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.
BUSINESS
Street sweet on consumer stocks, while Kotak says valuations are sour
According to Kotak Institutional Equities, the Street’s valuation logic for consumer companies is outdated in the context of the fundamentals.
BUSINESS
Nvidia’s earnings surge renews confidence in AI theme, CLSA says fears 'overstated'
Nvidia’s strong Q3 results, upbeat guidance and CEO Jensen Huang’s rejection of AI bubble fears reinforced confidence in the AI rally.
BUSINESS
Revival signs point to FPI comeback in 2026 amid improving growth and easier policy
India’s growth outlook is improving as domestic policy support, potential US tariff relief and a fresh earnings upcycle converge to strengthen overall sentiment.
BUSINESS
Concerns about AI frenzy gets louder with celebrity investors dumping Nvidia, others raise alarm bells
Celebrity investors such as Michael Burry, Masayoshi Son, and Peter Thiel are bailing on Nvidia shares as warnings about an overheated AI rally grow louder.
BUSINESS
The house always wins: Stock exchanges consistently beat their benchmarks worldwide
Global 20-year return data shows that almost every listed stock exchange has outperformed its benchmark index, underscoring the long-term strength of the exchange business model.
BUSINESS
India’s underperformance to emerging markets a "relative disaster," not absolute: Chris Wood, Jefferies
Jefferies says India’s steep underperformance versus MSCI EM is cushioned by strong domestic inflows, but warns valuations could falter without a clear growth rebound.
BUSINESS
Rally in Asian Paints shows shine may be back as disruption fears ease in India’s paints business
Asian Paints is now focusing on its core business drivers, with additional investments in branding, innovation, services, regionalisation, B2B segment and backward integration. Sensing a turnaround, brokerages have rushed to hike their target prices on the share, with some even upgrading their rating.
BUSINESS
How the global AI trade pulled money away from Indian equities
Global markets have rallied on the AI boom, but India has lagged as foreign investors view it as an “anti-AI” market and have shifted billions into tech-heavy countries.
BUSINESS
Groww largest brokerage by clients, but valuations on higher side compared to peers
India’s largest brokerage by active clients Groww’s Rs 6,632-crore IPO has opened for subscription, although its valuations appear steep compared to peers.
BUSINESS
5 heavyweights drive most of Nifty’s Q2 profit growth so far
Nifty earnings for the season so far show modest 5 percent year-on-year growth, driven mainly by a few large players like HDFC Bank.
BUSINESS
FIIs trim large-cap exposure, hike exposure to mid-caps, small-caps
FIIs have trimmed exposure to large-caps while increasing their presence in mid- and small-cap stocks, signaling a selective market rotation.
