Hindustan Unilever Ltd's (HUL's) second quarter 2025-26 (Q2FY26) consolidated revenue rose 2 per cent to Rs 16,250 crore, with low or flat volume growth. Demand remained stable but goods and services tax (GST) transition and prolonged monsoon hurt offtake.
'Corporates now have multiple funding sources beyond banks, and many are sitting on large cash reserves.'
'Investing in these funds makes sense if their net yield over better-quality funds -- corporate bond funds or banking and PSU funds -- is meaningful.'
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
Quoting an incorrect PAN during property registration can invite penalties and prosecution.
The 100 per cent withdrawal provision and the 25 per cent minimum balance provision have led to some confusion.
Colgate-Palmolive India's September quarter (Q2FY26) performance has reinforced concerns among brokerages about the company's continued market challenges.
Every 1 per cent per annum of investment costs is a matter of life or death, points out Avinash Luthria.
New investors should avoid short-term, tactical entries and instead go for staggered buying via ETFs to manage volatility.
The income tax department will allow people to file 'belated return' until December 31.
Marico is expected to post high single-digit volume growth in the India business in the July-September quarter. However, it is expected to moderate sequentially, the company said in its quarterly update on exchanges.
ICICI Bank delivered satisfactory results in the second quarter of 2025-26 (Q2FY26), sustaining return on assets (RoA) of around 2.3-2.4 per cent and improving asset quality. Provisions declined 26 per cent year-on-year (Y-o-Y) and 50 per cent quarter-on-quarter (Q-o-Q).
You don't need a six-figure salary to build wealth -- you need discipline and a smart plan, says Ramalingam Kalirajan. and shows you how
Axis Bank reported a sharp drop in net profit in the second quarter of financial year 2026 (Q2FY26) on higher provisions and weak operating profit growth while revenue growth was moderate. But loan growth and deposit growth improved to double-digits year-on-year (Y-o-Y) and asset quality also improved with the gross non-performing loan or NPL ratio moving down.
EMI means you've already spent tomorrow's income; SIP means you're investing today's income to secure tomorrow, explains Ramalingam Kalirajan
Reels often induce the FOMO-'Act now!' mentality. But sound investing is about consistency, diversification and a long-term horizon.
'As the team builds, each of them will bring in a different perspective, new thinking.'
Utilities in the power sector present an interesting investment case at this moment. Most power stocks have lost substantial ground in the past 12 months.
'This is an area where good lending can happen, and that is one of the priorities for the next quarter.'
'I will not be surprised if there is a 7 per cent handle in front of the decimal place for the full financial year.'
'The government is putting insurance in the same category as food, which is essential for life.' 'Now this is an opportunity for the sector to focus on the consumer.'
Goldman Sachs is bullish about Indian aerospace and defence, preferring private companies over public sector units (PSUs) as the country ramps up its export target for the sector to Rs 50,000 crore by FY29 from Rs 23,600 crore last year. The American investment bank's top 'buy' recommendations include Solar Industries, Bharat Electronics, Data Patterns and PTC Industries, while Bharat Dynamics is rated 'sell'.
'They are positioned as defensive products and can potentially give marginally higher returns than liquid funds.'
Investors may wait for six months and then take another look at the stock.
Real wealth isn't built on random bets; it's built on disciplined, guided portfolio strategies that can withstand market ups and downs, says Ramalingam Kalirajan.
SEBI's blockbuster reforms are rewriting the rules of mutual fund investing -- faster growth, sharper transparency, and smarter safeguards that put investors first, explains Ramalingam Kalirajan.
Loan against fixed deposit is cheaper and comes with fewer charges.
Public-sector banks (PSBs) are attracting the attention of investors and the PSU Bank Index has gained nearly 10 per cent in the past month. PSBs have seen return on assets (RoA) climbing to 1 per cent in 2024-2025 (FY25) and margins are believed to have moved up further in the first half of this financial year (H1FY26) with asset quality remaining stable.
'A staggered investment approach (using SIP or STP) can help investors benefit from this opportunity while reducing timing risk.'
'Such stocks may be useful for aggressive portfolios, but should not be part of the core holdings.'
Ask rediffGURU and tax expert Mihir Tanna your income tax-related questions.
Medical negligence arises when a medical professional deviates from reasonable standards of care, causing injury to the patient.
Ask rediffGURU Reetika Sharma your insurance mutual fund and personal finance-related questions.
'Do exhaustive research and then select the one that best fits your budget and requirements.'
'If nominal growth improves and earnings pick up, Indian stock markets could see a rally next year.'
rediffGURU T S Khurana answers readers' personal income tax queries
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
'Indian markets may underperform global peers for the next two quarters.' 'But beyond that, India should catch up and resume its long-term growth path.'
'Legally clean farmland is difficult to find. It requires time, money, and legal effort to verify the title.'
Retail investors have been the hardest hit in the recent market downturn, with stocks where they hold over 20% falling 45% from their 52-week highs.