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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, 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.

Gold eased after the US Federal Reserve’s split rate cut, with spot gold at $4,221.49. Experts cite cautious optimism amid mixed signals and a softer dollar.

Motilal wrote that Sagility, Indegene and IKS have emerged as key players within India’s BPM and healthcare IT ecosystem, building solid market positions across healthcare and life sciences.

Under the partnership, the two companies will explore joint opportunities across crop protection solutions, seeds, specialty plant nutrition, biologicals and digital farming platforms.

Rana Gupta of Manulife Investment Management remained optimistic about quick commerce, arguing that discount-driven customer growth can translate into strong long-term profitability as dark stores mature. In the EMS sector, Gupta emphasised the need for companies to pair growth with…

Jignanshu Gor, Director & Senior Research Analyst at Bernstein identifies Blinkit as the clear long-term winner and advises investors to consider its parent company – Zomato for exposure to the space, noting the competitive landscape could offer better entry points…

Analysts view these developments as a clear positive, saying the fresh capex cycle directly addresses concerns around Tata Steel’s growth visibility and market share in India.

Rupee falls 17 paise to 90.11 against US dollar amid risk-averse sentiment, high importer demand, and US-India trade talks updates.

William Lee of the Milken Institute warned that the US labour market is weakening faster than inflation risks and said the Federal Reserve may need to cut rates more aggressively, possibly by 50 basis points.