Elara Capital’s Jay Kale expects India’s auto sector to consolidate after strong festive sales and GST-cut-led demand. Maruti Suzuki, M&M, and TVS Motor continue to remain top picks as small-car sales rebound and tractor demand holds firm. Sustained growth beyond Q4 FY25 will drive the next upcycle in auto stocks.Read More
MSCI’s November 2025 semi-annual review has triggered major reshuffles across its India indices, with Nykaa and Paytm entering the MSCI India Standard Index alongside Fortis Healthcare, GE Vernova T&D India, Indian Bank and Siemens Energy India. Three stocks—Astral, CONCOR and Tata Elxsi—have been removed. The smallcap index saw a deeper churn with 7 additions and...Read More
Gautam Trivedi of Nepean Capital is bullish on India’s market, expecting financials, power, and AI-linked data infrastructure to drive outperformance. He notes foreign investors favor Indian IPOs over secondary markets, betting on new listings. Trivedi sees a “three-pronged” story of financial inclusion, digital acceleration, and energy transformation shaping India’s next decade of wealth creation.Read More
InterGlobe Aviation, parent of IndiGo, reported a Q2FY26 net loss of Rs 2,582 crore, reversing from a profit of Rs 2,176 crore in Q1. Revenue rose 9% YoY to Rs 18,555 crore, but rising costs and forex losses pressured margins. Brokerage Nuvama maintains a ‘Hold’ rating with a target of Rs 5,330, citing cautious outlook...Read More
Titan Company is poised for continued strong performance throughout the fiscal year, fueled by robust festive and wedding demand. Initiatives like offering lower karat jewelry and strategic international expansion, including the Damas Jewellery acquisition, are driving growth. Analysts are revising estimates upwards, reflecting confidence in Titan’s sustained momentum.Read More
State Bank of India shares surged following strong September-quarter results, with analysts upgrading price targets and projecting a 7-20% upside. The bank’s profit after tax rose 10% year-on-year, beating estimates, and asset quality improved. This performance has attracted renewed investor interest in public sector banks.Read More
Indian equities closed lower amid persistent FII outflows, with market direction hinging on Q2 earnings and global macro signals. Positive US-India trade talks could boost sentiment and export-linked sectors. The rupee recovered, gaining 7 paise against the dollar, supported by a correction in global crude oil prices.Read More
The US dollar remains strong near recent peaks. Riskier assets like the Australian and New Zealand dollars saw gains. Investors anticipate a dovish tone from the Bank of England, even if no rate cut occurs today. Sterling faces pressure ahead of the BoE announcement. The dollar’s strength is supported by higher US yields.Read More
Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Donec sed odio dui. Etiam porta sem malesuada.
