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Nomura values Tata Motors passenger and commercial arms nearly equal, flags near-term volatility post demerger
https://economictimes.indiatimes.com/markets/stocks/news/nomura-values-tata-motors-passenger-and-commercial-arms-nearly-equal-flags-near-term-volatility-post-demerger/articleshow/124546768.cms

Nomura maintains a neutral stance on Tata Motors post-demerger, valuing PV and CV units almost equally, highlighting improving PV momentum, steady CV prospects, but cautioning technical risks and short-term volatility.
Silver's white-hot rally triggers supply crisis as ETFs trade at shocking 10-15% premium
https://economictimes.indiatimes.com/markets/commodities/news/silvers-white-hot-rally-triggers-supply-crisis-as-etfs-trade-at-shocking-10-15-premium/articleshow/124546905.cms

India’s silver market is in a supply crisis, with ETFs trading 10-15% above spot prices. High festival demand, limited LBMA-certified inventory, and strong investment inflows have forced Kotak, SBI, Tata, and UTI Mutual Funds to halt subscriptions, raising caution over potential premium corrections.
Fiscal and monetary easing set stage for market upside ahead of festive season: Hiren Ved
https://economictimes.indiatimes.com/markets/expert-view/fiscal-and-monetary-easing-set-stage-for-market-upside-ahead-of-festive-season-hiren-ved/articleshow/124546951.cms

Markets are cautiously optimistic as the festive season approaches, with expectations of an economic rebound driven by consumption. Synchronized fiscal and monetary easing, coupled with a wealth effect from rising gold prices, are expected to fuel broad-based recovery. Long-term themes like defence and aerospace also present significant investment opportunities.
Consumer tech, financialization and wealth creation to define next decade: Hiren Ved
https://economictimes.indiatimes.com/markets/expert-view/consumer-tech-financialization-and-wealth-creation-to-define-next-decade-hiren-ved/articleshow/124547564.cms

Hiren Ved of Alchemy Capital Management foresees a decade dominated by consumer tech and platform companies, emphasizing their ability to aggregate demand and supply. He notes India's ongoing financialization, with a shift from savers to investors, creating opportunities for asset and wealth managers.
Anant Raj Ltd raises Rs 1,100 crore via QIP
https://economictimes.indiatimes.com/markets/stocks/news/anant-raj-ltd-raises-rs-1100-crore-via-qip/articleshow/124547930.cms

Realty developer Anant Raj has successfully raised Rs 1,100 crore through a qualified institutional placement. This significant funding will fuel the expansion of its data center and cloud infrastructure business. The company aims for substantial growth in this vertical, projecting USD 1 billion in revenue by FY32. Anant Raj is also increasing its IT load capacity across key locations.
Nifty faces selling pressure; Torrent Power, REC among top picks
https://economictimes.indiatimes.com/markets/expert-view/nifty-faces-selling-pressure-torrent-power-rec-among-to-picks/articleshow/124548206.cms

Indian equity markets experienced selling pressure on Tuesday, with midcap and smallcap stocks showing particular weakness. While the Nifty remains in an overall bullish trend above key moving averages, intraday signs are negative. The upcoming results season is expected to increase market choppiness, emphasizing the need for risk management and focus on outperforming sectors.
Japanese shares dive as market frets over premiership, US-China tensions
https://economictimes.indiatimes.com/markets/stocks/news/japanese-shares-dive-as-market-frets-over-premiership-us-china-tensions/articleshow/124548298.cms

Japanese shares sank on Tuesday after a long weekend, clocking their sharpest one-day drop since April, as investors fretted over uncertainty surrounding the country's next premier and persistent U.S.-China trade tensions.
Smallcap stock makes over Rs 2 crore in LG Electronics IPO after bumper listing
https://economictimes.indiatimes.com/markets/stocks/news/smallcap-stock-makes-over-rs-2-crore-in-lg-electronics-ipo-after-bumper-listing/articleshow/124548302.cms

