Broad-based revival in rural demand improvement in incomes: Nabard Survey
A NABARD survey reveals a significant boost in rural economic momentum, with 80% of households reporting higher consumption over the past year. This rise in prosperity is attributed to sustained welfare support, strong public investment, GST rate rationalization, and moderating inflation, leading to improved real incomes and purchasing power.
RBI relaxes rules on current, CC and OD accounts; threshold raised to ₹10 crore
The Reserve Bank of India has relaxed norms for business accounts. Customers can now open current, cash credit, and overdraft accounts more easily. The aggregate exposure limit for opening these accounts without restriction has been raised. New rules will be effective from April 2026. Banks will have specific criteria for maintaining accounts with higher exposures.
RBI eases restrictions on cash credit accounts, eases current account norms
The Reserve Bank of India has lifted all restrictions on banks opening and maintaining cash credit accounts, offering greater flexibility for short-term working capital loans. Additionally, the central bank eased norms for current and overdraft accounts, allowing banks to maintain them without restriction for customers with exposures under 100 million rupees.
BofA upgrades Swiggy to buy rating, lists 3 reasons why
Bank of America Securities upgraded Swiggy to buy, citing its stronger balance sheet after a major fundraise, rising cash generation in food delivery, and potential valuation rerating as quick-commerce consolidation accelerates and losses narrow amid improving margins.
ICICI Prudential AMC IPO: A Rs 1 lakh crore price tag seeks to dethrone market leader HDFC. Will investors pay?
ICICI Prudential AMC’s IPO, valuing the company at Rs 1.07 lakh crore, puts it nearly level with HDFC AMC, reflecting its rise as a co-leader in India’s fast-growing asset management industry. With the largest equity AUM, rapid profit growth and an unmatched distribution network, the fund house commands premium valuations. But rich pricing, tighter Sebi […]
Rupee slumps 54 paise to all-time low of 90.48 against US dollar in intra-day trade
The Indian rupee hit an all-time low of 90.48 against the US dollar following reports that a trade deal between India and the US is likely by March 2026. Forex traders cited the Chief Economic Advisor’s statement and prevailing risk-averse market sentiment, coupled with strong dollar demand, as key factors for the decline.
Airtel leads as India market, creates Rs 148 lakh cr wealth in 5 yrs: Motilal
India’s stock market created a record Rs 148 lakh crore in wealth between 2020 and 2025, with the top 100 wealth creators delivering 38% CAGR—its strongest cycle ever, according to Motilal Oswal. Bharti Airtel, ICICI Bank, BSE, and HAL topped categories across the biggest, fastest, and most consistent performers during this structural rally.
Mid- and small-cap pressure persists as valuation concerns deepen: Harsha Upadhyaya
Amidst DII buying and FII outflows, mid- and small-cap corrections are driven by valuation and earnings realities, according to Harsha Upadhyaya. He advises caution in these segments due to rich valuations and decelerating earnings, favoring large and select midcaps with a focus on banking, financials, and consumption.
2 top stock recommendations from Rahul Sharma for near term
Markets staged a strong recovery on Thursday, led by banking stocks, as the Nifty rebounded from intraday lows. Analysts noted a positive technical setup at a crucial support zone, with potential for further upside if the rebound sustains above 25,850. Eicher Motors and Glenmark Pharma were highlighted as potential stock ideas.
Infra theme poised for revival as order flows improve: Dharmesh Kant
Investor attention is returning to India’s infrastructure sector as order flows increase. Analysts expect this trend to continue into next year. The EMS sector is experiencing a growth normalization, leading to valuation concerns. Public sector banks, however, continue to present value opportunities. Experts highlight Bank of India as a key pick, anticipating a re-rating to […]