Moneycontrol PRO
HomeAuthorZoya springwala

Zoya Springwala

Senior Correspondent

Moneycontrol

Nestle India Q2 Preview: Sales growth to see impact from GST rationalisation, margins under pressure

BUSINESS

Nestle India Q2 Preview: Sales growth to see impact from GST rationalisation, margins under pressure

According to a Moneycontrol poll of six brokerages, revenue is likely to rise by 5 percent to Rs 5,307 crore for the quarter ended September.

Kotak MF to continue with Gold Silver FoF despite silver crunch, expects price stability soon

BUSINESS

Kotak MF to continue with Gold Silver FoF despite silver crunch, expects price stability soon

Kotak Mutual Fund confirmed that its new Gold Silver Passive Fund of Fund will launch as planned, even as silver prices remain elevated. The fund expects the metal's prices to normalize following Diwali.

Bearish sentiment towards India is a good contra-buy signal, says CLSA

BUSINESS

Bearish sentiment towards India is a good contra-buy signal, says CLSA

In absolute terms, Hong Kong-based broking house CLSA noted that India remains the most expensive emerging market after Taiwan.

Silver ETF mania: Premiums soar as investors chase the shine, Kotak raises red flags

BUSINESS

Silver ETF mania: Premiums soar as investors chase the shine, Kotak raises red flags

As NAVs for silver ETFS climb alongside rising domestic prices, experts warn that the FOMO-driven rally may be spiraling out of control.

TCS Q2 show in-line, while Street 'unclear' on data centre push; should you buy, sell, or hold?

BUSINESS

TCS Q2 show in-line, while Street 'unclear' on data centre push; should you buy, sell, or hold?

TCS shares will be in focus after the IT major posted a modest 1.4 percent profit rise for Q2, booked restructuring costs tied to layoffs, and unveiled a new AI and data centre venture.

Nifty IT index sinks 27% from highs, is time to re-enter or wait for further correction?

BUSINESS

Nifty IT index sinks 27% from highs, is time to re-enter or wait for further correction?

Indian IT stocks have tumbled sharply amid H1B visa concerns, weak global tech spending, and AI-related uncertainties, prompting questions on whether it’s time to buy the dip or stay cautious.

Max Healthcare, Medanta, KIMS among key beneficiaries from CGHS rates revision, can see 22% jump in EBITDA

BUSINESS

Max Healthcare, Medanta, KIMS among key beneficiaries from CGHS rates revision, can see 22% jump in EBITDA

The CGHS revision is positive for private healthcare operators and will disproportionately benefit super-specialty hospitals, noted analysts.

Tata Capital IPO: Valuation trails Bajaj Finance but above HDB Fin, L&T Finance

BUSINESS

Tata Capital IPO: Valuation trails Bajaj Finance but above HDB Fin, L&T Finance

Tata Capital’s IPO opens at a valuation lower than Bajaj Finance but above L&T and HDB Financial, offering higher growth and asset quality compared to most peers.

LG Electronics India IPO: How does the consumer electronics player compare to peers?

BUSINESS

LG Electronics India IPO: How does the consumer electronics player compare to peers?

LG Electronics India's maiden issue is set to open on October 7, with the South Korean subsidiary planning its debut in an already-crowded market.

WeWork India tops peers in revenue, profitability despite smaller footprint

BUSINESS

WeWork India tops peers in revenue, profitability despite smaller footprint

WeWork India outperformed rivals Smartworks Coworking Spaces, Awfis Space Solutions and Indiqube Spaces in both revenue and returns for FY25.

RBI eases rules, brokerages bet on private banks with stronger capital base

BUSINESS

RBI eases rules, brokerages bet on private banks with stronger capital base

Brokerages maintained their bullish stance on large banks citing resilience, capital strength, and better liability profiles after RBI's slew of measures.

As silver shines bright, what are the best ways to invest in the precious metal?

