Sai Aravindh

Recent upgrades by global brokerages such as HSBC and Goldman Sachs, which have turned overweight on India, have contributed to the upbeat momentum

The consumer sector, according to a Motilal Oswal note, reported the third quarter of mid-single-digit earnings growth of 5 per cent year-on-year in Q2-FY26

On Monday, the rupee advanced amid reports that the RBI resumed efforts to support currency via overseas and onshore markets

Nvidia projected fourth-quarter revenue of $63.7-66.3 billion, topping the $61.98 billion average analyst estimate, according to Bloomberg

For an investor in the lower tax slabs, it would be better to participate in the Infosys buyback as it would leave them with higher proceeds, analysts said

CLSA noted that India's largest consumption categories, those with market sizes above $1.5 billion, are concentrated in beauty and personal care products

Analysts are growing cautious about the surge in semiconductor and AI stocks, warning that stretched valuations may signal a bubble

Nuvama noted that IT services companies outperformed expectations in Q2, supported by stronger growth, margin expansion, and healthy deal wins

Goldman Sachs sees a case for India to perform better next year, with growth-supportive policies, earnings revival, supportive positioning and defensible valuations

Tata Motors Commercial Vehicles will list on November 12, 2025, on stock exchanges under the 'T' Group, with a face value of ₹2 each

Fortis Healthcare and GE Vernova have rallied 41 per cent and 51 per cent, respectively, compared to an 8.2 per cent advance in the Nifty50

Under the approved demerger scheme, the commercial vehicles arm will have the name Tata Motors, which is expected to be listed soon

He described the current market sentiment related to AI stocks as "crazy," amid the hype surrounding tech leaders such as Nvidia's Jensen Huang and OpenAI's Sam Altman

Among individual stocks, Infosys has risen by 4 per cent, while Tata Consultancy Services (TCS) and HCL Technologies have risen by 5.8 per cent and 9.8 per cent, respectively thus far in October

Analysts remain mixed on IT stocks' outlook, with some cautioning that the optimism around the technology pack could be short-lived

Analysts believe the impact of the policy reforms announced in the latter part of Samvat 2081 will be the key domestic cues that may shape the markets in Samvat 2082

Key triggers for the upcoming Samvat include a broad-based consumption from GST 2.0, urban demand recovery, festive tailwinds, and an earnings acceleration

47 highs for gold, 41 for S&P 500, none for Nifty this calendar year

Shares dip after Q2 profit misses estimates; brokerages cite solid AI plans and margin gains but flag weak near-term growth visibility

Silver ETFs Fall Today: Year-to-date (Y-T-D), Multi Commodity Exchange (MCX) spot gold is up 60 per cent, and MCX spot silver has jumped 84 per cent, per Bloomberg