Morningstar’s Mike Coop weighs on emerging investing opportunities, AI, commodities and tariffs
Sector-wise, apart from AI, he pointed to healthcare, which “got undervalued” after sell-offs, and consumer staples, which offer resilience and relative value in uneven growth environments. Small caps globally also appear appealing.
50%+ in AI: Inside the fund betting big on China + Taiwan’s tech story
With appetite rising for international exposure — especially to AI, tech hardware and innovation in Greater China — Axis Mutual Fund offers exposure through a unique actively managed fund-of-fund structure, investing in the Schroder ISF Greater China Fund, which provides access to opportunities across China, Taiwan and Hong Kong
Mahindra & Mahindra stock rises 1.4% after strong Q2 earnings beat; brokerages upbeat on growth outlook
Brokerages maintained a bullish stance on Mahindra & Mahindra stock citing sustained momentum in the company’s auto and farm businesses and its improving margin profile.
Orkla India shares make modest stock market debut, list at 3% premium over IPO price; should you buy, sell or hold?
Orkla India share market debut was lower than the expectations in the grey market, which had expected a 9 percent listing gains.
Weak market debut: Safecure Services shares list at 20% discount to SME IPO price
Safecure Services share price: The security and facility management solutions provider's IPO was subscribed nearly 2 times its offer size during its three days of public bidding.
IndiGo shares rise 3% after airline raises FY26 capacity growth target: Should you buy, sell or hold?
IndiGo share price: IndiGo shares have gained more than 2% in the past one month, and over 9% in the past six months. The stock is up more than 26% in 2025 so far.
Sensex gains 300 pts, Nifty above 25,600; FMCG stocks lead gains, metals under pressure
Sensex and Nifty started firm, boosted by M&M and Britannia earnings, even as FII selling and weak metal stocks kept gains in check.
Inox Wind bags 229 MW in new orders, including repeat business from renewable energy developers
Inox Wind Ltd said it received an order of up to 160 MW (including a firm order of 112 MW and an option for an additional 48 MW) from an Indian independent power producer (IPP) for its 3.3 MW wind turbine generators.
Michael Burry takes aim at AI giants Nvidia, Palantir; markets shudder as ‘Big Short’ investor goes bearish
Michael Burry bets against Nvidia and Palantir, calling out an AI bubble; Palantir CEO Alex Karp slams shorts as “bats--- crazy.”
Why brokers are demanding Bank Nifty's return
SEBI's crackdown on weekly options has triggered a revenue crisis across Indian brokerages and exchanges, with 26 lakh active clients exiting in the September quarter alone—prompting desperate appeals to restore Bank Nifty trading
Indigo’s Q2 FY26 results take a low flight path
Quarterly numbers weak due to a couple of factors though growth levers remain intact
RBL Bank shares jump 2.5% today as Mahindra & Mahindra sells stake with 64% gain via block deal
Automobiles major Mahindra & Mahindra had invested Rs 417 crore in July 2023 to acquire a 3.5 percent stake in RBL Bank at Rs 197 per share. The current deal is expected to deliver a gain of roughly 64 percent on that investment.
Nifty set for a firm start amid positive global cues - key levels to track on Nov 6
Indian benchmark indices are expected to open higher on Thursday, tracking gains across global markets, with traders watching key earnings and the first weekly expiry of Sensex contracts for the November series.
IMF sees India’s fiscal deficit stalling after FY26
According to the IMF’s Fiscal Monitor, India’s fiscal consolidation is set to lose momentum after FY26, signalling deep-rooted structural limits in its public finances
Startup Street: Will the government’s mega RDI scheme boost innovation in startups?
India’s innovation model lacks patient and professionally managed capital to see R&D through to market
MSCI India index rejig: Fortis, Paytm stocks move up to Standard index; Tata Elxsi, CONCOR shifted to Smallcap
MSCI’s India review also saw additions of FSN E-Commerce Ventures (Nykaa), Indian Bank, and Siemens Energy India to the MSCI India Standard Index. In total, six stocks were added and three deleted under this category.
Zydus Lifesciences gets EIR from USFDA for Ahmedabad facility; shares trade lower
Zydus Lifesciences Share Price | The company received Establishment Inspection Report (EIR) from USFDA on completion of inspection between August 11-14, 2025.
Marksans Pharma shares rise on breast cancer drug approval from UK MHRA
Marksans Pharma Share Price | A meeting of the board of directors of the company will be held on November 13, 2025, to consider and approve the unaudited financial results.
PhysicsWallah founders Alakh Pandey and Prateek Boob join billionaire club ahead of IPO
Among institutional investors, WestBridge AIF holds 16.8 crore shares or 6.4 percent stake, valued at Rs 1,820 crore
Closing Bell: Nifty around 25,500, Sensex sheds 148 pts; metal, media, power, realty top drags
On the sectoral front, metal, power, realty, media down 1.5-2.5%. However, FMCG, auto and IT ended with marginal gains. BSE Midcap index fell 1.2%, and smallcap index shed 1.5%. Asian Paints, Interglobe Aviation, M&M, Reliance Industries, UltraTech Cement were among major gainers on the Nifty, while losers were Hindalco, Grasim Industries, Adani Enterprises, Power Grid Corp and Eternal.
'Beginning of the end’ for earnings downgrades, says Spark Capital’s Devang Mehta as festive demand fuels optimism
Indian company earnings so far for the September 2025 quarter show a mixed performance. Key sectors like financials and automotive showed robust domestic-driven performance, while export-oriented sectors like IT faced headwinds, said Devang Mehta.
Stocks to Watch Today: RBL Bank, TCS, Zydus Life, Britannia, Gujarat Pipavav, Garden Reach, Apollo Micro Systems, Chalet Hotels, CSB Bank, Orkla India, Paytm in focus on 06 November
Stocks to Watch, 06 November: Stocks like Grasim Industries, One 97 Communications Paytm, InterGlobe Aviation, Britannia Industries, Indian Hotels Company, Delhivery, Redington, Godrej Agrovet, CSB Bank, Kaynes Technology India, Chalet Hotels, Apollo Micro Systems, Metropolis Healthcare, Gujarat Pipavav Port, and Garden Reach Shipbuilders will be in focus on November 6.
Embassy REIT posts 15% rise in net operating income in September quarter
Embassy Office Parks REIT | Its revenue from operations rose 13 percent year-on-year to Rs 1,124 crore during the July-September quarter.
Trading Plan: Can Nifty 50 defend 25,590, Bank Nifty hold above 57,700?
If the Nifty 50 manages to defend the 25,590 level, the 25,700–25,800 levels are to be watched; however, falling below it can open the door for 25,450 support (the September high, which can now act as a support).