Winro Commercial India earned ₹2.15 crore in a single day as LG Electronics India listed 50% above its issue price. The smallcap NBFC turned a ₹4.27 crore IPO investment into ₹6.42 crore, leveraging borrowed funds to maximise returns amid record-breaking demand and subscription.
European stocks near two-week low on trade worries, Michelin slump
https://economictimes.indiatimes.com/markets/stocks/news/european-stocks-near-two-week-low-on-trade-worries-michelin-slump/articleshow/124548457.cms

European stocks dipped on Tuesday on renewed worries about a U.S.-China trade war and as Michelin's shares slid to a more than two-year low after the French tyre maker cut its annual forecast.
Commodity Radar: Copper prices cool off after Monday’s sharp rally. Time to buy on dips for 16% potential gains, says Religare expert
https://economictimes.indiatimes.com/markets/commodities/news/commodity-radar-copper-prices-cool-off-after-mondays-sharp-rally-time-to-buy-on-dips-for-16-potential-gains-says-religare-expert/articleshow/124548572.cms

Copper prices fell sharply on Tuesday following a strong Monday rally amid profit taking by the investors. The MCX October copper futures fell 2.4% to hit a low of Rs 979 per kilogram, taking cues from international prices which saw deeper cuts.
Trump says the war is over, but the path to peace in the Middle East is fragile
https://www.cnbc.com/2025/10/14/trump-says-israel-hamas-war-is-over-but-the-road-to-peace-is-fragile.html

President Donald Trump said Monday the war was over between Israel and Hamas. Experts say any peace process is just beginning and will be a hard slog.
Tech Mahindra Q2 Preview: PAT may jump up to 20% QoQ, 4% revenue uptick seen on steady BFSI and retail. 5 things to track
https://economictimes.indiatimes.com/markets/stocks/earnings/tech-mahindra-q2-preview-pat-may-jump-up-to-20-qoq-4-revenue-uptick-seen-on-steady-bfsi-and-retail-5-things-to-track/articleshow/124548631.cms

Tech Mahindra is poised for a double-digit sequential improvement in its September quarter net profit, with estimates ranging from 11.4% to 19.5% growth. Revenue is also expected to see a modest uptick, driven by large deal wins in key verticals. Analysts will be watching demand trends and deal pipeline visibility.
Global bonds rally as fresh trade tensions send investors flocking to safety
https://www.cnbc.com/2025/10/14/global-government-bonds-rise-as-trump-slaps-new-100percent-tariffs-on-china.html

Money markets have been shaken by a reignited U.S.-China trade row.
ICICI Prudential Life Q2 Results: Net profit up 18% to Rs 296 crore
https://economictimes.indiatimes.com/markets/stocks/earnings/icici-prudential-life-q2-profit-up-18-pc-to-rs-296-cr/articleshow/124549026.cms

ICICI Prudential Life Insurance Company on Tuesday reported 18 per cent growth in consolidated net profit at Rs 296 crore for three months ended September 30, 2025.
JPMorgan Chase tops estimates as trading revenue hits a record of nearly $9 billion
https://www.cnbc.com/2025/10/14/jpmorgan-chase-jpm-earnings-q3-2025.html

CEO Jamie Dimon said that while each of his major business lines performed well against a good economic backdrop, he was preparing for possible turbulence.
LG India soars past South Korean parent, becomes $13 billion giant after blockbuster debut
https://economictimes.indiatimes.com/markets/stocks/news/lg-india-soars-past-south-korean-parent-becomes-13-billion-giant-after-blockbuster-debut/articleshow/124549200.cms

LG Electronics India surged 50% on debut, valuing the company at $13.1 billion—above its South Korean parent. The Rs 11,607-crore IPO drew overwhelming demand, earning top broker buy ratings and marking the largest listing-day premium among India’s Rs 10,000-crore-plus IPOs.
2025/10/22 15:35:11
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