GST 2.0 to drive India’s next consumption boom: Nitin Raheja
https://economictimes.indiatimes.com/markets/expert-view/gst-2-0-to-drive-indias-next-consumption-boom-nitin-raheja/articleshow/124621297.cms
India's consumption is showing early signs of revival, with analysts optimistic about a broader demand uptick under GST 2.0. The government's focus on boosting the lower end of the economy is yielding results, particularly benefiting discretionary spending and autos. Investors are advised to focus on premiumization and technology-driven disruptors for future growth.
https://economictimes.indiatimes.com/markets/expert-view/gst-2-0-to-drive-indias-next-consumption-boom-nitin-raheja/articleshow/124621297.cms
India's consumption is showing early signs of revival, with analysts optimistic about a broader demand uptick under GST 2.0. The government's focus on boosting the lower end of the economy is yielding results, particularly benefiting discretionary spending and autos. Investors are advised to focus on premiumization and technology-driven disruptors for future growth.
IT sector faces slower growth despite AI buzz; midcap firms better placed: Nitin Raheja
https://economictimes.indiatimes.com/markets/expert-view/it-sector-faces-slower-growth-despite-ai-buzz-midcap-firms-better-placed-nitin-raheja/articleshow/124621475.cms
India is not yet participating in the global AI rally. Consumption is expected to remain a key growth driver. Financials are poised for an earnings revival, with private banks and select PSU banks offering attractive opportunities. Midcap IT companies may benefit from AI transitions. The market anticipates a supportive backdrop for growth.
https://economictimes.indiatimes.com/markets/expert-view/it-sector-faces-slower-growth-despite-ai-buzz-midcap-firms-better-placed-nitin-raheja/articleshow/124621475.cms
India is not yet participating in the global AI rally. Consumption is expected to remain a key growth driver. Financials are poised for an earnings revival, with private banks and select PSU banks offering attractive opportunities. Midcap IT companies may benefit from AI transitions. The market anticipates a supportive backdrop for growth.
Yes Bank Q2 Preview: Robust PAT growth of up to 41% YoY seen, NII expected to rise up to 7%. 9 things to watch
https://economictimes.indiatimes.com/markets/stocks/earnings/yes-bank-q2-preview-robust-pat-growth-of-up-to-41-yoy-seen-nii-expected-to-rise-up-to-7-9-things-to-watch/articleshow/124621321.cms
Yes Bank is expected to post robust Q2 earnings with up to 41% YoY growth in PAT and a 4–7% rise in NII, driven by healthy loan and deposit growth. However, sequential performance may soften due to weaker treasury gains and margin pressure, analysts said.
https://economictimes.indiatimes.com/markets/stocks/earnings/yes-bank-q2-preview-robust-pat-growth-of-up-to-41-yoy-seen-nii-expected-to-rise-up-to-7-9-things-to-watch/articleshow/124621321.cms
Yes Bank is expected to post robust Q2 earnings with up to 41% YoY growth in PAT and a 4–7% rise in NII, driven by healthy loan and deposit growth. However, sequential performance may soften due to weaker treasury gains and margin pressure, analysts said.
Nifty Bank hits fresh all-time high. Is this the start of Diwali dhamaka?
https://economictimes.indiatimes.com/markets/stocks/news/nifty-bank-hits-fresh-all-time-high-is-this-the-start-of-diwali-dhamaka/articleshow/124621579.cms
Nifty Bank hit an all-time high of 57,651.30 on Friday, rallying around 10,000 points from its March 2025 lows and surpassing its previous peak of 57,628.40. Led by HDFC Bank, ICICI Bank, and Axis Bank, the 12-stock index gained 229 points in the morning session. So far in 2025, Nifty Bank has outperformed the broader Nifty, rising over 13%.
https://economictimes.indiatimes.com/markets/stocks/news/nifty-bank-hits-fresh-all-time-high-is-this-the-start-of-diwali-dhamaka/articleshow/124621579.cms
Nifty Bank hit an all-time high of 57,651.30 on Friday, rallying around 10,000 points from its March 2025 lows and surpassing its previous peak of 57,628.40. Led by HDFC Bank, ICICI Bank, and Axis Bank, the 12-stock index gained 229 points in the morning session. So far in 2025, Nifty Bank has outperformed the broader Nifty, rising over 13%.
