BUSINESS
Top panel on conflict of interest of Sebi members and officials suggests annual disclosures, recusal policy
The applicants for the post of Sebi Chairman, Members, and other lateral entry roles must disclose actual, potential, and perceived conflicts of both financial and non-financial nature, the recommendation said.
BUSINESS
Sagility rallies over 10 percent on 69 percent QoQ profit growth and higher guidance, 'no tangible impact' of Trump tariffs
The strong earnings has come at a time of 'normalisation of tariffs as a policy measure' by USA, Sagility said. The company sees 'no tangible impact' as tariff-driven cost increase of imported medical equipment and pharmaceuticals 'will impact providers more than the payers'.
BUSINESS
UPI transactions grow by 35 percent in first half of 2025, with merchant payments expanding faster than P2P: Worldline report
Merchant payments (P2M) through the UPI route expanded faster than person-to-person (P2P) payments, by 37 percent to nearly 67 billion transactions, showed the report, as compared to a 31 percent growth in P2P transactions.
BUSINESS
Risk of a sharp market correction in AI stocks has increased, says Bank of England
In BoE's view, the stock valuations in the US are similar to the levels seen around the peak of the dotcom bubble on some parameters, with US bonds vulnerable to a weakening of the Fed's credibility.
BUSINESS
Goldman Sachs says US tech stocks' valuations stretched but no bubble yet
According to Oppenheimer, high valuations mostly reflect "strong fundamentals", including higher margins and returns on equity (RoE).
BUSINESS
Trump's latest tariff on heavy truck imports may put pressure on European manufacturers
The tariffs are expected to impact manufacturers such as Volvo Group and Stellantis with facilities in Mexico, which is a major exporter of heavy truck into the United States, along with Canada, Japan and Germany. Also, the US is the largest export market for Daimler's trucks.
BUSINESS
Vedanta’s demerger delay lingers as Q2 output hits new highs
The natural resources miner reported record quarterly and half-yearly aluminium production, with highest-ever second quarter production for zinc, posting a minor growth on YoY basis.
BUSINESS
NSE reduces F&O lot sizes for Nifty 50 and three other indices from October 28
Investors can continue to trade with the existing lot sizes until the December 30, 2025 expiry, after which all new contracts of any maturity will follow the revised, smaller lot sizes.
BUSINESS
Massive 15 percent rally in V-Mart shares on solid Q2 business update, Same Store Sales Growth of over 11 percent
The retailing company opened 25 new stores and closed two during the quarter, bringing the total store count to 533 as of September 30, 2025.
BUSINESS
Goodluck India arm bags licence to make artillery shells, joins consortium to bid for AMCA fighter jet
In September, Goodluck India had entered into a Tripartite Memorandum of Understanding (MoU) with BrahMos Aerospace Thiruvananthapuram (BATL) and Axiscades Technologies for the development of Advance Medium Combat Aircraft (AMCA) programme.
BUSINESS
Abu Dhabi's IHC invests $1 billion for controlling stake in Sammaan Capital in a bet on India's housing finance space
The investment has been carried out through IHC's affiliate Avenir Investment RSC, which will be subscribing to 330 million equity shares and 306.7 million convertible warrants at Rs 139 each.
BUSINESS
Drug maker Wockhardt rallies over 9 percent as White House exempts pharma imports from nations with trade pacts
While announcing the pharma tariffs, Trump did not specify if the levies would apply over and above the existing tariffs as defined with trade agreements with EU and Japan, and the UK.
BUSINESS
Bharat Electronics top Nifty gainer on Army's likely RFP for QRSAM system, or the Anant Shashtra air defence
It is expected that the tender has sought a formal invitation for proposal, also known as Request for Proposal (RFP) for 5-6 regiments of Anant Shastra (QRSAM) systems has been sought, which could result in an order for BEL if the Army accepts BEL's bid.
BUSINESS
PG Electroplast steps up to diversify by making POS devices, days after AC sales slump hit guidance and roiled stock
As of FY24, PGEL generated over 60 percent of its revenue from air conditioners, washing machines and air coolers, and has now started to diversify into electronics, printed circuit board assemblies as well as plastic moulding.
BUSINESS
Sebi to rationalise regulations for FPIs, market intermediaries to improve ease of business
In the coming year, Sebi is looking to initiate an exercise to rationalize and optimize existing regulations in order to reduce compliance cost for market intermediaries.
BUSINESS
Tata Motors' Iveco deal promises global footprint, cleaner powertrain and a new power brand
Together, Iveco and Tata Motors' commercial vehicle business will have combined revenue of €22 billion (Rs 2.20 lakh crore) across Europe (50%), India (35%) and the Americas (15%).
BUSINESS
P&G's Shailesh Jejurikar stares at supply chain challenges and tariff barriers, as Street hopes for sales growth to sustain
Tariff pressures have emerged at a time when P&G is undertaking a new two-year restructuring program to trim non-manufacturing roles, after reporting six consecutive years of +4% organic sales growth.
BUSINESS
Nifty, perched less than 700 points from fresh highs, is poised for a bullish July, shows data
Since 2009, Nifty has had a positive close in July on 75 percent of the occasions, making it the month with the best chance of ending with gains, if only looks at the data for last 16 years.
BUSINESS
Make in India for EVs gets policy push as Centre launches online portal to invite application
The scheme aims to attract investments from global EV manufacturers and promote India as a manufacturing destination for e-vehicles.
BUSINESS
India Vix rises up to 5 percent to reflect Middle East jitters but still lower than June highs
Despite the threat of a spiralling of conflict in the middle east this month, the India Vix has still not crossed the highs seen on June 13, the day when Israel began military action on Iran's defence and nuclear infrastructure.
BUSINESS
Equities show measured reaction to Israel-Iran war as money managers price in a limited conflict
The Iran-Israel conflict has set the stage for a week that will see US Fed and BoJ consider key policy decisions, along with a summit level meeting of Group of Seven leaders, and market participants will weight if the cues get further complicated.
BUSINESS
Tata Motors targets market share and margin growth in 2027 amid trade turmoil
Tata Motors said its CV business will be 'stepping up the pace now', setting sight on a 40% market share by 2027 with teen EBITDA margin. Commercial vehicles at Tata Motors could see a proactive investment in decarbonisation along with software defined vehicles (SDVs).
BUSINESS
America's debt burden could lead to an 'economic heart attack', fears billionaire investor Ray Dalio
Ray Dalio said many major economies such as UK, the EU, China and Japan are on unsustainable paths, advising investors to diversify across asset classes, reduce exposure to debt, hold gold and 'a bit of Bitcoin' to hedge against any debt crises.
BUSINESS
Pharma shares sulk on Trump's plan to reduce reliance on foreign-made medicines
The USFDA is expected to submit a report within 180 days of the order, reviewing regulations and guidance on development of domestic pharma manufacturing. The Executive Order also proposes steps to eliminate ' duplicative or unnecessary requirements' in regulations.
