Industry Trends

Ambuja merger a long-term positive, stock to track fundamentals over headlines: Amnish Aggarwal

Ambuja Cements shares are in focus as consolidation benefits are assessed. Infrastructure order activity is picking up, signaling improving sector visibility. Real estate stocks face a cautious outlook with growth having peaked. Platform companies show sales growth but profitability is a concern. Select pharma names remain attractive for long-term investors.

Industry Trends

What India’s best- and worst-performing startup stocks of 2025 reveal

India’s startup stocks in 2025 told a clear story: hype no longer pays. From Ather, Groww, and Meesho’s sharp rallies to Ola Electric and FirstCry’s steep falls, public markets rewarded execution, margins and discipline, while punishing capital burn and unclear paths to profitability.

Industry Trends

Bankers urge RBI action as dollar glut, NDF pressure roil Indian rupee forwards

Indian bankers are urging the Reserve Bank of India to step in as a dollar surplus and pressure in the non-deliverable forward market have sent rupee forward premiums to multi-year highs. This surge, driven by regulatory constraints and a mismatch in dollar sales, signals expectations of further rupee weakening. Intervention is deemed necessary to ease market pressure.