Bank lending grows, but appetite remains muted
According to Reserve Bank of India (RBI) data, system credit growth edged up to 10.3% year-on-year as of September 5, compared with 10% as of August 22, while deposit growth moderated to 9.8% from 10.2% over the same period. The system credit-deposit ratio remained elevated at 79% as of September 2025.
Indian arms strike richer valuations than their global parents
Indian subsidiaries of multinational corporations frequently command significantly higher valuations than their parent companies, driven by investor confidence in India’s rapid economic growth. LG Electronics India’s IPO exemplifies this trend, with its valuation far exceeding its Korean parent despite smaller revenues. This pattern is observed across numerous sectors.
Why are FPIs increasing their bearish bets on Nifty futures?
Overseas investors have significantly increased bearish bets on Nifty futures, reaching record levels due to US tariff offensives, a weak rupee, and expensive valuations. Their long-short ratio is near all-time lows, reflecting sustained selling pressure. While a technical pullback is anticipated, foreign investors are closely watching Q2 earnings for potential unwinding of these short positions.
Biotique looks to offload 10% stake via IPO next year
Biotique, the beauty and personal care brand, plans a $300 million public listing next year by diluting 10% equity. Valued at $3 billion, founder Vinita Jain stated the IPO aims for company longevity, deploying capital into R&D, distribution, and international expansion.
Crucial week for traders: Oct 6, 7 & 9 seen as high-volatility days, Harshubh Shah
Indian equity markets rebounded 1% last week, fueled by the RBI’s decision to maintain the repo rate at 5.5%, which improved market sentiment. With Q2FY26 earnings season commencing, investors will track corporate results. Key trading dates for potential momentum and sharp movements are October 6, 7, and 9, alongside crucial Nifty support and resistance levels.
Ahead of Market: 10 things that will decide stock market action on Monday
Indian benchmark indices, Nifty and Sensex, closed higher for the second consecutive day on Friday, buoyed by banks, consumer, and metal stocks. Analysts noted Nifty’s recovery above its 50-DMA, signaling bullish sentiment and potential for further gains towards 25,200 and 25,500, supported by a drop in India VIX.
Flipkart to offload entire stake in Aditya Birla Lifestyle via Rs 950 crore block deal: Report
Flipkart Investments plans to exit its entire 6% stake in Aditya Birla Lifestyle Brands via a Rs 950 crore block deal, highlighting strong institutional interest in India’s premium apparel sector.
10 smallcaps that rallied up to 40% last week. Own any?
Smallcap stocks had strong momentum last week, with several names delivering double-digit gains despite broader market volatility. Here are the top 10 smallcap gainers that rallied between 18% and 42% over the past week.
Bitcoin rides ETF inflows to hit record high of $125,000
Bitcoin surged to $125,000 amid ETF inflows and US government shutdown uncertainty. Analysts see upside for Bitcoin and Ether, driven by adoption, staking, hedge assets, and decentralised finance.
Vedanta Q2 Update: Record aluminum, alumina production; Zinc India delivers best-ever mined metal output
Vedanta Ltd achieved record production highs in Q2 FY26, including its highest-ever quarterly aluminum output at 617 kt and alumina production at 653 kt, a 31% YoY jump. Zinc India and Zinc International also reported best-ever mined metal figures. Pig iron output surged 26%.