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BIZARRE: Healthcare - What They Never Told You

Moderna Just Doubled Overnight, and 2 More Healthcare Stocks Could Follow It

Moderna, Pharvaris and AbbVie span short, mid and long-term healthcare setups, from melanoma data to a Phase 3 catalyst and 13 straight years of dividend hikes.

MarketBeat

FIIs are coming back: Can Indian stocks sustain buying for 3rd consecutive month in September?

Foreign investors returned strongly to Indian equities, with August FPI inflows exceeding $3.2 billion. Consumer Services, Financials and Healthcare led buying. HSBC estimates up to $25 billion could enter India if global funds restore neutral allocations, while strong GDP growth, earnings and rupee stability support the outlook.

The Economic Times

FII money trail: Where did overseas investors put money in second half of August after $3 billion inflow?

Foreign portfolio investors poured over $3.2 billion into Indian equities in August, marking their strongest monthly inflow since September 2024. Consumer Services led buying, followed by Financial Services and Healthcare, while Telecom and Power continued facing significant FPI outflows.

The Economic Times

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Dubai health regulator bans exaggerated medical claims on social media by doctors and influencers

Dubai's health authority has banned exaggerated medical claims on social media. Healthcare facilities are now responsible for influencer content filmed on their premises. Doctors and clinics cannot use words like 'miraculous' or '100 per cent'. Professional titles must match licensed credentials, and before-and-after photos need disclaimers. These new standards aim…

The Economic Times

Healthcare ranks second in private credit deals as domestic funds dominate in H1 2026: EY report

India’s private credit market deployed $3.5 billion across more than 100 deals in H1 2026, broadly unchanged from $3.4 billion in H2 2025, according to EY.

The Economic Times

You Have $2 Million Saved. What Could Still Derail Your Retirement?

Having $2 million tucked away for retirement sounds like the financial equivalent of reaching the top of the mountain. It is a huge accomplishment, but it does not automatically guarantee a worry-free retirement, because the way that money gets spent, invested, taxed, and protected matters just as much as the…

The Free Financial Advisor

You Have $2 Million Saved. What Could Still Derail Your Retirement?

Having $2 million saved for retirement sounds like the financial equivalent of crossing the finish line with plenty of room to spare. But a big portfolio does not automatically create a comfortable retirement, because the real question involves how much money leaves the account, how quickly it leaves, and how…

The Free Financial Advisor

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NFO Insight: Invesco India Pharma and Healthcare Fund opens for subscription. Right time to invest in pharma funds?

Invesco India has unveiled an innovative pharma and healthcare fund tailored for investors seeking opportunities in India's burgeoning healthcare landscape. This fund focuses on leveraging advancements in healthcare while being mindful of current sector valuations and possible US tariff repercussions. While experts advise caution, the sector's robust long-term growth potential…

The Economic Times

You’re 60 With $1 Million Saved — What Are the Next Five Financial Decisions?

Reaching 60 with $1 million saved sounds like the moment to crack open the champagne and retire by Tuesday. Maybe, but the bigger question now involves what that million dollars needs to do for the rest of your life, because a retirement portfolio needs a job description, not just a…

The Free Financial Advisor

These 2 Stocks Are Setting Off Technical Alarm Bells with $1,000+ Price Tags. Here’s the Company I’d Bet on for the Long Term.

Graham Holdings (GHC) was a bearish price surprise on Monday, down 2.2%. At the same time, Biglari Holdings (BH.A) was a bullish price surprise, up 3.56%. Both holding companies have diversified businesses. The bear is the bet.

Barchart

The 10-Year Retirement Countdown: What to Check When Retirement Stops Feeling Far Away

Retirement can feel wonderfully vague when it sits 20 years away, but the mood changes when the calendar puts a decade between today and the last day at work. Ten years gives plenty of time to make meaningful improvements, but it also puts enough pressure on the plan to reveal…

The Free Financial Advisor

ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex plays

Axis Max Life CIO Sachin Bajaj sees Indian equities entering a favourable phase as earnings recover, valuations moderate and domestic flows remain strong. He favours financials, healthcare, cap goods, digital platforms and manufacturing beneficiaries, while cautioning against expensive stocks.

