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Earnings rebound to drive next market rally; consumption to lead growth: Rakesh Vyas, Quest Investment
Quest Investment Managers’ Rakesh Vyas expects Indian markets to break out of their consolidation phase as earnings rebound 12–13% over the next few quarters. He sees consumption leading the next growth cycle, with hospitality, real estate, and retail emerging as key sectors. FII outflows may reverse gradually as India’s earnings visibility and macro strength improve.
BFSI sector surge over 50 times in market capitalization in 20 years: Bajaj Finserv AMC
India's BFSI sector has seen remarkable growth, with market cap surging over 50 times to Rs 91 trillion by 2025, driven by financialisation and regulatory reforms. This sector consistently outperformed the broader market, showcasing its integral role in India's economic transformation and capital markets.
India records 999 deals worth USD 44.3 bn in September quarter: PwC India
India's deal market surged in Q3 CY25, recording 999 deals worth USD 44.3 billion, a 13% volume and 64% value increase from the previous quarter. M&A drove this growth with 518 transactions valued at USD 28.4 billion, while Private Equity saw 481 deals worth USD 15.9 billion. The IPO market also experienced exceptional performance with 159 new listings.
Market consolidation at 26,000 healthy, broader momentum remains strong: Pankaj Pandey
Indian stock markets are consolidating after recent gains. Economic indicators show positive trends, with auto sales performing strongly. Sector rotation is adding stability, with PSU banks and oil and gas sectors showing strength. Private banks and NBFCs are also expected to perform well. Refining margins remain robust, making the sector attractive.
Hospital stocks: Short-term headwinds an opportunity? 10 stocks from the healthcare sector with an upside potential of up to 35%
This may not have made it to the headlines, but for the last few months a tussle has been going on between health insurance companies and hospitals over pricing of healthcare services. Now, this kind of an issue is a regular occurrence in developed countries where insurance companies dominate the healthcare system. As these issues reach Indian shores, expect some turbulence, some legal cases, some volatility – and also some not-so-good headlines. As investors, should you look beyond these issues, or is it the end of the road for higher valuations?
PSU lenders climb 7% in a week. Here are 3 forces behind the rally, but is it time to buy?
India’s public sector banks are witnessing a strong rally, driven by renewed foreign investor interest, speculation over higher FII limits, and improving balance sheets. The Nifty PSU Bank index has surged nearly 7% in a week, reflecting optimism about policy support and financial strength, though analysts caution the momentum may not last.
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Banking Pot: Is something hot brewing?
Over $6 billion in fresh FDI inflows into private banks like Yes Bank and Federal Bank highlight renewed global confidence in India’s banking sector. Improving credit quality, moderating costs, and signs of private capex revival add to the sector’s bullish outlook.
S&P 500 enters final two months with 16% gain after seven-month-long dream run as market sentiment continues to remain positive
The S&P 500 has achieved a significant 16% gain by November 2025, driven by tech giants like Amazon. However, this rally shows divergence, with gains concentrated in mega-cap stocks while the equal-weighted index declined. Investors are cautiously optimistic, balancing easing inflation and AI growth against rising credit risks and potential job growth shifts.
Two-wheeler growth to outperform passenger vehicles in the remainder of year: Report
Two-wheeler sales are projected to surpass passenger vehicles for the remainder of the year, fueled by robust festive demand and improved rural sentiment. Selective discounts and strong wholesale momentum are supporting this trend, with rural demand picking up significantly during the festive period. Key players like Hero MotoCorp and TVS Motor are leading this growth, with motorcycles outperforming scooters.
Car sales hit record high in October 2025 as festive cheer and GST cuts drive demand
Indian car sales hit a record high in October. Automakers reported strong dispatches as festive season deals and GST cuts boosted buyer interest. Major companies like Maruti Suzuki, Tata Motors, and Mahindra & Mahindra saw their best-ever monthly sales. Two-wheeler and commercial vehicle segments also performed well. Farm equipment sales also saw a significant increase.
‘Dumb money is chasing dumb IPOs’: Shankar Sharma on India's public markets amid Lenskart buzz
Veteran investor Shankar Sharma slams India's IPO market as the "dumbest in history," citing Lenskart's pre-IPO activity. He alleges a "beautiful little game" where anchor investors create artificial legitimacy, causing inflated valuations. Sharma claims that companies exploit retail investors' anchoring bias, causing stocks to collapse post-listing, only for investors to be trapped again.
November could be a stock market goldmine — here’s where Bank of America says to bet big
November’s shaping up to be a stock market goldmine. Bank of America sees a powerful setup as easing inflation, cooling yields, and strong spending drive optimism. Since 1927, the S&P 500 has gained nearly 59% of Novembers, averaging 1%, and when October ends positive, odds jump to 92%. BofA bets big on technology, consumer discretionary, healthcare, industrials, and small-caps — sectors that have historically surged up to 3%. With gold forecast raised to $5,000, its barbell strategy blends growth with safety. Keyword: stock market goldmine forecast November 2025.
FMCG firms target rural markets after witnessing rapid technological adoption
Fast-Moving Consumer Goods companies are bringing technology to rural India. Star Localmart plans to install 20,000 vending machines in three years. This move aims to improve shopping convenience and support local economies. Generative AI is also set to boost retail productivity significantly. These advancements will make accessing everyday items easier for rural consumers.
Coinbase holds edge in US crypto race even as rivals' public listings reshape landscape
Coinbase's strong earnings are being overshadowed by increasing competition as regulatory clarity boosts the crypto market. New players like Gemini and Bullish have gone public, while Kraken prepares to list. Despite its first-mover advantage and institutional trust, Coinbase faces pressure on its premium pricing and retail outlook. The company is actively acquiring to maintain its edge.
