Infosys' Rs 18,000 crore share buyback is underway. Shareholders can tender shares at a premium. The focus now shifts to tendering strategy and potential acceptance ratios. Analysts suggest participation for small shareholders. The buyback aims to return capital and improve earnings per share. Investors must consider tax implications and holding costs for their decisions.

Asian Paints' stock has surged 23% in a month, signaling a fundamental turnaround. The aggressive entry of competitor Birla Opus has faltered, with dealers returning to established players. Asian Paints' strong September quarter results, coupled with its deep distribution network and brand loyalty, suggest it's well-positioned to defend its market leadership and potentially surpass its 2022 peak.

Federal Reserve officials are adopting a more cautious stance on future rate cuts as persistent inflation, mixed economic signals, and labour-market resilience cloud the outlook. Divisions within the Fed are widening ahead of the December meeting, reducing market expectations and increasing the likelihood of dissent over the next policy move.

Market expert Satish Ramanathan of JM Financial Asset notes that while Indian equities remain richly valued, pockets of value are emerging in BFSI, utilities, and metals. He suggests largecaps offer a safer allocation and highlights opportunities in green energy and AI-driven IT companies, advocating for patience and selective investing.

Muthoot Finances share price rallied sharply on Friday after Q2 profit surged 87% YoY to Rs 2,345 crore, driven by strong gold loan AUM growth, improved NIM and robust interest income. Brokerages raised estimates, while the company lifted its FY26 AUM growth guidance to 3035%.

Pine Labs share price: Fintech major Pine Labs debuted on the stock exchange with a 9.5% premium, listing at Rs 242. The Rs 3,900-crore IPO saw strong institutional demand, with QIBs subscribing 3.97 times. The company, a recognized merchant commerce platform, turned profitable in Q1 FY26, with IPO proceeds earmarked for debt repayment, technology investments, and expansion.

Crude oil prices tumbled after OPEC+ signaled a looming supply glut, with Brent hovering near $62. Australia-Trading.com CEO Peter McGuire warns Brent may slip below $60 and even touch $57 amid rising US output and weak demand outlook. While geopolitical shocks could spark brief spikes, the broader trend remains bearish, with softer crude expected through 2026.

India's fintech giants Groww and Zerodha are reshaping online investing. Groww recently listed on public markets, raising significant capital and boosting its brand. Zerodha, however, continues its private, self-funded journey. This divergence highlights different paths to success in the booming Indian financial sector.

India Inc's Q2 earnings reveal a robust recovery, with over 100 companies more than doubling profits, signaling broad demand resilience. Renewable energy, PSUs, and select consumption stocks led the surge. Analysts believe the earnings cycle has bottomed out, anticipating accelerated double-digit growth ahead, driven by margin improvements and topline expansion.

Orkla India, the parent of MTR, posted a 7% YoY decline in Q2 net profit to Rs 76.7 crore, while revenue rose 5% to Rs 650.3 crore. EBITDA dipped over 3% due to GST 2.0 migration costs and lower PLI benefits, though adjusted margins improved.

As of November 13, five stocks in the NSE F&O segment recorded a strong rise in futures open interest, indicating increased derivatives participation and expanding trader positions. Alkem Laboratories, NBCC (India), PG Electroplast, Samvardhana Motherson International and Tata Steel registered notable double-digit OI gains, signalling heightened market activity.

Indian equity benchmarks Nifty and Sensex opened sharply lower on Friday, snapping a four-day rally. Investors closely watched Bihar Election results, with Metal and IT stocks leading the decline. Tata Motors CV, Infosys, and Tata Steel were among the major laggards on the Sensex.

Seven mid- and large-cap stocks, including Ashok Leyland and Precision Wires, hit their 5-year swing highs, signalling strengthening bullish momentum.

Five NSE large-cap stocks, including ICICI Bank and Hindalco, showed a bullish RSI upswing as their momentum indicators crossed above 50.

Tenneco Clean Air Indias Rs 3,600-crore IPO has entered its final bidding day with strong demand, recording 2.93x subscription by Day 2 after receiving 19.52 crore bids for 6.66 crore shares. The issue is also attracting solid grey market interest, with a GMP of Rs 76, about 19%, indicating a potential listing price near Rs 473 versus the issue price of Rs 397.

PG Electroplast share price: PG Electroplast reported an 88% YoY decline in Q2 PAT to Rs 2.38 crore, while revenue fell 2.4% to Rs 655.37 crore. EBITDA dropped 26.2% to Rs 44.68 crore. Room AC sales were impacted by early monsoons and GST changes, while washing machines saw 46.9% growth.

Sagility experienced a significant block deal on November 14, with 2.2 crore shares traded, boosting the stock by 5.6%. This follows reports of promoters planning to offload up to a 16.4% stake. The company also reported a two-fold profit increase to Rs 251 crore in Q2, with revenue up 25%.

