RBI may have spent $30 billion to shore up rupee in just four months
The estimate is provided by SBI Research. India’s foreign exchange reserves declined to $687 billion by Dec 5 compared to $703 billion in June 2025.
Uncategorized
Capital markets at a cycle peak, large financials offer better safety: ICICI Prudential AMC
As IPO activity picks up, ICICI Prudential AMC’s Anish Tawakley cautions investors on market cycles, prefers large banks, and highlights risks in midcaps and new-age listings despite a strong long-term financialisation trend.
MTAR Technologies shares down 3% despite ₹310 crore nuclear equipment order for Kaiga reactors
The order is for various equipment required for the Kaiga Units 5 and 6 nuclear reactors. Deliveries will be made in a staggered manner up to February 2030.
Why Dipan Mehta is bullish on CV stocks but cautious on IT and new-age tech
Dipan Mehta of Elixir Equities said Ola Electric has underperformed in the electric two-wheeler market, losing ground to established players such as TVS Motor and Bajaj Auto.
Lodha stock may jump 77%, Motilal Oswal projects but with key risks
Motilal Oswal believes this consistent operational performance is likely to continue as Lodha capitalises on industry consolidation and growth opportunities.
Tata Group stocks gets a ‘double upgrade’, BofA says may be biggest beneficiary of a ‘normal summer’
BofA Securities said it expects the December quarter for Voltas to remain subdued due to seasonality, but believes the weakness is largely priced in.
Rupee trades steady as RBI intervention cushions global pressures
Rupee traded narrowly against US dollar, supported by RBI intervention amid India–US trade uncertainty. Brent crude rose, Sensex and Nifty fell, FIIs remained net buyers, experts see adjustment.
Meesho shares fall 10% from highs after doubling from IPO price, hitting ₹1 lakh crore market cap
Meesho shares listed on the stock exchanges on December 10 at a 46% premium and closed 53% above its issue price. Its three-day IPO of ₹5,421 crore received healthy subscription from both, institutions and retail investors.
Sun Pharma shares under pressure after the USFDA flags a key unit
Sun Pharma said it continues to manufacture and supply approved products from the facility to the US market.
Wobble in US AI stocks may benefit India, says Geosphere Capital’s Arvind Sanger
Arvind Sanger, Managing Partner, Geosphere Capital Management expressed hope that 2026 will mark a phase of earnings acceleration for Indian companies.