Business / The Economic Times
Wall Street stocks declined Tuesday, with the Dow, S&P 500, and Nasdaq all falling amid tech sector worries and concerns about consumer spending strength. Valuation concerns for AI-linked stocks and a potential Federal Reserve rate hold impacted the market. Home Depot's missed earnings and lowered outlook further fueled fears of a discretionary spending slowdown.
Hindustan Unilever has set December 5, 2025, as the record date for the demerger of its ice-cream business into Kwality Walls (India) Limited. This move aims to unlock value by separating the high-growth segment, with The Magnum Ice Cream Company acquiring a majority stake.
India's seafood industry faced a major challenge with US tariffs. However, the sector has shown remarkable strength. By exploring new markets like Australia and Europe, and strengthening ties with Russia, India is reducing its dependence on the US. Domestic demand is also being boosted. This strategic shift is making the industry more robust and poised for future growth.
Infosys' massive Rs 18,000 crore share buyback begins this Thursday, November 20. Shareholders can tender their shares until Wednesday, November 26. The buyback price is set at Rs 1,800 per share. This offers a significant opportunity for eligible shareholders to participate. The process involves tendering shares through registered stock brokers. Details on entitlements for small and general shareholders are available.
Robert Kiyosaki defends Bitcoin despite its steep decline, criticising Warren Buffetts anti-crypto stance, rejecting the US dollar and paper assets, and championing Bitcoin, Ethereum, gold and silver as scarce, trustless alternatives to government-controlled money
Growws sharp post-listing rally and limited free float pushed a large volume of undelivered shares into auction, trapping short sellers as scarce supply and rising prices sparked heavy delivery defaults and potential high auction losses.Growws sharp post-listing rally and limited free float pushed a large volume of undelivered shares into auction, trapping short sellers as scarce supply and rising prices sparked heavy delivery defaults and potential high auction losses
The contract relates to the construction of 540 flats in its 5.6-acre project 'Elaira Residences' at Sector 80, Gurugram, the company said in a statement on Tuesday
Markets are pricing around a 45% chance that the Fed lowers interest rates next month, down from around 90% a couple of weeks ago, as Fed officials have largely signalled a willingness to proceed slowly with rate cuts
In a statement on Tuesday, Mumbai-based Atul Projects said it has acquired redevelopment rights of 2.76 acres land parcel in Borivali West with GDV (gross development value) of Rs 750 crore
Nvidias earnings on Wednesday will be pivotal for Wall Streets massive AI bets, as bubble worries grow after a sharp November pullback. Despite strong chip demand and $500 billion in bookings, margins face pressure from rapid product cycles, rising complexity and stiff export curbs to China. Investors also remain wary of big-ticket AI investments.
Prime Minister Narendra Modi will release the 21st instalment of the PM-Kisan scheme on November 19. Rajasthan farmers will receive Rs 1,332 crore for 66.62 lakh beneficiaries. Across India, nearly nine crore farmers will get Rs 18,000 crore. The state government also provides additional aid through the Mukhyamantri Kisan Samman Nidhi Yojana.
Indian farmers are planting a record amount of wheat. This expansion is driven by better returns and improved soil moisture from recent rains. The increased planting is expected to significantly boost wheat production. This will help lower prices within India. It may also allow for some wheat flour exports. Farmers are shifting to wheat from other crops.
The Nifty and Sensex ended their six-day winning run amid selling in IT, FMCG, and pharma stocks. Several counters saw sharp swings, including strong debuts by Groww and Physicswallah, a surge in GMR Airports, and declines in Paytm, Kaynes Technology, and TARIL.
The Nifty and Sensex ended their six-day winning run amid selling in IT, FMCG, and pharma stocks. Several counters saw sharp swings, including strong debuts by Groww and Physicswallah, a surge in GMR Airports, and declines in Paytm, Kaynes Technology, and TARIL.
Indias primary market is set for a landmark 2026, with marquee names like Reliance Jio, NSE, PhonePe, Flipkart, OYO and SBI Mutual Fund preparing IPOs that could collectively raise up to $20 billion. After a record five-year fundraising boom, promoters and PE investors are accelerating listings amid strong domestic participation and deepening capital markets.
Rajasthan will develop an inland port in Jalore district, directly linking the state to the Arabian Sea via Gujarat's Kandla Port. This Rs 10,000 crore project, supported by the Centre, will utilize a 262-km waterway to boost trade, industrial development, and logistics. The initiative aims to facilitate cargo movement and is expected to create over 50,000 employment opportunities.