BUSINESS

As silver shines bright, what are the best ways to invest in the precious metal?

Silver prices have jumped over 60 percent this year, making investors weigh ETFs, physical metal, and equities.

Gold’s shine takes sheen off jewellery stocks, but supportive tailwinds will aid a rebound

BUSINESS

Gold’s shine takes sheen off jewellery stocks, but supportive tailwinds will aid a rebound

Record-high gold prices have pressured volumes and margins, yet organised players with strong balance sheets, innovative products, and expanding retail and e-commerce reach will beat markets over the medium-term.

RBI unveils market-friendly measures: Higher lending limits against shares, IPOs, may roll back 2016 curbs

BUSINESS

RBI unveils market-friendly measures: Higher lending limits against shares, IPOs, may roll back 2016 curbs

RBI announced steps to expand bank financing for acquisitions, raise lending limits against shares and IPOs, and ease curbs on large borrower lending.

AI boom fuels 75% of S&P 500 gains since ChatGPT launch in 2022

BUSINESS

AI boom fuels 75% of S&P 500 gains since ChatGPT launch in 2022

JPMorgan notes that since ChatGPT’s launch in November 2022, AI-related stocks have driven the bulk of the S&P 500’s returns, earnings growth, and capex.

NSE IFSC to roll out daily expiry Nifty options from October 13

BUSINESS

NSE IFSC to roll out daily expiry Nifty options from October 13

NSE IFSC will introduce zero-day-to-expiry (0DTE) options contracts on the Nifty 50 index starting October 13, 2025.

Brokerages bearish on Tata Motors as management discusses demerger, IVECO deal, JLR cyber-attack

BUSINESS

Brokerages bearish on Tata Motors as management discusses demerger, IVECO deal, JLR cyber-attack

Tata Motors bagged cautious views from brokerages despite India business strength as global challenges persist for the auto player.

Max Healthcare likely to see buying from active funds on Nifty inclusion, is it a good bet? 

BUSINESS

Max Healthcare likely to see buying from active funds on Nifty inclusion, is it a good bet? 

According to Elara Capital, active funds are underweight on Max Healthcare player by roughly Rs 11,743 crore; the Nifty inclusion will likely spur buying.

Shrimp stocks swim ahead, but will they ride the wave or be washed out?

BUSINESS

Shrimp stocks swim ahead, but will they ride the wave or be washed out?

The imposition of trade duties presents a significant challenge for the Indian shrimp industry, prompting exporters to diversify into alternative markets

Oracle's cloud revenue forecast stuns Wall Street, how does it measure against peers?

BUSINESS

Oracle's cloud revenue forecast stuns Wall Street, how does it measure against peers?

Oracle shares soared 36 percent, their biggest jump since 1992, after upbeat cloud guidance lead analysts to revise their outlook on the firm.

GST cut on cement offers little relief for homebuyers, say analysts

BUSINESS

GST cut on cement offers little relief for homebuyers, say analysts

GST rationalisation helps cement makers, not homebuyers, analysts cautioned, stating that a change in cement prices won't impact the final house price.

From groceries, haircuts, to BMWs: GST overhaul promises savings for every pocket

BUSINESS

From groceries, haircuts, to BMWs: GST overhaul promises savings for every pocket

The GST revamp is set to ease household budgets, with cheaper essentials, cars, and loans, though premium shopping may get costlier.

Gold or stocks? Which is the better Diwali bet?

BUSINESS

Gold or stocks? Which is the better Diwali bet?

Gold has outpaced Nifty in Diwali-to-Diwali returns since 2010, turning Rs 10,000 yearly into Rs 4.47 lakh versus Nifty 50's Rs 3.72 lakh.

GST revamp promises monthly savings for households, cheaper cars ahead

BUSINESS

GST revamp promises monthly savings for households, cheaper cars ahead

The GST Council’s new framework, with reduced rates on essentials and revised auto levies, is set to boost household savings and make cars cheaper.

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347