BUSINESS
ICICI Bank Q3 Preview: Loan growth to support NII, margin pressure persists
ICICI Bank is expected to post a steady performance in Q3FY26, supported by healthy loan growth, though margins are likely to remain flat and slippages may edge higher on a seasonal basis
BUSINESS
HDFC Bank Q3 preview: Modest NII growth likely led by credit offtake; deposit traction in focus
HDFC Bank Q3 preview: Strong loan growth is likely to support earnings, even as deposit mobilisation and CD ratio remain key monitorables.
BUSINESS
HDFC Life Q3 preview: Double-digit APE growth likely in Q3; input tax credit loss to weigh on margins
HDFC Life’s December quarter results may show strong APE growth, offset by margin impact from input tax credit loss
BUSINESS
Banks, NBFCs eye Budget 2026 relief on credit flow, taxes and compliance
Industry seeks refinancing window for NBFCs, tax rationalisation and incentives to deepen retail participation
BUSINESS
Real estate sector eyes Budget 2026 push on affordability, GST relief and faster approvals
Industry seeks housing incentives, GST rationalisation and ease-of-doing-business reforms to sustain demand momentum
BUSINESS
TCS, HCL Tech deliver steady Q3 results: Is a recovery already factored in?
TCS and HCL Tech delivered Q3 results broadly in line with estimates. Analysts see AI-led initiatives and stabilising demand as supportive, while cautioning that broad-based growth may remain patchy in 2026
BUSINESS
Q3 earnings preview: Loan growth improves for banks, deposit gap remains
Brokerages expect banks to post double-digit loan growth in Q3, with profit growth of 3–6 percent and net interest income rising 6–8 percent
BUSINESS
BFSI in 2025: PSU banks shine, MFIs struggle, gold financiers glitter
India’s BFSI sector saw a year of divergence in 2025, with PSU banks outperforming, gold financiers gaining from higher prices and microfinance and insurance stocks facing pressure
BUSINESS
NBFCs, healthcare, tech drive a record year for India's IPO market
India’s IPO market hit record highs in 2025, with healthcare, technology and NBFCs emerging as the top contributors, while mainboard listings dominated fundraising by value.
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
