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% […]

M-cap of 7 of top 10 most valued companies rises by Rs 1.55 lakh cr; Confidence, TCS shine

The combined market valuation of seven of the top 10 most valued companies rose by Rs 1,55,710.74 crore last week during the holiday shortening, with Reliance Industries and Tata Consultancy Services emerging as the biggest gainers, amid a positive trend in domestic equities. Last week, the benchmark BSE rose 259.69 points or 0.30 percent. On […]

Mcap of 7 of top 10 most valued companies rises by Rs 2.16 lakh cr; Reliance, Airtel biggest winners

The combined market valuation of seven of the top 10 most valued companies rose by Rs 2,16,544.29 crore last week, with Reliance Industries and Bharti Airtel stealing the limelight, coupled with a bullish trend in equities. Last week, the benchmark BSE rose 1,451.37 points or 1.75 percent. Out of the top 10, Reliance Industries, HDFC […]

Ahead of Market: 10 things that will decide D-Street’s action on Monday

The Indian market advanced on Friday, supported by gains in financial heavyweights amid renewed inflows of foreign portfolio investors (FPIs) over the past three sessions. Optimism ahead of the quarterly earnings season added to the bullish sentiment, although Tata Consultancy Services (TCS) limited broader gains after reporting weaker-than-expected quarterly results in September. The S&P BSE […]

Motilal Oswal recommends HDFC Bank and SBI as top picks ahead of transition to RBI’s ECL regime

The Reserve Bank of India’s latest draft guidelines on the Expected Credit Loss (ECL) framework and the revised capital standards for credit risk mark a turning point in the development of Indian banking regulation. Together they are driving the industry decisively towards global best practices in credit risk modelling, provisioning discipline and capital efficiency. Under […]