India’s new labor code, effective November 21, imposes a new cost burden on food delivery giants Swiggy and Eternal, potentially impacting margins by up to 70 basis points. The regulation mandates contributions to a social security fund for gig workers, leading to an estimated financial hit for both companies and potential stock volatility as investors...Read More

TeamLease Services shares surged 11% to Rs 1,840.65 on the BSE following the November 21 implementation of India’s new labour codes. The reforms, including the Code on Social Security, 2020, are expected to accelerate the shift from unorganised to organised employment, boosting demand for staffing firms. Compliance-driven companies like TeamLease stand to gain from higher...Read More

Gallard Steel’s IPO allotment concludes today after extraordinary demand, with subscription touching record levels across categories. Strong GMP indicates optimism for listing gains, though allotment is expected to be extremely tight. The company’s rapid financial growth and specialised engineering capabilities add to investor interest ahead of its BSE SME debut.Read More

Indian investor portfolios experienced significant declines in the July-September quarter. Many top investors saw double-digit drops as markets turned volatile. Ashish Dhawan’s portfolio fell the most, down 29%. However, some investors like Nemish Shah and Vijay Kedia saw their portfolios grow. Market indices also reflected this weakness during the period.Read More

India’s food delivery and quick commerce sectors face cost adjustments due to new gig worker regulations. Analysts anticipate a modest financial impact, unlikely to derail long-term investment theses for major platforms like Zomato and Swiggy. Companies have largely prepared for these changes, with costs potentially shared across customers, restaurants, and operational efficiencies.Read More

Jefferies anticipates a strong earnings recovery for Indian companies. The firm expects growth to accelerate from the second half of FY26 through FY27. Cement and telecom sectors are projected to lead this rebound with significant growth rates. This positive outlook follows a challenging period marked by various economic headwinds.Read More

2025 has defied conventional market trends, with safe assets outperforming riskier ones. Gold surged nearly 50%, while equities remained volatile following a three-year bull run. After peaking in September 2024, markets corrected multiple times, including during the Indo-Pak skirmish. With the Sensex up just 7% over one year, investors now face crucial decisions on short-term...Read More

Fed officials are split after October’s rate cut, with some pushing for further easing due to labour-market weakness while others warn of renewed inflation risks. Upcoming data will decide whether rates are cut again or held steady.Read More

Axis Securities remains constructive on real estate, backed by rising pre-sales, stronger balance sheets and premium housing momentum. Its top picks include Prestige Estates Projects and Signature Global, both beneficiaries of sustained demand recovery and aggressive expansion plans.Read More

UBS has initiated coverage on Shaily Engineering Plastics with a Buy rating and a target price of Rs 4,000, citing strong growth prospects driven by its patented technology, upcoming GLP-1 generic launch, and improving utilisation across consumer and industrial segments. The brokerage expects robust earnings growth and market share gains supported by high entry barriers...Read More