Japan's 10-year bond yield falls to one-month low mirroring US yield declines
https://economictimes.indiatimes.com/markets/bonds/japans-10-year-bond-yield-falls-to-one-month-low-mirroring-us-yield-declines/articleshow/124621614.cms
Japan experienced a noteworthy decline in its 10-year government bond yields, reaching levels not seen in a month. This movement aligns with a broader decrease in U.S. Treasury yields, spurred by trepidations in trade and credit markets. A successful bond auction helped bolster market confidence, leading to lower yields across various maturities.
https://economictimes.indiatimes.com/markets/bonds/japans-10-year-bond-yield-falls-to-one-month-low-mirroring-us-yield-declines/articleshow/124621614.cms
Japan experienced a noteworthy decline in its 10-year government bond yields, reaching levels not seen in a month. This movement aligns with a broader decrease in U.S. Treasury yields, spurred by trepidations in trade and credit markets. A successful bond auction helped bolster market confidence, leading to lower yields across various maturities.
Sunteck Realty Q2 Results: Profit rises 41% YoY to Rs 48.96 crore
https://economictimes.indiatimes.com/markets/stocks/earnings/sunteck-realty-q2-results-profit-rises-41-yoy-to-rs-48-96-crore/articleshow/124621660.cms
Sunteck Realty has announced strong financial results. The company's net profit surged by 41 percent in the second quarter of this fiscal year. This impressive growth was driven by higher income. Total income also saw a significant rise compared to the same period last year. Sunteck Realty is a prominent real estate developer in India.
https://economictimes.indiatimes.com/markets/stocks/earnings/sunteck-realty-q2-results-profit-rises-41-yoy-to-rs-48-96-crore/articleshow/124621660.cms
Sunteck Realty has announced strong financial results. The company's net profit surged by 41 percent in the second quarter of this fiscal year. This impressive growth was driven by higher income. Total income also saw a significant rise compared to the same period last year. Sunteck Realty is a prominent real estate developer in India.
Diwali rally lifts Nifty to fresh 52-week high. 8 factors driving today’s boom
https://economictimes.indiatimes.com/markets/stocks/news/diwali-rally-lifts-nifty-to-fresh-52-week-high-8-factors-driving-todays-boom/articleshow/124621632.cms
Nifty today: The Nifty 50 reached a new 52-week high above 25,700, driven by returning foreign inflows, easing U.S. bond yields, and a stronger rupee. Festive optimism and fading IPO pressure also contributed to the rally, with short covering further amplifying upside momentum.
https://economictimes.indiatimes.com/markets/stocks/news/diwali-rally-lifts-nifty-to-fresh-52-week-high-8-factors-driving-todays-boom/articleshow/124621632.cms
Nifty today: The Nifty 50 reached a new 52-week high above 25,700, driven by returning foreign inflows, easing U.S. bond yields, and a stronger rupee. Festive optimism and fading IPO pressure also contributed to the rally, with short covering further amplifying upside momentum.
Emami Realty CEO Nitesh Kumar appointed MCCI infrastructure & realty council co-chairman
https://economictimes.indiatimes.com/markets/digital-real-estate/realty-news/emami-realty-ceo-nitesh-kumar-appointed-mcci-infrastructure-realty-council-co-chairman/articleshow/124621810.cms
In an exciting development, Nitesh Kumar takes the helm as Co-Chairman of the Merchant's Chamber of Commerce & Industry's infrastructure and real estate council for the upcoming 2025-26 term. This role is a testament to his invaluable contributions to the real estate sector.
https://economictimes.indiatimes.com/markets/digital-real-estate/realty-news/emami-realty-ceo-nitesh-kumar-appointed-mcci-infrastructure-realty-council-co-chairman/articleshow/124621810.cms
In an exciting development, Nitesh Kumar takes the helm as Co-Chairman of the Merchant's Chamber of Commerce & Industry's infrastructure and real estate council for the upcoming 2025-26 term. This role is a testament to his invaluable contributions to the real estate sector.
