Business / The Economic Times
Pandey cited findings of a survey conducted by Sebi recently, which points to eagerness to invest with over a fifth of the respondents saying they plan to invest in the securities market through some route.
Nine NSE midcap stocks, including Glenmark, HPCL, and Suzlon, posted over 100% EBITDA growth in Q2FY26, reflecting strong profitability and operational efficiency
Sebi is close to finalising a major revamp of stock broker and market regulations, aiming to modernise outdated rules, remove ambiguities and streamline compliance. The regulator is also advancing changes in mutual fund norms to create a clearer, future-ready framework
Asian Paints, Marico, Canara Bank and five other BSE 100 stocks hit 52-week highs, with monthly gains up to 18%, signalling strong bullish momentum and potential short-term upside
Indias Q2 earnings came in slightly better than expected, and analysts now see a meaningful rebound ahead. Valentis Advisors Jyotivardhan Jaipuria expects double-digit earnings growth in H2, led by banks, pharma, capital goods and consumer discretionary. With GST-driven pent-up demand, improving margins and FPI selling likely to ease, Indias equity outlook is turning more optimistic.
India's unemployment rate in October remained unchanged at 5.2% with a marginal decline in rural unemployment which changed from 4.6% in September, 2025 to 4.4% in October, 2025.
After a brief pause in September, home sales across Canada picked back up again in October, rejoining the trend in place since April, Shaun Cathcart, CREA's senior economist, said in a statement.
Six major stocks were in focus on Monday as benchmark indices extended their winning streak for the fifth consecutive session. Strong action was seen in financials and autos, while individual stocks such as Groww, Narayana Hrudayalaya, and IRB Infrastructure posted notable gains.
In a statement on Monday, the company said it will develop a 110 acre integrated township at Yadagiri Gutta, Telangana, with an estimated revenue potential of Rs 1,100 crore.
Motilal Oswal says the Bihar poll mandate strengthens policy continuity and boosts market confidence, adding momentum to improving earnings, supportive reforms, easing political concerns and macro tailwinds that may aid a more durable market uptrend.
Binance stated that allowing institutional clients to hold BUIDL and other tokenized RWAs off-exchange enables them to meet internal risk controls, thereby unlocking greater participation and scalability in digital asset trading, a move that benefits both market stability and institutional engagement.
Despite global oil market concerns about a glut, China and India's increased buying, driven by US sanctions on Russian energy, has supported Middle Eastern crude. This demand has absorbed previously unsold shipments, preventing a significant overhang and helping the region's market retain strength relative to others.
However, a strong greenback against major currencies overseas and foreign fund outflows weighed on the domestic unit, according to forex traders.
Progress is being made on the US-India trade deal as the first phase, addressing tariffs, is nearing completion. This agreement aims to boost trade significantly. India expects the pact to be finalized soon. Discussions are ongoing regarding reciprocal duties and US market access concerns. The deal seeks to increase bilateral trade to USD 500 billion by 2030.
GRM Overseas reported a 61% year-on-year increase in net profit to Rs 14.83 crore for the July-September quarter, driven by a 16% rise in total revenue to Rs 372 crore. This growth was significantly boosted by a 72% surge in exports.
Indian stocks surged for a sixth consecutive session, with the Sensex and Nifty closing higher. Investors reacted positively to the Reserve Bank of India's new support measures for exporters facing tariff disruptions. Financial stocks spearheaded the gains, supported by optimistic second-quarter earnings forecasts.
India's government is discussing shortening the 18-month data protection compliance timeline for large companies. Many firms already follow strict global standards. This move aims to align with existing international frameworks. The IT Minister confirmed ongoing talks with the industry. Further rule amendments will follow the establishment of the Data Protection Board.
A NITI Aayog-led committee has proposed 17 reforms to alleviate regulatory and financial burdens on MSMEs. Key recommendations include expanding credit guarantees, tightening delayed payment provisions for government entities, and easing compliance under the Companies Act. These measures aim to improve credit access, ensure timely payments, and reduce operational costs for smaller businesses.
Motilal Oswal has reaffirmed a Buy on LG Electronics India, saying the market is overlooking its margin recovery and premiumisation-led growth. Despite a weak Q2 marked by softer demand and cost pressures, the brokerage sees up to 17% upside, backed by localisation, premium product mix, and a deeper B2B push across HVAC and display solutions.
