TCS management says client demand is improving gradually, with spending focused on projects delivering clear ROI. AI-led deals are accelerating across sectors, with most large clients already engaged. The company expects momentum to sustain into Q4, says margins will be protected through delivery efficiency, and remains cautiously optimistic on FY26 revenue growth.Read More

As SEBI moves closer to approving the long-awaited NSE IPO, analysts believe the listing could act as a key re-rating trigger for BSE by improving peer benchmarking, visibility, and investor interest, potentially narrowing the valuation gap between the two exchanges.Read More

Federal Reserve Chair Jerome Powell is now openly confronting President Trump’s criticism. This marks a significant shift as Powell defends the central bank’s independence. Recent actions suggest a growing concern over political pressure. Powell’s stance is seen as crucial for the institution’s autonomy. This period will define his legacy as a central banker.Read More

NLC India’s shares surged following board approvals for its renewable energy arm’s listing and a 36% interim dividend. The company plans to dilute up to 25% equity in NLC India Renewables Limited, aligning with national monetization goals.Read More

Indian government bonds experienced a downturn Tuesday after Bloomberg Index Services postponed their inclusion in a global index, citing an ongoing review. This decision dashed market expectations of significant foreign inflows, impacting bond yields. Meanwhile, state debt auctions and a significant dollar-rupee swap by the RBI are also on the horizon, amidst broader geopolitical concerns.Read More

Meesho’s sharp post-IPO rally has lost momentum as valuation concerns, lock-in expiry-related selling and cautious brokerage commentary weigh on the stock. While analysts flag limited near-term upside, the company’s strong user base, improving logistics efficiency, and differentiated e-commerce model continue to underpin its long-term business prospects.Read More

A U.S. operation in Caracas and plans to assume control of Venezuela’s oil assets have revived heavy crude flows, posing a direct competitive threat to Canada. With U.S. refineries suited to Venezuelan grades, Canada risks losing market share, pressuring oil revenues and weighing on the Canadian dollar.Read More

Indian equities reversed early gains, slipping into the red as optimism around US trade developments faded, overshadowed by losses in FMCG and IT stocks. Despite a broad-based advance in small and mid-cap indices, investor caution prevailed. Geopolitical developments and US trade policies continue to influence market sentiment.Read More

Billionbrains Garage Ventures shares rose after Kotak Institutional Equities initiated coverage with a Buy rating. The brokerage forecasts strong earnings growth for Groww in the coming years. This growth is expected from areas like marginal trading facility and commodities. Operating leverage and margin expansion are also anticipated. Groww’s product-first approach and tech focus are key...Read More

Raamdeo Agrawal, Chairman of Motilal Oswal says PSU banks are among the cheapest opportunities today after years of cleanup. He expects credit growth and domestic demand to drive a multiplier effect, sees earnings picking up over the next year, and warns that excessive valuations—not weak businesses—are behind recent stock corrections.Read More