Insurance stocks set for better topline after GST changes: Nischal Maheshwari
https://economictimes.indiatimes.com/markets/expert-view/insurance-stocks-set-for-better-topline-after-gst-changes-nischal-maheshwari/articleshow/124598862.cms
As earnings season progresses, Nischal Maheshwari highlights positive trends in life insurance and asset management, favoring SBI Life and HDFC AMC. He advises caution on Axis Bank and Vodafone Idea, sees green shoots in IT despite AI concerns, and backs government-supported manufacturing and defense sectors. Consumption faces headwinds, but e-commerce shows promise, while real estate benefits from liquidity.
https://economictimes.indiatimes.com/markets/expert-view/insurance-stocks-set-for-better-topline-after-gst-changes-nischal-maheshwari/articleshow/124598862.cms
As earnings season progresses, Nischal Maheshwari highlights positive trends in life insurance and asset management, favoring SBI Life and HDFC AMC. He advises caution on Axis Bank and Vodafone Idea, sees green shoots in IT despite AI concerns, and backs government-supported manufacturing and defense sectors. Consumption faces headwinds, but e-commerce shows promise, while real estate benefits from liquidity.
India’s IPO factory is a sign of market maturity, not mania: Venugopal Garre
https://economictimes.indiatimes.com/markets/expert-view/indias-ipo-factory-is-a-sign-of-market-maturity-not-mania-venugopal-garre/articleshow/124601221.cms
Bernstein India’s Managing Director Venugopal Garre says India’s markets are entering a “healthy growth” phase in 2025, supported by strong macros, policy liquidity, and earnings recovery. He calls India’s IPO boom a sign of market maturity, not mania, and sees AI infrastructure, financials, and consumption as key investment themes in the coming quarters.
https://economictimes.indiatimes.com/markets/expert-view/indias-ipo-factory-is-a-sign-of-market-maturity-not-mania-venugopal-garre/articleshow/124601221.cms
Bernstein India’s Managing Director Venugopal Garre says India’s markets are entering a “healthy growth” phase in 2025, supported by strong macros, policy liquidity, and earnings recovery. He calls India’s IPO boom a sign of market maturity, not mania, and sees AI infrastructure, financials, and consumption as key investment themes in the coming quarters.
Tata Motors shares rise 2%. What should investors do after demerger?
https://economictimes.indiatimes.com/markets/stocks/news/tata-motors-shares-rise-2-what-should-investors-do-after-demerger/articleshow/124599079.cms
Tata Motors shares saw a rise as the company demerged its passenger and commercial vehicle businesses. Shareholders will receive new shares in the commercial vehicle entity soon. Brokerages anticipate value creation from this separation. The commercial vehicle arm is seen as a strong performer, while the passenger vehicle segment's outlook depends on Jaguar Land Rover's recovery.
https://economictimes.indiatimes.com/markets/stocks/news/tata-motors-shares-rise-2-what-should-investors-do-after-demerger/articleshow/124599079.cms
Tata Motors shares saw a rise as the company demerged its passenger and commercial vehicle businesses. Shareholders will receive new shares in the commercial vehicle entity soon. Brokerages anticipate value creation from this separation. The commercial vehicle arm is seen as a strong performer, while the passenger vehicle segment's outlook depends on Jaguar Land Rover's recovery.
Eternal Q2 Results: Zomato parent's PAT plunges 63% YoY to Rs 65 crore, but revenue soars 183%
https://economictimes.indiatimes.com/markets/stocks/earnings/eternal-q2-results-zomato-parents-pat-plunges-63-yoy-to-rs-65-crore-but-revenue-soars-183/articleshow/124601077.cms
Eternal Q2 Results: Food delivery giant Eternal witnessed a significant 63% drop in net profit to Rs 65 crore for the September quarter, falling short of market expectations. Despite this, revenue surged by an impressive 183% year-on-year to Rs 13,590 crore. The company's strong topline growth, up 90% sequentially, pleased investors, pushing its stock to a new 52-week high.
https://economictimes.indiatimes.com/markets/stocks/earnings/eternal-q2-results-zomato-parents-pat-plunges-63-yoy-to-rs-65-crore-but-revenue-soars-183/articleshow/124601077.cms
Eternal Q2 Results: Food delivery giant Eternal witnessed a significant 63% drop in net profit to Rs 65 crore for the September quarter, falling short of market expectations. Despite this, revenue surged by an impressive 183% year-on-year to Rs 13,590 crore. The company's strong topline growth, up 90% sequentially, pleased investors, pushing its stock to a new 52-week high.
