Tighter fiscal policy in works with capex outlay at 3% of GDP
The government plans to enhance financial discipline and align budget allocations to reduce the debt ratio by seven percentage points by FY31. The finance ministry aims to maintain core capex outlay at a minimum of 3% of GDP, adjusting based on private investments, while closely monitoring fund utilization and absorptive capacity of ministries.
India considers lowering import duties on American walnuts, almonds, apples, and cranberries
India may lower or eliminate import duties on American walnuts, almonds, apples, and cranberries to enhance trade relations with the US. Talks are ongoing with negotiators in Washington. India aims for a bilateral trade deal by the end of the year with a target of $500 billion in bilateral trade by 2030.
Declining crude prices adds elbow room for rate cuts amidst weakening rupee
India’s central bank may have room for monetary easing due to falling global crude prices offsetting risks from a weaker rupee. Despite concerns over imported inflation affecting the consumer price index, easing energy prices could help lower import costs, thereby supporting further rate reductions.
Silver prices surge 11% YTD; outlook remains positive amid strong demand
Emkay Wealth Management expects silver prices to remain well-supported, citing falling US interest rates, geopolitical uncertainties, and supply deficits. Silver has risen 15% in CY24 and 11% YTD 2025, with strong industrial demand from EVs and green energy sectors.
Sattva, Blackstone files papers for REIT with plan to raise up to Rs 7,500 cr
This will be the second largest REIT in Asia by size and the largest in India based on the gross asset value.
Private sector banks expected to outperform amid easing liquidity conditions: Vinay Paharia
The consumption trend in India has weakened after almost three to four years of fairly strong consumption boost. So, we are positive long term, but slightly cautious in the near term, especially on the consumer, on the organised retail side.
Indian markets to face cyclical consolidation, limited upside: Dhiraj Agarwal
Dhiraj Agarwal, MD of Ambit Investment Managers, notes potential for a near-term market bounce after months of decline, but warns of long-term challenges and moderate earnings growth. He emphasizes the importance of selective stock picking focused on valuations rather than sector or thematic strategies, highlighting recent disparities within banking and IT sectors.
Global policy uncertainty may lead to further market volatility: Pankaj Pandey
Pankaj Pandey, Head of Research, suggests holding some cash as global uncertainties may cause market corrections. He sees opportunities in the banking sector, with positive views on Axis Bank, Kotak, HDFC Bank, and NBFCs like Bajaj Finance. Capital goods stocks like ABB also look attractive after significant corrections.
LIC Housing Finance shares in focus as board approves Rs 1.23 lakh crore borrowing plan for FY26
LIC Housing Finance shares saw a rise after its board approved a significant borrowing plan of Rs 1.23 lakh crore for FY26 through various financial instruments. The company’s Q3 net profit rose by 23.1% year-over-year, though there was a decline in net interest income.
Is the selling in smallcap stocks over? Motilal Oswal’s Sneha Poddar offer insights
The recent underwhelming earnings performance of many small and midcap companies on account of rising costs, weakening demand, and sector-specific headwinds have eroded profitability, leading to earnings downgrades.