Pre-Budget Meeting: Capital markets stakeholders met with Finance Minister Nirmala Sitharaman. They proposed lower transaction taxes and measures to boost the financial sector. Discussions also covered improving market efficiency and inclusion. These suggestions aim to support economic growth and resource mobilization. The upcoming Budget will address demand, job creation, and sustained growth.
HDFC Securities Vinay Rajani says Niftys uptrend remains intact despite sluggish momentum, with key resistance at 26,100 and an upside target of 26,600. Bank Nifty continues to outperform, heading toward 60,000. He highlights sector rotation, strong banking trends, and top trading picks including Federal Bank and Berger Paints, offering actionable insights for market participants.
Asian currencies were down between 0.1% and 0.4% while MSCI's gauge of regional stocks fell over 2%, tracking an extended selloff on Wall Street overnight as investors turned cautious ahead of a key earnings report and a deluge of U.S. economic data.
Indian stocks experienced a pullback on Tuesday, ending a six-session winning streak as volatility surrounding the Nifty's weekly expiry prompted traders to step back. The Sensex and Nifty both closed lower, despite positive developments in potential India-U.S. trade pact negotiations.
The Malaysian REIT is expected to include domestic assets valued at about 7 billion to 8 billion ringgit ($1.7 billion to 1.9 billion), while the Singapore REIT will cover assets worth S$7 billion to S$8 billion ($5.4 billion to $6.1 billion), they said.ysia, Singapore,
More Retail, a joint venture involving Amazon and Samara Capital, is preparing for a significant Initial Public Offering, potentially raising $300 million. Advisers Avendus Capital and ICICI Securities have been appointed for the listing, which could value the food and grocery chain at approximately $2.5 billion. The IPO, expected next year, will include both new and secondary share sales.
For the upcoming 2025-26 marketing year, the government has announced a green light for the export of 15 lakh tonnes of sugar. Meanwhile, industry players are pushing for a hike in the minimum selling price due to soaring production costs.
A membership at The Circle.Work provides access to all locations across India, connecting members to a broad community of professionals, founders, and enterprises. Alongside this nationwide network, the platform offers a curated calendar of programs and events designed to enable collaboration and meaningful connections
Barely six weeks after a muted listing, Anand Rathi Shares and Stock Brokers has turned into a striking momentum play, soaring 56% in 12 sessions and nearly doubling from its IPO price. The sharp spike in the shares has also alarmed the bourses. The exchanges have sought clarification from the company as investors track whether the company can sustain growth and margins amid intense broking competition.
Indias consumption cycle is turning positive post-GST cuts and a strong festive season, but CLSAs Aditya Soman says smaller and digital-first FMCG brandsnot industry giantsare gaining the most. Quick commerce, modern retail, and cheaper digital marketing are reshaping competition. With valuations resetting and consolidation rising, Indias multi-decade consumer growth story remains intact but more diverse than ever.
The project pipeline, totaling 2188 km and requiring a capital expenditure of Rs 1,15,447 crore, could help the ministry of road transport and highways to quickly catch up on its overall targets of awarding and constructing 10,000 km of national highways in 2025-26 with NHAI roughly contributing 45%-50% of total national highway projects in the country.
India's retail inflation hit a record low of 0.25% in October 2025, driven by falling food prices and GST rationalization. This unexpected disinflation offers the Reserve Bank of India room for a potential interest rate cut, though growth and trade deal outcomes remain key considerations.
Bitcoins drop below the $90,000 mark has erased its yearly gains, triggering broad crypto sell-offs driven by ETF outflows, rate-cut uncertainty, leverage unwinds and weakening sentiment, raising fears of a deeper correction or crypto winter.
Bernstein says Eternal dominates Indias e-commerce through Blinkit and Zomato, leading app downloads, market share, and user growth as quick commerce rises and food delivery becomes a two-player race.
Mutual funds sharply increased positions in October 2025, adding over 1 crore shares each to 30 names. A two-step filter identified 10 outperformers showing both heavy institutional buying and strong price gains since Octobers start. These include leading financials, industrials and banks, reflecting broad confidence across sectors and improving market momentum.
Commerce and Industry Minister Piyush Goyal hinted at positive developments regarding the proposed India-US trade pact, stating good news is imminent once the deal proves fair, equitable, and balanced. He emphasized that India will safeguard the interests of its farmers, fishermen, and small industries throughout the ongoing negotiations, which have seen six rounds completed since March.
