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Bajaj Finserv announces non executive director Rajiv Bajaj will step down at the July 31 AGM, citing growing responsibilities at Bajaj Auto.

Aditya Welekar, Senior Research Analyst–Metals at Axis Securities, believes that while possible US rate hikes and seasonal weakness could weigh on metal stocks in the near term, Hindalco, Nalco and Vedanta Aluminium remain attractive long-term ‘buy-on-dips’ opportunities.

Historical data suggest that major IPOs don’t usually flag a bull market peak in the year that follows. 

Neuberger Berman MD & Portfolio Manager Conrad Saldanha discusses why AI-driven earnings growth in the US, Korea and Taiwan continues to attract capital, shares his outlook on India, and highlights opportunities in power infrastructure, airports, specialty pharma and select financials.

Mayuresh Joshi, Director Research at Marketsmith India, said larger diversified NBFCs are better placed than pure gold financiers due to stable margins, stronger balance sheets and diversified loan books. He remains cautious on crude-linked sectors despite lower oil prices, citing…

UBS has downgraded Indus Towers to “sell” from its earlier rating of “neutral” and cut its price target to ₹395 from ₹495 earlier. The revised price target implies a downside potential of 7% from current levels.

Barring Bluestone Jewellery, whose shares are trading with losses of over 5%, shares of Ajanta Pharma, Emcure Pharma, and Capital Small Finance Bank are trading with gains between 1% to 4% after their respective block deals on Tuesday.

The ED summons are not the only regulatory overhang on this IPO. The Competition Commission of India has an active inquiry into predatory pricing and anti-competitive discounting in quick commerce, with Zepto squarely named.

HSBC expects IDFC First Bank’s core pre-provision operating profit (PPOP) to grow at a compound annual growth rate (CAGR) of 35% between financial year 2026 and 2029, supported by strong loan growth and improving profitability metrics.

Markets remain unconvinced that the latest pause in hostilities will lead to a lasting peace. Iran and Israel have both signalled a halt to direct attacks following an appeal from US President Donald Trump. However, Tehran warned it could resume…