BUSINESS
Bihar election verdict more of a stabiliser than catalyst for stock market, say experts
NDA’s stronger-than-expected performance in Bihar state elections have reinforced policy continuity and lent further political stability to the ruling NDA alliance. Investors are looking beyond the headlines to developments relating to India-US trade deal, welfare economics, and sector-specific triggers.
BUSINESS
Honasa shares glow after Mamaearth swung to profit: Can the premium pivot spark a re-rating?
A return to profit, stronger margins and rapidly scaling young brands have signalled a turnaround at Honasa Consumer, but the next chapter may hinge upon its premium bets such as Lumineve and Fang, as analysts weigh of solid execution can deliver a sustained re-rating.
BUSINESS
No chill for AC stocks as unseasonal weather dampens demand, delaying demand recovery
Muted guidance, lower margins and shorter summer have left India’s air conditioning industry struggling. Experts now say the long-awaited recovery may be pushed further away to FY27.
BUSINESS
PhysicsWallah’s Prateek Maheshwari: Pricing is a choice not a strategy; profitability coming very soon
Affordable education, expanding offline network and improving margins to drive next leg of growth, says Co-founder Prateek Maheshwari
BUSINESS
Beyond PoS: Pine Labs sees future growth from digital checkouts and fintech push
Over the past three to four years, Pine Labs has begun scaling up globally, entering South-East Asia, the Middle East, Africa and more recently, the US. The CEO and MD said these markets are already showing strong traction.
BUSINESS
Muhurat picks for Diwali 2025: Siddarth Bhamre selects a cement champ, snacking star and a colourful play
Samvat 2082: From JK Lakshmi Cement’s solid gains to Bikaji’s festive crunch and Kansai Nerolac’s bright comeback - Asit C Mehta’s Siddarth Bhamre shares his Dhamakedar Diwali bets
BUSINESS
Diwali Stock Picks 2025: HDFC Securities identifies top three high-beta rockets to fire up your portfolio
As Indian markets reset for Samvat 2082, Devarsh Vakil, Head of Prime Research at HDFC Securities, shares his top three 'Dhamakedar' stock ideas - MSTC, Northern Arc and Sheela Foam - poised to deliver high-risk, high-reward returns in the year ahead.
BUSINESS
Diwali stock picks 2025: MOSL’s Siddhartha Khemka puts the spotlight on three cracker stocks
Diwali Stocks to Buy: Motilal Oswal’s Siddhartha Khemka shared his three Pataka Picks for a bright and profitable Samvat 2082.
BUSINESS
Diwali Stock Picks 2025: A growing exchange, promising ancillary play and logistics firework
Diwali Stocks to Buy: Moneycontrol’s Dhamakedar Diwali Stocks showcases three high-conviction stock ideas picked by market expert Narendra Solanki of Anand Rathi to add sparkle to your portfolio.
BUSINESS
Diwali Stock Picks 2025: Gaurang Shah’s top bets to add sparkle to your portfolio in Samvat 2082
Diwali Stocks to Buy: Gaurang Shah of Geojit Financial Services sees Sensex and Nifty hitting fresh highs by the end of 2025, driven by policy reforms, trade deal and revival in consumption. BEL, Eternal (Zomato) and Jio Financial Services are his top three Diwali picks.
BUSINESS
LG Electronics India IPO: 10 levers that could power its next growth wave
From premium appliances to global exports, LG is eyeing bold moves as investors rush to grab a piece of its blockbuster IPO
BUSINESS
WeWork India CEO Karan Virwani says planning to add around 20,000 desks this fiscal
From occupancy to enterprise clients to AI adoption, CEO Karan Virwani outlines how WeWork india is building scale without compromising profitability.
BUSINESS
Tata Capital CEO says IPO to boost Tier-I capital, targetting affordable housing and vehicle finance for growth
MD & CEO Rajiv Sabharwal said the Tata Capital IPO is expected to boost the Tier 1 capital of the NBFC from 12.8% to over 22%, while reducing the leverage to below 5x. The company plans to improve profitability by increasing exposure to high-margin products such as affordable housing, micro home loans, equipment finance and leasing.
BUSINESS
While MPC poll sees a pause in October, some street voices hoping for an accommodative stance
Some market veterans believe that more than the rate cut, investors may find support from a change in stance by the central bank, signalling a dovish tilt by the RBI.
BUSINESS
Data centres poised for explosive growth, experts see opportunities in diversifying across ecosystem
Investors eyeing India’s data centre boom should diversify across the entire ecosystem, including renewable energy, power, real estate, telecom and technology providers, according to top money managers.
BUSINESS
Anand Rathi Stock Brokers taps IPO to expand margin trading, Chairman targets to keep leverage conservative
While many new-age players chase scale with ultra-low brokerage, the company stressed that the strategy at Anand Rathi Share & Stock Brokers is more customer AUM driven.
BUSINESS
India's GDP growth and earnings, along with future Fed rate cuts key to FIIs' return, says Julius Baer's Mark Matthews
A new Fed rate-cut cycle, stronger domestic policy support, and a rebound in earnings could draw foreign investors back to Indian markets, says Julius Baer’s Mark Matthews.
BUSINESS
China’s anti-involution shift: Indian themes that can offer multi-year opportunities
China’s so-called anti-involution campaign has driven a structural reset in the local economy, and for India, this opens up opportunities across commodities, renewables, chemicals and EVs.
BUSINESS
Urban Company near 'breakeven' stage, focus now on margins, says CEO as IPO fully subscribed on day one
Urban Company’s core India consumer services segment has shown steady margin improvement, while nascent businesses like InstaHelp and Native are still investment-heavy. Management expects operating leverage and scale benefits to drive profitability in the medium term.
BUSINESS
Private capex may revive with GST reforms, but consumption offers upside: Experts
Private capex could pick up as GST cuts prompt companies to expand capacity to meet higher demand. However, given the massive outperformance of industrials, further upside may be limited, says Ikigai’s Pankaj Tibrewal.
BUSINESS
GST reform, income tax sops, RBI rate cuts are ‘pro-consumer trifecta’ in economy: Ikigai’s Pankaj Tibrewal
The GST rationalisation, income tax relief and lower rates could set the consumption theme up for a long-awaited comeback, Ikigai’s Pankaj Tibrewal has said.
BUSINESS
FMCG is catching investors’ eye ahead of upcoming GST reforms – These are the likely beneficiaries
Brokerages say Nestle, ITC and Britannia are poised to gain from lower taxes on noodles, snacks and dairy while Dabur could benefit in personal care and packaged foods. Moreover, GST cut may also boost organised players by narrowing the price gap.
BUSINESS
Paper stocks hope to turn a new chapter after steps to rein in cheaper imports
Market experts see policy support in the form of import levy and festive demand as two key drivers for domestic paper stocks, however, the long-term benefits will hinge on sustained demand and pricing power.
BUSINESS
Are Indian IT stocks primed for a comeback after peak pessimism?
Once foreign flows return to Indian equities, IT could be a key pocket where allocations may rise. Experts also feel that the US rate cuts could be a key factor in driving the turnaround for the sector.
