OPEC’s tempered approach to output helps control global oil prices. This action provides market stability. Demand estimates remain uncertain, with US inventory builds noted. Price stability is likely for the near to medium term. Indian oil marketing companies benefit. They show solid earnings and stronger balance sheets. Valuations suggest adding positions in these stocks.Read More

Raamdeo Agrawal predicts India will become a $32 trillion economy by 2047, entering a golden era of wealth creation. He stresses discipline and patience for investors, seeing India as a once-in-a-lifetime compounding opportunity driven by GST cuts, credit growth, and strong fundamentals. Banks, NBFCs, and consumer sectors are expected to lead this charge.Read More

Seven IPOs, from SME and mainboard segments, are set to debut amid mixed subscription levels. Grey market trends suggest cautious sentiment, with most listings likely to open around issue prices.Read More

Poonawalla Fincorp shares surged following a strong Q2 FY26 business update. The company reported Assets Under Management of Rs 47,625 crore, up 67.7% YoY and 15.4% QoQ, along with a healthy liquidity of Rs 6,200 crore. Management highlighted a “risk-first” approach, robust risk management, and focus on sustainable long-term growth.Read More

Forex traders said the rupee is trading in a tight range as it remains under pressure due to continued capital outflows and geopolitical developments.Read More

The GST cut has boosted India’s auto sector, with tractors leading a 50% YoY surge and two-wheelers, PVs, and LCVs also gaining. Analysts see early festive-season traction, rural demand recovery, and strong OEM sales driving near-term growth, highlighting potential stock opportunities in tractors, PVs, two-wheelers, and auto ancillaries.Read More

Tata Capital’s IPO positions it between Bajaj Finance and HDB Financial, offering investors a tactical growth opportunity with potential re-rating backed by its strong brand, capital base, and expanding retail book. Bajaj Finance remains the safest long-term play with stable compounding, while HDB Financial provides steady growth once asset quality stabilizes, catering to different investor...Read More

Kalyan Jewellers shares: The stock dropped despite a strong Q2 FY26 performance. The company’s consolidated revenue rose about 30% YoY, driven by festive buying and strong market traction. India operations grew 31% YoY, supported by robust wedding demand and early festive sales, including Navratri. Same-store sales increased roughly 16%, reflecting steady underlying demand.Read More

Q2 earnings, starting October 9, are expected to show modest 6% YoY growth for Nifty companies. Motilal Oswal highlights three investment themes—financials vs IT divergence, consumption revival, and new-age sectors—and recommends top large- and mid-cap stocks in autos, healthcare, BFSI, and technology for potential gains.Read More

Shares of Yes Bank rose over the past week, supported by strong quarterly loan growth, improved CASA ratios, and investor interest after a strategic stake sale to Sumitomo Mitsui Banking Corporation. Provisional Q2 updates show robust growth in advances and deposits, while technical indicators point to a sustained bullish trend.Read More