Rupee falls 3 paise to 88.78 against US dollar in early trade
https://economictimes.indiatimes.com/markets/forex/forex-news/rupee-falls-3-paise-to-88-78-against-us-dollar-in-early-trade/articleshow/124404731.cms
The Indian Rupee saw a slight dip today, trading at 88.78 against the US Dollar. Investors are closely monitoring US fiscal developments and trade tariffs. Positive domestic equity market trends provided some support. Foreign investors bought equities, indicating continued interest. The Reserve Bank of India is reportedly managing the Rupee's movement. Global oil prices also experienced a decline.
https://economictimes.indiatimes.com/markets/forex/forex-news/rupee-falls-3-paise-to-88-78-against-us-dollar-in-early-trade/articleshow/124404731.cms
The Indian Rupee saw a slight dip today, trading at 88.78 against the US Dollar. Investors are closely monitoring US fiscal developments and trade tariffs. Positive domestic equity market trends provided some support. Foreign investors bought equities, indicating continued interest. The Reserve Bank of India is reportedly managing the Rupee's movement. Global oil prices also experienced a decline.
European shares dip as HSBC's Hang Seng privatisation plan weighs on banks
https://economictimes.indiatimes.com/markets/stocks/news/european-shares-dip-as-hsbcs-hang-seng-privatisation-plan-weighs-on-banks/articleshow/124408722.cms
European shares opened lower on Thursday, pulled down by banks after heavyweight HSBC dropped following its proposal to privatise Hong Kong's Hang Seng Bank, although gains in mining and technology stocks helped limit the overall losses.
https://economictimes.indiatimes.com/markets/stocks/news/european-shares-dip-as-hsbcs-hang-seng-privatisation-plan-weighs-on-banks/articleshow/124408722.cms
European shares opened lower on Thursday, pulled down by banks after heavyweight HSBC dropped following its proposal to privatise Hong Kong's Hang Seng Bank, although gains in mining and technology stocks helped limit the overall losses.
DSM Fresh Foods lists 20% above IPO issue price, defying grey market forecasts
https://economictimes.indiatimes.com/markets/stocks/news/dsm-fresh-foods-lists-20-above-ipo-issue-price-defying-grey-market-forecasts/articleshow/124407945.cms
DSM Fresh Foods, Zappfresh’s parent, debuted on BSE SME at Rs 120, a 20% premium over IPO. Strong subscription from NIIs and QIBs highlights robust investor interest in India’s meat delivery sector.
https://economictimes.indiatimes.com/markets/stocks/news/dsm-fresh-foods-lists-20-above-ipo-issue-price-defying-grey-market-forecasts/articleshow/124407945.cms
DSM Fresh Foods, Zappfresh’s parent, debuted on BSE SME at Rs 120, a 20% premium over IPO. Strong subscription from NIIs and QIBs highlights robust investor interest in India’s meat delivery sector.
Japan's Nikkei rallies to record high as SoftBank surges amid AI fever
https://economictimes.indiatimes.com/markets/stocks/news/japans-nikkei-rallies-to-record-high-as-softbank-surges-amid-ai-fever/articleshow/124408776.cms
Japan's Nikkei share average rallied to a fresh high on Thursday, with index heavyweight SoftBank Group surging more than 11% as investors bought into its vision of artificial intelligence-powered robots.
https://economictimes.indiatimes.com/markets/stocks/news/japans-nikkei-rallies-to-record-high-as-softbank-surges-amid-ai-fever/articleshow/124408776.cms
Japan's Nikkei share average rallied to a fresh high on Thursday, with index heavyweight SoftBank Group surging more than 11% as investors bought into its vision of artificial intelligence-powered robots.
