At least four major state-owned Indian banks have increased their internal limits for investing in state bonds following discussions with the Reserve Bank of India last month, according to five treasury officials aware of the decisions.Read More

Midcap stocks are leading the rally in FY26, with the BSE Midcap Index rising 9.1% versus Sensex’s 4.5%. Seven midcap companies, including GE Vernova T&D, Delhivery, and L&T Finance, have surged more than 50% in six months.Read More

Goldman Sachs initiates coverage on eight Indian defence stocks, favouring private-sector players due to rising focus on AI, UAVs, and electronic warfare, along with higher EPS growth and benefits from global defence spending. Top private picks include Solar Industries, PTC Industries, Astra Microwave, Data Patterns, and Azad Engineering. Among public-sector players, BEL is preferred, while...Read More

Shares of Vedanta rose on Friday to touch an intraday high of Rs 479.90 on the BSE, tracking gains in global copper prices. The stock rally came amid bullish sentiment in the commodities space as copper extended its upward streak, with supply disruptions and accelerating demand supporting the uptrend.Read More

Tushar Bohra predicts a market turnaround fueled by accelerating earnings momentum, expecting double-digit Nifty CAGR within two years despite initial volatility. He advocates for domestic cyclicals, consumption, banks, NBFCs, and the power/utility sectors, emphasizing a stock-specific approach for metals. This outlook highlights strategic investment opportunities.Read More

Nifty shows signs of recovery after a significant decline, with analysts suggesting a bullish outlook and recommending a Bull Call Spread strategy targeting 25,000-25,100. Concurrently, ICICI General Insurance exhibits bullish patterns, prompting a Bull Call Ladder Spread recommendation to capitalize on a potential breakout above Rs 1,920.Read More

Shares of Orient Technologies rose 18% on strong volume, supported by consolidation near key support levels. The company’s expansion into data centre and AI infrastructure under the IndiaAI mission positions it for growth in India’s booming digital segment. Analysts note upside potential but caution on execution risks and capital intensity.Read More

Shares of Atlantaa Ltd soared 20% to hit the upper circuit at Rs 55.65 on the NSE on Wednesday, October 3, after the small-cap company clinched a massive Rs 2,485 crore order from IRCON — over five times its market capitalization of just Rs 450 crore. The stock has hit an upper circuit for a...Read More

V-Mart Retail Ltd shares surged nearly 20% on Friday after a robust Q2 FY26 update. The company reported 22% year-on-year revenue growth to Rs 807 crore and 11% same-store sales growth. Its expansion with 25 new stores further lifted investor sentiment.Read More

Baazar Style Retail slipped 11% from the day’s high despite reporting a 71% YoY jump in Q2 revenue to Rs 532 crore. The stock initially reacted positively to the updates, surging nearly 4% but saw a sharp drop as the day progressed. The Kolkata-based value fashion retailer added 20 new stores in the quarter, driving...Read More