Gurmeet Chadha urges investors to stay invested despite FII-led correction, citing double-digit earnings growth and reforms as trend reversals. Markets fell amid heavy foreign selling and U.S. tariff announcements.Read More

Japan’s broad Topix index closed at an all-time high on Friday, despite pressure from pharmaceutical shares following new tariffs on the sector from the White House overnight.Read More

Shreyash Devalkar of Axis Mutual Fund advises careful investment. Pharma faces neutral impact from US tariffs. IT sector experiences global valuation reset. Defence shows growth due to scarcity premium. IPO boom signals market diversification. Consumption focuses on GST cuts and festive season. Market awaits earnings recovery into 2025. Investors should track earnings sustainability beyond festive...Read More

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India’s primary market anticipates a surge in IPOs, including major offerings from Tata Capital and LG Electronics, potentially impacting market liquidity. While large fundraising and festive spending may pose challenges, robust SIP flows and institutional support are expected to maintain stability. Long-term foreign investors remain optimistic about India’s growth prospects, despite short-term volatility.Read More

Stock Market Crash: Indian stock markets faced a sharp decline on Friday. This occurred after US President Donald Trump declared significant tariffs. These tariffs, reaching up to 100%, will affect branded and patented drug imports. The new tariffs are scheduled to take effect from October 1, 2025. The Sensex and Nifty50 both experienced considerable drops...Read More

InCred Equities projects a potential 26% drop in Hyundai Motor India’s shares, setting a target price of Rs 2,023. They believe limited GST impact and high reliance on exports and SUVs will hinder revenue growth, unlike Maruti Suzuki and Tata Motors. Despite strong recent margins, new plant overheads may pressure future EBITDA.Read More

JM Financial initiates coverage on four Indian plastic piping companies—Supreme Industries, Astral, Prince Pipes, and Plastic Pipes—projecting up to 25% upside. Sector recovery is supported by stabilising PVC prices, infrastructure push, real estate growth, and regulatory support. Selective investment opportunities arise amid margin expansion and structural upcycle.Read More

A new US tariff on branded pharmaceuticals has sparked concerns for Indian drugmakers, particularly regarding branded generics and CDMOs. Market expert Sandip Sabharwal favors auto stocks like Maruti and M&M, anticipating benefits from rupee depreciation. He also cautions against the current IPO rush, deeming valuations too high and preferring to remain on the sidelines.Read More

Japanese government bonds saw limited trading as investors prepared for the weekend. Attention focused on the Bank of Japan’s potential policy tightening and the selection of the next prime minister. Short and medium-term bond yields were slightly lower after reaching highs earlier in the week. Expectations grew for a possible rate hike by the BOJ...Read More