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India’s real estate market sees a Diwali revival, fueled by RBI rate cuts, favorable financing, and festive optimism. Mid-income homes surge in Jaipur, while luxury segments gain traction in NCR, reflecting growing buyer confidence and stable investment demand.
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Punjab National Bank expects a Rs 9,000 crore impact from RBI’s new expected credit loss (ECL) framework by 2031. The bank can absorb provisions through profits, maintaining strong capital ratios and investor confidence.
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Indian markets rose ahead of the Muhurat Trading session marking Samvat 2082. Sensex gained 411 points and Nifty 50 added 133 points. Experts recommend top stocks like Paytm, Adani Green, Ambuja, V-Mart, and Royal Orchid Hotels for fresh positions.
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Veteran investor Mukul Agrawal made fresh investments in six companies during Q2 2025, focusing on industrials, consumer durables, green energy, digital infrastructure, healthcare, and electric mobility, signaling confidence in India’s growth sectors.
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Brokerages InCred Equities and Religare Broking suggest 10 Diwali stock buys across sectors including banking, defense, cement, and energy, with upside potential of 12–30%, supported by strong fundamentals and technical momentum.
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Six NSE-listed largecap stocks — including Ingersoll-Rand, Bandhan Bank, Titagarh Rail, and P&G Hygiene — closed above their 200-day moving averages on October 20, 2025, signaling a potential bullish breakout and renewed upside momentum.
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Ahead of Diwali 2025, brokerages highlight seven financial sector stocks — including SBI, HDFC Bank, ICICI Bank and Max Financial — poised for strong upside as easing global headwinds and robust domestic fundamentals fuel bullish market sentiment.
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Indian markets advanced, supported by strong Q2 corporate results, festival optimism, and positive global cues. FII and DII inflows lifted the rupee, while volatility eased and global indices gained.
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Amisha Vora, CMD of PL Group, tells ET Now she’s constructive on Indian equities for Samvat 2082, citing comfortable liquidity, tax and GST incentives, and a consumption-led recovery. After heavy FII selling, she expects domestic demand and credit growth to spark earnings upgrades — with BFSI, autos, consumer durables and metals among the key plays....
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