Nifty nears all-time highs as a surprisingly strong earnings season validates market confidence. Early signals suggest the second half of the fiscal year will be encouraging, with potential benefits from GST rate cuts and festive demand. The quick-service restaurant (QSR) sector is also poised for a cyclical revival after a period of stagnation.Read More

V2 Retail delivered a strong Q2 and H1 performance, driven by robust revenue growth, higher margins, and aggressive store expansion. Improved profitability, strong volume gains, and rising full-price sales supported results. Management highlighted strategic merchandising and supply chain execution as the company strengthens its position in the value fashion segment.Read More

US economic data releases are resuming after the shutdown, prompting shifting expectations for the December Fed meeting. Conflicting views among policymakers have created uncertainty, with several officials leaning hawkish while a few continue to argue for further easing. Market sentiment has quickly turned cautious as traders reassess the likelihood of another rate cut.Read More

Indian banking stocks surged on Monday, propelling the Nifty Bank index to a new record high. Strong performances from Canara Bank, IDFC First Bank, AU Small Finance Bank, and Kotak Mahindra Bank energized broader markets. This rally followed positive earnings reports and renewed investor confidence after the NDA’s victory in the Bihar Elections 2025.Read More

Inditrade Capital Chairman Sudip Bandyopadhyay says defence remains a long-term structural story where dips should be bought selectively, with private players like Bharat Forge and L&T offering better value than stretched PSU valuations. He remains cautious on large-cap IT despite cheaper valuations, preferring niche players like RateGain and Coforge amid uncertain US demand and AI-driven...Read More

Gold and silver slipped on Monday as traders booked profits after a strong global rally and hawkish Fed comments dampened hopes of a December rate cut. On MCX, gold fell 0.34% to ₹1,23,141 per 10g, while silver dropped 0.5% to ₹1,55,232 amid lingering inflation concerns and cautious Fed signals on further easing.Read More

Anant Raj will be in focus after announcing a Rs 4,500 crore investment to set up a data centre and IT park in Andhra Pradesh through its subsidiary ARCPL. The project is expected to create 16,000 jobs and add to its ongoing 307 MW data centre capacity expansion. Strong Q2FY26 results, rising revenues, and new...Read More

India’s corporate confidence is surging, says Anand Rathi’s Varun Saboo, as autos, banks, defence, aerospace and energy emerge as the strongest multi-year growth themes. With GST reforms boosting demand, valuations turning attractive, and earnings visibility improving, Saboo expects India’s next market upcycle to accelerate. PSU banks, two-wheelers, and defence-led manufacturing remain top high-conviction bets.Read More

Bitcoin has wiped out its year-to-date gains just weeks after hitting an all-time high, as optimism over the Trump administration’s pro-crypto stance fades. The cryptocurrency fell below $93,714 on Sunday, slipping under last year’s closing level after global markets were roiled by Trump’s unexpected tariff comments. Bitcoin, which hit a record $126,251 on Oct. 6,...Read More

Retail investors injected over ₹18,000 crore into ten diverse stocks, including BSE, TCS, and Ola Electric, during the September 2025 quarter. Despite market volatility, individual investors showed a contrarian approach, increasing holdings in beaten-down stocks while divesting from some financial heavyweights. This sustained retail participation highlights their significant and growing influence in the Indian stock...Read More