News
Ramesh Damani, Madhu Kela join Ranbir Kapoor to back this smallcap stock; acquire stake via bulk deals
Prime Focus attracted significant investments from market veterans like Ramesh Damani, Singularity AMC, and Utpal Sheth, leading its shares to surge by 10% on the BSE. These investors collectively acquired a 3.3% stake, amounting to approximately Rs 146.2 crore.
Pharma stocks: Moving from ‘What if’ to ‘Maybe not’. 8 pharma stocks, 3 with upside potential above 22%; others not so high, but…
There are two ways to look at the hope which the street is reflecting when it comes to a possible India-US tariff deal. One, it will bring down the tariffs (raised recently) on a number of products. Two, it removes the fear hanging over some companies and sectors that they may be put on the tariff list if the situation is not resolved. Now, which is the sector where the fear of a possible tariff hike is most palpable? The answer is pharma. The reason it has not been tariffed by President Trump is that any additional duty will mean higher medicine costs in the US. And it will lead to higher inflation. But then you don't know what he might do. So, there is an element of “what if” at the moment, and getting that removed is good enough.
9 Nifty500 stocks plunge over 20% in two months after FII pullback
In a noteworthy shift, Foreign Institutional Investors (FIIs) cut their holdings in 251 companies from the Nifty 500 index during the June 2025 quarter. This broad-based pullback has coincided with sharp declines in many of these stocks. Since the end of June, most affected names have traded in the red, with 64 stocks losing over 10% in just a little more than two months. Alarmingly, nine have crashed by more than 20%, sparking concerns for retail investors. (Data: ACE Equity)
FIIs still cautious, but India’s market story remains intact: Mark Matthews
Despite FIIs remaining cautious, Mark Matthews highlights India’s strong long-term fundamentals, driven by consumption growth, robust financials, and government reforms like GST cuts and tax adjustments. The country’s large, liquid market continues to attract investors, even amid renewed interest in China.
Oversold bounce won’t last, softer oil prices ahead: Peter McGuire
OPEC+ announced a fresh output hike, lifting Brent crude prices briefly before experts cautioned against a sustained rally. XM Australia’s Peter McGuire expects softer pricing, projecting crude in the high 50s within weeks. Russia’s compliance adds supply, raising concerns of a potential glut by mid-Q4, easing consumer inflation pressures.
BSE proves bullet-proof after expiry day swapping with NSE
BSE outperformed expectations after shifting its weekly derivatives expiry to Thursday, boosting market share to 28.2% and premium turnover by 19%. Despite regulatory uncertainty and rising retail scrutiny, the strategic swap strengthened BSE’s positioning in the derivatives market, showcasing resilience amid volatility and competitive pressures.
BULL'S EYE
6 money myths that are stopping you from building wealth
Income Tax Department busts fake tax deduction racket
Sovereign Gold Bond 2017-18 Series I final redemption announced
Prices of LPG cylinder in Delhi, Mumbai, Kolkata
HDFC Mutual Fund "Tap2Invest" on WhatsApp
Should you opt for the old tax regime, or the new tax regime ?
Money deadlines in March 2025
Top 5 ELSS funds with up to 23% returns in 3 years
New NPS fees from January 2025: Full breakdown of charges
Markets Videos
F&O Radar | Deploy Bull Call Spread in Nifty to benefit from moderate upside potential
Nifty gained 1.29% this week, holding above key EMAs and Fibonacci support while facing resistance near 24,800. RSI signals mild bullishness, but option chain remains neutral. Experts suggest a Bull Call Spread to capture moderate upside with defined risk, supported by technical and monthly bullish setups.
Blinkit can break-even in Q4, says Nomura; raises Eternal target price
Nomura raised Eternal’s target price to Rs 370, projecting a 12% rally driven by Blinkit’s shift to an inventory-led model, store expansion, and expected breakeven by FY26. Food delivery remains the cash engine with strong growth prospects, while competition poses near-term risks.
Mahindra & Mahindra shares soar 14% in 4 days on GST boost. Analysts eye Rs 4,000 next
Mahindra & Mahindra surged 14% in four sessions as GST 2.0 cuts auto tax slabs, boosting SUVs and tractors. Analysts expect near-term pullbacks but medium-term upside toward Rs 4,000, aided by festive season demand and structural reforms.
European shares rise ahead of crucial French no-confidence vote
European shares edged higher on Monday in a buoyant start to an event-filled week that is likely to be dominated by political uncertainty in France, which is all but certain to start looking for its fifth prime minister in three years.
Japan's Topix hits record high, yen and bonds fall on PM Ishiba exit
Japan's Topix share gauge reached a record high, the yen weakened and longer-dated bonds slid on Monday after Prime Minister Shigeru Ishiba's resignation stoked speculation that his successor will raise government spending.
Rising consumer spending propels Japan’s economy amid global uncertainties
Japan’s economy expanded faster than initially estimated in the second quarter. Annualized GDP growth came in at 2.2%, up from the preliminary forecast of 1.0%, while quarter-on-quarter growth rose to 0.5% from the earlier estimate of 0.3%. This growth was largely driven by stronger private consumption, higher inventories, and increased corporate spending. (Source: Reuters)
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 28%
More than the Nifty and Sensex, it is positive market breadth which reflects the street’s underlying optimism. A part of this is probably thanks to the statement over the weekend indicating a possible thaw in the India-US relationship which has been in the freezer for some time. Also, the street has started to build in a bullish start to festive season sales. There is, of course, nothing wrong in being bullish, but keep your expectations in check and be nimble-footed at this point of time. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
GST reforms to impact every citizen cutting across regions and income groups, says FM Nirmala Sitharaman
Finance Minister Nirmala Sitharaman called GST rate cuts a landmark reform benefiting all Indians, especially the middle class. She dismissed political pressure claims, noted even critics’ praise, acknowledged state inputs, and stressed the reform focuses on people, not politics, promising relief and cheer before the festive season.
GMDC shares rally over 35% in September, hit fresh 52-week high intraday. What’s behind the surge?
GMDC shares surged 35.5% in September, hitting a 52-week high on strong volumes, rare earth mining optimism, and government support. Despite weaker Q1 earnings, multibagger returns, zero debt, and strategic diversification keep investors bullish, though brokerages caution over high valuations and slow lignite ramp-up.
Earnings uptick crucial for Nifty to cross 26,000 levels: Ambareesh Baliga
The market briefly surged after the government’s GST rate rationalization, but experts caution the rally may be short-lived as expectations were already priced in. Ambareesh Baliga expects Nifty to trade between 24,200 and 26,000 levels, with earnings growth crucial for a breakout. Consumption-driven sectors may benefit during the upcoming festive season.
