Indian banks have entered a challenging phase — for the first time in 13 quarters, their operating profits are under significant strain. During the July-September quarter, banks collectively reported a 1 % year-on-year decline in pre-provision operating profit (PPOP), sliding to about ₹1.5 lakh crore, as loan yields fell faster than deposit costs.
Several of India’s most prominent individual investors experienced a decline in their portfolio values for the July–September 2025 quarter, as equity markets cooled and mid- and small-cap stocks under-performed.
The Indian rupee finds itself at a critical juncture. With the outcome of a potential trade deal with the United States still uncertain, the rupee’s short-term path appears bifurcated: a positive agreement could lift the currency to around ₹88 per US dollar, while any delay may push it down toward ₹90.50.
India’s benchmark index, the Nifty 50, appears poised at a crucial threshold. As it approaches the 26 300 level, analysts are debating whether this week could bring a fresh record high — or if the momentum may stall.
MM Financial Services, a prominent non-banking financial company (NBFC), has broken out of a more than one-year consolidation phase and touched new 52-week highs.
A fierce regulatory struggle is underway in India’s natural gas sector, with the spotlight on GAIL — the state-owned giant that controls most of the country’s high-pressure gas pipeline network.
India’s mutual fund landscape is being reshaped — not just by rising AUM, but by a fresh wave of AMC IPOs that’s drawing unusually high demand from institutional fund managers themselves.
For years, Marico Ltd.’s signature evergreen bottle — the blue-domed bottle of its flagship brand Parachute — symbolised steady-as-you-go success in Indian consumer goods.
Nomura on IKS Health
Nomura initiated Buy with a target of Rs. 2000, citing strong prospects in US healthcare outsourcing.
Jefferies on India Macro
Jefferies highlighted India’s strong macro setup, noting robust fundamentals with CAD at a 20-year low of 0.5–0.6 percent of GDP and FDI on track for 100 billion dollars in gross inflows
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