Build wealth one square foot at a time this Diwali with Alt DRX
https://economictimes.indiatimes.com/markets/digital-real-estate/realty-news/build-wealth-one-square-foot-at-a-time-this-diwali-with-alt-drx/videoshow/124601393.cms
https://economictimes.indiatimes.com/markets/digital-real-estate/realty-news/build-wealth-one-square-foot-at-a-time-this-diwali-with-alt-drx/videoshow/124601393.cms
Top 5 China Chemical Stocks to Watch as US-China Shipping Tensions Rise
https://in.investing.com/news/stock-market-news/top-5-china-chemical-stocks-to-watch-as-uschina-shipping-tensions-rise-93CH-5049049
https://in.investing.com/news/stock-market-news/top-5-china-chemical-stocks-to-watch-as-uschina-shipping-tensions-rise-93CH-5049049
Nomura sets Nifty50 target at 26,140 for March 2026, adds 3 stocks to preferred list
https://economictimes.indiatimes.com/markets/stocks/news/nomura-sets-nifty50-target-at-26140-for-march-2026-adds-3-stocks-to-preferred-list/articleshow/124601434.cms
Nomura maintains its Nifty50 target at 26,140 for March 2026, adding Prestige Estates, Swiggy, and Titan to its preferred stocks list. The brokerage favours sectors like Financials, Autos, Cement, and Pharmaceuticals while remaining cautious on Capital Goods, IT Services, and Metals amid modest recovery expectations.
https://economictimes.indiatimes.com/markets/stocks/news/nomura-sets-nifty50-target-at-26140-for-march-2026-adds-3-stocks-to-preferred-list/articleshow/124601434.cms
Nomura maintains its Nifty50 target at 26,140 for March 2026, adding Prestige Estates, Swiggy, and Titan to its preferred stocks list. The brokerage favours sectors like Financials, Autos, Cement, and Pharmaceuticals while remaining cautious on Capital Goods, IT Services, and Metals amid modest recovery expectations.
Angel One hikes brokerage fees as profit falls for three straight quarters
https://economictimes.indiatimes.com/markets/stocks/news/angel-one-hikes-brokerage-fees-as-profit-falls-for-three-straight-quarters/articleshow/124601517.cms
Angel One will revise its brokerage structure from November 17, increasing minimum charges on delivery and intraday trades as retail activity slows after regulatory curbs on derivatives trading hit brokers’ core revenues and profitability.
https://economictimes.indiatimes.com/markets/stocks/news/angel-one-hikes-brokerage-fees-as-profit-falls-for-three-straight-quarters/articleshow/124601517.cms
Angel One will revise its brokerage structure from November 17, increasing minimum charges on delivery and intraday trades as retail activity slows after regulatory curbs on derivatives trading hit brokers’ core revenues and profitability.
Silvercorp Metals stock hits 52-week high at 7.51 USD
https://in.investing.com/news/company-news/silvercorp-metals-stock-hits-52week-high-at-751-usd-93CH-5049051
https://in.investing.com/news/company-news/silvercorp-metals-stock-hits-52week-high-at-751-usd-93CH-5049051
Vijay Kedia-backed TAC InfoSec hits 5% upper circuit as PAT surges 138% YoY
https://economictimes.indiatimes.com/markets/stocks/news/vijay-kedia-backed-tac-infosec-hits-5-upper-circuit-as-pat-surges-138-yoy/articleshow/124601715.cms
TAC InfoSec, backed by Vijay Kedia, hit a 5% upper circuit on robust H1 FY26 results, reporting a 138% YoY PAT surge. Strong revenue growth, improved margins, AI-led initiatives, and marquee clients like Salesforce and Autodesk fueled investor interest in the cybersecurity firm.
https://economictimes.indiatimes.com/markets/stocks/news/vijay-kedia-backed-tac-infosec-hits-5-upper-circuit-as-pat-surges-138-yoy/articleshow/124601715.cms
TAC InfoSec, backed by Vijay Kedia, hit a 5% upper circuit on robust H1 FY26 results, reporting a 138% YoY PAT surge. Strong revenue growth, improved margins, AI-led initiatives, and marquee clients like Salesforce and Autodesk fueled investor interest in the cybersecurity firm.
