Abolishing GST on health and life insurance has immediately reduced premiums by 18%, making financial protection more accessible for millions, especially the ‘missing middle’. This reform, coupled with reduced GST on medical devices and medicines, aims to lower treatment costs and make quality healthcare truly inclusive and affordable for all Indians.Read More

India’s IT services sector showed stabilisation in Q2, with improved execution, resilient margins, and supportive currency effects. AI adoption is shifting from trials to implementation, opening medium-term opportunities. Stocks like HCL Technologies and Coforge offer healthy growth visibility and valuation comfort.Read More

India’s leading dividend-paying PSU stocks have disappointed investors. Many have seen substantial price drops over the past year, failing to match market gains. Despite high dividend yields, earnings challenges and market caution have impacted these companies. Experts suggest a shift towards stocks with growth potential. Some PSU banks show promise due to improved fundamentals and...Read More

Ace investor Mukul Mahavir Agrawal reshuffled his portfolio in Q2FY26, adding 10 new stocks worth Rs 400 crore across sectors like consumer durables, healthcare, technology, and renewables. The diversification highlights his confidence in India’s growth themes, with notable investments in IFB Industries, Osel Devices, Coforge, and Zelio E-Mobility.Read More

India’s bond market is shifting. Long-duration bonds saw a rally due to fiscal consolidation and global index inclusions. Now, demand-supply dynamics are changing, and rate cuts are ending. Investors should combine short- to medium-duration corporate bonds with long-duration government securities. This strategy balances yield and volatility. Accrual-based strategies are key for the coming months.Read More

Sunil Singhania’s Abakkus Asset Manager saw 9 portfolio stocks rise up to 80% in FY26, while six new stocks including Suven Life Sciences and Indogulf Cropsciences were added in Q2.Read More

Global semiconductor stocks experienced a significant selloff, driven by concerns over inflated valuations for AI boom beneficiaries. Major Asian chipmakers, including Samsung Electronics and Taiwan Semiconductor Manufacturing Co., saw substantial declines. This pullback signals growing unease about the sector’s earnings potential and high stock prices amid persistent interest rate concerns.Read More

The Nifty’s FY26 EPS has been revised upward to Rs 1,101 from the earlier estimate of Rs 1,096.Read More

Bitcoin has erased its summer rally, dropping over 20% from last month’s record and falling below $100,000 for the first time since June. A steep wave of October liquidations drained bullish positions, leaving traders sidelined and futures open interest depressed. Ether and altcoins also tumbled sharply, with many tokens down over 50% this year, as...Read More

Groww has surpassed Zerodha in active user count, capturing a significant market share by targeting first-time investors and underserved cities. Despite this user base advantage, Zerodha maintains a lead in profitability and revenue per user. Both platforms face headwinds from regulatory scrutiny on derivatives trading and increased competition.Read More