Market expert Neeraj Dewan expects the next leg of the market rally to be driven by PSU banks, telecom, cement, and value retail, backed by improving earnings and policy support. He remains bullish on Bharti Airtel, Jio, and SBI, sees cement correction as a buying opportunity, and predicts a broader midcap recovery as corporate results...Read More

Global brokerage firm Bernstein has initiated coverage on India’s leading e-commerce platforms, Eternal and Swiggy, assigning an ‘Outperform’ rating to both, with target prices of Rs 390 and Rs 570, respectively.Read More

India Inc’s Q2 FY26 earnings are outperforming expectations, led by oil & gas, capital goods, and technology sectors. Motilal Oswal notes modest Nifty EPS upgrades as midcaps continue to outperform largecaps, margins expand 170 bps YoY, and the earnings cycle shows signs of bottoming out for sustained growth.Read More

The US economy is surprisingly strong, with significant corporate spending projected. In contrast, global investors are cautious about India, underweighting its market due to an earnings slowdown. However, a turnaround is anticipated with expected rate cuts, GST reductions, and PSU pay hikes. Improved corporate earnings are seen as the key to attracting foreign investment back...Read More

Groww launches its IPO today, aiming to raise Rs 6,632 crore. The investment platform, a market leader in India, faces regulatory challenges, particularly concerning futures and options trading, which has historically driven its growth. Despite these headwinds, Groww is diversifying its offerings to ensure continued expansion.Read More

Sun Pharma is expected to report modest Q2 FY26 earnings growth, with PAT likely up 2% YoY and revenue rising 7%. Analysts cite Leqselvi launch costs, weak Taro performance, and high R&D spend as margin drags, even as domestic and specialty segments continue to drive overall growth.Read More

Billionbrains Garage Ventures (Groww) raised Rs 2,984 crore in its Rs 6,632 crore IPO anchor round, drawing top domestic MFs, global sovereign funds, and tech investors like GIC, ADIA, and SCGE.Read More

Groww’s Rs 6,632 crore IPO opened for subscription on Monday, with a 24% overall subscription by 11:10 AM and strong retail demand. The IPO carries an 18% grey market premium, reflecting positive sentiment, as brokerages highlight robust growth, profitability, and long-term digital investing potential.Read More

SBI Q2 Results: State Bank of India (SBI), the country’s largest public sector lender, reported a 10% year-on-year rise in standalone net profit for Q2FY26 at Rs 20,160 crore, up from Rs 18,331 crore in the year-ago quarterRead More

Mahindra & Mahindra Q2 results: Mahindra & Mahindra reported a strong July-September quarter for FY26, with consolidated profit after tax surging 15.8% year-on-year to Rs 3,673.32 crore. The auto giant also saw its revenue from operations climb 21.7% YoY to Rs 45,885.40 crore, indicating robust financial performance.Read More