HDFC Bank shares have fallen for five consecutive sessions, dropping 6% ahead of its Q3 earnings announcement. Technical indicators suggest a bearish structure, with prices below key EMAs. Analysts anticipate a mixed near-term outlook on margins despite steady balance-sheet expansion and supportive asset quality.Read More

Indo SMC’s Rs 91.95 crore SME IPO, backed by Ashish Kacholia, opens January 13. The issue has a strong grey market premium and healthy order book, with proceeds aimed at plant expansion, working capital, and corporate purposes.Read More

George Joseph , CIO and CEO – Equity, ASK Investment Managers explains why Indian largecaps look cheapest in 20 years versus midcaps. He expects earnings leadership from banks, cement and domestic cyclicals, remains cautious on metals, and highlights energy transition as a long-term theme amid global uncertainty and valuation-led opportunities in Nifty 50 stocks.Read More

US equity markets show surprising resilience with a broadening rally beyond tech, supported by Fed rate cut expectations and stable economic data. However, corporate earnings will be key to sustaining this optimism. Geopolitical shifts and policy uncertainties, including potential tariffs, pose long-term risks, leading to a cautious investment approach focused on AI data center supply...Read More

JM Financial has started coverage on Meesho with a ‘Reduce’ rating and a Rs 170 target for March 2027, citing limited upside after the stock’s sharp post-listing rally. Meesho, which debuted at Rs 161.20 in December, surged 58% to Rs 254.65 but has since corrected nearly 36% and is now trading at Rs 164.Read More

The Indian rupee remained steady on Friday. Strong demand for US dollars at the daily reference rate is impacting the local currency. The Reserve Bank of India’s recent interventions are preventing significant one-way movements. Traders are cautious due to unexpected intervention levels. Global markets await key US economic data and a tariff ruling.Read More

Indian government bonds experienced a decline as traders anticipated substantial debt supply, fueling concerns about demand for the quarter’s record sales. Yields rose as investors sold debt, anticipating further issuance. New Delhi is set to sell bonds worth approximately 290 billion rupees later today, adding to existing investor worries.Read More

Global defence stocks surged Thursday after US President Trump proposed a massive $1.5 trillion military budget for 2027, reigniting geopolitical tensions. This significant spending hike could outweigh concerns over potential dividend and buyback restrictions for American contractors, though congressional approval remains a hurdle. European defence firms also saw gains.Read More

Sunil Subramaniam of Sense and Simplicity outlines how to play India’s power, pharma, auto and banking themes amid market volatility. He highlights EPCs and financiers as key power bets, explains a four-part pharma strategy, and shares why markets may stay cautious in the first half before improving later in the year.Read More

Bharat Coking Coal IPO is creating buzz. Coal India shareholders have a special quota. Applying in this reserved portion can increase allotment chances. Investors can also apply in retail or employee categories simultaneously. Careful application and avoiding errors are key. BCCL is India’s largest coking coal producer. The IPO is an offer for sale. The...Read More