates for investing during volatility, highligh...
- Geopolitical tensions keep markets nervous despite strong earnings: Dipan MehtaGeopolitical tensions, particularly the Iran crisis, are overshadowing strong corporate earnings, according to Dipan Mehta. While India Inc...
- Mayuresh Joshi's top picks: Chemicals the dark horse, underweight on ITIndian markets delivered strong earnings, but opportunities vary. Autos show stable demand with input cost risks. Chemicals are a potential...
- Sun Pharma deal: Perception changer for Indian pharma sector? 10 pharma stocks with upside potential of up to 38%The Indian pharma sector made its initial global forays almost a quarter century ago. Companies sought out markets abroad, learnt to deal w...
- Infosys Q4 profit spikes; Flipkart mulls separate app for MinutesInfosys closed FY26 with strong numbers aided by a pickup in demand from its banking, energy and communication segments. This and more in...
- Time to buy? Sunny Agrawal finds best picks across banking, pharma, capital markets & infrastructureIndian stock markets present attractive opportunities now. Investors with an 18-month outlook should consider deploying funds, especially i...
- HDFC Bank, IT majors, and chemical stocks: Where Aditya Shah is hunting for value right nowGlobal markets face uncertainty due to trade tensions and geopolitical issues. Aditya Shah of Hercules Advisors advises investors to study ...
- Axis MF's Sachin Relekar backs consumer internet, financials & metals for long-term gainsSachin Relekar of Axis Mutual Fund sees opportunities in consumer internet, financials, and metals. He believes platform businesses are nea...
- Laurus Labs shares tumble 4% despite 886% surge in Q2 PAT. Should you buy the dip?Laurus Labs shares fell despite Q2FY26 PAT surging 886% to Rs 195 crore, revenue rising 35%, and EBITDA more than doubling, with margins ex...
- Piramal Pharma shares zoom 8% as JM Financial sets Rs 340 targetPiramal Pharma shares rose 8.3% after JM Financial initiated coverage with a target price of Rs 340, citing strong growth potential driven ...
- Fundamental Radar: Why does Piramal Pharma stock deserve a re-rating? Sandeep Raina explainsThe company witnessed multiple challenges related to macroeconomic factors during and after COVID-19, high attrition at European manufactur...
- Strides Pharma to spin off CDMO assets to form a separate unitPharmaceutical company Strides Pharma is planning to demerge its contract development and manufacturing services (CDMO) assets into an asso...
- PE firm Advent names its India API, CDMO platform as Cohance LifesciencesThe US-based PE firm which is betting on India pharma, said that it intends to add more assets in the future with the vision to become one ...
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