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Tata Motors’ demerger of its passenger and commercial vehicle businesses takes effect from October 1. Shareholders will receive TMLCV shares, with the CV business expected to list in November, aiming to unlock value and provide both units with greater strategic focus amid JLR challenges.Read More

Hindustan Zinc may gain from silver’s 63% rally this year, with analysts noting its exposure is underpriced, offering potential valuation upside for parent Vedanta.Read More

Raymond James’ Matt Orton downplays the US government shutdown’s market impact, urging investors to focus on strong fundamentals like easing rates and rising earnings. He remains bullish on US equities, dismissing bubble concerns in AI due to robust earnings and lack of debt-fueled excess. Orton advises balancing portfolios and looking beyond market noise.Read More

India’s largest mutual fund, SBI Mutual Fund, is actively avoiding ultra-long duration debt, despite recent government supply adjustments. Chief Investment Officer Rajeev Radhakrishnan highlights structural issues like weak demand and tax changes impacting long-term bond yields.Read More

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Domestic gold prices on the MCX surged to an all-time high on Tuesday, with December futures reaching Rs 1,17,351 per 10 grams. Silver held steady near Rs 1,43,900 per kg. Globally, gold breached $3,850 per ounce as investors sought safe-haven assets amid US government shutdown fears, expectations of rate cuts, and rising geopolitical tensions, driving...Read More

Anand Rathi Share and Stock Brokers debuted on exchanges with a premium. The listing was below unlisted market expectations. Its initial public offering saw subscription over 21 times. Institutional investors drove demand. The company reported financial performance. Investors will now closely monitor its ability to sustain growth and protect margins. Competition from other brokers remains...Read More

Solarworld Energy Solutions debuted on exchanges with a 10.8% premium, listing at Rs 389 against an issue price of Rs 351. Its Rs 490 crore IPO was heavily oversubscribed 68.49 times, reflecting strong investor confidence. The company, providing solar EPC services, reported robust FY25 financials with significant revenue and profit growth.Read More

As India steps into Navratri 2025, investment managers on smallcase have spotlighted nine high-conviction sectors expected to benefit from festive tailwinds, policy reforms, and structural growth. The country’s festive economy is surging, with e-commerce sales projected to hit ₹1.2 lakh crore (+27% YoY), UPI transactions crossing 20 billion, and MSME festive credit demand rising 35–40%.Read More