Asian Paints’ sharp rally, Biocon’s biosimilar boost, and improving valuations in private banks are reshaping market sentiment, says Nuvama’s CIO Nikhil Ranka. He explains why Biocon still has 10–15% upside, why Asian Paints may consolidate, and why large private banks now look attractive despite short-term NIM pressures. Read the full market outlook and sector-wise insights.Read More

The rupee weakened by 5 paise to 88.75 against the US dollar on Friday, influenced by a downturn in domestic equities and foreign fund outflows. Investors are adopting a cautious stance due to the delayed announcement of the India-US trade deal, while RBI’s market interventions also impact the currency’s movement.Read More

Indian government bonds experienced a further decline on Friday. Traders are anticipating a significant supply of debt. The Reserve Bank of India’s unexpected cash withdrawal operation has surprised the market. This has led to increased yields on benchmark notes. New Delhi plans to raise substantial funds through bond sales. Demand for long-term bonds has weakened,...Read More

India has become the “reverse AI trade” in emerging markets, underperforming the MSCI Emerging Markets Index by 27 percentage points year-to-date, according to Jefferies’ Chris Wood. While the rupee has fallen 3.4% to Rs 88.7, India’s lower exposure to the AI-driven rally in Taiwan, Korea, and China positions it as a contrarian play for long-term...Read More

Paras Defence and Space Technologies shares surged following strong September quarter results, with net profit jumping 50% and revenue climbing 22%. The company also secured a significant Rs 35.68 crore order from the Ministry of Defence for Portable Counter-Drone Systems, alongside a Rs 3.95 crore order for Radio Frequency Jammers. This positive news has propelled...Read More

Tyre maker MRF announced an interim dividend of Rs 3 per share for the financial year ending March 2026. This comes as the company reported a 12% rise in its September quarter net profit. Shareholders will receive the dividend after December 5, 2025. The record date for eligibility is November 21.Read More

The IMF highlights growing strains in the U.S. economy as the prolonged government shutdown disrupts data and delays its annual review. Moderating demand, slower job growth, and tariff pressures cloud the outlook, though a rebound is expected early next year. Inflation risks persist, while U.S. engagement in G20 discussions remains critical.Read More

Bitcoin tumbled below $100,000, dropping over 4% to $97,451 and triggering broad market panic as sell-offs intensified. Ethereum and major altcoins also slid sharply, pushing sentiment toward extreme fear. Analysts say uncertainty over U.S. economic data and Fed policy is adding pressure, though long-term accumulation by whales signals underlying support.Read More

Bihar election results are in and markets are calm. Investors are looking ahead to company earnings and government reforms. Consumption companies are seeing temporary softness. Commercial vehicle sales are expected to rise, signaling economic growth. Companies like Ashok Leyland and Tata Motors are poised for gains. Investors can find opportunities in economic recovery themes.Read More

Oswal Pumps Ltd has announced a significant 48% surge in its consolidated net profit, reaching Rs 97.50 crore for the September quarter. This impressive growth is underpinned by a substantial rise in total income, which climbed to Rs 546.48 crore from Rs 310.84 crore in the same period last year.Read More