UBS raises Micron Technology stock price target to $245 on DRAM supply shortages
https://in.investing.com/news/analyst-ratings/ubs-raises-micron-technology-stock-price-target-to-245-on-dram-supply-shortages-93CH-5049050
https://in.investing.com/news/analyst-ratings/ubs-raises-micron-technology-stock-price-target-to-245-on-dram-supply-shortages-93CH-5049050
Zee Entertainment Q2 Results: Cons net profit falls 63% YoY to Rs 76 crore, revenue down 2%
https://economictimes.indiatimes.com/markets/stocks/earnings/zee-entertainment-q2-results-cons-net-profit-falls-63-yoy-to-rs-76-crore-revenue-down-2/articleshow/124601553.cms
Zee Entertainment Q2 Results: Zee Entertainment Enterprises saw its second-quarter net profit drop by 63 percent. Revenue also declined due to slower ad spending and a weak linear TV market. Advertising revenue fell 12 percent. Subscription revenue saw modest growth. Expenses increased, impacting margins. The company noted a soft domestic ad environment but anticipates a near-term pick-up from the festive season.
https://economictimes.indiatimes.com/markets/stocks/earnings/zee-entertainment-q2-results-cons-net-profit-falls-63-yoy-to-rs-76-crore-revenue-down-2/articleshow/124601553.cms
Zee Entertainment Q2 Results: Zee Entertainment Enterprises saw its second-quarter net profit drop by 63 percent. Revenue also declined due to slower ad spending and a weak linear TV market. Advertising revenue fell 12 percent. Subscription revenue saw modest growth. Expenses increased, impacting margins. The company noted a soft domestic ad environment but anticipates a near-term pick-up from the festive season.
Sunshine Biopharma stock soars after launch of cholesterol drug Pravastatin
https://in.investing.com/news/stock-market-news/sunshine-biopharma-stock-soars-after-launch-of-cholesterol-drug-pravastatin-93CH-5049058
https://in.investing.com/news/stock-market-news/sunshine-biopharma-stock-soars-after-launch-of-cholesterol-drug-pravastatin-93CH-5049058
United Airlines stock rating reiterated at Buy by UBS despite mixed Q3
https://in.investing.com/news/analyst-ratings/united-airlines-stock-rating-reiterated-at-buy-by-ubs-despite-mixed-q3-93CH-5049056
https://in.investing.com/news/analyst-ratings/united-airlines-stock-rating-reiterated-at-buy-by-ubs-despite-mixed-q3-93CH-5049056
Ola Electric shares hit 5% upper circuit on foray into energy storage biz with Ola Shakti
https://economictimes.indiatimes.com/markets/stocks/news/ola-electric-shares-hit-5-upper-circuit-on-foray-into-energy-storage-biz-with-ola-shakti/articleshow/124601854.cms
Ola Electric shares hit a 5% upper circuit after the company announced its entry into the energy storage market with “Ola Shakti,” a residential battery energy storage system. The innovation, built on indigenous 4680 Bharat Cells, marks Ola’s expansion beyond EVs into clean energy, targeting homes and small businesses.
https://economictimes.indiatimes.com/markets/stocks/news/ola-electric-shares-hit-5-upper-circuit-on-foray-into-energy-storage-biz-with-ola-shakti/articleshow/124601854.cms
Ola Electric shares hit a 5% upper circuit after the company announced its entry into the energy storage market with “Ola Shakti,” a residential battery energy storage system. The innovation, built on indigenous 4680 Bharat Cells, marks Ola’s expansion beyond EVs into clean energy, targeting homes and small businesses.
Wipro Q2 Results: Cons PAT rises 1.2% YoY to Rs 3,246 crore, misses Street estimates
https://economictimes.indiatimes.com/markets/stocks/earnings/wipro-q2-results-cons-pat-rises-1-2-yoy-to-rs-3246-crore-misses-street-estimates/articleshow/124602269.cms
Wipro Q2 Results: The company's revenue from operations in the quarter stood at Rs 22,697 crore, up 1.8% from Rs 22,302 crore in the corresponding quarter of the previous financial year.
https://economictimes.indiatimes.com/markets/stocks/earnings/wipro-q2-results-cons-pat-rises-1-2-yoy-to-rs-3246-crore-misses-street-estimates/articleshow/124602269.cms
Wipro Q2 Results: The company's revenue from operations in the quarter stood at Rs 22,697 crore, up 1.8% from Rs 22,302 crore in the corresponding quarter of the previous financial year.
