Markets News
Asset quality remains key monitorable for NBFCs in second half of FY27
NBFCs are expected to sustain credit growth and earnings momentum in H2FY27, but rising funding costs, geopolitical uncertainty and erratic monsoons make asset quality a key monitorable
 "Asset quality remains key monitorable for NBFCs in second half of FY27")
Datanomics: BSE took a decade to enter the Nifty 50; any lessons for NSE?
BSE took over a decade to enter the Nifty 50, climbing from smallcap to midcap and then largecap. NSE's journey could follow a similar path
 "Datanomics: BSE took a decade to enter the Nifty 50; any lessons for NSE?")
IT stocks lead Nifty rebound as benchmark snaps eight-week losing streak
Nifty gains 289 points; Nifty Oil & Gas the lone sectoral index in the red
 "IT stocks lead Nifty rebound as benchmark snaps eight-week losing streak")
Nvidia-backed Firmus scraps $5 bn Australia IPO amid growing AI scrutiny
Nvidia-backed Firmus has scrapped its planned $5 billion Australian IPO amid investor concerns over its valuation, debt burden and ambitious AI data centre expansion plans.
 "Nvidia-backed Firmus scraps $5 bn Australia IPO amid growing AI scrutiny")
Box office boost lifts multiplex outlook as broadcasters face a weak Q2
Strong box office collections, higher ticket prices and spending per head are set to lift PVR Inox's Q2 results, while broadcasters face weak advertising and margin pressures
 "Box office boost lifts multiplex outlook as broadcasters face a weak Q2")
Co-payments and deductibles in health insurance: Are they right for you?
Both options can lower premiums, but they increase out-of-pocket expenses during claims. Understand how they work before choosing a health insurance policy
 "Co-payments and deductibles in health insurance: Are they right for you?")
Stock Market Close: Broad-based buying helps Sensex rebound 879 pts; Nifty at 22,536; IT pack shines
Sensex Today | Stock Market Highlights, Friday: In the broader markets, the Nifty MidCap and the Nifty SmallCap rose 1.56 per cent and 0.54 per cent, respectively
 "Stock Market Close: Broad-based buying helps Sensex rebound 879 pts; Nifty at 22,536; IT pack shines")
Sensex snaps 8-week losing run; but can gains last? Experts weigh in
For the week, Sensex and Nifty 50 closed in the green and snapped their eight-week long losing streak.
 "Sensex snaps 8-week losing run; but can gains last? Experts weigh in")
10% health insurance co-pay could push patients' bill burden to 15-19%
Insurers want a mandatory 10 per cent co-pay on retail health policies for lower premiums, but with non-payable costs, policyholders could end up paying 15-19 per cent of hospital bills.
 "10% health insurance co-pay could push patients' bill burden to 15-19%")
Colgate Palmolive shares surge 7.6% as GST relief boosts FMCG optimism
The Goods and Services Tax Council has approved a series of changes to input tax credit rules, widening the range of business expenses eligible for credit
 "Colgate Palmolive shares surge 7.6% as GST relief boosts FMCG optimism")
ITC stock rallies 5%, sees sharpest intraday rally in 6 months; here's why
Top buyers in ITC's block deal on Thursday: Fidelity Advisor Series VIII-Fidelity Advisor Overseas Fund, ICICI Prudential MF, SBI MF, Nippon India MF and Citigroup Global Markets Singapore Pte.
 "ITC stock rallies 5%, sees sharpest intraday rally in 6 months; here's why")
Torrent Power tanks 35% from April high; stock hits 31-month low
Motilal Oswal Financial Services initiated coverage on Torrent Power with a Neutral rating and a sum-of-the-parts (SoTP)-based target price of ₹1,270.
 "Torrent Power tanks 35% from April high; stock hits 31-month low")
KEC Int'l: Why Kotak upgraded stock to 'Add' despite 60% fall in a year
Rising traction in the cables and wires business, along with a strong T&D opportunity pipeline in India, makes KIE bullish on KEC International's stock.
 "KEC Int'l: Why Kotak upgraded stock to 'Add' despite 60% fall in a year")
NCC shares rise 5% on securing ₹1,286 crore road project order in Telangana
NCC has received a Letter of Acceptance (LoA) from Hyderabad Growth Corridor Limited for a road construction project worth ₹1,286.03 crore in Telangana.
 "NCC shares rise 5% on securing ₹1,286 crore road project order in Telangana")
Gold may draw support from decline in Oct Fed rate hike bet: Mirae Asset
Spot gold has been under tremendous selling pressure due to surging real yields and strong US Dollar.
 "Gold may draw support from decline in Oct Fed rate hike bet: Mirae Asset")
Silver may trade at $58-$61 as dollar, yields weigh, says Mirae Asset
In near-term, silver is likely to range trade between $58 and $61. Interim resistance is at $60. Major hurdle is at $64.50.
 "Silver may trade at $58-$61 as dollar, yields weigh, says Mirae Asset")
NSDL hits new low, down 8% vs IPO; CDSL up 748%; analysts decode divergence
NSDL hit a new lifetime low on Friday; the stock shed 7% in FY27 and was down 48% from its peak. CDSL gained 13% so far this fiscal but has declined 38% from its December 2024 summit.
 "NSDL hits new low, down 8% vs IPO; CDSL up 748%; analysts decode divergence")
HDFC Bank, SBI, Federal, Canara Bank up 2%; what's driving banking stocks?
Analysts at Kotak Institutional Equities believe the rate hike cycle poses limited risk for banks, given healthy balance sheets, tighter underwriting standards and stronger borrower fundamentals.
 "HDFC Bank, SBI, Federal, Canara Bank up 2%; what's driving banking stocks?")
Market share gains make Jefferies bullish on Kalyan; stock up 46% in 3 mths
Jefferies noted that Kalyan Jewellers is among India's largest organised jewellery retailers, with over 500 showrooms globally and 7 per cent share of the organised jewellery market.
 "Market share gains make Jefferies bullish on Kalyan; stock up 46% in 3 mths")
Absence of AI in equities will become India's strength in a year: CEA
Nageswaran said foreign investors could return to Indian equities if the AI boom falters, citing strong growth, manageable external deficits and healthier corporate balance sheets
 "Absence of AI in equities will become India's strength in a year: CEA")