Business
Nifty’s ailing warhorse HDFC Bank gets an all-rounder CEO. Can Anup Bagchi make the elephant dance?
Anup Bagchi takes charge as HDFC Bank’s new CEO at a critical juncture, with the lender seeking to revive deposit and loan growth, improve margins and unlock HDFC Ltd merger synergies. With the stock 29% below its peak, investors will closely watch whether Bagchi can restore growth and confidence.
Rupee trades in narrow range against U.S. dollar in early trade
The rupee hovered around the crucial 96 mark on Monday (October 5, 2026), pressured by elevated crude oil prices and sustained foreign fund outflows, as the RBI’s rate decision is due
Wall Street’s $10B India hospital bet stirs bill fight
Novartis India share price jumps 10% | What lies ahead for the stock?
Novartis India shares surged nearly 10% on 5 October, reflecting a broader stock market recovery. Analysts noted that the stock needs to maintain levels above ₹2,100 to sustain positive momentum, with support around ₹1,900.
Rupee hovers near 96 as oil stays above $100 per barrel, foreign selling persists
The rupee started off on a weaker note against the US dollar due to soaring crude oil prices and foreign investors selling off. In response, the Reserve Bank of India is stepping in to curb volatile changes, as forex reserves dwindle. Market analysts anticipate a possible interest rate increase following the upcoming…
Bajaj Finance shares jump 5% after Q2 business update. Why Jefferies sees 35% upside in its top pick?
Bajaj Finance shares rose sharply on Monday after the NBFC reported 26.5% YoY growth in Q2 FY27 AUM to nearly Rs 5.85 lakh crore. Jefferies retained its Buy rating and Rs 1,280 target price, implying 35% upside, and reaffirmed Bajaj Finance as a top pick, citing strong AUM growth.
How rising US bond yields and dollar recovery is weighing on gold
Gold is facing renewed selling pressure after the US Fed’s rate hike, with higher Treasury yields and a stronger dollar reducing the appeal of the non-yielding asset. The 10-year US Treasury yield climbed towards 5.25%, while the Dollar Index moved above 101, outweighing support from geopolitical uncertainty.
HDFC Bank, YES Bank, AU SFB: Bank stocks jump; Bank Nifty up over 1% - Q2 business updates, share price rally explained
Nifty Bank jumped 1.4% in morning trade to an intraday high of 55,192.65, with HDFC Bank, ICICI Bank, Kotak Mahindra Bank, Axis Bank, YES Bank, and AU Small Finance Bank among top gainers. Some of them, however, slipped into the red as the day progressed due to profit booking.
US Market: Record equity exposure leaves systematic funds exposed to pullback
US stocks face downside risks as volatility-control funds and CTAs hold historically high equity exposure after the S&P 500’s rally. A volatility spike could force systematic strategies to sell heavily, potentially amplifying market declines. Concentrated AI-related gains, stretched positioning and upcoming US midterm…
Global Market: Euro hits 17-month low as French fiscal worries boost dollar
The euro fell to a 17-month low as concerns over France’s fiscal outlook and bond-market selloff weighed on sentiment. The dollar strengthened despite weak US jobs data, supported by elevated Treasury yields and safe-haven demand. Diverging central-bank expectations and persistent bond volatility are likely to keep…
NSE vs BSE: Which is a better exchange stock to buy ahead of Q2 results - What experts suggest | Target price, stop-loss
NSE vs BSE: Experts have a suggestion to the long-term investors that profitability and market share in the derivative segment should be an ideal indicator while zeroing on one of these two stocks
US stocks enter seasonally strong Q4 with bond yields, AI spending in focus
US stocks enter Q4 with strong seasonal support, but rising Treasury yields, elevated valuations and heavy AI spending create risks. The S&P 500’s direction will hinge on earnings, Federal Reserve policy, AI capital expenditure and November’s midterm elections, as investors weigh further gains against potential market…