As we approach December 2025, Indian equity markets stand at a defining pivot point. While global indices grapple with the "Trump 2.0" trade policies and China's aggressive stimulus, India has decoupled significantly on the macroeconomic front. The headline story for late 2025 is the "Inflation Bust" —with October CPI collapsing to a record low of 0.25%—which has all but guaranteed an RBI rate cut in December. 1 However, the market mood is cautious. Nifty 50 is consolidating

In the ever-evolving landscape of financial markets, understanding the nuances of current stock trends is essential for making informed investment decisions. The complexity of market movements, influenced by a myriad of economic indicators, geopolitical events, and corporate performances, demands a measured and data-driven approach. This article aims to dissect the prevailing market dynamics with clarity and precision, offering actionable insights grounded in thorough analysi

From my vantage as an investor, RIL’s Q2 numbers are solid and carry important signals of execution and transition. The ~10-16% year-on-year rise in net profit and ~10% growth in revenue reflect that even in a complex global environment (energy-headwinds, supply-chain fluctuations) the group’s diversified portfolio is delivering. What impresses is the momentum in the consumer and digital segments (retail growth, Jio ARPU gains) alongside resilience in the oil-to-chemicals (O2

Watching Axis Bank’s Q2 performance, I’m struck by how the market chose to focus not on the headline drop in profits (~26 % YoY) but rather on resilience beneath the surface . In sectors like banking, the narrative often shifts: if a bank can maintain margins, control slippages, and grow deposits amid macro stress, investors tend to reward them. That seems to be exactly what’s happening with Axis. The ~7 basis point compression in NIM—far less than feared—signals defensive pr

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