Largecap IT shows resilience amid regulatory headwinds: Sushovan Nayak
https://economictimes.indiatimes.com/markets/expert-view/largecap-it-shows-resilience-amid-regulatory-headwinds-sushovan-nayak/articleshow/124408660.cms
Largecap IT firms demonstrate resilience against regulatory challenges and demand uncertainties, with free cash flow yields between 5-6%. Analysts anticipate a 7% EPS CAGR from FY26-FY28, favoring Infosys, LTIMindtree, and HCL Tech for their stability and cash flow strength.
https://economictimes.indiatimes.com/markets/expert-view/largecap-it-shows-resilience-amid-regulatory-headwinds-sushovan-nayak/articleshow/124408660.cms
Largecap IT firms demonstrate resilience against regulatory challenges and demand uncertainties, with free cash flow yields between 5-6%. Analysts anticipate a 7% EPS CAGR from FY26-FY28, favoring Infosys, LTIMindtree, and HCL Tech for their stability and cash flow strength.
MosChip Technologies shares decline 9% despite the launch of AgenticSky AI platform
https://economictimes.indiatimes.com/markets/stocks/news/moschip-technologies-shares-decline-9-despite-the-launch-of-agenticsky-ai-platform/articleshow/124406921.cms
MosChip Technologies launched AgenticSky, a suite of Agentic AI accelerators designed to help OEMs develop adaptive, autonomous, and trust-driven products for machines, devices, and edge systems. The platform reduces development cycles by up to 40% and offers reusable cores for visual intelligence, human-machine interaction, device optimization, and wearables, providing a scalable framework for next-generation AI-powered product innovation.
https://economictimes.indiatimes.com/markets/stocks/news/moschip-technologies-shares-decline-9-despite-the-launch-of-agenticsky-ai-platform/articleshow/124406921.cms
MosChip Technologies launched AgenticSky, a suite of Agentic AI accelerators designed to help OEMs develop adaptive, autonomous, and trust-driven products for machines, devices, and edge systems. The platform reduces development cycles by up to 40% and offers reusable cores for visual intelligence, human-machine interaction, device optimization, and wearables, providing a scalable framework for next-generation AI-powered product innovation.
Who’s going to ‘eat’ tariffs? Not US shoppers
https://economictimes.indiatimes.com/news/international/global-trends/whos-going-to-eat-tariffs-not-us-shoppers/articleshow/124413496.cms
American shoppers are learning to dodge rising prices from tariffs. Retailers face a tough holiday season as consumers use smart strategies to save money. Companies are already increasing prices, but shoppers are pushing back. This trend will continue into the new year, impacting sales and forcing retailers to bear more of the tariff burden.
https://economictimes.indiatimes.com/news/international/global-trends/whos-going-to-eat-tariffs-not-us-shoppers/articleshow/124413496.cms
American shoppers are learning to dodge rising prices from tariffs. Retailers face a tough holiday season as consumers use smart strategies to save money. Companies are already increasing prices, but shoppers are pushing back. This trend will continue into the new year, impacting sales and forcing retailers to bear more of the tariff burden.
TCS Q2 Results Live Updates: PAT at Rs 12,075 cr vs St est of Rs 12,573 cr; Rs 11 per share dividend declared
https://economictimes.indiatimes.com/markets/stocks/live-blog/tcs-q2-results-tata-consultancy-services-q2-fy26-revenue-earning-net-profit-dividend-date-time-09-october-2025/liveblog/124408861.cms
https://economictimes.indiatimes.com/markets/stocks/live-blog/tcs-q2-results-tata-consultancy-services-q2-fy26-revenue-earning-net-profit-dividend-date-time-09-october-2025/liveblog/124408861.cms
French bond yields steady as snap election worries ease
https://economictimes.indiatimes.com/markets/bonds/french-bond-yields-steady-as-snap-election-worries-ease/articleshow/124408824.cms
French bonds held on to gains from the day before on optimism the country can avoid a snap election and agree a budget, after talks between caretaker Prime Minister Sebastien Lecornu and other political leaders.
https://economictimes.indiatimes.com/markets/bonds/french-bond-yields-steady-as-snap-election-worries-ease/articleshow/124408824.cms
French bonds held on to gains from the day before on optimism the country can avoid a snap election and agree a budget, after talks between caretaker Prime Minister Sebastien Lecornu and other political leaders.
