India is entering a new earnings upgrade cycle, says Trideep Bhattacharya, CIO–Equities at Edelweiss AMC. He expects the second half of FY26 to drive growth led by defence, consumer discretionary, and select IT stocks. Strong government capex, demand recovery, and macro stability make Indian equities poised for sustained upside in the coming quarters.Read More

Zerodha CEO Nithin Kamath reflected on India’s 15-year startup evolution, highlighting how the VC ecosystem matured from family-funded ventures to global capital-driven innovation, aided by digital expansion, education, and nationwide entrepreneurial aspiration.Read More

The Indian real estate sector witnessed more than 2-fold jump in fundraising through the capital market to USD 1.15 billion during the July-September period of this year, compared with the preceding quarter, according to a Grant Thornton Bharat report.Read More

The flood of foreign money into India’s financial sector this year, over $7 billion and counting, is more than a capital infusion. It’s starting to look like the early rumblings of a structural reset in Indian banking.Read More

Orkla India’s Rs 1,667-crore IPO, entirely an offer for sale, opens October 29 with a price band of Rs 695–730 and a minimum lot of 20 shares. The proceeds go to existing promoters, marking a key investment opportunity in the FMCG sector.Read More

Nifty paused after six consecutive gains, slipping below 26,000. Market expert CA Rudramurthy BV sees this as short-term consolidation, with the broader trend remaining strong. He anticipates sector rotation, particularly into IT, PSU banks, metals, and new-age platforms, to fuel further upside.Read More

European shares climbed on Friday, as signs of easing U.S.-China trade conflicts and a raft of positive corporate earnings boosted investor sentiment.Read More

Deepak Shenoy of Capital Mind forecasts a dramatic 2025 with Nifty potentially hitting 30,000, gold plunging 20%, and a US recession restricting Fed rate cuts. He expects India’s growth to stay robust, driven by domestic investors.Read More

Kotak Mahindra Bank is expected to report a largely flat Q2FY26 PAT amid NIM compression and margin pressure. Analysts highlight loan and deposit growth, unsecured lending, and asset quality as key monitorables, with operating performance and credit costs shaping the near-term outlook.Read More

Japan’s Nikkei share average surged over 1% on Friday, driven by tech stocks and anticipation of fiscal stimulus from Prime Minister Sanae Takaichi’s new government. The index was poised for an eighth weekly gain in nine, with investors scooping up technology shares that had recently declined. SoftBank Group and chip-related Advantest were among the top...Read More