HDFC Securities’ Unmesh Sharma says Indian markets face a challenging 6–12 months as global FPI selling, rupee weakness and uncertainty around the India–US trade deal contrast sharply with strong domestic inflows. With valuations still elevated and midcaps under pressure, he expects a range-bound market led by largecaps, while IT and export sectors remain dependent on...Read More

Long-end bond yields rose in November despite RBI’s OMO purchases, driven by a demand–supply mismatch and stronger-than-expected GDP growth. The yield curve steepened sharply as markets priced out a near-term rate cut. With inflation undershooting forecasts, investors may see range-bound yields ahead, with the 10-year expected at 6.35–6.65%.Read More

India’s GCC ecosystem is entering a major expansion phase, with Savills India projecting 180 million sq. ft. of office demand between 2025 and 2030. Record leasing, deep tech talent, rising innovation roles, and strong growth in sectors like semiconductors and life sciences will keep office absorption elevated through the decade.Read More

Meesho’s post-IPO fireworks eased on Friday as the stock slipped on day three of trading, prompting investors to reassess their next move after two sessions of sharp gains. The story breaks down what’s driving the volatility, what brokerages are advising, and whether this is the moment to buy, hold or book profits as Meesho transitions...Read More

Swiggy shares have rebounded modestly after a steep year-to-date decline, with analysts divided on the stock’s next direction. Some experts highlight improving momentum, strengthening support levels, and easing selling pressure, while others warn of bearish chart patterns and weakening demand zones. With key moving averages and resistance levels in focus, the stock’s upcoming movements will...Read More

Motilal Oswal has pinpointed ten stocks poised to capitalize on India’s projected multi-trillion-dollar economic expansion. These selections span autos, financials, capital goods, and healthcare, reflecting key growth drivers like increased incomes, digitalization, and a robust investment cycle. The brokerage highlights companies expected to benefit from sustained demand and market formalization.Read More

Four Nifty500 stocks, including Vodafone Idea, appeared in the White Marubozu bullish scan on December 11, signalling strong buying momentum. The candlestick pattern reflects firm control by buyers throughout the session, indicating potential continuation of upward trends as renewed interest and positive sentiment drive short-term trading opportunities.Read More

Indian markets are hitting new highs, but many investors are seeing losses in their portfolios. This disconnect is due to valuation corrections in mid and small-cap stocks. Experts believe the Indian economic story remains strong. Investors should watch for policy decisions and global stability. The focus is shifting towards quality growth companies.Read More

India’s private credit market is increasingly dominated by real estate, absorbing 42% of deal volume in H1 FY25. This surge is fueled by structural demand, hard collateral, and financing gaps traditional lenders can’t fill. Developers are seeking bespoke capital solutions for various needs, making real estate the natural entry point for private credit.Read More

The Indian rupee has hit a record low near 90.48 against the US dollar, but the decline remains a calibrated move, says Naveen Mathur of Anand Rathi. In a detailed market outlook, he explains how Fed signals, FPI outflows, and delays in the India–US trade deal are pressuring the currency, and why the RBI may...Read More