Tata Steel shares climb over 3% as EU proposes measures to shield steel sector from global overcapacity
https://economictimes.indiatimes.com/markets/stocks/news/tata-steel-shares-climb-over-3-as-eu-proposes-measures-to-shield-steel-sector-from-global-overcapacity/articleshow/124405799.cms
Tata Steel shares rose after the European Commission proposed new measures to protect the EU steel industry from global overcapacity. The plan, part of the EU Steel and Metal Action Plan, aims to replace the current safeguard expiring in June 2026 and strengthen the long-term viability of the steel sector.
https://economictimes.indiatimes.com/markets/stocks/news/tata-steel-shares-climb-over-3-as-eu-proposes-measures-to-shield-steel-sector-from-global-overcapacity/articleshow/124405799.cms
Tata Steel shares rose after the European Commission proposed new measures to protect the EU steel industry from global overcapacity. The plan, part of the EU Steel and Metal Action Plan, aims to replace the current safeguard expiring in June 2026 and strengthen the long-term viability of the steel sector.
Internet stocks shed ‘hype’ tag: Ixigo, CarTrade, Nykaa soar up to 80% in 3-months on earnings revival
https://economictimes.indiatimes.com/markets/stocks/news/internet-stocks-shed-hype-tag-ixigo-cartrade-nykaa-soar-up-to-80-in-3-months-on-earnings-revival/articleshow/124405630.cms
India’s internet stocks, led by Ixigo, CarTrade, and Nykaa, have surged up to 80% in three months on earnings recovery and strong revenue growth. Analysts highlight improved profitability, business diversification, and favourable macro trends, though caution that recent rallies are not risk-free. New-age stocks head into the earnings season on a strong note following a rating upgrade from JM Financial.
https://economictimes.indiatimes.com/markets/stocks/news/internet-stocks-shed-hype-tag-ixigo-cartrade-nykaa-soar-up-to-80-in-3-months-on-earnings-revival/articleshow/124405630.cms
India’s internet stocks, led by Ixigo, CarTrade, and Nykaa, have surged up to 80% in three months on earnings recovery and strong revenue growth. Analysts highlight improved profitability, business diversification, and favourable macro trends, though caution that recent rallies are not risk-free. New-age stocks head into the earnings season on a strong note following a rating upgrade from JM Financial.
Bitcoin remains range-bound at $121K amid cautious market sentiment
https://economictimes.indiatimes.com/markets/cryptocurrency/bitcoin-remains-range-bound-at-121k-amid-cautious-market-sentiment/articleshow/124407900.cms
Bitcoin held steady around $121,917 on Thursday. Ethereum saw a slight dip, while other major tokens like Solana and Dogecoin experienced gains. The overall crypto market capitalization edged up. Bitcoin is trading within a tight range, with institutional interest remaining steady. Experts suggest Bitcoin is consolidating after a strong rally, with a bullish outlook for future growth.
https://economictimes.indiatimes.com/markets/cryptocurrency/bitcoin-remains-range-bound-at-121k-amid-cautious-market-sentiment/articleshow/124407900.cms
Bitcoin held steady around $121,917 on Thursday. Ethereum saw a slight dip, while other major tokens like Solana and Dogecoin experienced gains. The overall crypto market capitalization edged up. Bitcoin is trading within a tight range, with institutional interest remaining steady. Experts suggest Bitcoin is consolidating after a strong rally, with a bullish outlook for future growth.
