Reliance Infrastructure surged 5% to hit the upper circuit for the second consecutive session, extending its rebound after a sharp six-day decline. Despite the recovery, the stock remains under pressure—down 27% in a month and nearly 60% from its 52-week high—while technical indicators continue to signal broader weakness.Read More

India is reducing its dependence on Chinese rare earth imports. This initiative aims to boost domestic production of these critical materials. Companies like Hindustan Zinc and GMDC are exploring rare earth projects. Government support is expected to expedite these ventures. Bridging the technological and scale gap with China will require time. This move could bolster...Read More

Mixed signals from the Federal Reserve have driven U.S. rate-cut uncertainty, boosting volatility and hedging activity. Investors are increasingly using swaptions and SOFR-linked derivatives to manage risk, with surge in open interest and short-term implied volatility. Market positioning remains mixed ahead of the December Fed meeting, reflecting a divided central bank.Read More

Axis Mutual Fund’s Jayesh Sundar outlines a calibrated contrarian roadmap for 2026, identifying IT, FMCG, and select export plays as key opportunities. He emphasizes a comprehensive asset allocation framework, factoring in macro and micro variables, and sees potential upside as earnings visibility strengthens and global conditions stabilize.Read More

JPMorgan has raised its base-case target for the Nifty50 to 30,000 by end-2026, signalling strong bullishness on Indian equities. The firm cites supportive macro conditions, aligned fiscal and monetary policies, resilient domestic flows, and solid fundamentals as key drivers. It also reiterates its preference for domestic-facing sectors, viewing India’s premium valuations as sustainable.Read More

Paytm’s parent, One 97 Communications, is set to stay in focus after its subsidiary Paytm Payments Services received RBI authorisation to operate as a Payment Aggregator. The licence, effective from 26 November, is expected to support segment growth, which will be reflected in the company’s consolidated financial performance.Read More

Studds Accessories will be in focus on Thursday after reporting strong Q2FY26 earnings. The newly listed helmet maker posted an 18% YoY rise in net profit to Rs 20.6 crore, while revenue grew over 6% to Rs 154 crore. The performance underscores steady demand and operational strength in its first results post listing.Read More

A 5-year swing high represents the highest price a stock has reached within a five-year period. This level often acts as a significant resistance point where prices have historically struggled to move higher.Read More

Eternal, the parent of Blinkit, has infused Rs 600 crore into the quick commerce platform, taking its total 2025 investment to Rs 2,600 crore. The funds support Blinkit’s aggressive expansion of dark stores and rising operational needs, even as the company continues to post losses despite efficiency gains and strong growth ambitions.Read More

Wipro shares may be in focus after the company announced a strategic collaboration with IISc and FSID to advance frontier technologies, including quantum computing, agentic AI, and secure digital infrastructure. The partnership aims to develop autonomous digital systems, sector-specific applications, and industry-ready solutions through joint research and innovation programmes.Read More