Top Indian cement firms are expected to report a strong earnings growth for the second quarter of the financial year 2025-26 (Q2FY26) on a year-on-year (Y-o-Y) basis, amid improved realisations, prices, and steady volume growth, but on a low base.
As deposit growth lags credit expansion, Indian banks face shrinking low-cost Casa inflows, rising funding costs, and structural shifts driven by UPI, e-Kuber, and digital savings trends, points out Tamal Bandyopadhyay.
Private investment projects constitute well over 70 per cent of the nearly Rs 34 trillion of fresh investments announced in H1 this year.
Venture funding in India slowed in the third quarter (Q3) of 2025 amid geopolitical uncertainty, though exit activity surged to a seven-year high, according to Venture Pulse from KPMG Private Enterprise, a quarterly report tracking investment trends globally across major regions around the world.
From the Sensex pack, HCL Tech, Infosys, Tech Mahindra, Reliance Industries, Bajaj Finserv, ICICI Bank, Tata Motors and Eternal were the lead gainers. Power Grid, Adani Ports, IndusInd Bank, Nestle, HDFC Bank and Hindustan Unilever were among the laggards.
Among Sensex firms, Trent, ICICI Bank, Tech Mahindra, Bajaj Finserv, Mahindra & Mahindra, Power Grid, Tata Consultancy Services and Bajaj Finance were the major laggards. However, Tata Steel, Larsen & Toubro, State Bank of India, Kotak Mahindra Bank were among the major gainers.
'First-time or conservative investors should avoid narrow sectoral funds.'
Silver prices are up 59.3 per cent in 2025, hitting nearly $44.55 an ounce (oz) in international markets and Rs 137,040 per kilogram (kg) in India on Thursday. It's the best return the metal has given since 2016.
In the Indian stock market, investors are interested in the actions of both domestic and foreign institutional investors (FIIs and DIIs). These groups have wealth as well as expertise in research, which makes them powerful participants in the Indian stock market. Their buy and sell positions have a large effect on stock prices and market sentiment due to the large volume.
The Indian stock market in the October-November period sees high trading activity due to increased consumer spending, festive demand, upbeat sentiment, renewed investor confidence, and the auspicious Muhurat trading session. This impacts many stocks and sectors in the festive season.
Equity market investors would track global trends, foreign fund movement and quarterly earnings in a holiday-shortened week ahead, analysts said. Stock exchanges BSE and NSE will conduct a special Muhurat trading session on Tuesday, October 21.
India's live events scene is hitting a high note. With global performers adding the country to their tour maps and the government aiming to double the concert economy, hotels in key metro cities are bracing for sold-out weekends. Travel operators, too, are curating packages built entirely around concerts.
The Indian government has expressed its disagreement with the IMF staff's 'baseline' assumption that the 50 per cent US tariffs on its goods exports 'would remain in place indefinitely', based on which the staff pegged the country's GDP growth at 6.6 per cent this year, and pared its 2026-27 projection by 20 basis points to 6.2 per cent.
Global tech giants surprisingly prefer skills over IIT and IIM tags which no longer guarantee entry into the world's most innovative workplaces.
Bappi Lahiri realised disco was a winning ticket and escalated his game with several more dancefloor perennials. Soon, every film producer and music director in town was down with disco fever. On what would have been Bappi Lahiri's 73rd birthday this November 27, Dinesh Raheja rewinds to the late music composer's halcyon days.
The Delhi Pollution Control Committee (DPCC) reports improved air quality in Delhi compared to the same period last year, attributing it to coordinated efforts by government departments. Officials aim to avoid implementing GRAP Stage III restrictions through proactive measures and public participation.
Building a good stock portfolio is not only about picking strong companies but also about understanding how corporate actions affect your holdings. Corporate actions such as stock splits, dividends, bonus issues, rights issues, mergers, and buybacks can change a company's valuation, share price, and your ownership.
