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.
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
