GST rationalization in India is set to boost consumption, particularly for middle- and lower-middle-income households. Cuts in one-third of household spending, including autos, processed foods, and durables, coincide with low inflation and income tax relief. Festive season sales may accelerate pass-through, supporting FY26 consumption-led growth despite short-term fiscal impact.Read More

Ixigo shares gained over 3% after Chris Wood of Jefferies added the stock to the India long-only portfolio with a 4% weight. The stock’s entry in Wood’s portfolio comes on the back of a stellar run over the past year. The online travel company has rallied 88% over the past year, outperforming the Nifty India...Read More

CDSL has delivered a stellar 42% return in six months, with shares trading near Rs 1,600 on NSE, not far from their December 2024 peak of Rs 1,989.80. After a consolidation phase, the stock has regained momentum, posting weekly and monthly gains, and analysts are watching if this strength can drive it back to record...Read More

India’s NBFC sector continues to grow rapidly, outpacing banks, but Moody’s warns of rising delinquencies in vehicle loans, microfinance, subprime mortgages, and education loans, with profitability pressured by higher credit costs despite resilient gold loan growth.Read More

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Urban Company shares soared nearly 10%, taking total gains to over 81% in just three sessions post-listing. Analysts remain bullish, citing its market leadership, strong brand recall, and long-term growth prospects in the tech-driven home services segment across India and abroad.Read More

Harsha Upadhyaya of Kotak AMC sees GST’s structural benefits driving earnings growth, with Nifty EPS likely to rise 14% by FY27. He expects India-US trade resolution to revive FII inflows and continues to prefer domestic sectors, with selective bets on chemicals, consumption and financials.Read More

Jefferies’ Chris Wood says $6,600 per ounce is a fair gold price, aligning with historical income-adjusted peaks. He maintains a bullish stance, urging gold as a core portfolio allocation despite Fed-driven market volatility.Read More

European shares were muted on Friday and were set to end an event-filled week marginally lower, which included crucial central bank decisions, especially from the U.S. Federal Reserve.Read More

Japan’s Nikkei share average turned negative on Friday, while the yen firmed, after the Bank of Japan (BOJ) kept interest rates steady as expected, but in a split decision, with two of the nine board members voting in favour of a hike.Read More