Sudeep Pharma has announced the price band of Rs 563593 per equity share for its maiden Rs 895 crore IPO, which will open for subscription on November 21 and close on November 25. The anchor book will open a day earlier on November 20. The IPO is a fresh issue of Rs 95 crore and an offer for sale (OFS) of 1,34,90,726 shares by promoter and promoter group shareholders, amounting to Rs 800 crore at the upper end of the price band.
Emmvee Photovoltaic Power's shares launched on Tuesday, maintaining a steady course. Positioned as India's runner-up in solar PV module and cell production, the firm benefits from its pioneering role in advanced TOPCon cell technology. Recent fiscal results from FY25 show impressive growth, and the funds generated from the IPO will primarily address debt obligations.
Minister Piyush Goyal is meeting investors today. The discussions aim to speed up foreign investment processes. This will boost job creation and bring new technologies. It will also promote research and development. Stable policies and currency will build investor confidence. Diversifying supply chains is also a key focus.
European shares fell to a one-week low on Monday, tracking a broad risk-off mood across global markets, sparked by worries about an overvalued tech sector and diminishing prospects of an imminent interest rate cut from the U.S. Federal Reserve.
Indian markets may stay range-bound, but stock-specific opportunities are rising, says market expert Neeraj Dewan. With Q3Q4 poised for stronger earnings, he is bullish on capital goods, infrastructure, defence, ports, and housing finance. Dewan highlights Adani Ports, Mazagon Dock, BEML, Can Fin Homes and PNB Housing, while cautioning on expensive IPOs and selective valuation risks.
India's market valuations are considered expensive on an absolute basis but less so compared to other global markets. Vikash Kumar Jain highlights rate-sensitive sectors, consumption, and an out-of-consensus overweight on IT as potential growth areas. He notes that while a global AI stock consolidation could benefit India, a broader correction might lead to multiple contractions.
India's market is regaining investor interest. Economic data shows strength. Valuations are becoming reasonable compared to peers. Geopolitical worries are easing. While not yet a direct AI boom player, India's fundamentals are improving. Trade deals with the US and EU are anticipated. This shift is making India a more attractive investment destination.
Taking account of bonds maturing in 2026, the volume of Confederation bonds outstanding will increase by 1 billion francs overall, the statement added.
European shares were set to open with steep losses, while U.S. futures were also retreating further after a sharp sell-off late on Monda
India's goods trade deficit widened significantly to a record $42 billion in October, driven by a threefold surge in gold imports to $14.72 billion. This rise, coupled with a widening oil deficit, overshadowed a slight improvement in the electronics deficit. Merchandise exports also contracted sharply by 11.8% year-on-year, raising concerns about the country's external balances amidst slowing global trade trends.
Capillary Technologies' Rs 877 crore IPO saw steady demand on its final day, with overall subscription reaching 1.40 times. The retail and non-institutional investor portions were oversubscribed, while QIBs had subscribed 31% of their quota. Grey market premium suggests a modest listing gain of around 5%.
India's economy is projected to grow around 7.5% in Q2 FY26, driven by robust investment, improved rural consumption, and the impact of GST rationalization, SBI predicted. Strong performance in services and manufacturing, alongside structural reforms, is bolstering demand conditions.
Tenneco Clean Air's Rs 3,600 crore IPO will list on November 19. Grey market trends suggest a 29% premium, with shares potentially opening at Rs 512. The IPO saw overwhelming demand, subscribing 61.79 times. Strong investor interest is driven by the company's market position and financial performance. Allotment status can be checked on the registrar's website or BSE.
India and New Zealand are nearing a free trade agreement, signaling India's renewed engagement with high-standard economies. This pact, though not volume-driven, diversifies India's export base beyond China and the US, focusing on regulatory alignment and high-value sectors like pharmaceuticals and IT services.
Indian markets are entering a stock-pickers phase, says Sameer Dalal of Natverlal & Sons Stockbrokers. He cautions against rushing into data-centre stocks due to heavy capex and uncertain profitability, while highlighting strong opportunities in selective green-energy plays and private banks. Dalal expects range-bound markets ahead, advising investors to focus on growth plus value rather than chasing broad index moves.
Global markets are experiencing a slight cool-off, leading to a reassessment of year-end expectations. While US equity and bond funds see consistent inflows, emerging markets are attracting attention, with India receiving a notable portion of GEM fund investments. Investors are seeking diversification amidst shifting market dynamics.

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