While others chase valuations, this payments giant is prioritising inclusion, governance structures, and workplace values.
India is witnessing early signs of a real economic and market recovery, says UBS. Global investorsabsent for nearly five yearsare re-engaging as corporate commentary strengthens and earnings show initial improvement. While valuations remain rich, optimism is rising across financials, consumption, defence, power and quick commerce. UBS expects credit growth, easing policy, and selective sector catalysts to drive the next market upcycle.
India's merchandise trade deficit widened to $41.68 billion in October. This figure surpassed economists' predictions of $28.8 billion. The deficit was higher than the $32.15 billion recorded in the preceding month. Government data released on Monday revealed these trade figures. This development highlights a significant shift in India's trade balance.
EUROPE-STOCKS/ (URGENT)European shares steady as investors pause ahead of US data
Indian stock markets are showing strong gains, led by the banking sector. Nifty remains above 25,900. Experts see continued momentum in banking, with NBFCs and PSU banks leading. Metals are also attractive for investors. Sector-specific rallies are driving market strength. Investors should watch key levels for Bank Nifty and Nifty.
Yellow metal prices saw a sharp decline on Friday after it was known that the Fed would unlikely make any changes to the current policy rates.
PhysicsWallah shares will list on the BSE and NSE on November 18, with the Rs 3,480 crore IPO, one of the largest ever from Indias edtech sector, drawing tepid overall subscription of 1.92 times but a late uptick in grey market sentiment.
Groww's founder Lalit Keshre has joined the billionaire ranks with his stake valued at nearly Rs 9,400 crore, following the company's impressive 68% share price surge post-IPO. Keshre emphasized the listing's focus on trust and accountability, aiming to strengthen the brand, expand infrastructure, and scale new businesses for long-term growth.
Global markets are turning volatile as the odds of a December Fed rate cut collapse from 70% to 40%, warns Standard Chartereds Steve Englander. With weak holiday hiring, sticky inflation and hawkish FOMC signals, equities face Fed-driven risk-off sentiment. Englander says policy uncertaintynot earningswill steer markets through year-end, raising the risk of sharper corrections.
India is confident it will meet its direct tax collection target of 25.2 trillion ($284.39 billion) for this financial year, Ravi Agrawal, chairman of the Central Board of Direct Taxes, said on Monday.
FIIs are boosting stakes in select high-margin smallcaps, with nine stocks delivering 25% to 300% returns in CY25, including two multibaggers.
Market expert Nischal Maheshwari shares insights on current market trends. He highlights growth companies and those ready for execution. Investors should be selective, especially in sectors with high valuations. Asian Paints is seen as a trading bounce. Healthcare offers earnings momentum but requires careful stock selection. Data centres present a nascent opportunity, with EPC contractors being a preferred play.
India has tightened import rules for certain unstudded platinum jewellery. These new restrictions are effective immediately and will remain in place until April 30, 2026. Importers will now need prior approval for all such consignments. This move follows concerns about duty-free imports of platinum-alloy jewellery containing significant gold content. Similar curbs were recently placed on silver jewellery imports.
New Reserve Bank of India measures to aid exporters, including a longer window to bring back foreign earnings, could weaken the rupee. Bankers suggest this flexibility might encourage exporters to delay converting dollars, reducing immediate supply. This comes as India's trade faces challenges from U.S. tariffs, impacting exports to its largest market.
Japan's Nikkei closed slightly lower as tourism stocks tumbled following China's travel warning amid escalating Taiwan tensions. Retailers like Isetan Mitsukoshi and Shiseido saw significant drops. However, technology and financial stocks provided some support, with Tokyo Electron and Sumitomo Mitsui Financial Group posting gains.
Recent Q2 earnings reveal a mixed market outlook. Banking and financial services show strength. Tata Motors presents a varied performance, with electric vehicles positive but passenger vehicles facing hurdles. Information technology firms benefited from currency gains but may see challenges ahead. Investors should focus selectively on opportunities.
