Chartist Talk: Rahul Ghose bullish on Dabur, MCX India; expects Nifty to trade between 25,300 and 25,800 this week
A close above 25,800 could trigger the next leg of the upward move in Nifty 50, said Rahul Ghose.
Daily Voice: Large private banks remain core bets; select PSU banks offer tactical opportunities, says Himanshu Kohli
While a persistent global growth slowdown could weigh in on Indian economy, a flurry of fiscal and policy measures announced during the year likely limit the extent of further downside, said Himanshu Kohli.
Chartist Talk: Sudeep Shah adds to BSE, CCL Products; names two picks for next week, sees strong Nifty support at 25,300
On the higher side, the 25,650–25,700 band will act as an immediate resistance zone for the Nifty 50. A decisive close above 25,700 could reignite bullish momentum, paving the way for an advance towards 26,000 and subsequently 26,300 in the short term, said Sudeep Shah.
Daily Voice | Domestic consumption surge, not India-US trade deal, seen as real market trigger: Samco MF CIO
If either of these two drivers of the current bull market falters, the outcome will be a negative surprise, said Umeshkumar Mehta.
We are a hyper-growth company, had no pressure to price up IPO, says PhysicsWallah co-founder Prateek Maheshwari
After narrowing losses and doubling cash from operations in FY25, PhysicsWallah expects to post PAT-level profitability soon,co-founder Prateek Maheshwari tells Moneycontrol in an interview, adding the company is focused on steady growth rather than aggressive expansion
Daily Voice: AI bubble burst could hit global markets, help India later, says Marcellus Investment Managers’ Gubbi
The bigger risk for the Indian economy is lack of job creation as a result of employers using AI more, Pramod Gubbi said.
'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.
People mistake us for a PoS-only company, they're missing the full picture, says Pine Labs CEO Amrish Rau
Pine Labs has four equally important verticals, with prepaid business contributing to around 30 percent of the topline, Rau tells Moneycontrol
Daily Voice: Corporate earnings rebound to power markets in H2FY26, says Prescient Capital founder; 4 sectors in focus
Sectors that were laggards in the last quarter such as Banking and Consumption have likely found their base and are expected to show better results in the coming year, aided by macro stimulus from the Government and RBI, said Sonal Minhas.
Chartist Talk: Bank Nifty may hit 59,000 this month, but 60,000 hurdle strong, says Nilesh Jain; eyes BPCL, JK Tyre
The Nifty Realty Index has formed a strong base and recently broke out from a rectangle pattern on the daily chart, indicating the potential for a follow-up move on the upside towards Rs 1,050 in the near term, says Jain
Daily Voice: Bay Capital’s Nikunj Doshi sees strong FII comeback in Q1CY26, bullish on digital-first firms
While the India–US trade deal will certainly add another layer of confidence, the near-term market focus remains on sustained earnings delivery and macro stability, said Nikunj Doshi.
Chartist Talk: Mild Nifty pullback likely before next rise; Foram Chheda bets on CSB Bank, Force Motors
Foram Chheda has a neutral to mildly bullish view for the equities ahead in November.
Daily Voice: Generali Central Life CIO Niraj Kumar sees early-stage banking rally, turns bullish on microfinance
Investor sentiment is increasingly optimistic, with the market recognizing that the earnings cycle is nearing its trough. Expectations of a rebound into double-digit growth suggest a favourable setup for sustained momentum and further upside, said Niraj Kumar of Generali Central Life Insurance.
Daily Voice: Larger healthcare sector continues to provide exciting opportunities for alpha generation, says TCG AMC Chief
The risks to the market are more likely to emanate from financial stress in major developed economies and global geopolitical tensions, Shahzad Madon of TCG Asset Management Company said.
Chartist Talks: Sudeep Shah remains bullish on these 3 PSUs, flags caution on Sagility
Sagility breached its previous high of Rs 56.40 but failed to sustain, forming a bearish engulfing candle on the daily chart — a potential reversal signal, Sudeep Shah said.
Daily Voice: ‘Bachat Utsav’ may fizzle out? Dhananjay Sinha warns of over-optimism in market assumptions
The ongoing result season is on expected lines, which is pivoted on weak demand scenario, margin pressure and companies working towards cost optimisation to keep profitability afloat, said Dhananjay Sinha.
Daily Voice: LGT's Stefan Hofer expects India–US trade deal before Christmas, sees sharp fall in US tariffs on Indian exports
Following another cut in the federal funds rate, Stefan Hofer believes the Federal Reserve could move again in December with an additional rate cut—especially if lower tariffs help ease inflationary pressures.
Groww CEO Lalit Keshre on ₹62,000 Crore IPO, Sebi regulations, valuation expectation and more
India’s largest retail investing platform, Groww (Billionbrains Garage Ventures Ltd.), is set to launch its ₹6,632.3 Cr IPO from November 4–7, 2025, at a valuation of around $7.1 Billion.
In this exclusive conversation, Groww Co-founder & CEO Lalit Keshre speaks to Moneycontrol about:
? The journey from startup to IPO
? How Groww built a profitable fintech at scale
? What the listing means for India’s retail investors
? Navigating competition, regulation, and growth post-listing
? IPO Snapshot:
* Price Band: ₹95 – ₹100 per share
* Fresh Issue: ₹1,060 Cr | OFS: ₹5,572.3 Cr
* Investors: Tiger Global, Peak XV Partners, Ribbit Capital, Satya Nadella, GIC
* Valuation: ₹62,300 crore ($7.1 Billion)
* IPO Dates: Nov 4–7, 2025
Daily Voice: ‘Black swan aside, India’s bull run stays intact,’ Vikas Gupta on what’s next for markets
On a PE basis, Lenskart does look expensive but one should look at what the normalized margins would be in future when growth has stabilized or as compared to some global or domestic peers and then see if on that basis what would be the normalized PE ratio.
Daily Voice: Constructive progress in trade talks key for indices to hit new highs in November, says Green Portfolio’s Divam Sharma
Divam Sharma remains optimistic about the market’s trajectory in November, expecting a healthy mix of momentum and selective sectoral strength to drive performance.
India sitting on a $2 trillion treasure that’s unproductive. Navneet Munot on how to make it work for the economy
Navneet Munot said channeling idle gold, silver into equity instruments with lock-in and tax efficiency will unlock
Daily Voice: Right Horizons' Anil Rego explains why he prefers staples over non-staples currently, constructive on auto and component plays
Meaningful appreciation in the rupee against US dollar is unlikely in the near term given structural headwinds from trade imbalances and dollar strength, though tactical stabilization around current levels is expected.
India's Economic Boom: A look beyond the GDP numbers at the structural challenges ahead
If growth is strong, if companies are investing and the government is also spending, then a demand resurgence should be seen and it should also show up in product prices. Why then is core inflation (which is demand side) so low? Why is urban demand relatively weak? Is there a challenge from cheap Chinese imports?
‘Excellent hospitals, poor claims’: PB Fintech’s Alok Bansal says India’s insurance system needs urgent attention
Bansal said misaligned incentives make the insurance claims process subpar despite India’s medical excellence, as PB Fintech expands into healthcare with its new venture PB Healthcare.