Office demand to remain strong despite global uncertainties: DLF official
India's office market is set for continued growth. This is driven by a strong competitive edge in affordable English-speaking talent and high-quality workspaces. Global companies find India an attractive base. Demand for office and retail spaces remains robust. Policy reforms like RERA and GST are supporting the sector. CII is advocating for further policy improvements to boost development.
India's REITs market likely to touch Rs 19.7 lakh crore by 2030: Report
India's REIT (real estate investment trust) market is projected to reach Rs 19.7 lakh crore by 2030 from Rs 10.4 lakh crore in 2025, driven by high occupancy, favourable taxation and broader sectoral inclusion, according to a report released on Friday.
PSU Banks gain up to 5%. Here are 3 factors driving the surge in state-run lenders
State-run bank stocks rallied sharply on Friday, driven by expectations of higher FII caps, rising foreign interest in Indian lenders, and strong technical indicators supporting further upside in major PSU banks.
Mid-sized lenders tap foreign links, tech to gain scale
Indian banks are experiencing a surge of foreign investment that’s akin to a refreshing breeze in a competitive atmosphere. This wave of investment injects vital capital and advanced technology into smaller banks, enabling them to vie against industry titans. As corporate lending opportunities expand, retail banking still presents its own set of challenges.
ET Graphics: From cars to mobiles, consumers open wallets this Diwali
Consumer spending surged across various sectors during the Navratri-Diwali festive period, with significant double-digit growth reported in auto sales. Electronics, including TVs, ACs, and household products, also experienced impressive growth, ranging from 20% to 100% year-on-year.
HDFC Bank reappoints Kaizad Bharucha as DMD for 3 yrs
HDFC Bank's board has approved Kaizad Bharucha's reappointment as deputy managing director. This reappointment is for a three-year term and requires approval from the Reserve Bank of India. Bharucha has a long association with the bank, joining in 1995. He plays a key role in strategic direction across various banking segments.
Job bloodbath! Mass layoffs hit America as 172,000 jobs vanish — is this shocking wave of Amazon and Meta cuts the first sign of a U.S. recession?
Job bloodbath hits America. Over 172,000 layoffs in October 2025. Biggest cut since the pandemic. Amazon slashed 14,000 jobs. Meta dropped 8,000 workers. Tech and finance lead the fall. Unemployment rose to 4.2%. Private hiring slowed to 151,000 jobs. Experts call it a warning sign. The U.S. economy may be cooling fast. Some fear this could spark a U.S. recession. Companies are cutting costs. Automation is replacing roles. Consumer spending is slipping. The American job market is showing cracks.
Etsy names insider Kruti Goyal as CEO
Goyal, who is currently the company's president and chief growth officer, will replace Silverman on January 1. Josh Silverman has spent over eight years at Etsy. He will transition to the role of executive chair until his departure at the end of December. Current chair Fred Wilson will also step down from his role.
ETMarkets Smart Talk| Aditya Sood sees multi-year upside in financials and domestic manufacturing themes
Aditya Sood of InCred Asset Management is bullish on India's market, expecting financials and domestic manufacturing to lead wealth creation. He favors banks, consumer discretionary, and capital goods, while remaining cautious on IT and telecom. Gold's rally is driven by central bank diversification and global policy shifts.
These 9 banking stocks can give up to 41% returns in 1 year, according to analysts
As we know, the last three months have seen a significant – and unprecedented – amount of foreign direct investment pouring into the banking sector. Much of this money went into smaller banks, or those with troubled pasts. Now, the question is: When even troubled entities are attracting money, will not the better-performing banks attract attention? Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components, earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
Target & Amazon layoffs 2025: Are US retail giants signaling a broader economic shift?
Target layoffs 2025: Target is undergoing a significant corporate restructuring, cutting around 1,000 jobs to streamline operations and boost efficiency. This move follows a period of declining sales and profits, with rivals like Walmart and Costco outperforming. The layoffs, concentrated at its headquarters, signal a broader economic slowdown and a shift in the retail landscape.
PayPal flags smaller basket sizes, cautious shoppers amid macro uncertainty
PayPal saw a slowdown in payments activity in September that continued into October across both the US and Europe, as consumers became more selective in their purchases, CFO Jamie Miller told analysts on a call.
Retail investors are shorting the structural story of auto stocks after GST windfall. What's happening?
Retail investors are showing caution towards Indian auto stocks despite GST reforms boosting festive sales. While mutual funds are buying, individual investors are trimming holdings, mirroring some foreign investor sentiment. Analysts suggest concerns about demand sustainability post-festivals and high valuations are driving this divergence, though long-term structural benefits from GST remain.
Small is getting beautiful once again: 8 small private sector bank stocks with an upside potential of up to 34%
What made banks like HDFC and ICICI what they are today? Besides many other factors, there is one – not quantitative, but qualitative – that made the difference. Back in the late 1990s, when not many banks were using technology to scale up and put systems in place to keep a check on NPAs, these banks focused on technology. Over the years, however, that differentiator between large private sector banks and other banks have become regulatory norms. The gap started narrowing and the process gathered pace when reforms were implemented from 2014 onwards. In this phase, some of the smaller private banks have also spent on technology. Now, with foreign money pouring into the banking/NBFC space, will they attract attention?
GST cut to stitch 200 bps boost for apparel retailers: Crisil
GST rationalization is projected to boost India's organized apparel retail sector's revenue growth to 13-14% this fiscal. A uniform 5% GST on apparel up to Rs 2,500 is expected to drive demand in mid-premium and value segments, offsetting muted growth in premium categories. Retailers anticipate improved operating margins due to lower input costs.
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