Government’s recent silver jewellery import rule clarification offers significant relief to genuine exporters, removing earlier uncertainties. This move is expected to boost festive season exports by ensuring smooth operations for licensed entities. Despite short-term price corrections, silver and gold markets remain bullish long-term due to strong demand and global economic factors.Read More

BHEL shares: Bharat Heavy Electricals Ltd (BHEL) shares surged 4% to Rs 255 on Thursday following a robust financial turnaround. The company reported a 253% year-on-year jump in net profit to Rs 374.89 crore for the second quarter of FY26, a significant recovery from a loss in the previous quarter.Read More

Steel Authority of India Limited shares dropped on Thursday. The company reported a significant profit decline for the July-September quarter. Total income and sales turnover saw an increase. Earnings before interest, tax, depreciation, and amortization also decreased. Morgan Stanley maintained an ‘Equalweight’ rating with a target price. The quarter included an exceptional loss.Read More

PB Fintech, the parent of Policybazaar and Paisabazaar, reported a 165% YoY jump in consolidated net profit to Rs 135 crore for Q2 FY26, marking one of its strongest quarters since listing. Operating revenue grew 38% to Rs 1,614 crore, driven by robust insurance business performance, improved margins, and enhanced operating efficiency.Read More

Varun Beverages reported an 18.5% YoY rise in Q3 CY2025 profit to Rs 745 crore, supported by lower finance costs and higher other income, even as margins softened. The company also announced a strategic global expansion, entering the alcoholic beverages market in Africa through a Carlsberg partnership and setting up a new subsidiary in Kenya.Read More

The Bank of Japan held interest rates steady at 0.5% but signaled readiness to hike further if economic projections align. Despite two board members dissenting for a hike, the BOJ slightly boosted its growth and inflation forecasts. Governor Ueda’s upcoming briefing will be key for clues on future rate moves amid global economic uncertainties and...Read More

The US Fed cut rates by 25 bps for a second straight meeting, lowering the benchmark range to 3.75–4% and ending its balance sheet runoff from December 1. Chair Jerome Powell cautioned against expecting another cut soon, signalling a data-driven approach as the Fed balances a cooling job market with persistent inflation risks.Read More

On Thursday, Indian stock markets began the day on a sour note, with both the Sensex and Nifty taking a dip in response to international market cues. The backdrop of a predicted interest rate reduction by the U.S. Federal Reserve, which hinted that this could be the final cut until 2025, understandably rattled investors. Furthermore,...Read More

Axis Mutual Fund sees an end to India’s earnings estimate downgrades. Ashish Gupta, Chief Investment Officer, anticipates catalysts to boost earnings across key sectors. Loan growth and potential tax cuts could benefit banks, consumption, and automobiles. While valuations are high, earnings growth for the next financial year is projected to be robust and broad-based.Read More

While Nifty and Sensex near record highs, the broader market lags, with smallcaps still 6% from their peak. This rally is driven by select largecaps, particularly banks, while IT stocks struggle. Experts believe earnings derating is largely over, with small and mid-caps poised for faster growth, offering opportunities for patient investors.Read More