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Indian markets have quietly turned, says Helios Capital’s Samir Arora, noting that MSCI India is outperforming global peers despite muted retail sentiment. Arora believes GST cuts, rate cuts and tariff relief will fuel broader participation, with midcaps and smallcaps set for a catch-up rally. He warns against speculative broker stocks but remains bullish on financials...
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The Indian rupee logged a monthly fall and closed just shy of its record low on Friday, largely supported by intervention by the central bank which countered pressure from outflows and a pickup in appetite to wager against the currency
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Reliance Infrastructure shares jumped 17% in three sessions, reversing last week’s steep fall. The stock remains far below its 52-week high, but bargain buying, stabilising quarterly numbers, and returning domestic institutional interest have revived sentiment. Traders say technical support and value buying are driving the sharp rebound in the Anil Ambani–group stock
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Indian stock markets closed with a slight dip on Friday. The Sensex and Nifty saw minor fluctuations throughout the day. Investors took profits near record highs. They considered potential interest rate cuts in the US and India. Domestic growth figures also influenced trading. Both major indices ended marginally lower after reaching new peaks previously.
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Eight fundamentally strong stocks staged a sharp turnaround in Q2FY26, returning to profitability after two loss-making quarters and rallying up to 75% so far this fiscal year.
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Nomura has initiated coverage on Anthem Biosciences with a Buy rating and a ₹740 target, citing attractive valuations, strong CRDMO positioning, diversified capabilities, and robust revenue and earnings growth projections despite recent stock correction.
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Lenskart’s upcoming results are closely watched as investors assess growth momentum, margin improvement and the impact of its aggressive expansion. Analysts expect steady revenue gains, rising active shoppers and improving store economics. Despite valuation concerns, the long-term opportunity remains strong, supported by an under-penetrated market and Lenskart’s integrated, cost-efficient operating model.
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Market expert Anshul Saigal says raw material volatility in sectors like jewellery, pipes and FMCG is a buying opportunity, not a long-term risk. He expects GST cuts, rising incomes and sectoral consolidation to drive strong growth in FMCG and real estate, while quality capital goods and metals offer value. Saigal urges investors to stay bottom-up...
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A 72-year-old Mumbai resident, Bharat Harakchand Shah, has filed a police complaint after discovering that his inherited equity portfolio—long believed to be growing—had allegedly been mismanaged, leading to a sudden demand for ₹35 crore. The case is now under investigation by Mumbai Police’s Economic Offences Wing, with an FIR filed against Globe Capital.
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Meesho’s upcoming IPO highlights the rise of India’s digital economy, driven by small towns. The company built its success by empowering micro-entrepreneurs and resellers, offering affordable products to a digitally connected ‘Bharat’. This strategy has fueled rapid growth, making it a significant player beyond metropolitan markets.
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