India’s economy shows strong macro stability with controlled inflation and deficits, but micro-level concerns persist, particularly in corporate earnings. Market veteran Manishi Raychaudhuri highlights low inflation and high real rates offering monetary policy room. While festive demand boosted sentiment, sustained earnings upgrades are awaited for broader market optimism, especially in consumer discretionary and select financials.Read More

The Indian rupee forward premiums dropped on Friday following the central bank’s rate cut and forex swap, though currency traders say a softer spot trajectory should cap the downside.Read More

Former RBI Deputy Governor R. Gandhi highlighted concerns over inflation falling below the MPC’s target, necessitating measures to boost growth and production. He clarified the RBI’s focus on managing rupee volatility rather than targeting a specific exchange rate, attributing recent depreciation to trade deficits and year-end outflows.Read More

Nifty hit a new high but quickly faced selling pressure, signalling fading upward momentum. Technical analysis highlights a key support zone between 25,840 and 25,900 and resistance around 26,300–26,350, suggesting a range-bound phase ahead. Experts recommend a Short Strangle strategy to benefit from time decay as long as Nifty remains within this consolidation band.Read More

Promoters of nine Nifty500 companies reduced their pledged shareholding in the September 2025 quarter, signalling improved financial stability. Valor Estate, Jubilant FoodWorks, Hindustan Zinc and Asian Paints saw notable declines, boosting investor confidence.Read More

Avadhut Sathe Trading Academy (ASTA) has rejected Sebi’s allegations that it offered unregistered investment advice, saying it only provides educational training. This comes a day after Sebi barred founder Avadhut Sathe and ordered the academy to halt programmes that the regulator said involved paid live sessions and stock-specific trading calls.Read More

Sebi has barred financial influencer Avduth Sathe after determining that his academy was providing unregistered investment advice. The regulator found the platform offered live trading sessions with specific buy/sell recommendations and trade levels, effectively acting as an investment adviser and research analyst without authorization.Read More

Investor Sandip Sabharwal urges caution on stretched valuations and corporate disclosures. He sees opportunities in financials, auto stocks, and L&T for the coming year. Largecap stocks appear solid, with midcap opportunities to emerge gradually. Sabharwal anticipates market returns of 12-15% across segments. He also notes pressure on Eternal due to quick commerce losses.Read More

Former SBI Chairman Dinesh Kumar Khara says RBI’s latest 25 bps rate cut will gradually transmit through the banking system, supporting economic growth. He explains why the Monetary Policy Committee kept its stance neutral, when a shift may come, how liquidity will be managed, and why bank margins are likely to stabilise despite rising credit-deposit...Read More

Market expert Sandip Sabharwal views rupee depreciation as inevitable due to trade deficits, while anticipating a US Fed rate cut. He sees easing overhang for ITC Hotels and a buying opportunity in IndiGo despite short-term turbulence.Read More