The Economic Times

GLP-1 Demand Is Creating a New Dividend Angle in These 4 Logistics Stocks

GLP-1 drug demand is driving cold-chain logistics growth at FedEx, UPS, DHL Group and C.H. Robinson, each expanding healthcare transportation revenue and infrastructure.

MarketBeat

ETMarkets Smart Talk | Manufacturing and financialisation could create the most wealth over the next five years: Siddhartha Khemka

In an interaction with Kshitij Anand of ETMarkets, Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, says manufacturing and financialisation remain the two strongest structural themes for investors over the next five years.

The Economic Times

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The Economic Times

AI may hurt IT today, but it could create the sector's next growth engine: Baroda BNP Paribas MF

AI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund believes it could also drive the sector’s next growth phase. He sees opportunities in enterprise AI deployment, data engineering, cybersecurity, cloud integration and specialised chip infrastructure, while favouring financial…

The Economic Times

Smallcaps set for strong earnings rebound in FY27; Mirae Asset’s Varun Goel names 3 winning themes

He expects a robust recovery in FY27 and sees the strongest opportunities in capital goods, financials and healthcare, while remaining cautious on export-oriented businesses amid an uncertain global growth outlook.

The Economic Times

Dabur Q1 Results: Profit rises 15% to Rs 591 crore; revenue up 11%

Dabur India reported a 15% rise in Q1 consolidated net profit to Rs 591 crore, driven by price hikes, cost efficiencies and broad-based FMCG growth. Revenue rose 11%, rural demand outpaced urban markets, while international business and premium brands delivered strong momentum.

Kiplinger

Retirement Planning Can't Just Be About Numbers: These Risks Demand a Broader and Stronger Strategy

Does your retirement plan account for increasing healthcare costs and longevity? It's time to stop focusing on market returns and take a more complete approach.

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Barchart

Mark Cuban Says If You Want to Fix Healthcare, ‘Remove Insurance Companies From the Equation’ — Make It Cash Only and Cut Costs 40%

Mark Cuban says healthcare costs could fall about 40% by replacing insurance with cash payments, increasing transparency, and reducing fraud, overbilling, and upcoding.

The Economic Times

Tata Elxsi shares slide 6% after weak Q1 results. Why Motilal Oswal sees 16% downside from current levels?

Tata Elxsi shares fell despite reporting a strong June quarter, with net profit rising 18.2% YoY to Rs 170.6 crore and revenue increasing 14.5% to Rs 1,021.1 crore. The stock declined as investors appeared unimpressed despite healthy growth in profitability and operating margins.

The Economic Times

Global smart money can't get enough of India's next growth story

Global private equity firms are expanding beyond hospitals into India's broader healthcare ecosystem, with Warburg Pincus, TA Associates, Bain Capital and CVC Capital in talks to acquire a 25% stake in Agappe Diagnostics at a valuation of ₹3,000–3,200 crore.

MarketBeat

3 Overlooked Stocks Positioned for the Next Market Rotation

Oxford Club strategist Marc Lichtenfeld highlights diversification beyond tech, spotlighting Ligand Pharmaceuticals, Aflac and Atlantic Union Bankshares as healthcare, insurance and banking stocks gaining quiet momentum.

Barchart

Tech Rotation, FOMC and Other Key Things to Watch this Week

Markets enter a week marked by continued structural shift away from AI and technology stocks toward healthcare and defensive sectors, reflecting persistent investor skepticism about technology valuations and artificial intelligence infrastructure spending sustainability.

The Times of India

Why AI-powered health care still needs physicians: Abhinav Kejriwal

Health care is one of the few industries where success isn’t solely driven by implementing sophisticated technology in the live system. In this sector, trust, judgment, accountability, consequences, and outcomes matter more. Hence, integrating AI in healthcare creates both enthusiasm and hesitation.

Benzinga

Private Equity Targets Healthcare and AI Infrastructure as Core Growth Engines

Private equity firms are increasingly directing capital into two core growth areas: healthcare and AI-driven infrastructure, as investors seek favor in long-duration assets.

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