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
BUSINESS
HDFC Life sees 3% margin hit from GST, eyes full recovery by FY27
HDFC Life expects a 3 percent annualised impact on margins following the withdrawal of input tax credit under the GST regime but plans to offset it through cost-sharing with distributors and vendors, product repricing
BUSINESS
Fireworks & Fallout Themes: Railway rally ahead? Kranthi Bathini picks BEML, RVNL, Titagarh Wagons for Samvat 2082
Kranthi Bathini of WealthMills Securities sees value in BEML, RVNL, and Titagarh Wagons from railways sector, suggesting Samvat 2082 could be a year of steady recovery for the sector.
BUSINESS
Fireworks & Fallout Themes: Another Samvat of explosive returns likely for defence, but Prabhudas Lilladher cautions on valuations
Amit Anwani of Prabhudas Lilladher said Samvat 2082 too could be strong for India's defence manufacturers, driven by strong government support, order inflows and Centre's push for self-reliance.
BUSINESS
HDFC Life Q2 Preview: Premium income growth to remain healthy, margins may narrow mildly
HDFC Life is set to announce its July–September quarter results on October 15, with analysts expecting steady growth in premium income and new business value. However, a marginal contraction in margins is likely due to the loss of GST input credit.
BUSINESS
Axis Bank Q2 Preview: Higher credit costs, margin pressure likely to weigh on earnings
Analysts expect Axis Bank’s September-quarter results to reflect slower loan growth, weaker margins, and a mild uptick in bad loans
BUSINESS
One year since market peak: Nearly two-thirds of stocks down, average portfolio shrinks 6%
It has been a year since the Nifty 50 touched its all-time high, but the broader market tells a harsher story. Out of 750 stocks, only 245 have delivered gains while nearly 2/3 are in the red. Median returns stand at negative 11.5 percent, showing that most investors have faced double-digit losses despite the Nifty’s mild decline
BUSINESS
Have banking stocks finally found the bottom?
After two months of losses, banking stocks are showing signs of revival as credit growth stabilises and retail demand picks up
BUSINESS
Brokerages step up 'Buy' calls on Adani Group stocks since Hindenburg saga
Adani Group stocks: With a three-year regulatory overhang finally removed, brokerages are warming up to the Adani pack, steadily raising 'buy' calls across the conglomerate’s diverse businesses
BUSINESS
Sebi's clean chit sends the market value of Adani stocks higher by $8.5 billion in a day
Adani Group stocks surged as much as 13 percent after Sebi cleared Gautam Adani and top executives of market-manipulation allegations first raised by US short-seller Hindenburg Research. The order revived investor appetite and rekindled hopes of a broader re-rating across group companies
BUSINESS
Fed rate cut may fuel short-covering, Nifty set to test 25,500; analysts suggest buy-on-dips
Indian markets are likely to open firm on September 18 after the US Federal Reserve’s 25-basis point rate cut, with derivatives data indicating that the uptrend could stretch towards 25,500. Analysts advise using dips as buying opportunities, with expiry-day volatility expected to add flavor
BUSINESS
Fed Rate cut unlikely to trigger FII rush into India as earnings, valuations bite
India is trading above its long-term valuation average and remains significantly pricier than other emerging-market peers
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.
