Raamdeo Agrawal, Chairman of Motilal Oswal says PSU banks are among the cheapest opportunities today after years of cleanup. He expects credit growth and domestic demand to drive a multiplier effect, sees earnings picking up over the next year, and warns that excessive valuations—not weak businesses—are behind recent stock corrections.Read More

Billionbrains Garage Ventures shares rose after Kotak Institutional Equities initiated coverage with a Buy rating. The brokerage forecasts strong earnings growth for Groww in the coming years. This growth is expected from areas like marginal trading facility and commodities. Operating leverage and margin expansion are also anticipated. Groww’s product-first approach and tech focus are key...Read More

Indian equities reversed early gains, slipping into the red as optimism around US trade developments faded, overshadowed by losses in FMCG and IT stocks. Despite a broad-based advance in small and mid-cap indices, investor caution prevailed. Geopolitical developments and US trade policies continue to influence market sentiment.Read More

The Federal Reserve chair is under a Justice Department criminal investigation concerning a $2.5 billion headquarters renovation. Prosecutors are examining if Jerome Powell misled Congress about the project’s cost and scope. This development escalates White House tensions with the central bank and raises concerns about its independence.Read More

Infosys’ Q3 results are anticipated to show modest growth, with brokerages predicting a slight uptick in net profit and revenue. While near-term momentum might be tempered by seasonal factors, the focus will be on management’s outlook for FY26, deal execution, and client spending trends amidst global economic uncertainties.Read More

Proposed insurance commission reforms aim to align incentives with consumer interests, potentially causing near-term disruption for distributors but strengthening the sector long-term. Meanwhile, India’s listed retailers face challenges sustaining high valuations as slowing growth is offset by margin improvements, driven by increased competition and shifting consumer purchasing habits.Read More

A proposed one-year cap on US credit card interest rates could help borrowers now. However, experts warn that this might reduce credit availability and hurt bank profits. The plan faces significant hurdles in Congress.Read More

Metal stocks have seen a significant rally, with precious metals driven by geopolitical concerns and industrial metals like copper poised for growth due to AI investments. However, steel faces caution due to weak demand from China. The IT sector is bifurcated, with digital platforms showing long-term promise and traditional IT services anticipating AI-driven growth and...Read More

Indian bonds will not be joining Bloomberg’s Global Aggregate Index as planned. The index provider cited operational and market infrastructure concerns requiring further assessment, promising an update by mid-2026. This decision led to a slight increase in India’s 10-year benchmark bond yield, which rose to 6.63% following the announcement.Read More

Indian bond markets are shifting after a strong rally. Investors should now focus on stable returns from attractive yields and selective credit. Aggressive duration bets are less advisable. Opportunities exist in money markets, State Development Loans, and short-term corporate bonds. Currency stability and global developments will also shape investor interest in 2026.Read More