Earnings outlook brightens: 5 Nifty stocks get upgrades from Motilal Oswal after Q2 results
The Nifty’s FY26 EPS has been revised upward to Rs 1,101 from the earlier estimate of Rs 1,096.
10 stocks Mukul Agrawal bought in September quarter amid Rs 7,700 crore portfolio reshuffle
Ace investor Mukul Mahavir Agrawal reshuffled his portfolio in Q2FY26, adding 10 new stocks worth Rs 400 crore across sectors like consumer durables, healthcare, technology, and renewables. The diversification highlights his confidence in India’s growth themes, with notable investments in IFB Industries, Osel Devices, Coforge, and Zelio E-Mobility.
Bitcoin falls below $100,000 for the first time since June as risk-off mood weighs on crypto
Bitcoin has erased its summer rally, dropping over 20% from last month’s record and falling below $100,000 for the first time since June. A steep wave of October liquidations drained bullish positions, leaving traders sidelined and futures open interest depressed. Ether and altcoins also tumbled sharply, with many tokens down over 50% this year, as […]
IT sector stabilising; Motilal Oswal sees 16–33% upside in HCL Tech, Coforge
India’s IT services sector showed stabilisation in Q2, with improved execution, resilient margins, and supportive currency effects. AI adoption is shifting from trials to implementation, opening medium-term opportunities. Stocks like HCL Technologies and Coforge offer healthy growth visibility and valuation comfort.
How GST reform is powering affordable insurance and accessible healthcare for all
Abolishing GST on health and life insurance has immediately reduced premiums by 18%, making financial protection more accessible for millions, especially the ‘missing middle’. This reform, coupled with reduced GST on medical devices and medicines, aims to lower treatment costs and make quality healthcare truly inclusive and affordable for all Indians.
From challenger to leader: How Groww pipped its rival Zerodha to become India’s largest investment platform
Groww has surpassed Zerodha in active user count, capturing a significant market share by targeting first-time investors and underserved cities. Despite this user base advantage, Zerodha maintains a lead in profitability and revenue per user. Both platforms face headwinds from regulatory scrutiny on derivatives trading and increased competition.
Safe-haven yen and dollar shine amid selloff in stocks; NZ dollar slides
Global markets are experiencing a risk-off sentiment. The Japanese yen and U.S. dollar are in demand. Asian stock markets saw significant drops. The Australian and New Zealand dollars weakened considerably. Sterling also declined. Investors are closely watching U.S. economic data and Federal Reserve policy.
Oil prices fall amid broader market selloff, gains in US crude stockpiles
Oil prices dropped on Wednesday. Global markets saw a broad selloff. Concerns about economic and fuel demand growth grew. A stronger U.S. dollar also impacted prices. U.S. crude stockpiles reportedly increased. These factors contributed to the decline in oil prices. OPEC+ agreed to a modest output increase for December.
Wall St ends lower as bank CEOs warn of possible pullback, fueling tech bubble jitters
Indian investors, take note: US stocks plunged Tuesday as banking titans warned of a potential market drawdown, fueled by stretched valuations and AI boom exuberance. Major indexes saw significant drops, with tech shares leading the decline. Concerns over high valuations and profit-taking are mounting, prompting a cautious outlook.
Nifty slips 2% after coming within 170 points of record high. What’s next for investors?
Indian markets have pulled back over 2% from record highs due to trade deal uncertainty and fading rate cut hopes. Analysts see this as healthy consolidation within an uptrend, with key support at 25,400-25,600. Investors are advised to buy quality stocks on dips, with fresh longs considered above 26,100.