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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
BUSINESS
Bond yields expected to cool as net impact of GST revenues lower-than-expected
In August, the proposed GST revision added to investor concerns around the RBI's hawkish policy tilt and a supply-demand mismatch.
BUSINESS
Insurance premiums may rise 1-4% despite GST cut to zero
SBI Life least impacted by GST change due to lower operating expenses, while brokerages expect other players to hike prices.
BUSINESS
GST cuts power FMCG, durables, and footwear stocks; HUL, Britannia, Bata India, Whirlpool surge
GST rate cuts across food, beverages, footwear, and appliances are set to boost consumption-oriented stocks, with firms like Nestlé, Voltas, Havells, Relaxo, and Bata among key beneficiaries.
BUSINESS
Gold’s share in global reserves hits 30-year high amid weakening dollar
Central banks boost gold holdings amid historic demand and waning dominance of the U.S. Dollar, with the momentum likely to continue.
BUSINESS
Tariff burden on India lower-than-feared at 33.6%, not 50%: Nomura
Nomura estimates India’s effective U.S. tariff rate at 33.6 percent, lower than the current headline rate of 50 percent.
BUSINESS
DII inflows hit record high over past 12 months, double of FII outflows
Domestic institutional investors have poured in a record $80 billion over the past year, offsetting heavy foreign outflows.
BUSINESS
Who is Avadhut Sathe, the finfluencer SEBI cracked down on?
Avadhut Sathe built a widespread training empire blending trading, spirituality, and salesmanship. However, with growing concerns of fraud, his practices resulted in a SEBI crackdown.
BUSINESS
GST reforms to impact September quarter, analysts bet on H2 for earnings growth
Even if the September quarter earnings take a hit, analysts say the pent-up demand would lead to a solid earnings show in Q3 and Q4 as the benefits of the lower tax slabs spur consumption.
BUSINESS
Online gaming bill puts Nazara’s Rs 805 crore PokerBaazi bet at risk; analysts see 30% downside, worst case
Nazara Technologies’ shares fell after the Cabinet cleared a bill to ban pay-to-play online games, putting its Rs 805 crore PokerBaazi investment at risk.
BUSINESS
India trails EMs by widest margin in 15 years. Can the tide turn?
With Jefferies flagging the sharpest 12-month underperformance, investors eye policy reforms and demand revival for a market comeback.
BUSINESS
GST overhaul will cost 0.5% of GDP, but mark a structural reform to boost growth, says Axis Bank
Axis Bank economists said the proposed GST rate rationalisation could reduce annual revenues by Rs 1.8 lakh crore, or 0.5 percent of GDP.
BUSINESS
Brokerages see autos, cement, ACs and consumption stocks as top GST 2.0 winners
GST rationalisation to two slabs is set to boost consumption, with autos, staples, cement, insurance, and durables among key beneficiaries.
BUSINESS
Tobacco, gaming stocks sink as Centre mulls 40% GST on sin goods
Tobacco and online gaming stocks will be in focus after reports suggested the Centre’s GST 2.0 plan will tax sin goods at the maximum 40 percent slab.
