Sunil Subramaniam sees a shift in market leadership, with DIIs poised to rotate toward midcaps, smallcaps, and lagging sectors. FIIs may accelerate inflows on improving earnings and attractive relative valuations. He expects a revival in private capex, strong prospects in industrials and PSU banks, and a potential boost from the upcoming Budget through incentives and...Read More

The Indian rupee hit a new low against the dollar, despite strong economic growth figures. Unfavorable trade and portfolio flows, coupled with the absence of a U.S.-India trade deal, are pressuring the currency. Economists suggest a “calibrated” depreciation is necessary to offset these challenges, as foreign investors continue to withdraw funds from equities.Read More

OPEC+ is expected to stay cautious in 2026 as sanctioned supply, peace talks, and uncertain inventories cloud the global oil outlook and may prompt further output cuts to support prices.Read More

Reliance Industries is entering its fourth major monetisation cycle, aiming to unlock returns from nearly $80 billion invested since Covid. Analysts expect strong cash-flow growth driven by 5G leadership, data centres, refining, and new energy expansion — without increasing leverage.Read More

Indian bond yields softened in October. The Reserve Bank of India’s dovish stance lowered expectations for interest rates. Inflation dropped significantly, boosting sentiment. However, the longer end of the bond market faced pressure. Foreign investors showed strong interest in Indian debt. The RBI is expected to conduct Open Market Operations to manage liquidity and stabilize...Read More

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Strategist Vincent Nichols sees smallcaps as a strong complement to largecap tech, potentially adding alpha as interest rate cuts continue. While largecap tech fundamentals remain robust, a shift could favor smallcaps, though timing is uncertain. Nichols also noted that while tech capex is strong, a digestion period is likely in the medium term.Read More

Indian government bonds saw a decline on Monday. Traders adjusted positions ahead of the Reserve Bank of India’s policy decision. Stronger-than-expected economic growth data for the July-September quarter has clouded the outlook for interest rate reductions. The benchmark 10-year yield increased. Market participants are now debating the timing of the next rate cut.Read More

Indian markets are set for more highs as earnings strengthen and valuations turn reasonable, says Emkay Global’s Nirav Sheth. Broader markets, NBFCs, autos and cement are poised to lead the next leg of the rally, while strong IPO flows signal a healthy market. GST cuts, easing rates and rising credit growth are expected to drive...Read More

Meesho has emerged as India’s largest e-commerce marketplace by tapping millions of value-conscious shoppers in small towns. Built on low prices, unbranded goods and a zero-commission model, it now dominates non-metro India, driving massive user and order growth while Amazon and Flipkart race to catch up in the hinterland.Read More