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HSBC has taken a positive stance on the cement sector, citing consolidation, pricing discipline, and moderating capacity additions. UltraTech Cement remains its top pick with a Buy rating, while Ambuja Cements has been upgraded to Buy on cost savings. Dalmia Bharat also retains a Buy, whereas ACC and Shree Cement stay on Hold due to margin concerns.
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Zerodha, India’s largest stockbroker with over 1.5 crore clients, has stayed private, avoiding external funding or an IPO. CEO Nithin Kamath said being private allows the firm to focus on long-term customer interests without shareholder pressure. Bootstrapped with Rs 10 lakh, Zerodha built its moat on trust, simplicity, and low costs, thriving alongside India’s market growth.
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U.S. companies are lining up to borrow in euros with bond sales hitting a record $100 billion so far this year, reflecting attractive European funding conditions and a growing willingness among issuers and investors to shift away from the dollar.
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Promoter pledge reduction across top Nifty200 companies in Q1 FY26 signals stronger financial stability. Hindustan Zinc, IRB Infra, Apollo Tyres, and others reported sharp declines, boosting investor confidence and reflecting reduced dependence on borrowings.
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Euro zone government bond yields edged up on Tuesday as investors stayed on the sidelines ahead of a Federal Reserve policy meeting, which could shape expectations for U.S. rates.
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