Mayuresh Joshi notes sectoral volatility in India’s stock market, but expects consumption and capital expenditure to drive growth. Key sectors include FMCG, consumer durables, infrastructure, manufacturing, and select NBFCs.Read More

Netweb Technologies has seen its stock more than double in six months, fueled by order wins, government digital initiatives, and India’s growing data center market. Brokerages anticipate continued revenue growth driven by AI adoption, data localization, and expanding compute infrastructure.Read More

Indian regulators are in discussion to simplify entry for overseas investors by reducing documentation and scrutiny, aiming to shorten registration times from six months to 30-60 days. These changes come amid significant foreign investment outflows this year due to trade tensions and muted earnings. Regulators have engaged with global asset managers to gather feedback and...Read More

Refex Industries’ shares experienced a surge following the board’s approval of a composite scheme involving the merger of Refex Green Mobility Limited into Refex Industries. Subsequently, the Green Mobility Business will be demerged into Refex Mobility Limited, planned for independent listing on BSE and NSE. Shareholders will receive equity shares in RML in a 1:1...Read More

Shares of Maruti Suzuki surged up to 3.2% to a 52-week high of Rs 16,325 on NSE after reporting nearly 80,000 inquiries and 30,000 vehicle deliveries on Sunday, marking its best-ever start to Navratri in 35 years. Strong demand for small cars, boosted by GST 2.0 price cuts, has driven 75,000 bookings, about 50% higher...Read More

Vanguard sees opportunities in US corporate bonds despite high valuations and tariff risks. Fed rate cuts, strong fundamentals, and low recession probability support demand, making credit risk additions attractive for investors.Read More

India’s equities look attractive as domestic demand, lower earnings expectations, and resilient services support growth, says James Sullivan of JPMorgan. Despite FPI outflows, strong domestic inflows and favourable valuations create upside potential, making sectors like consumer, financial services, and discretionary key investment plays.Read More

Adani Power shares experienced a decline following profit booking after a significant surge post-stock split and positive brokerage views. Morgan Stanley’s optimistic outlook, projecting substantial growth in capacity and profitability, initially fueled the rally. However, investors cashed in on gains despite SEBI’s clearance of stock manipulation allegations, impacting other Adani Group stocks as well.Read More

Pidilite Industries share price experienced a significant adjustment on September 23, dropping to Rs 1,493.35. This was not due to a crash, but rather a correction following a 1:1 bonus issue. The company had set September 23 as the record date for bonus share eligibility, aiming to boost retail participation and stock liquidity.Read More

Digital real estate platforms like Alt DRX are democratizing property investment in India, traditionally limited to high-net-worth individuals. By enabling investments as small as one square foot and offering seamless online onboarding, these platforms break down barriers. Investors can diversify across geographies and asset types, enjoying liquidity through secondary sales, mirroring the flexibility of equity...Read More