Dolly Khanna increases stake in Coffee Day Enterprises, stock rises 4% in intra-day trade
https://economictimes.indiatimes.com/markets/stocks/news/dolly-khanna-increases-stake-in-coffee-day-enterprises-stock-rises-4-in-intra-day-trade/articleshow/124409424.cms
Ace investor Dolly Khanna raised her stake in Coffee Day Enterprises, the parent company of Café Coffee Day, to 2.19% in the September 2025 quarter from 1.55% earlier. Her holding now stands at 46.32 lakh shares. Following the update, the stock gained 3.7% to Rs 42.3 on the BSE, drawing renewed investor interest.
https://economictimes.indiatimes.com/markets/stocks/news/dolly-khanna-increases-stake-in-coffee-day-enterprises-stock-rises-4-in-intra-day-trade/articleshow/124409424.cms
Ace investor Dolly Khanna raised her stake in Coffee Day Enterprises, the parent company of Café Coffee Day, to 2.19% in the September 2025 quarter from 1.55% earlier. Her holding now stands at 46.32 lakh shares. Following the update, the stock gained 3.7% to Rs 42.3 on the BSE, drawing renewed investor interest.
Markets to stay rangebound ahead of Q2 results; uptick expected post earnings season: Dharmesh Kant
https://economictimes.indiatimes.com/markets/expert-view/markets-to-stay-rangebound-ahead-of-q2-results-uptick-expected-post-earnings-season-dharmesh-kant/articleshow/124406011.cms
As Q2 earnings season begins, market sentiment is cautiously optimistic with expectations of moderate improvement. Dharmesh Kant anticipates a slight uptick in overall earnings, driven by automobiles, metals, and banking, while cautioning about potential disappointment from the consumption sector. He advises a measured approach, suggesting a wait for clearer structural tailwinds.
https://economictimes.indiatimes.com/markets/expert-view/markets-to-stay-rangebound-ahead-of-q2-results-uptick-expected-post-earnings-season-dharmesh-kant/articleshow/124406011.cms
As Q2 earnings season begins, market sentiment is cautiously optimistic with expectations of moderate improvement. Dharmesh Kant anticipates a slight uptick in overall earnings, driven by automobiles, metals, and banking, while cautioning about potential disappointment from the consumption sector. He advises a measured approach, suggesting a wait for clearer structural tailwinds.
Eternal hits fresh peak, Swiggy soars 4% after Citi hikes target prices. Which is a better bet?
https://economictimes.indiatimes.com/markets/stocks/news/eternal-hits-fresh-peak-swiggy-soars-4-after-citi-hikes-target-prices-which-is-a-better-bet/articleshow/124410005.cms
Shares of Eternal and Swiggy witnessed an uptick on Thursday after Citi hiked target prices for the stocks, citing strong quick-commerce growth and improving margins. Both food-delivery firms show top-line momentum, with technicals signalling strength as investors track breakeven progress.
https://economictimes.indiatimes.com/markets/stocks/news/eternal-hits-fresh-peak-swiggy-soars-4-after-citi-hikes-target-prices-which-is-a-better-bet/articleshow/124410005.cms
Shares of Eternal and Swiggy witnessed an uptick on Thursday after Citi hiked target prices for the stocks, citing strong quick-commerce growth and improving margins. Both food-delivery firms show top-line momentum, with technicals signalling strength as investors track breakeven progress.
Weak Yen: A boost for Japan’s economy?
https://economictimes.indiatimes.com/markets/stocks/news/weak-yen-a-boost-for-japans-economy/slideshow/124406302.cms
Japan’s weak yen boosts domestic investment and stock market growth. Combined with Takaichi’s aggressive fiscal policies and the BOJ’s cautious monetary stance, the coordinated approach aims to drive sustainable economic expansion.
https://economictimes.indiatimes.com/markets/stocks/news/weak-yen-a-boost-for-japans-economy/slideshow/124406302.cms
Japan’s weak yen boosts domestic investment and stock market growth. Combined with Takaichi’s aggressive fiscal policies and the BOJ’s cautious monetary stance, the coordinated approach aims to drive sustainable economic expansion.
