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India equity mutual fund inflows slip to one-year low in May amid Iran war jitters, AMFI data - Reuters
India equity mutual fund inflows slip to one-year low in May amid Iran war jitters, AMFI dataReuters

Glenmark Pharma Profit Expected To Soar 5x in Two Years, Says Motilal Oswal — Check Target Price
Glenmark Pharma's shares are likely to remain in focus after Motilal Oswal has reiterated its positive stance on the stock.

ICICI Lombard: AI Integration Lifts Growth Outlook — Buy, Sell or Hold? Read Motilal Oswal's Analysis
Leadership in motor insurance, accelerating momentum in retail health, expanding distribution capabilities, growing AI integration and a strong balance sheet remains ICICI Lombard's key growth drivers.

Cummins India Stock in Focus: Motilal Oswal Bullish on Growth Outlook — Check Target Price
Motilal Oswal expects Cummins overall Ebitda margin to remain strong on a healthy revenue mix despite higher raw material prices, which are currently passed through to clients.

Jio BlackRock prepares ETF debut by August after building $2 billion India fund base By Reuters - Investing.com
Jio BlackRock prepares ETF debut by August after building $2 billion India fund base By ReutersInvesting.com
PE investor BC Investments sells Rs 612 crore stake in Emcure Pharma; Kotak MF picks up stake
Private equity firm BC Investments IV sold a Rs 612 crore stake in Emcure Pharmaceuticals to Kotak Mahindra Mutual Fund at Rs 1,700 per share. Despite this divestment, analysts remain positive on Emcure's growth outlook across its core therapeutic segments.
Sebi may widen 50% overlap rule to thematic passive mutual fund schemes
Curb on number of smart-beta schemes also likely; move aimed at curbing proliferation in segment

Ajanta Pharma promoter sells ₹1,024 crore stake; mutual funds step in as buyers
A promoter entity of Ajanta Pharma has sold a 2.8% stake in the drugmaker for over ₹1,000 crore through a block deal, with Kotak Mahindra Mutual Fund and Aditya Birla Sun Life Mutual Fund emerging as the key buyers.
Promoter sells Rs 1,024 crore worth of Ajanta Pharma shares in block deal to Kotak MF and ABSL MF
A promoter entity of Ajanta Pharma sold shares worth over Rs 1,024 crore through a block deal, with Kotak Mahindra Mutual Fund and Aditya Birla Sun Life Mutual Fund acquiring the stake. The transaction comes amid strong earnings growth, healthy margins and sustained momentum in the company’s pharmaceutical business.
INR recovers momentum as local equities rebound; recent oil and dollar spike fades amid signs of easing geopolitical tensions
The Indian rupee recovered momentum to settle higher by around 28 paise at Rs 95.31 per dollar on Tuesday, supported by retreating international oil prices and small pullback in dollar overseas. Meanwhile, local equities also rebounded from two-month lows as a halt in hostilities between Israel and Iran boosted hopes that peace negotiations could move forward. Geopolitical tensions eased somewhat, the dollar weakened and Brent crude futures fell below $93 a barrel as Israel and Iran agreed to halt attacks against each other following a series of mutual attacks from Sunday night, which marked the most serious escalation since the ceasefire in April. The BSE Sensex settled 394.50 points (0.54%) higher at 73,918.76, while the NSE Nifty 50 advanced 119.10 points (0.52%) to close at 23,242.10.

Should You Own More Gold? Experts Weigh In After ETF Restrictions Across Mutual Funds
Both advisors argued that the discussion should not be limited to gold. Instead, it should prompt investors to think more broadly about diversification.

Motilal Oswal AMC’s Atul Mehra says this is the most undervalued pocket of India’s stock market - CNBC TV18
Motilal Oswal AMC’s Atul Mehra says this is the most undervalued pocket of India’s stock marketCNBC TV18