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.
BUSINESS
Domestic metal stocks may see a strong run-up as commodities trends turn favourable
The sharp flows into physical commodity funds may lead to strong outperformance in Indian metal stocks,
BUSINESS
Powell says tariffs adding some pressure to inflation, but impact expected to fade
Federal Reserve Chair Jerome Powell said tariffs are adding modest upward pressure on inflation, though he expects the impact to be temporary.
BUSINESS
Rate cut in December not a 'foregone' conclusion: Fed Chair Jerome Powell
Federal Reserve Chair Jerome Powell said another rate cut in December is uncertain, citing limited economic data due to the ongoing government shutdown.
BUSINESS
Copper, aluminium, zinc hit record-highs as gold and silver's shine fades; what's fuelling the rally?
Base metals including copper, aluminium, and zinc are rallying on supply shortages, strong industrial demand, and a weaker dollar, even as precious metals see a pullback.
BUSINESS
Public bank stocks could rally 30% if government hikes foreign ownership cap to 49%
If India raises the foreign investment limit in PSU banks to 49 percent, the move could attract about $4 billion in MSCI-linked inflows and trigger sharp gains in the sector.
BUSINESS
PB Fintech may miss guidance of Rs 1,000 crore profit by FY27 following GST cut on health, life insurance
The removal of GST on insurance premiums is expected to significantly erode PB Fintech’s commission revenues, which will put its Rs 1,000 crore FY27 profit target at risk.
BUSINESS
Premiumisation to drive India’s consumption story, key stocks to watch
India’s is moving toward premium products and services, positioning companies like M&M, InterGlobe Aviation, and DLF for stronger long-term growth.
BUSINESS
FIIs to come back? Valuation reset, earnings revival may draw flows back to India
After heavy outflows in 2025, improving earnings growth, moderating valuations, and policy tailwinds could pave the way for foreign investors to return to Indian equities.
BUSINESS
Silver down 8% from record highs as easing trade tensions cap safe-haven demand
As trade tensions across the globe soften, the demand for silver's safe-haven appeal lost luster, leading the metal's prices to fall eight percent from highs.
BUSINESS
India emerging as ‘anti-AI play’ in global markets, warns HSBC
Global brokerage HSBC believes India is falling behind in the global AI revolution, with potential near-term pain for IT, services, and foreign investor inflows.
BUSINESS
Most IPOs often fail to recreate listing day bang, lose steam after debut
Most blockbuster listings lose their spark after debut day, Kotak’s analysis shows, as only a handful of hot listings sustain their debut-day buzz.
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.
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.
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.
