India’s telecom sector is entering a multi-year growth cycle driven by strong ARPU expansion, consolidation, and easing capex, says JM Financial’s Dayanand Mittal. Bharti Airtel and Reliance Jio are set to dominate as free cash flows surge. Meanwhile, upstream oil companies like Oil India and ONGC emerge as top picks amid attractive valuations and strong...Read More

PGIM India Asset Management suggests disciplined multi-asset investing for current market volatility. The PGIM India Multi-Asset Allocation Fund aims to balance upside participation with downside protection. It combines equities, fixed income, and precious metals. The fund focuses on quality and growth in equities, with a domestic outlook for sectors like consumer discretionary and financials.Read More

RIL shares are in focus after the company halted Russian crude at its Jamnagar SEZ refinery ahead of EU sanctions. The transition to non-Russian crude for all exports starting December 1 was completed ahead of schedule. RIL, India’s largest buyer of Russian oil, continues to honor pre-committed cargoes, while its stock remains in a bullish...Read More

Indian healthcare is entering a new growth cycle, with hospitals and CDMO players expected to deliver strong 20% EBITDA CAGR, while large generic pharma companies may face earnings pressure by FY27, says JM Financial’s Amey Chalke. Despite tariff concerns, India’s pharma exports, China+1 momentum, and value-added product shift continue to provide strong structural tailwinds for...Read More

Indian stock markets opened lower on Friday. The Sensex and Nifty paused their recent gains. This comes after a global market downturn. Investors are reacting to U.S. jobs data. The data has created uncertainty about future interest rates. Despite this dip, Indian benchmarks are still close to record highs.Read More

Adani Group has fully exited Adani Wilmar Ltd. The conglomerate sold its final stake in a block deal. Domestic and international institutional investors bought the shares. Wilmar International is now the sole promoter of Adani Wilmar. This move removes uncertainty and concentrates ownership. The company now enters a new phase as an MNC-controlled entity.Read More

Groww reports its first earnings post-listing amidst a volatile market and a challenging brokerage sector. Despite industry-wide trading slowdowns and regulatory impacts, Groww’s large user base and cross-selling efforts may support stable revenue growth. Investors await management commentary on future growth drivers and profitability.Read More

Gold prices declined on Friday, heading for a weekly loss as a robust U.S. jobs report diminished expectations for a December Federal Reserve rate cut. Traders now see a lower probability of a cut, impacting gold’s appeal as a non-yielding asset. The strengthening dollar further pressured bullion prices.Read More

Oil prices declined for a third consecutive session as the U.S. advocated for a Russia-Ukraine peace deal, potentially increasing global oil supplies. Uncertainty surrounding U.S. interest rate cuts also dampened investor risk appetite, contributing to oversupply concerns and a bearish market sentiment.Read More

Morgan Stanley has abandoned its prediction of a December Federal Reserve rate cut following a robust September jobs report. The economy showed resilience with 119,000 non-farm payroll additions, though the unemployment rate climbed to a four-year high. The bank now anticipates rate cuts in January, April, and June 2026.Read More