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Family offices in risk-on mode; bet on AI, private credit: Goldman Sachs

In the next 12 months, 34 per cent of respondents, Goldman Sachs said, intend to reduce their cash balances with many planning to invest in 'risk assets'

Set for pre-Diwali run? 72% of Nifty, 63% of Nifty 500 stocks above 200-DMA

Data shows that as of date 36 out of Nifty 50 shares, and 314 out of Nifty 500 stocks were trading above the long-term 200-Day Moving Average.

Additional rate cuts may offer diminishing returns: Vetri Subramaniam

SIP investors must diversify across market caps, with largecaps better for lump-sum bets amid high mid-smallcap valuations, says Subramaniam

Poll-bound Bihar tops home loan growth list at 16.3%: Equirus Securities

As of June 2025, home loans, according to the Equirus note, grew 12.8 per cent y-o-y to Rs 41.2 trillion, led by state-owned banks (+15.5 per cent y-o-y) and NBFCs / state finance banks

Larry Ellison pips Musk briefly as world's richest after Oracle stock zooms

Ellison's wealth shot up 30 per cent on Wednesday -- the biggest one-day increase ever recorded -- while he has seen a 99 per cent increase in his wealth so far this year

Fitch ups India FY26 GDP forecast to 6.9% from 6.5% on domestic demand

Global growth is now forecast to be 2.4 per cent in 2025, up 0.2 percentage points (pp) since June but a sizable slowdown from 2.9 per cent last year and below trend

GST reforms a mini budget; market risk greater in mid, smallcaps: S Naren

The current market cycle, Naren said, does not resemble earlier periods. Today, the macroeconomic situation is extremely strong, which was not the case in the past

Bernstein rejigs India portfolio; adds HDFC Bank, PB Fintech; exits Infosys

This latest revision, it said, was shaped by several factors, which meant increasing exposure to the financials and consumer sectors, booking gains in stocks where the market drivers are in place

GST cut a partial cushion against trade headwinds, says Mahesh Nandurkar

GST rate cuts are definitely positive for consumption, especially with the festival season approaching, says Nandurkar

Moderate impact of GST cuts on fiscal deficit; inflation may lower 50-90bps

Besides, a cut in the tax rate on nearly one-fourth of the essential and household items contained in inflation basket may lead to a moderation of 50-90 bps in retail inflation over next 12 months

Will the GST rate cut bring back foreign investors to Indian stock market?

The primary reason for the underperformance of the Indian market in the past year, according to analysts, is weak domestic growth

GST rate rejig above expectation, stocks price in most positives: Analysts

The breadth and depth of the new rate cuts, analysts at Bernstein said, especially in the fast-moving consumer goods (FMCG) categories saw rate reductions well beyond what they thought was possible

GST rate cut may ease CPI inflation by 25bps; 40bps dent on fiscal deficit

Here's how analysts leading brokerages assess the impact of the GST rate rejig on the Indian economy, bond markets and the possibility of an aggressive interest rate cut by the Reserve Bank of India

Are markets overoptimistic on GST rate overhaul as council meet gets going?

Any disappointment on the rate front, analysts believe, could trigger a knee jerk correction fall in the stocks and sectors that have seen a good run in the last few weeks

India Inc's earnings depend on global growth; DII flows at risk: Nuvama

There is a risk to sustenance of DII flows itself as they lag-rather than lead-market movements. Weak one-year trailing returns could be a meaningful deterrent for domestic investors, the report said.

Jio IPO, New Energy, AI focus: Brokerages decode RIL AGM and stock strategy

Reliance Industries got its 'Buy' call retained from most analysts, with a target price going as high as 27 per cent.

Markets continue to ignore impending risks: Pramod Gubbi of Marcellus

The incremental buyer in the market is primarily the retail investor - either directly or via mutual funds (MFs) - which makes the market even less reflective of these events in reality

Proposed GST rejig saved the day for Indian stock markets, says Chris Wood

Wood has removed the investment in Aditya Birla Real Estate in his India long-only equity portfolio and replaced it with an investment in Mahindra & Mahindra (M&M)

Tariff impact: Nomura cuts FY26 GDP forecast to 5.8% in worst-case scenario

Data from the Annual Survey of Industries (ASI) show that these sectors together employed around 21 million workers directly and via contractors in 2023, Nomura said

Market complacent on tariffs; additional 25% pure hypocrisy: Nilesh Shah

If someone wants 25 per cent returns, I don't see opportunities. For high single-digit or low double-digit returns, there are plenty, says Nilesh Shah of Kotak AMC in this exclusive interview.