Refining gains, clean energy push lift Reliance outlook despite retail drag

Reliance Industries’ energy division performance offset retail and Jio BP weakness in the June quarter. Elevated product cracks are expected to benefit refining margins due to global fuel supply disruptions. The company aims for peak refinery utilization through diversified crude sourcing and integrated oil-to-chemicals operations. Its upstream business is entering a new investment cycle to […]

Q1 earnings begin on a strong note as banks fuel double-digit growth

For a common sample of 164 companies, revenue grew 17.5% on a low base a year ago, the fastest in at least nine quarters. Net profit rose 14.5% year-on-year, marking a second consecutive quarter of double-digit growth. In the year-ago period, revenue and profit had risen by 4.7% and 11.5%, respectively.

Regional conflict-driven curbs weigh on flow: FCNR(B) inflows may miss initial estimates, says HDFC Bank CEO

Expected FCNR(B) deposit inflows are now projected at fifty to fifty-five billion dollars. Taxation complexities for nonresidents and tighter West Asian liquidity are impacting these mobilizations. Early estimates had not fully factored in the tax impact on non-resident Indians. The Reserve Bank of India’s special incentives for this program will conclude on September thirtieth. HDFC […]

Axis Bank weighs raising stake in its insurance venture to 30%

In June 2026, Axis Bank announced a further investment of up to ?381 crore in Axis Max Life Insurance, taking the combined shareholding of Axis Bank and its subsidiaries-Axis Capital and Axis Securities-from 19.02% to 19.99%. Max Financial Services holds 80.01%.

Carnelian Capital plans PE foray with Rs 2,000 crore fund

The investment manager, which oversees about ₹18,300 crore across portfolio management services and alternative investment funds, plans to raise the maiden fund in the next 12-18 months. It will focus on profitable companies seeking ₹100-300 crore of growth capital, a segment the firm believes has become underserved as private equity funds have grown larger.

Select mid & smallcaps on a roll, but broader market lags

Nifty Midcap 150 reached a record high, and Smallcap 250 neared its peak. However, the broader market breadth shows a weak trend with few gainers. Concentrated fund flows into mid and small caps are driving select indices higher. Foreign institutional investors have exited bluechips, causing the Nifty 50 to underperform. The market is in a […]

Alphabet, Intel in focus as US earnings season gathers steam

Corporate earnings season is gathering steam with key updates expected soon. Alphabet and Intel reports will influence the market-leading artificial intelligence trade. High profit expectations and Iran war uncertainty are currently impacting investor sentiment. The S&P 500 saw a weekly decline, driven by semiconductor share pullbacks. However, the benchmark index remains significantly up for the […]