ICICI Prudential AMC’s Co-CIO (Equity), Anish Tawakley, says a Fed rate cut has limited economic impact on India and any negative market reaction would be a buying opportunity. He expects the rupee to stabilise, remains bullish on domestic cyclicals like autos, cement and capital goods, but stays cautious on smallcaps, midcaps, IPO listings and consumer-tech...Read More

BofA expects Nifty to deliver up to 11.4% returns by CY26 as earnings cuts ease, growth prospects improve and FII outflows may reverse. Largecaps are likely to outperform, while SMIDs offer selective opportunities but face sharper downside risks.Read More

Despite robust margins, nine high-performing smallcap stocks have plunged 20%–68% since October, underscoring that strong earnings don’t always drive share prices.Read More

Bajaj Housing Finance shares have plunged nearly 10% in five days, sliding toward their IPO price as a large promoter stake sale spooked investors. The stock is down 35% from its December peak despite solid financial performance, raising concerns of further supply pressure.Read More

The Indian rupee is facing pressure from significant foreign portfolio outflows. Other factors like IPOs and rising gold imports are also increasing dollar demand. The Reserve Bank of India is managing the currency’s movement, acting as a speed breaker. Global rate shifts are influencing corporate borrowing. The rupee’s future depends on global flows and external...Read More

Dialysis services provider Nephrocare Health Services Ltd, known for its brand NephroPlus, on Thursday announced a price band of Rs 438-460 per share for its upcoming Initial Public Offering (IPO), valuing the company at over Rs 4,600 crore.Read More

Euro zone government bond yields edged higher on Thursday, tracking U.S. Treasuries, as investors focused on the Federal Reserve’s policy outlook ahead of key U.S. jobs data later in the day.Read More

JSW Steel’s JFE partnership is a “game changer”, says Fort Capital’s Parag Thakkar, as the deal cuts debt by ₹37,250 crore and strengthens long-term expansion plans. Thakkar also sees PSU bank corrections as strong buying opportunities, led by robust credit growth and low-cost deposits. He remains bullish on India’s economic outlook and cautious on over-heated...Read More

The Indian rupee’s slide towards 90 has sparked market speculation, with experts suggesting it’s seeking equilibrium due to unfavorable current and capital accounts. While short-term dips to 90.5-91 are possible, fundamentals point to a medium-term recovery towards 88, indicating potential undervaluation.Read More

Uncertainty surrounding a U.S.-India trade deal is driving rupee volatility, with the currency potentially falling to 92 per dollar if an agreement is delayed. The rupee has already hit an all-time low, becoming Asia’s worst performer due to a widening trade gap and weak investment flows.Read More