ICICI Bank Q2 Preview: Profit growth seen up to 8.5% YoY; NII may rise 10% as NIMs contract. 9 things to watch
https://economictimes.indiatimes.com/markets/stocks/earnings/icici-bank-q2-preview-profit-growth-seen-up-to-8-5-yoy-nii-may-rise-10-as-nims-contract-9-things-to-watch/articleshow/124621922.cms
ICICI Bank is expected to post up to 8.5% YoY profit growth in Q2, supported by steady loan and deposit momentum. However, margin compression and lower treasury gains may weigh on sequential performance, according to estimates from Nomura, Emkay, Axis Securities, and YES Securities.
https://economictimes.indiatimes.com/markets/stocks/earnings/icici-bank-q2-preview-profit-growth-seen-up-to-8-5-yoy-nii-may-rise-10-as-nims-contract-9-things-to-watch/articleshow/124621922.cms
ICICI Bank is expected to post up to 8.5% YoY profit growth in Q2, supported by steady loan and deposit momentum. However, margin compression and lower treasury gains may weigh on sequential performance, according to estimates from Nomura, Emkay, Axis Securities, and YES Securities.
Gold hits another all-time high, marks its strongest week in 5 years. Bright path ahead or in for a bumpy ride?
https://economictimes.indiatimes.com/markets/commodities/news/gold-hits-another-all-time-high-marks-its-strongest-week-in-5-years-bright-path-ahead-or-in-for-a-bumpy-ride/articleshow/124622044.cms
Gold surged past the $4,300 mark on COMEX, marking its strongest week in five years and over 50% YTD gains. Analysts attribute the record rally to central bank buying, a weaker dollar, and rate-cut hopes, with prices seen sustaining near $4,500 globally and Rs 1.35 lakh domestically.
https://economictimes.indiatimes.com/markets/commodities/news/gold-hits-another-all-time-high-marks-its-strongest-week-in-5-years-bright-path-ahead-or-in-for-a-bumpy-ride/articleshow/124622044.cms
Gold surged past the $4,300 mark on COMEX, marking its strongest week in five years and over 50% YTD gains. Analysts attribute the record rally to central bank buying, a weaker dollar, and rate-cut hopes, with prices seen sustaining near $4,500 globally and Rs 1.35 lakh domestically.
RIL Q2 Results Live Updates: O2C, Jio to drive 11% profit growth; retail segment expected to lag
https://economictimes.indiatimes.com/markets/stocks/live-blog/ril-q2-results-live-reliance-industries-ltd-q2-fy26-revenue-earning-profit-loss-bonus-shares-date-time-17-october-2024/liveblog/124622226.cms
https://economictimes.indiatimes.com/markets/stocks/live-blog/ril-q2-results-live-reliance-industries-ltd-q2-fy26-revenue-earning-profit-loss-bonus-shares-date-time-17-october-2024/liveblog/124622226.cms
Global markets stay resilient despite geopolitical concerns, says Cameron Brandt
https://economictimes.indiatimes.com/markets/expert-view/global-markets-stay-resilient-despite-geopolitical-concerns-says-cameron-brandt/articleshow/124622573.cms
Market strategist Cameron Brandt notes global markets are resilient despite geopolitical concerns, with investor behavior driven by fear of missing out rather than macro risks. While US bond yields are pulling back, Brandt doesn't foresee a recession, and India's investment outlook remains positive despite a temporary pause in flows.
https://economictimes.indiatimes.com/markets/expert-view/global-markets-stay-resilient-despite-geopolitical-concerns-says-cameron-brandt/articleshow/124622573.cms
Market strategist Cameron Brandt notes global markets are resilient despite geopolitical concerns, with investor behavior driven by fear of missing out rather than macro risks. While US bond yields are pulling back, Brandt doesn't foresee a recession, and India's investment outlook remains positive despite a temporary pause in flows.
