India’s stock market is set for a rerating in Samvat 2082, says Nimesh Chandan, CIO, Bajaj Finserv Asset Management. With “markets like a coiled spring,” he expects a revival driven by consumption, metals, and real estate. From steady Nifty earnings to sectoral rotation, Chandan outlines why 2025 could mark India’s next big bull phase.Read More

As earnings season progresses, Nischal Maheshwari highlights positive trends in life insurance and asset management, favoring SBI Life and HDFC AMC. He advises caution on Axis Bank and Vodafone Idea, sees green shoots in IT despite AI concerns, and backs government-supported manufacturing and defense sectors. Consumption faces headwinds, but e-commerce shows promise, while real estate...Read More

Tata Motors shares saw a rise as the company demerged its passenger and commercial vehicle businesses. Shareholders will receive new shares in the commercial vehicle entity soon. Brokerages anticipate value creation from this separation. The commercial vehicle arm is seen as a strong performer, while the passenger vehicle segment’s outlook depends on Jaguar Land Rover’s...Read More

Bitcoin was seen trading near Rs 1 crore, showing strong post-halving momentum, with key resistance at Rs 1.03–1.05 crore and support around Rs 98–100 lakh. Ethereum held steady above $4,000, while broader crypto markets saw mixed movements, reflecting short-term consolidation amid institutional interest and bullish technical patterns.Read More

India’s cement makers likely saw peak earnings in Q2, supported by volume growth and acquisitions. However, GST-led price moderation, higher petcoke costs, and new capacity additions may cap future gains, with sequential EBITDA per tonne expected to slip after three quarters of growth.Read More

MCX shares hit a record Rs 9,617 on Wednesday, driven by surging gold and silver prices and record derivative trading. Technical indicators and strong volumes signal continued bullish momentum, with analysts advising ‘buy on dips.’ Options growth and regulatory tailwinds support long-term revenue and profit expansion.Read More

Nestle India Q2 Results: Nestle India announced its Q2 FY26 financial results. The company’s profit after tax saw a decline of 23.6% year-on-year. However, revenue from operations increased by 10.6%. Domestic sales reached a record high, driven by strong volume growth across key product categories. The company highlighted positive performance in e-commerce and export segments.Read More

India’s residential real estate market saw home sales value rise 14% in Q3 2025 despite flat volumes, driven by premium and luxury segments. Southern and eastern markets led growth, while developers increasingly focus on high-value projects, signalling a shift toward value-driven residential demand.Read More

Oil markets showed little reaction to Donald Trump’s claim that India would cease buying Russian oil. Experts cite skepticism due to a lack of official comment from India and ongoing trade talks. Market focus remains on economic factors and expectations of a crude oil glut.Read More

Goldman Sachs is bullish on Indian bank stocks, citing easing financial conditions, low earnings expectations, improving profitability, and attractive valuations. The brokerage expects Nifty Bank to outperform the broader market, with banks and NBFCs offering up to 30% upside.Read More