Bajaj Finance Q2 Preview: Earnings, NII expected to rise 23% YoY; seen strong AUM growth

Bajaj Finance (BAF) is expected to report another stable quarter when it announces its FY26 results, with both earnings and net interest income (NII) likely to grow around 23% year-on-year, supported by robust loan growth, stable margins and healthy asset quality across segments.Estimates from brokers suggest that assets under management (AUM) of the non-banking financial […]

FIIs increased holdings in state-owned banks in the September quarter. Is the smart money betting on a breakout?

Foreign institutional investors (FIIs) have quietly increased their stakes in most state-owned lenders in the September 2025 quarter, signaling renewed confidence in India’s public banking sector. The incremental purchases, spread across almost every major PSU bank from Bank of Baroda to State Bank of India, come as the Nifty PSU Bank index rose nearly 9% […]

Indusind Bank, Wipro, Infosys, TCs are Emkay’s preferred speaks in the midst of volatility. This is why

In the midst of increased trade tensions and market volatility, Emkay Global has identified a link of value and quality shares that it thinks could perform in the coming months. Birlasoft, Indusind Bank, Gujarat State Petronet and Oil India are among the best value bets based on their attractive valuations, improving profit growth, higher dividend […]

Will the FPIs campaign to make diis irreparable or vice versa? In the midst of foreign exodus, says Nilesh Shah to stay focused on these 2 things

Foreign investors can withdraw from Indian shares, but Kotak Mahindra AMC’s Nilesh Shah says that the priority for India Inc. Growth and administration must remain. In a message about microblog site X (formerly Twitter) on Friday, Shah asked a series of rhetorical questions about the shifting dynamics of the market. “Since FPIs are underweight, they […]