Rupee finds footing above 88 per dollar, US trade talks in focus
https://economictimes.indiatimes.com/markets/forex/forex-news/rupee-finds-footing-above-88-per-dollar-us-trade-talks-in-focus/articleshow/124602727.cms
The Indian rupee reached a one-month peak on Thursday. Strong intervention by the Reserve Bank of India in the previous session boosted the currency. Emerging optimism surrounding U.S.-India trade negotiations also supported the rupee's upward movement. This intervention has sent a clear message to the market. Traders anticipate further gains if trade talks yield positive results.
https://economictimes.indiatimes.com/markets/forex/forex-news/rupee-finds-footing-above-88-per-dollar-us-trade-talks-in-focus/articleshow/124602727.cms
The Indian rupee reached a one-month peak on Thursday. Strong intervention by the Reserve Bank of India in the previous session boosted the currency. Emerging optimism surrounding U.S.-India trade negotiations also supported the rupee's upward movement. This intervention has sent a clear message to the market. Traders anticipate further gains if trade talks yield positive results.
Eternal shares fall 4% after Q2 results. 10 things team Deepinder Goyal said in shareholders’ letter
https://economictimes.indiatimes.com/markets/stocks/news/eternal-shares-fall-4-after-q2-results-10-things-team-deepinder-goyal-said-in-shareholders-letter/articleshow/124602896.cms
Eternal (formerly Zomato) shares fell nearly 4% after Q2 results showed a sharp drop in profit. In a shareholder letter, CEO Deepinder Goyal highlighted gradual growth recovery, strong quick commerce expansion, improved margins, and continued investments in Blinkit, Hyperpure, and District despite weak discretionary demand.
https://economictimes.indiatimes.com/markets/stocks/news/eternal-shares-fall-4-after-q2-results-10-things-team-deepinder-goyal-said-in-shareholders-letter/articleshow/124602896.cms
Eternal (formerly Zomato) shares fell nearly 4% after Q2 results showed a sharp drop in profit. In a shareholder letter, CEO Deepinder Goyal highlighted gradual growth recovery, strong quick commerce expansion, improved margins, and continued investments in Blinkit, Hyperpure, and District despite weak discretionary demand.
Infosys Q2 Results: Profit jumps 13% YoY to Rs 7,364 crore, revenue up 9%
https://economictimes.indiatimes.com/markets/stocks/earnings/infosys-q2-results-profit-jumps-13-yoy-to-rs-7364-crore-revenue-up-9/articleshow/124602906.cms
Infosys Q2 Results: Infosys announced strong financial results for the second quarter of FY26. Net profit saw a 13% year-on-year increase to Rs 7,364 crore. Revenue from operations grew by 9% to Rs 44,490 crore. The company also declared an interim dividend of Rs 23 per share. Infosys revised its FY26 revenue guidance upwards.
https://economictimes.indiatimes.com/markets/stocks/earnings/infosys-q2-results-profit-jumps-13-yoy-to-rs-7364-crore-revenue-up-9/articleshow/124602906.cms
Infosys Q2 Results: Infosys announced strong financial results for the second quarter of FY26. Net profit saw a 13% year-on-year increase to Rs 7,364 crore. Revenue from operations grew by 9% to Rs 44,490 crore. The company also declared an interim dividend of Rs 23 per share. Infosys revised its FY26 revenue guidance upwards.
Infosys announces Rs 23 per share interim dividend. Check payout and record dates
https://economictimes.indiatimes.com/markets/stocks/news/infosys-announces-rs-23-per-share-interim-dividend-check-payout-and-record-dates/articleshow/124603030.cms
Infosys has announced an interim dividend of Rs 23 per equity share. The record date for this dividend is October 27, 2025. Shareholders can expect the payout on November 7, 2025. This announcement coincides with Infosys's Q2 earnings report. The company reported a 13% year-on-year growth in net profit. Revenue from operations also saw a 9% increase.
https://economictimes.indiatimes.com/markets/stocks/news/infosys-announces-rs-23-per-share-interim-dividend-check-payout-and-record-dates/articleshow/124603030.cms
Infosys has announced an interim dividend of Rs 23 per equity share. The record date for this dividend is October 27, 2025. Shareholders can expect the payout on November 7, 2025. This announcement coincides with Infosys's Q2 earnings report. The company reported a 13% year-on-year growth in net profit. Revenue from operations also saw a 9% increase.