Brokerages are planning to approach the RBI to review revised capital market exposure norms, which they say could hurt proprietary trading, raise MTF funding costs and weigh on market liquidity
Macroeconomic data, global geopolitical developments and rising concerns over AI-related disruptions are likely to dictate sentiment in the stock market next week, even as investors may remain cautious amid ongoing volatility, according to analysts. Besides, the trading activity of foreign investors and domestic currency movements will also guide market movement during the week. "In the near term, with tariffrelated concerns easing and the domestic earnings season drawing to a close on a mixed trend, market focus will hinge largely on global cues, including the US labour data and shifting expectations surrounding the US Fed's policy path. "However, the overall sentiment is likely to remain cautious as investors monitor global AI-driven disruptions and geopolitical risks, while improved valuations and constructive GDP forecasts may help sustain FII inflows," Vinod Nair, Head of Research, Geojit Investments Ltd, said. With IT and metals facing persistent structural and external ...
With domestic demand strengthening and European prices firming after CBAM, Tata Steel appears past the worst of pricing pressures, with Q4FY26 expected to see sequential improvement
In comparison, the central government revenue expenditure is budgeted to decline by 2.5 per cent Y-o-Y to Rs 22.29 trillion in FY27 from FY26 revised estimates (FY26RE) of Rs 22.76 trillion
With Union Budget 2026 just days away, investors are scanning for sectors and stocks that could benefit from policy signals on capex, defence, agriculture, and consumption.
CG Power shares surged nearly 10% as strong Q3 results, a robust ₹15,750-crore order book and EU market access boosted investor confidence
The company's billings in Q3 for the Naukri or recruitment segment were up 11 per cent year-on-year but were lower than Street expectations
Their exposure just 2% of scheme corpus, finds study
Foreign investors favoured telecom and oil stocks amid broad equity selloffs
Samsung shares jump to record highs after its co-CEO says customers feel "Samsung is back," boosting hopes of an Nvidia supply deal amid an Asian tech rally
Shares of cigarette makers fell sharply after the Centre announced higher GST and excise duties on tobacco products from February, raising concerns over price hikes, volumes and margins
As India steps into 2026, markets are entering what Axis Securities calls a “crucial inflection point.” So where should investors look? Axis Securities has laid out its core themes
The regulator has proposed shifting to a uniform quarterly reassessment to simplify the process and ensure consistency across entities
Cuts AUM growth guidance to 22-23% for FY26
Beyond Meat's stock opened at around $0.6 on October 16 and surged to about $7.4 on October 22, marking a 1,067 per cent jump in five sessions
Given bed additions in FY26, investors may focus on ramp-ups of newly launched facilities to gauge demand, competitive intensity, and earnings trends over the next two years
Power stocks, down over 22 per cent in the past year, may see renewed interest in H2FY26 as demand recovers, coal capacity expands and renewable additions accelerate
Capital markets regulator Sebi on Tuesday proposed the introduction of a standard reason code to streamline the transfer of securities from nominees to legal heirs and ensure appropriate tax treatment for such transactions. In a consultation paper, Sebi suggested introducing a specific reason code 'TLH' (Transmission to Legal Heirs) to be used by registrars, depositories and other reporting entities while intimating the Central Board of Direct Taxes about such transmissions. The move seeks to enable proper application of the provisions of the Income Tax Act, 1961. Currently, transmission of securities from nominee to legal heir of the original holder, some transactions are being treated as normal sale of securities. This has resulted in capital gains tax being levied on nominees, even though clause (iii) of Section 47 of the Act does not consider such transmissions as "transfers" for tax purposes, Sebi said. The regulator noted that the nominee merely acts as a trustee for the ben
In premarket trading, Albemarle Corp jumped nearly 9 per cent, while Chile's Sociedad Quimica y Minera rose 6.5 per cent and Lithium Americas gained nearly 9 per cent