After Rs 2 lakh crore selloff, FIIs are set for a comeback. Elara Capital lists 4 reasons
https://economictimes.indiatimes.com/markets/stocks/news/after-rs-2-lakh-crore-selloff-fiis-are-set-for-a-comeback-elara-capital-lists-4-reasons/articleshow/124622562.cms
Elara Capital sees a potential FII turnaround in Indian equities, driven by under-ownership, narrowing valuation premiums, mid-cap resilience, GST cuts, and strong macro conditions, supporting gradual reallocation and domestic leadership.
https://economictimes.indiatimes.com/markets/stocks/news/after-rs-2-lakh-crore-selloff-fiis-are-set-for-a-comeback-elara-capital-lists-4-reasons/articleshow/124622562.cms
Elara Capital sees a potential FII turnaround in Indian equities, driven by under-ownership, narrowing valuation premiums, mid-cap resilience, GST cuts, and strong macro conditions, supporting gradual reallocation and domestic leadership.
Coca-Cola said to mull $1 billion IPO of Indian bottling unit
https://economictimes.indiatimes.com/markets/ipos/fpos/coca-cola-mulls-1-billion-ipo-of-indian-bottling-unit-report/articleshow/124622886.cms
Coca-Cola is reportedly exploring a blockbuster $1 billion IPO for its Indian bottling arm, Hindustan Coca-Cola Beverages. This move could value the unit at $10 billion, potentially listing next year. The deal signifies a growing trend of global firms listing Indian operations amidst a booming IPO market, despite intensifying local competition.
https://economictimes.indiatimes.com/markets/ipos/fpos/coca-cola-mulls-1-billion-ipo-of-indian-bottling-unit-report/articleshow/124622886.cms
Coca-Cola is reportedly exploring a blockbuster $1 billion IPO for its Indian bottling arm, Hindustan Coca-Cola Beverages. This move could value the unit at $10 billion, potentially listing next year. The deal signifies a growing trend of global firms listing Indian operations amidst a booming IPO market, despite intensifying local competition.
Japanese shares fall as banks track US peers lower, yen gains also weigh
https://economictimes.indiatimes.com/markets/stocks/news/japanese-shares-fall-as-banks-track-us-peers-lower-yen-gains-also-weigh/articleshow/124623034.cms
Japanese stocks experienced a downturn on Friday. Bank shares declined amid concerns over credit issues at American regional banks. A strengthening yen also impacted market sentiment. The Nikkei index saw a notable drop, reflecting investor anxiety. This market movement follows a week of volatility influenced by political developments and fears of an overheated market.
https://economictimes.indiatimes.com/markets/stocks/news/japanese-shares-fall-as-banks-track-us-peers-lower-yen-gains-also-weigh/articleshow/124623034.cms
Japanese stocks experienced a downturn on Friday. Bank shares declined amid concerns over credit issues at American regional banks. A strengthening yen also impacted market sentiment. The Nikkei index saw a notable drop, reflecting investor anxiety. This market movement follows a week of volatility influenced by political developments and fears of an overheated market.
Whirlpool of India shares jump 10% after signing key brand, tech agreements. Check details
https://economictimes.indiatimes.com/markets/stocks/news/whirlpool-of-india-shares-jump-10-after-signing-key-brand-tech-agreements-check-details/articleshow/124623295.cms
Whirlpool of India shares rose sharply on Friday after the company announced signing key brand, technology, and service agreements with Whirlpool Corporation and affiliates. The deals aim to strengthen long-term growth, innovation, and exclusive brand rights, ensuring smooth operations and continued support from its parent company.
https://economictimes.indiatimes.com/markets/stocks/news/whirlpool-of-india-shares-jump-10-after-signing-key-brand-tech-agreements-check-details/articleshow/124623295.cms
Whirlpool of India shares rose sharply on Friday after the company announced signing key brand, technology, and service agreements with Whirlpool Corporation and affiliates. The deals aim to strengthen long-term growth, innovation, and exclusive brand rights, ensuring smooth operations and continued support from its parent company.
