Weekly FII/DII Commentary: FIIs stayed net sellers for the eighth straight week, offloading Rs. 302.94bn

MUMBAI, 11 OCTOBER: Benchmark indices traded in a range with high volatility as the Nifty snapped its eight-week decline and closed marginally higher. The RBI raised rates by 25 basis points and shifted its stance to “calibrated tightening,” while the Nifty formed a fresh 52-week low as Brent crude sustained above $100, US bond yields…

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જુઓ, બોલો અનેચૂકવો! જિયોના AI ચશ્માંથી જ હવે UPI પેમેન્ટની સુવિધા

QR કોડ સામે જોઈ, વૉઇસ કમાન્ડ આપી રૂ.5,000 સુધીની ચૂકવણી કરી શકાશે ક્રિકેટનો રોમાંચ રહેશે યથાવત: જિયોના AI ચશ્માંમાં લાઇવ ક્રિકેટ કોમેન્ટરીની પણ સુવિધા લાઇવ ભાષાંતરની સુવિધાથી ભારતીય ભાષાઓ વચ્ચેનો ભાષાકીય અવરોધ પણ દૂર થશે  નવી દિલ્હી, તા. ૧૦ ઑક્ટોબર, ૨૦૨૬: કલ્પના કરો કે દુકાનમાં ખરીદી કર્યા બાદ ખિસ્સામાંથી મોબાઇલ ફોન કાઢ્યા વિના જ તમે…

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A Case for Reforms: Building Sovereign Resilience in an Evolving World

MUMBAI, 9 OCTOBER: As sovereigns face elevated debt burdens, tighter fiscal space and rising global uncertainty, structural reforms are becoming increasingly important for strengthening resilience and supporting credit quality. CareEdge Global Ratings’ latest report, A Case for Reforms: Building Sovereign Resilience in an Evolving World, assesses 43 reform cases across 38 countries through two complementary…

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Bottoms-up opportunities still high in smallcaps: Monarch AIF

Attractive value emerging in pockets of the large-cap universe, within BFSI, insurance, telecom and parts of the IT sector. Mumbai, October 9, 2026: Bottom-up investment opportunities remain attractive in quality smallcap companies over the next 12-24 months, supported by resilient corporate balance sheets, healthy domestic demand, improving cash flows and sustained capital expenditure intentions, according…

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Market Commentary and Macro Trends

MUMBAI, 9 OCTOBER: Precious Metals: Precious metals traded on a mixed note across global and domestic markets, with gold holding firm while silver faced tactical profit-booking. COMEX Gold (Dec-26) rose 0.40% to $4,157/oz, lifting MCX Gold by 0.30% to Rs1,49,610/10g, supported by safe-haven demand. In contrast, COMEX Silver declined 1.40% to $59.42/oz, dragging MCX Silver…

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HDFC Securities presents Company Update: BUY Honasa Consumer, Home First Finance and redusce SBI CARD

MUMBAI, 9 OCTOBER: 1. SBI Cards and Payment Services: Improving asset quality, growth remains a concern. Maintain REDUCE SBI Cards and Payment Services (SBICARD) has gradually improved its pace of card acquisitions in FY27, driving uptick in CIF growth (+7.6% YoY) in Aug-26. However, CIF market share has witnessed marginal moderation (18.5%) over July-Aug’26. Further,…

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TCS: RATING BUY | CMP INR 2076 | TP INR 2390: BY PL CAPITAL

Q2FY27 Result Update Balancing growth at the cost of margins Margins impacted by continued investments Annualised AI revenue at USD 3.1 bn, up 19.2% QoQ report on TCS by PL Capital MUMBAI, 9 OCTOBER: TCS reported 0.5% QoQ CC rev. growth, largely in line with our est. of 0.4% and consensus est. of 0.6%, with…

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Morning Commentary: OpenAI Revenue Shortfall Hits AI and Chip Stocks

MUMBAI, 9 OCTOBER: Technology and semiconductor shares sold off after OpenAI reported annualised revenue of about $50B, roughly $20B below expectations.  The report deepened doubts over debt-funded AI infrastructure spending. The Nasdaq fell 1.25% to 27,193, and the S&P 500 lost 0.47% to 7,765, while the Dow edged up 0.09% to 51,225. Oracle slid about…

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