Retail investors injected over ₹18,000 crore into ten diverse stocks, including BSE, TCS, and Ola Electric, during the September 2025 quarter. Despite market volatility, individual investors showed a contrarian approach, increasing holdings in beaten-down stocks while divesting from some financial heavyweights. This sustained retail participation highlights their significant and growing influence in the Indian stock market.

India Inc's Q2 earnings reveal a robust recovery, with over 100 companies more than doubling profits, signaling broad demand resilience. Renewable energy, PSUs, and select consumption stocks led the surge. Analysts believe the earnings cycle has bottomed out, anticipating accelerated double-digit growth ahead, driven by margin improvements and topline expansion.

India’s primary market is preparing for one of its biggest years, with Equirus Capital projecting IPO fundraising of nearly Rs 1.77 lakh crore in 2026. The pipeline includes some of the country’s most anticipated listings across technology, finance and telecom. Here are 10 biggest issues

Investor sentiment could turn positive after the government signaled that an India–US trade pact is nearing completion, with both sides close to resolving tariff-related issues. A smoother trade framework could boost export-oriented and globally linked sectors. These ten stocks, identified using data from Stock Reports Plus, may see tailwinds if the deal unlocks better market access.

Indian companies are showing signs of earnings improvement following Q2 results, with six brokers anticipating steadier profit growth in upcoming quarters. While large-cap stocks appear safer, margins may have peaked. Analysts are optimistic but cautious, with around 50 buy-rated stocks identified across various sectors, including banking, autos, and IT.

Equity mutual funds have offered up to 25% annualised return on SIP investments in the last 10 years. Here are the top 5 equity mutual funds, as reported by ET Wealth.

Groww shares have seen wild swings post-listing due to strong initial demand, extremely low free float of just 7%, and rich valuations. Heavy early buying and short-covering have amplified volatility, while tech-style multiples for a cyclical, competitive broking business are putting pressure. Price swings in Groww shares may continue as sentiment, fundamentals, and technical factors interact.

Aditya Birla Group's aggressive entry into the paints market with Birla Opus initially threatened market leader Asian Paints. However, Asian Paints has demonstrated resilience, reporting strong volume growth and maintaining profitability. Analysts suggest that long-term relationships are proving more crucial than short-term discounts, with Birla Opus's rapid growth moderating.

A Message From Jiraaf

How Bonds Are a Great Way to Generate Passive Income

In an era defined by career uncertainty, layoffs, and shifting economic cycles, relying on a single paycheck has become risky. The post-pandemic world and the recent wave of restructuring across sectors, from technology to startups to traditional industries, have reminded everyone of a hard truth: one income source is no longer enough.

Bernstein says Eternal dominates India’s e-commerce through Blinkit and Zomato, leading app downloads, market share, and user growth as quick commerce rises and food delivery becomes a two-player race.

Market expert Sandip Sabharwal identifies ICICI, Axis, and Kotak as top banking picks, citing upside potential. He also sees value in infrastructure stocks like NCC and Ahluwalia Contracts, while highlighting Indian Hotels as a standout in the hospitality sector. Sabharwal advises caution on IPOs, warning of overvaluation and potential retail investor pitfalls.