BUSINESS
No big relief for Rupee likely even if US Fed delivers 25 bps rate cut this week
Even if the Fed trims rates this week, analysts say India’s widening trade deficit and weak foreign inflows may prevent any meaningful recovery in the rupee
BUSINESS
Insurance stocks eye Amendment Bill as next re-rating trigger
With GST changes creating both winners and laggards, insurers are now looking to the Insurance Amendment Bill as the next major trigger for sector-wide re-rating
BUSINESS
RBI turns dovish: What the next few quarters hold for banks and NBFCs
Banks brace for a slow NIM recovery while NBFCs gain early from cheaper market borrowings
BUSINESS
Govt shuts door on FDI limit hike, merger chatter; PSU bank rally now shifts to fundamentals
With policy catalysts off the table for now, analysts say PSU banks may see a more earnings-driven re-rating ahead
BUSINESS
New excise bill may lift cigarette prices slightly but analysts see muted impact
The Centre’s tax overhaul — higher excise and new cesses — may nudge cigarette prices up after the GST cess ends, but analysts expect listed tobacco majors to absorb the change easily by passing on small price hikes.
BUSINESS
After a bruising year, can December rate cut lift mood in lagging realty stocks?
Real estate stocks have endured a punishing year despite aggressive rate cuts, making the sector 2025’s biggest underperformer. But with valuations cooling and another December rate cut on the horizon, analysts say the groundwork for a recovery may finally be taking shape
BUSINESS
Are auto stocks overheating? November wholesales data hints at first signs of cooling
India’s auto sector is coming off a blockbuster festive season, with GST cuts and price reductions powering strong year-on-year growth in November. But a sharp month-on-month dip has raised fresh questions on whether the demand surge is sustainable.
BUSINESS
PSU banking stocks set to stay in favour as RBI rate cut in December looms
With the market now pricing in a December rate cut, analysts say PSU banks may continue to outperform private peers through FY26 and beyond.
BUSINESS
Strong Q2 GDP impresses D-Street, but experts say Dec rate cut by RBI seems unlikely
The GDP beat has lifted confidence but also raised new doubts: nominal growth remains soft, the deflator has inflated real numbers, and traders who once expected a December cut are now pulling back their bets
BUSINESS
FIIs trim stake in defence stocks in Q2: Profit booking or valuation retest?
FIIs trim defence bets after a sharp rally, raising questions on valuations even as BEL, HAL and other PSU majors post steady execution and reaffirm guidance.
BUSINESS
Auto stocks take a breather as FIIs, MFs lighten positions: Are most positives factored in?
The next two months will determine whether demand holds up as the sector steps into its post-GST reality, say experts
BUSINESS
AI frenzy divides global market experts: Is it a breakthrough, bubble or brewing credit risk?
As AI fever grips markets, experts share their take on whether this is sustainable growth or the makings of the next correction.
BUSINESS
Is it time to relook export plays as relief package kicks in, US tone softens?
Export-linked sectors, textiles, seafood and IT have endured sharp corrections after the United States imposed fifty percent tariffs. But with fresh policy support, relaxed repayment rules and signs of a softer US stance, analysts say investors may finally have room to re-enter these beaten-down stocks.
BUSINESS
Mutual Funds turn bullish on IT stocks after multi-year low, auto weights cool off
Mutual funds raised exposure to IT stocks in October after the sector hit a 67-month low, driven by better-than-expected Q2 results, the Motilal Oswal MF report shows.
BUSINESS
Can shares of PSU lenders keep their mojo after a stellar six-month rally?
The Nifty PSU Bank index has risen 33 percent in six months, outpacing broader markets, as investors cheer strong earnings and hopes of policy action, however, analysts believe the next leg of gains could be more selective
BUSINESS
Has the frenzied funding of global AI bets run ahead of reality?
Global investors are pouring billions into AI infrastructure, however, analysts have warned that the math is not adding up. With $30 billion spent every month and only $1 billion in revenue coming in, the Street is worried if AI can ever justify the money behind it.
BUSINESS
SBI Q2 Preview: Profit, NII likely to slip as margins narrow and treasury gains ease
State Bank of India is expected to report softer earnings for the September quarter, with both profit and net interest income likely to decline amid lower treasury gains and margin pressure
BUSINESS
Defence theme still has firepower but it is no longer a blind bet, say experts
The defence rally isn’t done yet, but fund managers say this leg of the journey will reward patience, selectivity, and real earnings power — not just hype.
BUSINESS
After the midcap mania, market experts bet on largecaps for next round of alpha
With mid and small caps trading at frothy valuations, fund managers at the Moneycontrol Mutual Fund Summit 2025 said large caps could lead the next leg of market gains, offering stability amid consolidation.
BUSINESS
Samvat Ideas: Amber Enterprises, Kaynes Tech top plays on India's EMS growth, says PL Capital
Looking ahead to Samvat 2082, the EMS sector is set to benefit from global supply chain diversification and continued government support.
BUSINESS
ICICI Bank Q2 Preview: Modest quarter likely, but better show than peers
ICICI Bank is expected to post a steady July–September quarter, with modest profit growth and limited margin compression. Analysts say the private lender may outperform peers on stable asset quality and healthy loan growth
BUSINESS
HDFC Bank Q2 Preview: Repo rate cut to weigh on margins, stable asset quality likely
HDFC Bank’s net interest income (NII) is projected to rise modestly by 3 percent year-on-year, while profit is estimated to decline by 0.6 percent YoY
BUSINESS
Axis Bank expects slippages to stabilise, margins to bottom in Q3
Axis Bank expects credit slippages to stabilize and margins to bottom by Q3 FY2
BUSINESS
HDFC Life eyes early-teens growth in FY26; high-margin products to offset GST impact
HDFC Life reaffirmed its early-teens growth outlook for FY26, with management highlighting that protection, annuities, and high-margin unit-linked products are driving margin improvement