UAE developer Arada, backed by Gulf royalty, is acquiring an 80% stake in London's Thameside West mixed-use project, valued at 2.5 billion. This significant move, following their UK business launch, aims to deliver over 5,000 homes, with construction starting in 2027. Arada's chairman expressed strong confidence in London's global appeal.
Calling Indias youth population a finite opportunity, Nageswaran underlined that how the country leverages its workforce will determine its long-term growth path. While India remains one of the worlds fastest-growing economies with robust macroeconomic fundamentals, workforce participation and skills upgrading remain essential to sustain momentum.
Tata Motors (CV) shares fell, extending last weeks slide, after its first post-listing quarterly results showed a sharp swing to a consolidated net loss of 867 crore in Q2 FY26 versus a 498 crore profit a year earlier. The weak print, following the November 12 demerger and listing, has revived debate on whether the newly listed CV stock is a buy, sell, or hold.
Donald Trump has sharply expanded his fixed-income portfolio, buying large amounts of corporate and municipal bonds between August and October. Disclosures suggest his total purchases may exceed Rs 337 million. The acquisitions, mostly in public-sector and policy-aligned sectors, reflect a broader trend of aggressive investment alongside rising income from crypto and other businesses.
Narayana Hrudayalaya shares saw a significant jump following strong quarterly results. The healthcare chain reported robust growth in revenue and profit for the September quarter. Both Indian and Cayman Islands operations contributed to this impressive performance. The company's net profit and operating revenue increased substantially year-on-year. This positive financial update has boosted investor confidence.
Bitcoin tumbled nearly 10% in the past week to $95,000 as extreme fear swept the market, erasing $1.1 trillion in 41 days. Ethereum dropped 12%, while other major altcoins fell over 16%. Market volatility surged amid heavy liquidations, ETF outflows and profit-taking.
India has made its first-ever jet fuel export to the U.S. West Coast. This shipment is for energy major Chevron. It aims to fill supply gaps in Los Angeles. Jet fuel production on the U.S. West Coast has been reduced. This is due to a fire at Chevron's El Segundo refinery. Repairs are expected to take time.
The Supreme Court has postponed a Sahara firm's plea to sell properties to Adani Group by six weeks. The court requested the Centre to respond to objections raised by the amicus curiae regarding the sale of 34 properties. The Ministry of Cooperation was also impleaded in the matter.
New Zealand's housing market shows signs of stability. Home prices saw a rise in October compared to September. Sales volumes also climbed. This indicates a positive shift in market confidence. The spring season contributed to increased activity. Most regions experienced better-than-expected performance.
Japanese government bond yields surged on Monday. Concerns grew over Prime Minister Sanae Takaichi's fiscal policies. The 20-year bond yield hit a 26-year high. This followed news of a potential 17 trillion yen stimulus package. The economy contracted by nearly 2% in the September quarter. Investors anticipate further government spending to boost growth.
Stephen Dover cautioned investors about over-concentration in Mag-7 stocks, noting overseas markets have also performed well. He explained the current multi-asset rally is driven by central bank asset inflation, benefiting asset owners.
IRB Infrastructure shares rose sharply on Monday after the company bagged NHAIs Rs 9,270-crore TOT-17 project, its highest-valued 20-year monetisation award. The award covers 366 kilometres across the LucknowAyodhyaGorakhpur corridor on NH-27, along with a section of the LucknowVaranasi route on NH-731. The order win is being seen as a major boost to IRBs portfolio, toll revenue outlook and asset base.
The global economy is entering a new era of regional trade and advanced technology. Innovation is no longer confined to the West, with China and India emerging as key players. Despite recent foreign investor exits, India's long-term structural story remains strong.
Indian government bonds experienced a dip as traders awaited the Reserve Bank of India's next supportive move, with rising U.S. Treasury yields adding pressure. While state debt supply is reduced, slowing RBI bond purchases are impacting sentiment. This cautious market sentiment is influenced by global rate expectations, potentially affecting India's own rate-easing path.
Groww parent Billionbrains Garage Ventures extended its post-listing rally for a third session, jumping up to 8% to 160, now delivering 60% gains over its 100 IPO price. The 6,632-crore IPO was strongly subscribed 17x, driven by QIB demand, with retail at 9x and NIIs at 14x.

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