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Marketwire
• Wealth Insight - Sep 2025
Where mutual funds are placing their bets?
From Vishal Mega Mart to RBL Bank and Marathon Nextgen, here's how mutual fund holdings shifted across large, mid and small caps in Q1 FY26.
01-Sep-2025•Value Research Team
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Welcome to the New Value Research!
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HUL is a great business. Is it a great stock?
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New episodes every Friday
The AI bubble question
Whether AI is a bubble matters less than whether you are behaving like one
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The slow learner
A business can improve in plain sight for years before its price admits it
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The AI revolution worth having
Forget the trillions being bet on AI. The revolution that matters is the one you can build for yourself, for free, right now.
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Old file, new company
The market misprices stocks using outdated assumptions. The opportunity lies in that gap.
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When 'this too shall pass' doesn't
For 30 years, I have told readers to ride out every crisis. The US-Iran war is the exception, and the reason matters more than the news itself.
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'Banking growth may rebound from FY27'
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Is the market still overheated?
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Sector and stock standouts in Q1 FY26
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