Muted Q2 ahead for IT; realty faces mid-segment stress: Ambareesh Baliga
https://economictimes.indiatimes.com/markets/expert-view/muted-q2-ahead-for-it-realty-faces-mid-segment-stress-ambareesh-baliga/articleshow/124405907.cms
Indian IT firms face a muted September quarter. Investor hopes for a turnaround are tempered by analyst Ambareesh Baliga. The H-1B visa issue and AI adoption will shape the sector's future. Real estate shows polarized growth, favoring affordable and luxury segments. Investors should focus on developers in these areas. The market navigates global and domestic pressures.
https://economictimes.indiatimes.com/markets/expert-view/muted-q2-ahead-for-it-realty-faces-mid-segment-stress-ambareesh-baliga/articleshow/124405907.cms
Indian IT firms face a muted September quarter. Investor hopes for a turnaround are tempered by analyst Ambareesh Baliga. The H-1B visa issue and AI adoption will shape the sector's future. Real estate shows polarized growth, favoring affordable and luxury segments. Investors should focus on developers in these areas. The market navigates global and domestic pressures.
India's ONGC to provide first guarantee in 15 years for unit's bond sale, sources say
https://economictimes.indiatimes.com/markets/bonds/indias-ongc-to-provide-first-guarantee-in-15-years-for-units-bond-sale-sources-say/articleshow/124410176.cms
India's state-run Oil and Natural Gas Corp (ONGC) has provided its first guarantee in 15 years for a rupee-denominated bond, likely to be issued by a subsidiary this quarter, three sources aware of the matter said on Thursday.
https://economictimes.indiatimes.com/markets/bonds/indias-ongc-to-provide-first-guarantee-in-15-years-for-units-bond-sale-sources-say/articleshow/124410176.cms
India's state-run Oil and Natural Gas Corp (ONGC) has provided its first guarantee in 15 years for a rupee-denominated bond, likely to be issued by a subsidiary this quarter, three sources aware of the matter said on Thursday.
India to leverage innovation, skilled workforce through UK trade deal: Ajay Bagga
https://economictimes.indiatimes.com/markets/expert-view/india-to-leverage-innovation-skilled-workforce-through-uk-trade-deal-ajay-bagga/articleshow/124404891.cms
A significant UK delegation's visit to India highlights the growing bilateral ties and the impending Free Trade Agreement. While the FTA promises substantial tariff reductions for Indian goods and benefits for UK exports like Scotch whiskey, visa restrictions for skilled Indian workers remain a key challenge.
https://economictimes.indiatimes.com/markets/expert-view/india-to-leverage-innovation-skilled-workforce-through-uk-trade-deal-ajay-bagga/articleshow/124404891.cms
A significant UK delegation's visit to India highlights the growing bilateral ties and the impending Free Trade Agreement. While the FTA promises substantial tariff reductions for Indian goods and benefits for UK exports like Scotch whiskey, visa restrictions for skilled Indian workers remain a key challenge.
Pharma set for upside on tariff clarity; Lupin, RBL Bank among top picks: Rahul Shah
https://economictimes.indiatimes.com/markets/expert-view/pharma-set-for-upside-on-tariff-clarity-lupin-rbl-bank-among-top-picks-rahul-shah/articleshow/124409421.cms
Indian pharmaceutical companies are set for a strong recovery. Clarity on US tariff policies is expected to boost earnings. Lupin is highlighted as a top investment choice due to its strong product pipeline and consistent US market performance. RBL Bank is also identified as a promising turnaround story. These sectors are expected to perform well in the coming quarters.
https://economictimes.indiatimes.com/markets/expert-view/pharma-set-for-upside-on-tariff-clarity-lupin-rbl-bank-among-top-picks-rahul-shah/articleshow/124409421.cms
Indian pharmaceutical companies are set for a strong recovery. Clarity on US tariff policies is expected to boost earnings. Lupin is highlighted as a top investment choice due to its strong product pipeline and consistent US market performance. RBL Bank is also identified as a promising turnaround story. These sectors are expected to perform well in the coming quarters.