India’s top banks are poised for a re-rating as interest rates stabilize and credit growth accelerates. Analysts anticipate improving net interest margins and strong corporate loan book expansion, boosting valuations for major lenders like ICICI, HDFC, and SBI.Read More

Retail and mutual fund investors raised their stakes in Reliance Industries during the September 2025 quarter, signalling domestic confidence despite a 9% stock dip, even as FIIs reduced holdings and turned cautious on Indian equities.Read More

At least 15 PMS funds across small-cap, sectoral and multi-cap themes delivered stellar October returns, led by Sundaram Alternate Assets’ Rising Stars with 10.5%. Fintech, healthcare and thematic portfolios dominated gains, while only a few hybrid and large-cap strategies lagged.Read More

Sunil Singhania’s Abakkus Four2Eight Opportunities Fund has invested ₹956 crore in Ahmedabad-based Match Graphics, a décor paper manufacturer for laminates and MDF boards. The funding will help accelerate expansion, enhance digital printing capacity, and grow global presence.Read More

Market expert Amnish Aggarwal shares insights on key sectors. Honasa faces scrutiny over single-digit growth versus valuation expectations. Two-wheeler firms like Hero and Eicher show strength, with GST benefits boosting smaller bikes. Traditional players are gaining EV market share over new-age companies. Realty sector requires caution. Consistent growth and strong balance sheets are vital for...Read More

Swedish entertainment company Modern Times Group is planning to launch a $450 million initial public offering of its Indian game developer in Mumbai, two sources with direct knowledge of the matter said.Read More

Indian stock markets are nearing all-time highs, fueled by robust earnings across various sectors. Veteran investor Amnish Aggarwal notes strong performance in PSU banks, consumption, pharma, and metals, with a favorable economic outlook supporting further market gains. While some sectors show promise, caution is advised for highly valued stocks.Read More

Lupin shares are trading near Rs 2,033.90, consolidating within a Falling Channel and forming a triple bottom pattern that signals a potential bullish breakout above Rs 2,050. Analyst Hardik Matalia recommends a Bull Call Ladder strategy to capture upside momentum, with Rs 2,000 serving as crucial support in the short term.Read More

Infosys’ massive Rs 18,000 crore share buyback is approaching. Zerodha co-founder Nithin Kamath advises investors to understand the tax rules. Gains from the buyback are taxed as income. The entire investment value is considered a capital loss. This buyback may be beneficial if you have other capital gains to offset. Shareholders must own Infosys shares...Read More

Following Tata Motors’ demerger, shareholders now hold separate stakes in Tata Motors Limited (Commercial Vehicles) and Tata Motors Passenger Vehicles Limited. The original investment is split between the two. As per Indian tax rules, this share issuance via demerger is not considered a transfer, so no immediate capital gains tax is triggered.Read More