Midcap valuations have cooled but remain elevated, says Satish Mishra, Fund Manager at Tata Asset Management. Backing capex-driven industrials, healthcare, and NBFCs, the Tata Midcap Fund focuses on “growth at a reasonable price” and sustainable compounders. Mishra advises SIPs over lump-sum investments amid volatility, with a 5-year+ horizon for those entering the midcap space now.
Brokerages stay bullish on Laurus Labs as CDMO momentum and margins improve
Laurus Labs’ stock has surged 30% on robust FY26 results, fueled by a booming contract manufacturing business and improved product mix. The company is investing