BUSINESS
Consumer companies flag demand recovery in Q3 aided by GST cuts, festive demand
Consumer staples and discretionary firms are seeing a steady uptick in demand, as a result of the festive-led recovery along with the GST rationalisation.
BUSINESS
Indian oil players may see improving margins on higher Venezuelan crude output
Access to cheaper Venezuelan crude has the potential to support higher gross refining margins for domestic refiners, with India importing roughly 400kbd of oil from the country in the past.
BUSINESS
Fewer hands, bigger trades: Small investors retreat while large traders hold firm
Over the past year of market weakness, smaller investors have steadily pulled back, while a narrow group of high turnover players has remained active and driven the bulk of trading volumes.
BUSINESS
India's volatility index at an all-time low, what does this mean?
India VIX hovering near record lows signals muted volatility and supports a gradual market recovery, as traders price in lower uncertainty.
BUSINESS
Will 6% depreciation be the new norm? Experts split on rupee outlook for 2026
Analysts are divided on whether the rupee’s depreciation will accelerate to around six percent annually 2026 onwards or remain gradual, while some suggest the rupee may appreciate in the next year.
BUSINESS
Nifty 50 in 2025: How accurate were brokerage targets made a year ago?
In 2024, brokerages saw Nifty 50 ending 2025 in a broad range from 26,000 to 28,800, with gains largely driven by earnings growth amid valuation-led caution.
BUSINESS
Rupee crosses 91/USD, analysts warn of muted equity returns ahead
The rupee’s fall to record lows is raising near-term risks for equities and pushing investors toward selective, defensive sector exposure.
BUSINESS
Insurance stocks in focus as key amendment bill heads to Lok Sabha
The Insurance Amendment Bill is expected to trigger changes across the insurance sector, with players like LIC, PB Fintech and SBI Life in focus,
BUSINESS
Silver crosses Rs 2 lakh on MCX: What next after the record surge?
Silver’s rally is being driven by a structural supply deficit and surging industrial demand, marking a decisive break from its traditional linkage with gold.
BUSINESS
As SMIDs underperform, is it time to bet on the 10 largest stocks?
Large caps are regaining momentum, with DSP Mutual Fund noting that conditions now clearly favour a shift back toward the market’s biggest stocks.
BUSINESS
High valuations leading to steady supply of paper, exit window open for PEs, promoters
High valuations across sectors are driving sustained share sales from private equity funds, promoters and the government, keeping equity supply elevated in India’s markets.
BUSINESS
Inflation still largely driven by tariffs, says Fed Chair Jerome Powell
The Fed Chair warned of rising labour-market risks even as tariff-driven inflation persists, defining the need to balance price stability with protecting jobs and real wages.
BUSINESS
A split Fed: 2026 dot plot reveals strong divide on rate cut outlook
The Fed’s latest dot plot shows a sharply divided outlook for 2026, with policymakers split on the quantum of easing.
BUSINESS
Wakefit trails Sheela Foam in revenue, profitability and market scale
Sheela Foam outperforms Wakefit across revenue, profitability, returns and mattress volumes, underscoring its stronger financial footing in the competitive mattress market.
BUSINESS
LRS outflows surge 25x in a decade, while investments through LRS grow 8x
Cafemutual’s analysis shows that while Indians are investing abroad more than ever under LRS, their share of total remittances has dropped sharply as travel, education, and family support now dominate outward flows.
BUSINESS
IndiGo’s crisis is its own making, pursuit of profits cannot come at cost of safety: IiAS
IiAS sharply criticised IndiGo’s board for poor oversight, weak crisis management, and failing to prevent the mass flight disruptions triggered by its non-compliance with DGCA pilot rest rules.
BUSINESS
As state capex fails to impress, will industrial stocks feel the burden?
Moderating state capex growth can mean that industrial players' earnings can soften as order inflows slow, project execution gets delayed and margin recovery becomes uneven.
BUSINESS
HDFC Bank, ICICI Bank may face short-term selling as Bank Nifty, FinNifty shift towards diversification
Bank Nifty and FinNifty have historically been dominated by HDFC Bank and ICICI Bank, which will see their weightage in the indices reduce going ahead.
BUSINESS
Capex gets just 17% share of IPO funds as promoters cash out through OFS
Only 17 percent of IPO proceeds are directed towards capacity creation, with most funds flowing to exiting shareholders through OFS, leaving limited fresh capital for business expansion.
BUSINESS
Why private credit is becoming corporate India’s new favourite
Private credit in India is entering a more mature phase amid broader investor participation and sustained corporate demand reshape the market’s next decade.
MARKETS
Traders flag abrupt movement in Sensex 86400 call option premium on expiry day
A sudden spike in the Sensex 86400 call option premium on monthly expiry day sparked trader concerns over volatility, glitches, and potential manipulation.
BUSINESS
Exporters feel the pinch as the rupee strengthens against euro, pound, other key currencies
India’s exporters are being squeezed by a currency mismatch, where the rupee’s strength against Europe-UK-Australia is erasing the benefits of a weak rupee against the US dollar.
BUSINESS
Rupee at record low, breaches 89-mark; what does this mean for investors?
The rupee’s record fall has sparked short-term caution in equities, pressuring import-heavy sectors while boosting exporters.
BUSINESS
Banks at an inflection point, set to lead earnings growth over FY27-28
IIFL Capital expects banks to shake off a muted FY26 and deliver a strong rebound over FY27-28, driven by a modest loan growth recovery, improving NIMs, and falling stress in the unsecured retail lending segment.
