Fund managers are actively deploying capital into resilient businesses to capture long-term upsides as broader market sentiment falters. Key beneficiaries of this buying trend include KFin Technologies, Rainbow Children’s Medicare, and Indus Towers. For instance, KFin Technologies is integrating its acquisition of Singapore-based Ascent Funds Services while implementing operational cost-cutting measures. These strategic investments position portfolios to benefit from ongoing capacity additions and cross-border expansion once cyclical market pressures subside.
Key points
Regulatory relief on Vodafone Idea dues has improved network expansion visibility for tel…: Regulatory relief on Vodafone Idea dues has improved network expansion visibility for telecom infrastructure firm Indus Towers.
Indus Towers is actively pursuing international growth after securing operating licences…: Indus Towers is actively pursuing international growth after securing operating licences across Nigeria, Uganda, and Zambia.
Near-term margin risks persist for chosen firms due to upfront project costs and uncertai…: Near-term margin risks persist for chosen firms due to upfront project costs and uncertain fundraising timelines among partners.
Sources checked by our analysis pipeline: 1
The stock market is offering no respite from a prolonged slump, casting a shadow over investors’ Diwali celebrations. Two years have passed since a stunning multi-year rally came to a halt. Intermittent rebounds have proved short-lived amid despondency over geopolitical tensions, inflationary pressures from soaring energy prices, a hawkish shift in monetary policy, and more. The correction in individual stocks has been steeper than what the headline index fall suggests.
For most lay investors, this is uncharted territory. But for the market mavens at India’s mutual fund companies, this is hunting season.
Even as pessimism grips the broader market, these fund manag ers are seeing fertile ground for finding new investable opportunities as well as compelling entry points for high-conviction names. In this 13th edition of our special Most Wanted Stocks feature, we have zeroed in on a few stocks that have been consistently favoured by fund managers. The six stocks we have shortlisted have seen a gradual rise in mutual fund holdings for four consecutive quarters since September 2025. For a detailed look at how we zeroed in on…
Market participants in Tokyo experienced a downturn as selling pressure emerged before the session ended. The benchmark index faced headwinds that dragged overall valuations into negative territory by the final bell. The decline highlights persistent caution among traders navigating the regional equities landscape.
Strong commercial vehicle demand and reliable exports propelled the Kolkata-headquartered manufacturer back into profitability during the September quarter. Strategic diversification into non-ferrous components and railway infrastructure projects is expected to unlock high-margin opportunities across advanced industries. Investors are closely monitoring key technical thresholds that could signal continued upward price momentum.
Market authorities are attempting to reverse massive capital outflows that have depressed domestic equities and weighed heavily on the currency. By pitching tax relief ahead of the February federal budget, regulators aim to lower transaction burdens that currently exceed those of competing jurisdictions. These policy shifts could lift returns and restore competitiveness against emerging market peers.