Team MWP

Howard Marks Says AI Is ‘Very Real,’ Warns Against All-In Bets As Bubble Question Persists

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Oaktree Capital chief calls AI advancement “unlike anything we’ve seen before,” flags job displacement fears while urging moderate, selective investing approach Howard Marks, co-founder and co-chairman of Oaktree Capital Management, has released his latest client memo titled “AI Hurtles Ahead,” a follow-up to his December 2025 piece “Is It a Bubble?” — and the tone … Read more

IPCA Laboratories Sees Strong Margin Expansion; Brokers See 15-28% Upside

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Pharma major’s 284 bps EBITDA margin gain and Unichem turnaround strategy draw bullish analyst calls  IPCA Laboratories has emerged as a growth story in India’s pharmaceutical sector with two leading brokerages issuing buy recommendations following the company’s third-quarter performance that showcased margin expansion even as revenue growth remained modest. The Mumbai-based drugmaker’s ability to expand … Read more