Prateek Agarwal sees Indian markets balancing tariff uncertainty and GST cuts, with growth-focused sectors like EVs, renewables, defence, and manufacturing offering strong potential. Positive sentiment and resilient domestic flows support cautious optimismRead More

Infosys, LTIMindtree, and other Indian IT stocks rose up to 3%, driven by expectations of two additional US Fed rate cuts in 2025. On Wednesday, the Federal Reserve cut its benchmark policy rate by 25 basis points to 4%-4.25%, starting a monetary easing cycle to support a slowing labour market amid elevated inflation.Read More

Hyundai Motor India’s shares hit a record, rising 2.3% to Rs 2,711.10 on the NSE, after signing a three-year wage settlement with the United Union of Hyundai Employees (UUHE). The agreement, covering April 2024 to March 2027, includes what the company calls an “industry-best” salary hike of Rs 31,000 per month, phased in over three...Read More

Dreamfolks Services shares hit a 5% lower circuit for the second consecutive after the company exited the domestic airport lounges business. The move follows recent contract terminations and signals potential impact on operations and financial performance.Read More

National Commodity and Derivatives Exchange’s unlisted shares are experiencing a significant surge. This increase follows Securities and Exchange Board of India’s approval for equity products. Investments from prominent figures like Radhakishan Damani and Groww are fueling the rally. NCDEX plans to launch equity and equity derivatives products. Experts predict further price increases after the launch.Read More

Euro Pratik Sales IPO: The grey market premium on Euro Pratik Sales IPO has fallen further, easing to 0.4% above the ₹247 issue price, down from 2.5% on Day 2.Read More

Ashi Anand highlights that market growth hinges on private sector capex as government spending plateaus. He also discusses Yes Bank’s strategic shift towards retail lending after its crisis, noting the transition is ongoing and its success remains uncertain. Investors are cautiously watching these developments for future market impact.Read More

Railway stocks have seen gains recently. Some experts believe it’s a short-term bounce due to previous underperformance. Others point to order wins as a positive sign. Concerns remain about execution delays and high valuations. Government spending direction is also a factor. Railtel, RVNL and Jupiter Wagons recently received orders. Investors should approach the sector with...Read More

Market expert Vinay Jaising highlights NBFCs and capex-driven infrastructure stocks as key investment opportunities, advising selective exposure to metals and caution on private banks. He emphasises sectors poised to benefit from government spending, festive season demand, and structural growth in lending and capital markets.Read More

Dixon Technologies is set to acquire a 51% stake in Kunshan Q Tech Microelectronics for Rs 552.99 crore, enhancing its presence in camera and fingerprint modules for mobile, IoT, and automotive sectors. The deal, funded through cash, aims to boost backward integration and supply chain control, pending regulatory approvals and expected to close within 90...Read More