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Hawkish dissent at the BOJ hints at a possible rate hike as soon as October, as markets weigh inflation and economic conditions.Read More

Reliance Industries shares present a risk-reward proposition. Citi reports Jio or Retail units are valued at a 15 percent discount. Jio’s implied valuation is 15-25 percent below Bharti Airtel. Retail’s valuation is 15 percent below prior private equity deals. Citi sets a target price of Rs 1,690. This suggests over 22 percent upside potential. This disparity exists despite growth forecasts.Read More

Chidu Narayanan notes robust US consumer-driven growth, with the Fed poised for gradual rate cuts this year and next, aiming for policy normalisation. While tariff-induced inflation is still nascent, India’s RBI will likely pause, leveraging strong domestic consumption and a stable rupee against external headwinds. This resilience suggests global growth remains supported despite uncertainties.Read More

Hindustan Unilever (HUL) shares fell sharply on muted Q2 growth, impacted by GST rate cuts. Trade and channel disruptions led to postponed orders and lower consumer buying in September, affecting sales. The portfolio now sees reduced GST rates on key FMCG products.Read More

Fabtech Technologies IPO: Despite sluggish official subscriptions, Fabtech Technologies is seeing strong grey market interest, with shares trading at an 18% premium, reflecting positive investor sentiment ahead of listing.Read More