Travellers are turning concerts into full-fledged weekend getaways, giving rise to the 'gigcation' -- a short, experience-led micro-holiday.
The Congress claimed that dynastic politics exists across party lines and also hailed the Nehru-Gandhi family's leadership.
The growing caution among hospitals is being driven by a rise in double-extortion ransomware attacks, AI-enabled phishing, deepfake fraud, and vulnerabilities in connected medical devices.
Defence Minister Rajnath Singh lauded 'Operation Sindoor' as a prime example of tri-services synergy, emphasizing Pakistan's ongoing recovery from the operation's impact. He highlighted the need for coordinated defense strategies and civil-military fusion to address modern security challenges.
'It's better to stay away from large IT stocks until there is clarity on tariffs.'
Private-sector lender Federal Bank on Friday announced that New York-based Blackstone will invest Rs 6,196.51 crore in the bank through its affiliate Asia II Topco XIII Pte Ltd via a preferential issue on a private placement basis.
Jio Platforms Limited is likely to have a valuation of $148 billion by the time it goes public on the back of strong free cash flow and potential deleveraging, ICICI Securities said.
Have you ever thought about how some investors always manage to find well-performing stocks before everyone else? They seem to have an eye for finding companies that aren't in the media but still deliver returns. These are called hidden stock opportunities, and the shortcut to finding them is all about knowing where and how to look. In this article, let's walk through some practical tips for finding these stocks in the share market.
Inflow in equity mutual funds dropped by 22 per cent to Rs 33,430 crore in August primarily due to a sharp fall in new fund offers (NFOs), data released by the Association of Mutual Funds in India (AMFI) showed on Wednesday. Also, the latest fund infusion by investors marks the 54th consecutive month of net inflows into the segment.
Gold's glittering rally is expected to continue, with prices likely to climb towards $4,500 per ounce in overseas markets, supported by sustained global central bank purchases, persistent geopolitical tensions, and strong Asian demand, according to a report by Motilal Oswal Financial Services Ltd. Silver, which has outperformed gold in terms of returns so far this year, is projected to climb to around $75 per ounce, aided by robust industrial consumption and a widening supply deficit, the report said.
Advertisers will pay 18 lakh to 25 lakh per 10 seconds, a 10% to 20% increase over the last Asia Cup final.
The competitive intensity in the mutual fund (MF) industry is moving beyond scheme performance, cost structures, and distribution. In recent months, several fund houses have rationalised exit loads applicable on redemptions.
A startling United Nations study finds that only 10 per cent of students in India ever access professional career counselling.
Let's work flat out and create a policy framework that fosters the growth of Indian non-family business VC and private equity firms. This will allow our Indian startups' dreams to flourish, explains Ajit Balakrishnan.
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
The decision to hike US H-1B visa application fee to $100,000, trade talks and the GST rate cut will be the key drivers for stock market movement this week, analysts said.
The National Democratic Alliance was set to sweep the Bihar assembly polls, surging ahead in over 200 of 243 seats on Friday with the Bharatiya Janata Party emerging as single largest party with about 90 per cent strike rate, reaffirming the popularity and campaign clout of Prime Minister Narendra Modi, who was the face of the ruling alliance through the poll battle in the highly sensitive political state.
'When you compare Bihar's poverty from its earlier times, then there is a huge difference. Things have improved a lot. And migration has played an important role in reducing poverty.'
'They are totally disconnected with farm activities which their families have been involved in for years.'
Here's what Indian investors diversifying into equities, ETFs, and real estate abroad to manage risk, returns, and currency exposure must watch out for.
But selectively, with regulatory scrutiny and special approval, points out Tamal Bandyopadhyay.
Delhi-based pharma major Mankind Pharma on Wednesday announced a collaboration with OpenAI to institutionalise artificial intelligence (AI) across its value chain, making it one of the first few Indian pharmaceutical companies to fully integrate advanced AI into its core operations.
'We have just scratched the surface because cricket has been around for the longest time.'
