Indian markets are consolidating even as the Nifty hits fresh highs, with midcaps and smallcaps still lagging. Julius Baer’s Rupen Rajguru says this phase offers a strong buying opportunity as earnings growth is set to accelerate from FY27. He outlines key sectors to watch—banks, consumption and consolidated industries—while cautioning on valuations in select pockets like EMS and capital market plays.Read More
Benchmark indices fell for a third straight session, with banks and financials weighing on sentiment ahead of the RBI policy. Several stocks saw sharp moves, including Easy Trip, Swiggy, Emmvee, Ashok Leyland, Bajaj Housing Finance and GRSE.Read More
Gold has rebounded sharply, rising over Rs 8,400 in two weeks to reclaim the Rs 1.3 lakh level, driven by Fed rate-cut hopes, a weaker dollar, and strong safe-haven demand. Analysts see bullish momentum but caution that Rs 1.5 lakh may take time, with key resistance at Rs 1.30–1.32 lakh.Read More
S&P Global Ratings has upgraded Vedanta Resources’ outlook to ‘positive’ from ‘stable’, affirming its ‘B’ rating on senior unsecured notes. This move is driven by the anticipated improvement in the company’s cost structure and earnings from its newly commissioned aluminium facilities.Read More
Insurance firms cut their holdings in several NSE largecap stocks from June to September ’25, signalling cautious sentiment or portfolio rebalancing. Key companies with reduced insurance shareholding include BPCL, Eicher Motors, TVS Motor, Vedanta, Apollo Hospitals, Grasim, M&M, L&T, Bank of Baroda, and Info Edge.Read More
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