Adani Power has won a major order from Assam Power Distribution Company Ltd to develop a 3,200 MW ultra-supercritical thermal power plant. APDCL will procure the full capacity, with phased commissioning starting December 2030. Morgan Stanley raised its target to Rs 185, citing robust growth, strong PPAs, regulatory clarity, and an expanded portfolio that positions APL for rising market share and earnings.

Hero MotoCorp share price: Hero MotoCorp reported a 16% YoY rise in Q2 net profit to Rs 1,393 crore, with revenue at Rs 12,126 crore. Vehicle volumes grew 11%, EBITDA rose 20%, and EV arm Vida achieved 11.7% market share, supported by strong festive season demand and international dispatch growth.

DSP Mutual Fund's Sahil Kapoor advises caution, noting elevated valuations and stagnant fundamentals despite market optimism. He urges investors to distinguish sentiment-driven rallies from genuine recovery, emphasizing the need to monitor earnings quality and margin trends. Kapoor also shares insights on gold, the US Fed's policy impact, and attractive sectors.

Indian markets are consolidating, with midcap valuations appearing stretched. Equitree Capital's Pawan Bharaddia highlights the 1,0005,000 crore market-cap segment as a sweet spot, offering strong earnings growth at reasonable valuations. He also identifies India's tourism sector as a potential multi-decadal investment opportunity due to improving connectivity and domestic travel.

Hubtown Ltd reported a significant 65% surge in its consolidated net profit to Rs 31.67 crore for the September quarter, driven by a substantial increase in total income to Rs 263.29 crore. The company highlighted strong performance in its luxury residential projects and anticipates adding over 5 million sq ft of developable area through proposed amalgamations, alongside planned commercial developments.

Realty firm 91Springboard is expanding its flexible workspace offerings. The company has leased approximately 1 lakh square feet of office space in Mumbai and Gurugram. These new facilities are set to open next quarter. This expansion is driven by increasing demand from corporations. 91Springboard has already added significant space this year and plans further growth.

Scotland is set to launch its first government bonds, nicknamed 'kilts', in the 2026/27 fiscal year. This move aims to boost financial sovereignty and fund infrastructure projects. The Scottish government plans to issue 1.5 billion of bonds if re-elected. This follows Scotland receiving credit ratings from Moody's and S&P Global.

Oil prices surged over 2% Friday following a Ukrainian drone attack on a Russian oil depot in Novorossiysk. This incident, coupled with looming U.S. sanctions on Russian oil giants Lukoil and Rosneft, is creating significant market volatility. Concerns about global oversupply were temporarily overshadowed by these supply disruption fears.

Tata Motors' commercial vehicle arm reported a Rs 867 crore net loss in Q2, a shift from last year's profit, despite a 6% revenue rise to Rs 18,585 crore. The loss stemmed from investment mark-to-market impacts. However, vehicle sales climbed 12%, with strong export growth, and operational efficiency improved.

Eicher Motors' shares are poised for attention following a robust Q2 FY26 performance. The company reported a significant 24% year-on-year rise in consolidated net profit to Rs 1,369 crore, driven by a strong 45% revenue growth to Rs 6,172 crore. The commercial vehicle segment, particularly VECV, showed solid overall performance, with notable growth in heavy-duty trucks and exports.

Investors have a crucial deadline approaching to secure interim dividends from top companies. To be eligible for payouts from Balrampur Chini Mills, EPL Ltd, and others, shares must be bought by the close of trading today. The ex-dividend date is November 17, 2025. This means November 14 is the last chance to own these stocks and receive the declared dividends.

Shining Tools' IPO closed with a modest 1.15 times subscription, indicating lukewarm investor interest. The company, a manufacturer of solid carbide cutting tools, is set to debut on the BSE SME platform with a flat grey market premium, suggesting a listing near its issue price of Rs 114. Proceeds will fund expansion and working capital.

Investors in the Rs 2,900 crore Emmvee Photovoltaic Power IPO will learn their allotment status today, November 14. The IPO, which closed on November 13, saw moderate subscription with a 0% grey market premium, indicating muted listing expectations. Successful bidders will receive shares on November 17, with the company scheduled to list on November 18.

Curis Lifesciences is set to list on the NSE SME platform on November 14, following an IPO that saw overwhelming investor response, subscribing 74.39 times. The company, which manufactures pharmaceutical formulations, reported strong financial growth in FY25. IPO proceeds will fund facility upgrades, working capital, and market expansion.

PhysicsWallah's Rs 3,480 crore IPO, one of the largest in Indian edtech, is set to finalize allotment on Friday with moderate subscription and a 0% grey market premium, indicating a cautious listing. The company, known for its hybrid model and diverse courses, reported strong revenue growth but remains loss-making, with IPO funds earmarked for offline expansion and technology investments.

Capillary Technologies India's Rs 877 crore IPO opens today. The Bengaluru-based firm is a leader in customer engagement and loyalty management. The IPO includes fresh issuance and offer-for-sale components. Funds will support growth and technology investments. The issue closes this week, with listing expected on November 21.

We have collated a list of recommendations from top brokerage firms from ETNow and other sources.