Retail, gold and auto loans: The surprising trends in India’s credit market
The experts break down what’s rising, what’s slowing, and where early stress signals are emerging across retail, gold, auto, used-car and LAP loans.
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Why Axis Mutual Fund is cautiously optimistic on gold and silver for 2026
As per the Axis MF report, gold has rallied nearly 60% so far this year, supported by a weaker US dollar, expectations of further Federal Reserve rate cuts and persistent safe-haven buying.
Rupee outlook hinges on US rates, capital flows and trade deal prospects: Bank of America’s Patrick Law
Patrick Law of Bank of America noted that India has moved from a current account surplus to a deficit and has seen weak equity inflows compared with 2023. Law said the rupee and other Asian currencies remain tied to the…
Shakti Pumps shares gain over 12% after securing ₹444 crore solar pump order from MSEDCL
According to the disclosure, the scope of work includes design, manufacture, supply, transport, installation, testing and commissioning of solar-powered pumps of 3 HP, 5 HP and 7.5 HP capacities. The order is to be executed within 60 days from the…
boAt’s draft IPO papers flag auditor concerns over financial discrepancies
According to auditors BSR & Co LLP, several quarterly statements shared with banks did not match the financial records for FY23, FY24 and FY25.
‘IPO rush will continue for as long as’…Kotak Institutional Equities lists out two key factors
The note also observed that promoters of Indian companies will treat their ownership in companies as investments and will be willing to sell an even larger portion of their companies, purely on commercial logic.
Elixir Equities’ Dipan Mehta stays positive on IndiGo, sees long-term value in EMS sector, Dixon Tech
Dipan Mehta of Elixir Equities said the EMS sector is undergoing a valuation reset as investors reassess growth premiums, but strong businesses like Dixon Technologies should recover and continue delivering returns. He expects companies facing governance issues, such as Kaynes,…
Ten companies with the highest promoter stake sale in 2025 and how have they fared
Indian companies have seen record selling from promoters and private equity players in 2025 for the second year in a row, following up on another record year in 2024. From Bharti Airtel to Vishal Mega Mart to IndiGo, large to…
US Biosecure Act set to become Law; here’s how it impacts Indian cos
Macquarie expects the legislation to accelerate growth for Indian CDMOs, estimating high-teens CAGR over the next five years compared with low-teens growth in the previous five.
Raamdeo Agrawal sees India entering a multi-trillion-dollar era, projects $16 trillion GDP by 2042
Raamdeo Agrawal, Chairman & Co-Founder of Motilal Oswal Financial Services, expects India’s total stock market capitalisation to rise to between $20 trillion and $25 trillion by the early 2040s.