Wipro CEO Srini Pallia sees strong AI-led pipeline; CFO flags one-off Q2 margin hit
https://economictimes.indiatimes.com/markets/companies/wipro-ceo-srini-pallia-sees-strong-ai-led-pipeline-cfo-flags-one-off-q2-margin-hit/articleshow/124623722.cms
Wipro CEO Srini Pallia says demand remains strong across BFSI, healthcare, and technology as the company closes $9.5 billion in bookings for H1 FY25. CFO Aparna Iyer attributes margin dip to a one-off client provision while maintaining a stable outlook. Wipro’s pipeline, led by AI and automation projects, positions it for gradual growth in FY26.
https://economictimes.indiatimes.com/markets/companies/wipro-ceo-srini-pallia-sees-strong-ai-led-pipeline-cfo-flags-one-off-q2-margin-hit/articleshow/124623722.cms
Wipro CEO Srini Pallia says demand remains strong across BFSI, healthcare, and technology as the company closes $9.5 billion in bookings for H1 FY25. CFO Aparna Iyer attributes margin dip to a one-off client provision while maintaining a stable outlook. Wipro’s pipeline, led by AI and automation projects, positions it for gradual growth in FY26.
Wipro CEO Srini Pallia sees strong AI-led pipeline; CFO flags one-off Q2 margin hit
https://economictimes.indiatimes.com/markets/expert-view/wipro-ceo-srini-pallia-sees-strong-ai-led-pipeline-cfo-flags-one-off-q2-margin-hit/articleshow/124623376.cms
Wipro CEO Srini Pallia says demand remains strong across BFSI, healthcare, and technology as the company closes $9.5 billion in bookings for H1 FY25. CFO Aparna Iyer attributes margin dip to a one-off client provision while maintaining a stable outlook. Wipro’s pipeline, led by AI and automation projects, positions it for gradual growth in FY26.
https://economictimes.indiatimes.com/markets/expert-view/wipro-ceo-srini-pallia-sees-strong-ai-led-pipeline-cfo-flags-one-off-q2-margin-hit/articleshow/124623376.cms
Wipro CEO Srini Pallia says demand remains strong across BFSI, healthcare, and technology as the company closes $9.5 billion in bookings for H1 FY25. CFO Aparna Iyer attributes margin dip to a one-off client provision while maintaining a stable outlook. Wipro’s pipeline, led by AI and automation projects, positions it for gradual growth in FY26.
Midcap Mayhem: These 10 stocks crash hard in 2025, but offer up to 37% upside
https://economictimes.indiatimes.com/markets/stocks/news/midcap-mayhem-these-10-stocks-crash-hard-in-2025-but-offer-up-to-37-upside/slideshow/124624180.cms
Despite steep 2025 declines, 10 midcap stocks, including Kalyan Jewellers, Brainbees, and Vedant Fashions, show strong recovery poten
https://economictimes.indiatimes.com/markets/stocks/news/midcap-mayhem-these-10-stocks-crash-hard-in-2025-but-offer-up-to-37-upside/slideshow/124624180.cms
Despite steep 2025 declines, 10 midcap stocks, including Kalyan Jewellers, Brainbees, and Vedant Fashions, show strong recovery poten
Neeraj Dewan sees consumer, realty and financials driving Diwali market rally
https://economictimes.indiatimes.com/markets/expert-view/neeraj-dewan-sees-consumer-realty-and-financials-driving-diwali-market-rally/articleshow/124624079.cms
As Diwali approaches, markets have seen a strong rally led by large-cap banking and consumer stocks. Neeraj Dewan anticipates corporate earnings will drive future momentum, with consumer-facing sectors, financials like Jio Financial, and real estate stocks such as DLF and Max Real Estate showing promise for investors.
https://economictimes.indiatimes.com/markets/expert-view/neeraj-dewan-sees-consumer-realty-and-financials-driving-diwali-market-rally/articleshow/124624079.cms
As Diwali approaches, markets have seen a strong rally led by large-cap banking and consumer stocks. Neeraj Dewan anticipates corporate earnings will drive future momentum, with consumer-facing sectors, financials like Jio Financial, and real estate stocks such as DLF and Max Real Estate showing promise for investors.