Indian mutual funds have more than doubled their stake in One97 Communications, Paytm’s parent, rising to 16.25% in September 2025 from 6.8% in June 2024, while retail investors trimmed holdings for the sixth consecutive quarter. The shift reflects renewed institutional confidence as Paytm’s stock more than doubled from record lows of Rs 609 in February...Read More

After weeks of regulatory uncertainty, BSE shares have rebounded sharply, rising 15% in a month as fears over the weekly expiry rule eased. On Thursday, the stock climbed nearly 2% to Rs 2,533.70 before settling at Rs 2,486.50. Renewed stability has sparked buying in market infrastructure stocks, highlighting a measured recovery rather than a purely...Read More

Shares of Vedanta, Hindalco, and Nalco jumped as LME aluminium prices surpassed $2,850/tonne, fueled by tight global supply and disruptions like Century Aluminum’s production slowdown in Iceland.Read More

Asia’s resilience to US tariffs is vulnerable to tighter financial conditions from a rising dollar and higher rates, despite supportive current low interest rates. IMF projects moderate growth, urging central bank independence to manage inflation and future risks.Read More

The smallcap earnings season saw 108 companies report September quarter results, with 36 profit-making firms standing out. Key performers like Acutaas Chemicals, Tanfac Industries, Amal, and GM Breweries posted strong year-on-year sales growth. Seven stocks gained over 50%, highlighting robust business expansion and attractive investor returns in a volatile market.Read More

In a slightly encouraging turn on Friday, Indian government bonds made a small recovery as traders scrambled to close short positions after a day marked by significant selling. Hopes for a possible US-India trade pact helped stabilize the market, reducing speculation around an urgent rate cut from the central bank.Read More

Gold’s record-breaking rally is set to pause after nine straight weeks, with prices down 3% amid profit-taking, a stronger dollar, and renewed U.S.–China trade optimism. Analysts view the decline as a short-term correction within a larger bullish cycle driven by central bank buying and geopolitical uncertainty.Read More

The Indian rupee reached a two-month peak on Thursday. This rise was driven by expected inflows and the Reserve Bank of Indias consistent dollar sales near 88. The rupee touched 87.6350 per dollar. Traders noted a positive flow mix. Importers are hedging, while exporters are waiting. Equity inflows and optimism about a US-India trade deal...Read More

Emerging markets are set to outperform the US, with India leading the rally, says Manav Chopra, Executive Director at Nuvama Institutional Equities. He expects a 25% EM upside, a breakout for Indian equities, and silver outperforming gold in a risk-on global setup. FPIs returning could further fuel India’s multi-year bull run.Read More

​Analysts say several listed suppliers are well-positioned to benefit from this cycle.Read More