New labour reforms are reshaping India’s economic outlook. Manufacturing is seen as a key growth area, benefiting sectors like pharma and autos. Global markets, especially the US, present risks, but emerging markets, including India, offer better entry points. Investors are advised to be selective, focusing on fundamentals and avoiding overvalued sectors like FMCG and power utilities.Read More
India’s solar sector has been a stock market powerhouse, with panel makers, developers and EPC players delivering massive returns amid a clean energy push and rapid manufacturing expansion. KPI Green, Borosil Renewables, Tata Power and Adani Green have surged sharply, while standout performer Waaree Renewable Technologies delivered over 60,000% returns. Websol Energy and Solar Industries India also posted multibagger gains.Read More
The Reserve Bank of India has stepped in to support the rupee. The currency faced pressure after crossing a key level. The RBI sold dollars to stabilize the rupee. This action helped lift market sentiment. Bankers noted the rupee’s weakness was due to high dollar demand. A trade deal between India and the US could help.Read More
Domestic equities hold firm above 26,000, buoyed by strong quarterly earnings and consumption trends. Market participants anticipate policy easing in India and the US, alongside a potential US tariff agreement. While large-caps show resilience, mid and small-caps are undergoing a necessary valuation reset.Read More
India’s new labor code, effective November 21, imposes a new cost burden on food delivery giants Swiggy and Eternal, potentially impacting margins by up to 70 basis points. The regulation mandates contributions to a social security fund for gig workers, leading to an estimated financial hit for both companies and potential stock volatility as investors assess the impact.Read More
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