Shares of BLS International rose sharply after the Delhi High Court overturned a two-year ban imposed by the Ministry of External Affairs, allowing the company to participate in future tenders. The ruling removes restrictions that had affected tender participation, while existing contracts and financial outlook remain largely unaffected.Read More

HDFC AMC shares declined 3.5% after a profit booking session, following a 7% rally the previous day triggered by SEBI’s overhaul of mutual fund expense regulations. The new framework introduces the Base Expense Ratio (BER) and separates statutory and regulatory levies, providing greater transparency but raising questions about long-term profitability for asset managers.Read More

Billionbrains Garage Ventures saw its stock soar after Jefferies introduced a buy rating, suggesting promising growth in earnings. Meanwhile, the Indian rupee has experienced a notable drop, but the underlying economic conditions in India remain solid. Stakeholders should keep an eye on shifts in trade policies and the flow of foreign investments.Read More

Accenture’s latest results signal stabilising demand in global IT services, with cost takeout deals staying strong and early signs of recovery in discretionary spending. Wedbush Securities’ Moshe Katri says GenAI-led projects, valuation compression and a potential spending rebound in 2026 could drive the next phase of growth for IT stocks.Read More

Jefferies has initiated coverage on Groww’s parent Billionbrains Garage Ventures with a Buy rating, citing strong client growth, rapid product expansion and margin potential. The brokerage expects robust earnings growth driven by new offerings, operating leverage and a strategy similar to Robinhood’s scalable, product-led model.Read More

RRP Semiconductors, a star of India’s AI-driven stock rally after a 55,000% surge in 20 months, is now under regulatory scrutiny, with trading restrictions imposed and investors cautioned as the stock slides from its peak despite a still-hefty market cap.Read More

India’s 2025 IPO boom signals more than listings—it reflects a shift toward building durable public companies. Post-IPO success hinges on operational discipline, repeatable unit economics, governance, and long-term leadership. Investors should focus on profitability, maturity, and strategic vision, treating the IPO as a transition, not the ultimate goal.Read More

Indian government bonds held steady Friday as traders awaited new debt sales. The central bank’s substantial liquidity injections previously boosted sentiment. Today’s auctions will gauge demand, with foreign investors showing a cautious stance. Overnight swap rates are expected to trade within a narrow band as the year concludes.Read More

HDFC AMC anticipates positive regulatory changes following Sebi’s revised mutual fund expense rules. Brokerages believe these adjustments will boost earnings and valuations. The new framework, effective April 2026, is less punitive than initially feared. This clarity allows focus to shift back to HDFC AMC’s growth potential and market share.Read More

Indian railway stocks have suffered a sharp valuation reset in 2025, erasing Rs 1.32 lakh crore in investor wealth, led by steep losses in IRFC and other PSU players. Analysts cite stretched valuations, muted capex growth and execution challenges as key hurdles, making a broad-based recovery in 2026 uncertain despite long-term structural support.Read More