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 2566% in CY25, a few, led by Cupid, surged up to 420%, highlighting high-risk, high-reward opportunities in exclusive MF portfolios.
Indian equity markets rebounded on Monday, led by banking stocks, after testing key support levels. While the near-term bias remains positive, the market is expected to trade within a narrow range. Experts see improving technical signals in broader markets and recommend a selective buy-on-dips strategy, highlighting opportunities in IDFC First Bank and Britannia.
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.
Andrew Freris criticizes the Federal Reserve's rate cut, deeming it based on outdated data and ignoring accelerating inflation.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.
