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Despite a weak start, the markets staged a remarkable recovery on Friday to end on a flat note. The Nifty saw a weak opening; it opened lower and drifted further to form the low point of the day in the first hour of the session.
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The sudden slump in Asia’s technology shares last week has jolted investors, serving as a stark reminder that the world-beating rally in artificial intelligence and semiconductor stocks may be nearing a short-term crest.
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The coming week will see a flurry of IPO activity with five public issues—PhysicsWallah, Emmvee Photovoltaic Power, and Tenneco Clean Air India among them—looking to raise over Rs 10,000 crore across sectors like edtech, clean energy, automotive, and pharma, testing investor appetite and liquidity.
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Despite a flat market, selective traction is building in banking stocks as sector rotation picks up pace. Deven Choksey of DRChoksey FinServ expects stronger earnings in H2FY26, led by improved cost controls, SME loan growth, and government-led consolidation tailwinds in public sector banks.
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Eyewear retailer Lenskart Solutions will make its much-awaited stock market debut on Monday, but investor euphoria has cooled sharply.
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Mutual funds have crowded into a handful of big names in 2025, with Axis Bank, Maruti Suzuki, SBI, ICICI Bank, and SBI Life among the most overowned stocks, each held far above their index weights.
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SBC Exports Ltd reported a significant profit jump in the September quarter of FY26. Profit after tax doubled to Rs 11.36 crore. This growth was driven by new order wins. Revenue also saw a substantial increase of 28.49 percent. The company secured several work orders and export contracts.
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