BUSINESS
Railway stocks back on track after a year of pain - but the ride looks bumpy
Railway stocks have rebounded on government capex push and order wins, but uneven valuations and lukewarm brokerage calls raise doubts about the rally’s durability.
BUSINESS
Fed's potential first rate cut in 2025: What it means for Indian markets
Indian markets are expected to take the US Federal Reserve’s first rate cut of 2025 in stride, with a 25-basis point reduction already priced in. The real trigger for Dalal Street will be Powell’s guidance on the pace of easing through the year
BUSINESS
GST relief lifts hope, but tariff woes continue to haunt auto ancillary stocks
While the GST tax cut is expected to revive affordability and volumes at home, analysts warn that global headwinds, particularly from the US and Europe, could keep export oriented auto ancillary players under pressure
BUSINESS
Markets eye RBI's October policy decision as US Fed is set to kick off easing cycle this week
The US Federal Reserve’s anticipated rate cut this week is raising expectations that the Reserve Bank of India will follow suit in its October 1 meeting. With inflation comfortably below target and growth stabilising, analysts see scope for a 25-basis-point reduction.
BUSINESS
Mutual fund houses put autos in fast lane, trims banks and healthcare: Motilal Oswal
Mutual funds raised allocations to autos for the second straight month in August, lifting sector weight to a 10-month high, aided by GST cuts and improving demand outlook. While tech made a modest comeback, private banks and healthcare saw allocations trimmed
BUSINESS
Affordable housing seen as unpriced dark horse from cement GST cut
Analysts say lower input costs could ease margins, revive demand and re-rate valuations for affordable housing developers, while cement stocks have already priced in the gains
BUSINESS
GST reset fuels demand hopes: M&M, Maruti, Hero Moto, Eicher Motors, Escorts among beneficiaries
India’s auto industry is gearing up for an early festive boost after the GST Council rolled out sweeping tax cuts on small cars, SUVs, two-wheelers, tractors, and commercial vehicles. Analysts expect the move to trigger a 5 to 10 percent surge in demand and reset growth expectations across the sector
BUSINESS
Govt lifts curbs on ethanol production, but only a third comes from sugar
Sugar accounts for just ~38 percent of ethanol supplied, with grains like rice and maize making up the rest
BUSINESS
The bitter truth about sugar stocks: Why the ethanol induced rally may not last
Shares of sugar makers surge on government’s ethanol push, but stagnant prices and supply risks threaten to spoil the party
BUSINESS
Duty-free cotton offers breather to textile stocks, but US tariff cloud continues to loom
India’s move to scrap 11% import duty on raw cotton till September 30 has provided short-term relief for textile players, but analysts warn the benefit could be fleeting as Indian exports face a steep 50% US tariff starting August 27.
BUSINESS
GST tax hike could choke ITC, tobacco peers
Significant hike in tobacco tax rates have depressed volumes severely in the past, warned analysts
BUSINESS
Cement stocks may be on fire in FY26; GST rate cut buzz fuels fresh rally hopes
Possible GST cut from 28% to 18% adds fuel to an already hot cement trade, with analysts eyeing demand boost, fatter margins, and sector re-rating
BUSINESS
Street conservative on private banks amid margin squeeze, weak loan growth in Q1; time to relook?
Analysts cautioned that the coming quarters may stay subdued as the full impact of repo rate cuts is yet to play out on profitability
BUSINESS
From textile to shrimp stocks, Trump's twin tariffs leave Indian export stocks gasping
Donald Trump’s double-barrel tariff move sent shockwaves through Indian markets, hammering sectors with high US exposure such as textiles, seafood, and auto components
BUSINESS
SBI Q1 Preview: Rate pass through, margin squeeze likely to cap growth
State Bank of India is expected to report subdued earnings for the June quarter, with both profit and net interest income likely to see marginal year-on-year growth. Analysts see pressure on margins due to higher cost of funds and recent rate transmission, though loan growth and asset quality may offer some cushion.
BUSINESS
The STT debate: Is India’s STT fuelling a derivatives frenzy or investor losses?
As retail traders bleed money and options volumes skyrocket, India’s controversial Securities Transaction Tax faces scrutiny—does it encourage speculation while quietly draining investor wealth?
BUSINESS
Global brokerages temper fear of tariff hit on Indian GDP, but warn market volatility may rise
Major global brokerages expect a modest impact on India’s GDP from the recently announced US tariff, with Goldman Sachs estimating a 30 bps hit on growth in 2025.
BUSINESS
Trump's penalty inflationary for India but won’t derail the growth story, says EM expert Seth Freeman
US President Trump’s tariff and penalty on India has sparked concerns over trade, inflation and foreign flows. Global markets expert Seth Freeman does not believe the levies will trigger an outflow, and advised investors to keep a 'slow and steady' approach.
BUSINESS
Trump's 25% tariff and penalty a negotiation tactic, real levy seen at 15%, says Ajay Bagga
Ajay Bagga believes the US’ 25% tariff threat on Indian exports is a maximalist negotiating tactic that will likely settle closer to 15%. While exporters may face pain, domestic-focused sectors is the way to go.
BUSINESS
IndusInd Bank sees microfinance slippages stabilising by FY26-end despite Q1 profit hit
IndusInd Bank reported a steep 68 percent fall in its June quarter profit amid continued stress in its microfinance segment. However, the lender expects slippages to stabilise by the third or fourth quarter, as recent quality-control measures begin to take effect
BUSINESS
IndusInd Bank Q1 Preview: Derivative loss overhang to weigh on NII, profit; margins to compress further
IndusInd Bank's net interest income (NII) is seen at Rs 4,279 crore in Q1FY26 from Rs 5,407 crore in the year-ago period
BUSINESS
Kotak Bank aims to keep loans capped at 15%, MFI exposure to remain limited
Kotak Mahindra Bank reaffirmed its cautious stance on unsecured lending, keeping the cap at 15 percent of total loans and limiting MFI exposure to 3–4 percent
BUSINESS
Kotak Bank sees margin low point in Q2 amid repo rate cut impact, recovery likely from H2
Kotak Mahindra Bank expects its net interest margins to bottom out in Q2FY26, as the full impact of the June repo rate cut gets priced in.
BUSINESS
Shriram Finance sees Q1 MSME slowdown as seasonal, reaffirms FY26 growth target
Shriram Finance flagged a seasonal slowdown in its MSME loan book during the April–June quarter, with growth moderating to just 3.5–4 percent sequentially. However, management remains confident of achieving 15 percent full-year growth, banking on festive-led demand in the coming quarters
