Quest Investment Managers’ Rakesh Vyas expects Indian markets to break out of their consolidation phase as earnings rebound 12–13% over the next few quarters. He sees consumption leading the next growth cycle, with hospitality, real estate, and retail emerging as key sectors. FII outflows may reverse gradually as India’s earnings visibility and macro strength improve.Read More

Foreign investors increased their exposure to Indian government bonds in October by the most of any month so far this financial year, the latest data showed on Monday.Read More

The rupee extended its descent for the third straight day and settled five paise down at 88.75 (provisional) against the US dollar on Monday, near its all-time low level, weighed down by a strong American currency and foreign fund outflows.Read More

Realty firm Shriram Properties on Monday said it will develop a housing project in Bengaluru with an estimated revenue of over Rs 350 crore.Read More

Euro zone government bond yields rose on Monday, after a two-week climb, as investors awaited U.S. data and tracked trade developments following a fragile truce between the U.S. and China.Read More

Helios Mutual Fund’s CEO Dinshaw Irani says the fund avoided the Lenskart IPO due to high valuations and limited growth visibility. Irani remains bullish on BFSI, platform companies, hospitals, and hospitality, but bearish on IT amid AI disruption. He prefers SBI among PSBs and avoids metals entirely due to cyclical risks and China’s dominant influence.Read More

Intellect Design shares rallied 10% as Q2 profit nearly doubled on strong platform and license-linked revenue, highlighting growing global adoption of its eMACH.ai fintech solutions.Read More

10 stocks experienced a decrease in institutional holdings in the September ’25 quarter compared to June ’25, according to StockEdge shareholding scans.Read More

Vodafone Idea share prices surged 10% to hit the upper circuit at Rs 9.60 after the Supreme Court clarified that the government can decide on relief for both additional and total AGR dues. The ruling eases investor concerns over the telecom operator’s massive liability burden.Read More

Hong Kong property developer New World Development has launched a debt exchange offer of up to $1.9 billion, aiming to restructure its outstanding perpetual securities, it said in an exchange filing on Monday.Read More