Unbelievable, did you say? Ramalingam Kalirajan explains the simple math.
'Defence, capital goods, engineering, capital market-related stocks, autos, and cement sectors are my bullish bets for Samvat 2082.'
The government on Tuesday sought to address a significant concern stemming from the 2024-25 Budget announcement by introducing flexibility in the computation of long-term capital gains (LTCG) tax on unlisted assets, including properties. For any assets, such as land or buildings, acquired before July 23, taxpayers can choose between the new and old regimes, opting for whichever results in a lower tax liability. Under the new LTCG regime, the tax rate is set at 12.5 per cent without the benefit of indexation.
Adani Ports, NTPC, Infosys, Hindustan Unilever, HCL Technologies and Sun Pharma were among the other big gainers. However, Larsen & Toubro, Bajaj Finance, State Bank of India, Axis Bank and HDFC Bank were amonh the major laggards.
After a year of modest returns, equity investors may anticipate gains of 10-15 per cent in Samvat 2082, which began on October 21. Although valuations have moderated from their peaks a year earlier, they remain above long-term averages, potentially limiting sharp upsides.
Speculation intensifies regarding a potential political shake-up in Jharkhand's ruling coalition, fueled by strained relations between JMM, RJD, and Congress, and Chief Minister Hemant Soren's Delhi visits. Both JMM and Congress have denied the claims.
'If not bullish, volatility should be minimal.'
'The DNA of Tata Consumer Products is all food and beverage.'
rediffGURU T S Khurana answers readers' personal income tax queries
India's 25 venture capital and private equity backed "new-age" companies, that listed between May 2020 and June 2025, reveals a sobering reality behind the hype: barely a third have delivered sustained outperformance against the market.
'First-time or conservative investors should avoid narrow sectoral funds.'
Digital payments provider PhonePe has filed draft papers with markets regulator Sebi for its upcoming initial public offering (IPO) using the confidential pre-filing route. On Wednesday, the company's spokesperson said, "PhonePe Ltd has filed the Pre-filed Draft Red Herring Prospectus with Sebi and the stock exchanges, under...the Sebi ICDR Regulations in relation to the proposed initial public offering of its equity shares on the main board of the stock exchanges".
Tata Motors, which now houses the company's commercial vehicle business, on Thursday reported a consolidated net loss of Rs 867 crore in the September quarter, impacted by mark-to-market losses of Rs 2,026 crore on account of investment in Tata Capital.
Shares of Billionbrains Garage Ventures, the parent of online broking platform Groww, soared nearly 30 per cent on their market debut on Wednesday, defying the recent trend of muted listings. The stock opened at Rs 112 and hit a high of Rs 134.4 before settling at Rs 128.85 on the NSE - a gain of 28.85 per cent over its issue price of Rs 100.
'Maintain a balanced approach with a preference for short-to medium-duration funds.'
In addition to regulatory actions against small and midcaps, tighter liquidity conditions are another headwind that stocks are facing this month. Market observers say advance tax outflows and capital gains-related adjustments will weigh on the markets in the near term.
Elena Rybakina rallied from a set down to beat Russian fourth seed Ekaterina Alexandrova 3-6, 6-0, 6-2 and win the Ningbo Open title on Sunday, as her late surge to reach next month's WTA Finals gained momentum.
'The real story of 2025 is that India officially stopped being a 'market of the future' and started acting as the world's primary economic engine.'
There is positive sentiment for Tata Steel on the basis of strong domestic demand, a turnaround of European operations and moderate valuations. A combination of capacity expansion, efficiency gains, higher asset utilisation, and improved operating leverage may lead to margin expansions.
Among Sensex firms, Bharat Electronics rose the most by 4.26 per cent. HCL Tech gained 2.57 per cent, Bajaj Finance by 2.19 per cent, TCS by 1.99 per cent, Tech Mahindra by 1.88 per cent and Infosys by 1.85 per cent. Gains in Axis Bank and State Bank of India also supported the rally. However, Mahindra & Mahindra emerged as the biggest loser, falling by 2.47 per cent. Maruti dropped 1.53 per cent and Tata Motors by nearly 1 per cent due to profit-taking. UltraTech, Eternal and Power Grid were also among the laggards.
Importers are rushing to hedge their dollar positions amid the sharp depreciation of the rupee against the American currency and expectations of further volatility even as exporters are holding off after suffering mark-to-market (MTM) losses on earlier hedges.
These losses increase insurance premiums for customers and reduce insurer margins on the other.
'It was very clear in the Parliament election that there was an erosion of Hindu votes in southern Kerala from the CPI-M to the BJP.'
'India may never fully participate in the AI hype cycle, but we can position ourselves to benefit from its inevitable disenchantment and the cycle of disillusionment,' alerts Akash Prakash.
Among Sensex firms, Tata Steel, HCL Tech, UltraTech Cement, Bharat Electronics, Sun Pharma and Tata Consultancy Services were the major gainers. However, Axis Bank, Titan, Maruti and Tata Motors were among the laggards.
Ask rediffGURU and tax expert Mihir Tanna your income tax-related questions.
Automotive (auto) stocks have been among the best performers in the BSE 200 index in recent months. More than half of the top 15 gainers over the past one, two, and three months have come from the sector.
Mining major Vedanta's consolidated net profit plunged 58.69 per cent year-on-year (Y-o-Y) to Rs 1,798 crore in the second quarter of 2025-26 (Q2FY26), dragged down by exceptional losses booked during the period under review. The company had reported a net exceptional gain of Rs 1,160 crore in Q2FY25.
A new documentary claims British spy call intercepts helped Canadian authorities link India to the killing of Hardeep Singh Nijjar in June 2023.
'It takes time and the experience of a few market cycles to develop awareness about one's true risk appetite.'
'Corporates now have multiple funding sources beyond banks, and many are sitting on large cash reserves.'
Ahead of the auction last year, he was let go by SRH, an opportunity that Lucknow Super Giants scooped up. Seeing Samad's potential, the Zaheer Khan-mentored team bought his services for Rs 4.2 crores at the auction table.
After a record-breaking year, India's automobile industry is entering 2026 on a relatively strong footing, with sales growth expected in the 6-8 per cent range. The outlook is underpinned by policy support, including GST rationalisation, easing monetary conditions, and income tax relief, which together are likely to improve affordability and sustain consumer demand across vehicle segments.
A Rs 23,000-crore production-linked incentive (PLI) scheme for electronic components may boost margins and enable a broader product mix.
If the Thackerays don't save a Marathi school in their backyard, who will, wonders Syed Firdaus Ashraf.
'Always keep accurate and transparent records of the source of the investment or property's funding: Loan agreements, transfer records of the property, and bank statements of co-owners if available.'
Ask rediffGURU and tax expert Mihir Tanna your income tax-related questions.
High-street rentals continue to outpace those of malls, as retailers focus on prime locations and are willing to pay a premium for visibility. Between 2021 and 2025, rental values on prime high street have grown 7-15 per cent annually, driven by strong consumption density and limited new supply, even outpacing grade A malls, which grew by 5-8 per cent, according to Anarock.
Brokers believe that the higher charges may not completely deter investors from taking bets in F&O but could help cool down some activity, as the threshold to break even rises.
'Active funds have the ability to manage downside risk.'
