|
29 Aug 2025
|
Market Movement
|
Motilal Oswal
|
|
|
|
|
Economy Update
|
|
|
India’s real GDP growth surprised positively as it accelerated to 7.8% YoY in 1QFY26 (highest in five quarters), up from 6.5% in 1QFY25 and well above our expectations of 6.5% (Exhibit 1).
|
|
29 Aug 2025
|
Market Movement
|
Motilal Oswal
|
|
|
|
|
Strategy Note
|
|
|
The banking sector’s earnings growth has been increasingly driven by non-core treasury gains even as NII growth has decelerated significantly due to sharp loan repricing and elevated funding costs.
|
|
29 Aug 2025
|
Market Movement
|
Axis Direct
|
|
|
|
|
Strategy Note
|
|
|
Stock Ideas with specific strategies
|
|
29 Aug 2025
|
Market Movement
|
Ventura
|
|
|
|
|
Daily Note
|
|
|
|
|
28 Aug 2025
|
Market Movement
|
Motilal Oswal
|
|
|
|
|
Strategy Note
|
|
|
We recently met with Coforge’s management to discuss the company’s outlook on growth, margins, and cash flow conversion. The team highlighted that while industry-wide demand remains mixed, budgets are opening up for vendors that can deliver outcome-driven solutions.
|
|
28 Aug 2025
|
Market Movement
|
Axis Direct
|
|
|
|
|
Strategy Note
|
|
|
Stock Ideas with specific strategies
|
|
28 Aug 2025
|
Market Movement
|
Ventura
|
|
|
|
|
Daily Note
|
|
|
|
|
26 Aug 2025
|
Market Movement
|
Ventura
|
|
|
|
|
Daily Note
|
|
|
|
|
25 Aug 2025
|
Market Movement
|
Ventura
|
|
|
|
|
Daily Note
|
|
|
|
|
23 Aug 2025
|
Market Movement
|
Ventura
|
|
|
|
|
Strategy Note
|
|
|
India Strengthens Its Guard Against Tariffs
|
|
22 Aug 2025
|
Market Movement
|
Joindre Capital Services
|
|
|
|
|
Strategy Note
|
|
|
|
|
22 Aug 2025
|
Market Movement
|
Prabhudas Lilladhar
|
|
|
|
|
Strategy Note
|
|
|
Adani Port & SEZ (ADSEZ IN)................................................................................................... 15 Ambuja Cement (ACEM IN) ...................................................................................................... 17 Apar Industries (APR IN) ............................................................................................................. 18 Apollo Hospitals Enterprise (APHS IN) ................................................................................ 19 Asian Paints (APNT IN) ............................................................................................................... 20 Aster DM Healthcare (ASTERDM IN) .................................................................................... 21 Astral Ltd. (ASTRA IN)................................................................................................................. 22 Aurobindo Pharma (ARBP IN) .................................................................................................. 23...
|
|
22 Aug 2025
|
Market Movement
|
Axis Direct
|
|
|
|
|
|
|
|
Top Conviction Ideas - Consolidated Q1FY26
|
|
22 Aug 2025
|
Market Movement
|
Axis Direct
|
|
|
|
|
|
|
|
Q1FY26 Earnings Wrap - Week VI
|
|
21 Aug 2025
|
Market Movement
|
Axis Direct
|
|
|
|
|
Top Picks
|
|
|
Top Dividend Yield Stocks - 21 August 2025
|
|
21 Aug 2025
|
Market Movement
|
Ventura
|
|
|
|
|
Daily Note
|
|
|
|
|
20 Aug 2025
|
Market Movement
|
Ventura
|
|
|
|
|
Daily Note
|
|
|
|
|
19 Aug 2025
|
Market Movement
|
Hem Securities
|
|
|
|
|
Strategy Note
|
|
|
INDICES EXTNDED GAINS FOR THE 4TH CONSECUTIVE DAY The 30-share BSE Sensex was up by 370.64 points or 0.46% to settle at 81,644.39 and the Nifty was up by 103.70 points or 0.42% to settle at 24,980.65. The BSE Mid-Cap was up by 0.97% and BSE Small Cap was up by 0.97%. On the sectoral front, Oil & Gas, Auto, Metal, FMCG, IT, Realty, Healthcare, Capital Goods, Consumer Durables and Bank were gaining indices; on the flip side, there was no losing index. Tata Motors, Adani Ports, Reliance, Eternal and Tech Mahindra were the top gainers on the Sensex; on the flip side, Bajaj Finserv, Powergrid, Mahindra & Mahindra, HCL Tech and BEL were the top losers on the Sensex. On global front, Asian markets shut the day on a...
|
|
19 Aug 2025
|
Market Movement
|
Ventura
|
|
|
|
|
Daily Note
|
|
|
|
|
18 Aug 2025
|
Market Movement
|
Ventura
|
|
|
|
|
Strategy Note
|
|
|
GST rate reforms: Short term pain, Long term gain
|