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121 stories · latest 07 Oct 2026 · clear filter
The close shows where a higher policy rate was priced first: capital-heavy metal producers (Hindalco, JSW Steel, Tata Steel) and borrowers' purchases such as vehicles and homes, where loan costs feed straight into…
The split shows where the market places the cost of dearer money: on businesses whose sales depend on financed purchases (vehicles, homes) and on non-bank lenders that borrow wholesale, rather than on banks, whose…
For chemical companies, the note describes a recovery driven by selling prices rather than by cheaper inputs. Amines producers gain from lower ammonia and methanol, their main feedstocks, while fluorochemical makers…
Crude below $100 eases the import bill and the input costs of oil marketers, airlines, paints and chemicals, which is why Reliance, IndiGo and Asian Paints were among the gainers. Banks and consumer names moved on…
The rebound was narrow: FMCG, consumer durables and PSU banks carried it, while small caps, hospitals and part of IT closed lower. ITC's move followed analyst comments that its response to the cigarette tax increase is…
Margin lending has become a core revenue line for brokerages: three-month paper for non-bank lenders yields about 7.18%, while brokers charge clients 9-20% on margin loans. The exposure sits with bank-owned and listed…
Large-cap banks, financial services firms and other index heavyweights have the highest foreign ownership and are the most exposed to this kind of selling; brokers and exchanges see it in traded volumes. Mutual funds…
Indian IT services firms earn most of their revenue from discretionary and transformation projects for US and European clients. When those budgets are held back and clients test AI tools that can automate parts of…
Sustained foreign selling weighs most on large, foreign-owned stocks such as private banks, IT services companies and other index heavyweights, and adds pressure on the rupee. Domestic mutual fund and insurance buying…
Cheaper crude is India's main relief channel: it eases costs for fuel retailers, airlines, paint and tyre makers, lowers imported inflation and supports the rupee. Lower bond yields lift banks' treasury values and the…