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Nomura expects RBI to raise rates by up to 50 bps by December

• Nomura sees a possible 50 bps increase by December, taking the terminal rate to 5.75%
• Nomura expects two 25 bps hikes, in October and December
• Higher rates may weigh on banks, NBFCs and rate-sensitive sectors, while supporting lenders’ margins

PB Fintech share price can rise 91%, Bernstein projects in its bullish call; Here's why

• Bernstein sees PB Fintech's direct costs reducing meaningfully in FY28 before normalcy returns
• Lower costs could support PB Fintech earnings if Bernstein's forecast materialises

Should one buy the PB Fintech dip? Bernstein sees 91% upside but here's what others said

• Bernstein sees 91% upside in PB Fintech
• Kotak expects PB Fintech to benefit from an industry shift towards low-cost digital models
• A shift to low-cost digital models could benefit PB Fintech’s insurance and lending businesses

IT Stocks In Focus: TCS, Mphasis Defy Nifty IT Weakness; Citi Cuts TCS Target Price, Maintains 'Sell'

MCX revenue seen growing 19% annually through FY30, says Macquarie

• MCX revenue is forecast to grow 19% annually through FY30
• Options notional turnover is seen reaching ₹3,220 lakh crore by FY30; traded clients number 2.1 million
• Higher trading activity could support MCX earnings and benefit its shareholders

GE Shipping's Rs 8,000 Crore Cash Pile Puts Fleet Expansion In Focus; Nomura Initiates With 'Buy'

• GE Shipping shares rose 0.92% to Rs 1,497.05 on Friday
• The stock gained 11.8% over the past month, 34.5% year-to-date and 53.1% over one year
• GE Shipping investors are watching whether its Rs 8,000 crore cash pile supports fleet expansion

MCX revenue seen rising 19% annually through FY30 on wider investor, product base: Report

• MCX revenue is projected to grow at a 19% CAGR through FY30
• Growth is attributed to a wider investor and product base
• Projected growth is positive for MCX and may support its valuation

YES Bank shares fall 4% on Citi's negative watch; Axis Bank also in focus

PB Fintech Faces 38% FY30 Profit Hit Under 'Max Pain' Scenario; Bernstein Still Sees 91% Upside

• Bernstein's 'max pain' scenario puts PB Fintech FY30 profit at around Rs 20 billion, down from Rs 32 billion
• Bernstein still sees 91% upside
• The scenario raises long-term earnings risk for PB Fintech investors, despite Bernstein's bullish upside view

PB Fintech shares: Macquarie target on battered stock hints at 67% upside

Markets pricing an excessive 125bps rate hike over the next one year: Nomura

• Nomura says markets are pricing an excessive 125 bps of rate hikes over the next year
• It expects the chance of further increases to diminish beyond February 2027
• Higher rate expectations pressure rate-sensitive Indian lenders, real estate and consumer stocks

Price Action: Marine Electricals shares gain 3% on order win, GE Shipping up 4% after Nomura initiates 'Buy'

Accumulate Mahindra and Mahindra Financial Services; target of Rs 350: Prabhudas Lilladher

Accumulate Petronet LNG; target of Rs 302: Prabhudas Lilladher

Buy Petronet LNG; target of Rs 360: Emkay Global Financial

Tata Steel, JSW Steel, Jindal Steel in focus as rebar prices rally; Nomura retains 'Buy'

Dr Reddy's shares gain over 1% after Nomura retains 'Buy'; Rs1,740 target, key biologics milestones ahead

Indian Equities Turn Attractive After Sharp Valuation Correction; Motilal Oswal Names Top 26 Stock Picks — Full List Inside

• Nifty-50 has declined 12% from its September 2024 peak
• Broader market performance has remained range-bound
• Valuation resets may shift risk appetite for Indian equities, including Motilal Oswal Financial Services

Dharmesh Kant bets on banks, mining and AI themes; cautious on FMCG

• Dharmesh Kant highlighted value in Coal India and favoured banks, mining and AI themes
• He was cautious on FMCG and discussed automobiles and consumption
• Coal India and bank stocks are exposed to Kant’s stated preferences; FMCG faces his caution

ETMarkets Smart Talk | US bonds offer attractive yields again: Nachiketa Sawrikar on the challenge for Indian equities

• US bonds are again offering attractive yields
• Sawrikar says the Fed rate hike may be largely priced in
• Higher US yields can pressure Indian equities, particularly richly valued stocks

SBI Life Or LIC? JPMorgan Bets On Low-Cost Insurers Amid IRDAI's Distribution Reset: Top Picks

• JPMorgan ranks SBI Life first among listed insurer picks amid IRDAI distribution reset
• SBI Life and listed life insurers are exposed to changes in insurance distribution

Time Technoplast Shares In Focus: Motilal Oswal Sees Up To 54% Upside On Multiple Growth Triggers — Check Target Price

Nomura projects 31% upside for this shipping stock on these key factors

• All three analysts covering GE Shipping have buy recommendations
• Nomura has the highest target price among them
• A bullish view supports sentiment for Great Eastern Shipping shares

ESDS Solutions shares: Brokerage assigns 'Sell' call after recent stellar run; check target

Swiggy stock: JPMorgan maintains overweight call, cites growth in quick-commerce market

Nifty's tech setup extremely weak, says Osho Krishan; shares 3 stock ideas

• Osho Krishan of Angel One says Nifty’s technical setup is extremely weak
• 23,000 is a key support level bulls need to defend, he said
• A Nifty break below support could pressure Indian equities, including stocks recommended by Angel One

TCS In Focus: Citi Cuts Target, Retains 'Sell' Rating Amid Sector Challenges — Key Details Inside

• Citi retains a 'Sell' rating on TCS and cuts its target price
• The revised target implies 10% downside from TCS' September 25 close of Rs 2,083.95
• A bearish target revision pressures TCS shares and sentiment across Indian IT services

TCS: Citi Cuts Target, Retains 'Sell' Rating Amid Sector Challenges — Key Details Inside

Explained - The good, bad and ugly about the decline in Gold imports by Kotak Institutional Equities

• India’s official monthly gold imports have declined sharply since May 2026
• Domestic gold prices have remained broadly stable
• Lower gold imports may affect jewellery demand and listed jewellery companies

Six Investing Pros Weigh In on Surging Yields—and How to Trade Them

• BlackRock’s Rick Rieder sees opportunity in bonds
• Ray Dalio recommends caution
• U.S. yield moves can affect Indian bond yields and rate-sensitive banks

KPIT Tech Shares Fall Over 1% After JPMorgan Maintains 'Underweight' Call

Stock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash Padiyar

• Tata MF’s Chandraprakash Padiyar said stock selection is critical as earnings and valuation gaps widen

Rich valuations, elevated crude narrow equity opportunities: Andrade

• Andrade says high valuations and macroeconomic headwinds are narrowing equity-market opportunities

Top Nifty50 stocks analysts suggest buying in this volatile week

• The report evaluates 4,000+ listed stocks across five components

Petronet LNG shares: Nomura retains 'Buy', target price Rs 345; Kochi pipeline seen driving utilisation

Shrikant Chouhan recommends buying Torrent Pharma, selling Bharti Airtel