India’s market valuations ease below historical averages but stay costly vs peers

Indian equity valuations, while below historical averages, remain elevated compared to Asian peers, raising concerns amid slowing earnings growth. Foreign investors are paring exposure due to the combination of rich valuations and decelerating nominal GDP growth. Fund managers suggest considering sector weights within Indian indices for a more accurate valuation assessment, as consumer-heavy indices inflate […]

Why are Indians investing heavily in Apple shares after iPhone 17 release?

Indians are actively buying Apple shares, anticipating a price increase after the iPhone 17 launch. Trading volumes for Apple have significantly increased this month. Buy orders are exceeding sell orders, indicating strong investor confidence. Investors believe the iPhone’s success drives Apple’s stock performance. Some investors are buying now due to a recent drop in Apple’s […]

Indian banks expected to cut dividends for FY26 amid profitability pressure

Indian banks are projected to reduce dividend payments in fiscal year 2026 due to squeezed profitability from slowing loan growth, according to S&P Global Market Intelligence. The total dividend payout of 12 major banks is expected to decline by 4.2% to $5.98 billion. HDFC Bank and Bank of Baroda are anticipated to cut dividends, while […]

Can Nifty hold above 25,000 amid global market uncertainty?

Indian indices closed higher on Thursday, with the Nifty surpassing 25,000 for the first time in three weeks, driven by positive sentiment despite mixed global cues and concerns about slowing earnings. The Nifty gained 0.1% to close at 25,005.5, while the Sensex rose 0.1% to end at 81,548.73, marking the fourth consecutive day of gains.

Demat account additions slow to 24.8 lakh in August

India saw a slowdown in demat account growth in August. Around 24.8 lakh new accounts were added, less than July’s 29.8 lakh. Market caution affected investor enthusiasm. Total demat accounts are now over 20 crore, a fourfold increase since 2020. New investors are mainly young individuals from smaller cities.

Explained: What Oracle’s 36% rally means for OFSS shareholders

OFSS shares saw early gains following Oracle Corp’s historic 36% rally, but later gave up all profits after the company clarified no material developments impact its business. While Oracle’s AI-driven cloud growth sets a positive backdrop, OFSS’s performance remains tied to its own financial software operations and deal pipeline.

Textile companies to take 5-10% revenue hit amid Trump’s 50% tariff, says Crisil

India’s home textile sector faces a 5–10% revenue drop this fiscal after the US imposed 50% tariffs. While frontloaded orders, limited rival capacity, and new markets offer some cushion, profitability may shrink. Crisil warns of weaker credit metrics, though optimism over India–US trade talks briefly lifted textile stocks.