Jefferies anticipates a strong earnings recovery for Indian companies. The firm expects growth to accelerate from the second half of FY26 through FY27. Cement and telecom sectors are projected to lead this rebound with significant growth rates. This positive outlook follows a challenging period marked by various economic headwinds.Read More

India’s food delivery and quick commerce sectors face cost adjustments due to new gig worker regulations. Analysts anticipate a modest financial impact, unlikely to derail long-term investment theses for major platforms like Zomato and Swiggy. Companies have largely prepared for these changes, with costs potentially shared across customers, restaurants, and operational efficiencies.Read More

Indian investor portfolios experienced significant declines in the July-September quarter. Many top investors saw double-digit drops as markets turned volatile. Ashish Dhawan’s portfolio fell the most, down 29%. However, some investors like Nemish Shah and Vijay Kedia saw their portfolios grow. Market indices also reflected this weakness during the period.Read More

Gallard Steel’s IPO allotment concludes today after extraordinary demand, with subscription touching record levels across categories. Strong GMP indicates optimism for listing gains, though allotment is expected to be extremely tight. The company’s rapid financial growth and specialised engineering capabilities add to investor interest ahead of its BSE SME debut.Read More

TeamLease Services shares surged 11% to Rs 1,840.65 on the BSE following the November 21 implementation of India’s new labour codes. The reforms, including the Code on Social Security, 2020, are expected to accelerate the shift from unorganised to organised employment, boosting demand for staffing firms. Compliance-driven companies like TeamLease stand to gain from higher...Read More

India’s new labor code, effective November 21, imposes a new cost burden on food delivery giants Swiggy and Eternal, potentially impacting margins by up to 70 basis points. The regulation mandates contributions to a social security fund for gig workers, leading to an estimated financial hit for both companies and potential stock volatility as investors...Read More

Domestic equities hold firm above 26,000, buoyed by strong quarterly earnings and consumption trends. Market participants anticipate policy easing in India and the US, alongside a potential US tariff agreement. While large-caps show resilience, mid and small-caps are undergoing a necessary valuation reset.Read More

The Reserve Bank of India has stepped in to support the rupee. The currency faced pressure after crossing a key level. The RBI sold dollars to stabilize the rupee. This action helped lift market sentiment. Bankers noted the rupee’s weakness was due to high dollar demand. A trade deal between India and the US could...Read More

India’s solar sector has been a stock market powerhouse, with panel makers, developers and EPC players delivering massive returns amid a clean energy push and rapid manufacturing expansion. KPI Green, Borosil Renewables, Tata Power and Adani Green have surged sharply, while standout performer Waaree Renewable Technologies delivered over 60,000% returns. Websol Energy and Solar Industries...Read More

Indian IT major shares, including Infosys, Tech Mahindra, HCL Tech, and TCS rallied after US Federal Reserve official John Williams indicated that interest rates could fall “in the near term.” These remarks significantly boosted expectations for a December policy easing (rate cut) by the US Fed.Read More