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IndusInd Bank shares will be in focus on Tuesday after the lender’s internal review estimated an adverse impact of approximately 2.35% on its net worth as of December 2024, according to an exchange filing on Monday. The review followed the Reserve Bank of India's (RBI) master directions on the derivative portfolios of lenders, issued in September 2023. It examined the bank's «Other Asset and Other Liability» accounts and identified discrepancies in account balances.

Syngene International will be in focus on Tuesday after the company announced that it acquired its first biologics facility in the United States from Emergent Manufacturing Operations Baltimore, a unit of Emergent BioSolutions, for $36.5 million. “The new site will increase Syngene’s single-use bioreactor capacity to 50,000L for large molecule discovery, development, and manufacturing services. Additionally, it will provide Syngene’s customers with continuity of supply from its four development and manufacturing facilities located in India and North America, offering services ranging from cell line development, process optimization, and both clinical and commercial supply,” the company said in its press release.

Indian bond market remains steady as investors anticipate a potential rate cut by the Reserve Bank of India (RBI) in April, following a series of aggressive liquidity measures. Puneet Pal, Head-Fixed Income at PGIM India Mutual Fund believes that with an expected sub-4% CPI print, the Monetary Policy Committee (MPC) is likely to lower rates in its upcoming meeting. “The RBI has taken aggressive and proactive steps to augment domestic liquidity, and given the likelihood of a sub-4% CPI print this week, we expect another rate cut in the MPC meeting in April,” he said in a note.

Anupam Rasayan India shares will be in focus on Tuesday after the company signed a 10-year Letter of Intent (LOI) worth $106 million (approximately Rs 922 crore) with a Korean multinational specializing in specialty chemicals. The high-performance niche chemical under this agreement is expected to be supplied from FY26. «This long-term partnership reinforces Anupam’s expertise in delivering advanced chemical solutions and strengthens its presence in high-growth global markets,» the company stated.

Deepak Shenoy, Founder, Capital Mind, says from April 2nd, universally the reciprocal tariffs are in place. Given that, the next month is going to be volatile regardless of what happens. But I find that in markets, price uncertainty affects badly. That means markets just go down regardless of what the fundamentals might turn up. Stability will come only with some layer of certainty. We should look at the rest of this month and maybe the first few days of April as going to be tumultuous in the markets regardless. What do you make of the markets right now because the week gone by has been really good, but then comes Monday. Indeed, a volatile trading session. But given this weakness that we are seeing right now, what is your sense? Is this volatility here to stay? And what is the long-term trend that you are focusing on? Deepak Shenoy: There is a weakening trend in general. The rupee has weakened as well today, 20 odd paisa. There has also been a reversal in the market. But I feel this is mostly related to the uncertainty at a global standpoint because nothing meaningful in India has changed so far. One of the biggest threats right now is tariffs and what we will do to perhaps address them.

Mayuresh Joshi, Head Equity, Marketsmith India, says three triggers could lift Reliance out of a 52-week low. One, any de-merger news of either the telecom or the retail operations might act as a trigger for the stock. Second, the Street would like to see if the telecom ARPU increases can be sustained going forward. That will create a huge leverage in the individual telecom balance sheet, as well as retail. The maturity of Reliance Retail stores with consumption expected to make a big comeback, after the tax cuts starting from the first half of the next financial year, can be a huge boost for the retail operations. Third, both in terms of the oil to petchem business and some hope of Chinese recovery in terms of downstream product prices, might prop up the overall ROEs provided equity levels stay at manageable levels. These two-three things might work in favour of Reliance over the medium term. What is your current take on the chemical pack because that is one of the export-related plays and what has been happening in Europe, give us some sense that what are you picking up within the chemical basket as well as anything in particular that is looking interesting to you right now? Mayuresh Joshi: Two things, there is one part of the chemical basket which is highly commoditised including players in the soda ash space, for example, where China has a huge dominance and the other spaces which in reality belongs to the specialty chemical space as well where there are niche players and where the expectations in terms of core applications are limited to those niche players.

BEIJING — China's latest move to boost consumption isn't meant to jolt all kinds of spending.

The Bank of Canada is expected to cut its interest rate by 25 basis points on Wednesday, amid trade uncertainty with the United States.

Indian banks are advancing more loans than they are incrementally garnering deposits, the latest central bank data showed, pointing to only a partial success for dedicated lender programmes aimed at boosting the deposit base and de-risking the credit environment. The banking sector's incremental loan-to-deposit ratio (LDR) on a three-month rolling basis reached nearly 126% as of February 7, 2025. The incremental LDR stands at 103% so far this fiscal year, pointing to the persisting weakness in deposit mobilisation despite more circumspect advances toward unsecured loans and non-bank financing. As of February 7, credit climbed 11.3% year-on-year, while deposits saw a more modest increase of 10.6%.

However, a key question that investors often keep thinking and indecisive about is which one among them has the potential to offer better returns during a longer term? Market research firm The Motley Fool has provided an in-depth analysis about the two industry giants that can be helping the investors to make a right decision.

ICICI Securities Ltd from the bourses. Last year in August and October, Mumbai and Ahemadabad benches of the National Company Law Tribunal (NCLT) approved applications filed by the ICICI Securities Ltd and ICICI Bank to delist the private sector lender’s securities company from the bourses.

executive orders from former US President Joe Biden contained identical autopen signatures, which has led to doubts about his understanding of the policies he approved. Many critics believe that these unauthentic signature practices create multiple legal and constitutional problems because of the ongoing debate about Biden’s mental state during his presidential years.

valuation reset, not a collapse of the real economy. «This time, it is not accompanied by excess and wasteful investments in any sector, job losses, property price crashes, leverage unwinding necessity by anyone, or an increase in NPAs,» the founder and chief investment officer of Helios Capital said on X, formerly Twitter. «This is a valuation correction of a group of companies without any underlying overall real economy harm, so it will not take time like before to stabilize and then recover.»

Tata Group’s retail arm, Trent Ltd, fell by as much as 2.6% on Monday to Rs 4,868.25 on the BSE after brokerage Kotak Institutional Equities cut the stock's target price to Rs 5,150 from Rs 5,550. The downgrade was driven by concerns over the company's store expansion strategy and revenue throughput. Kotak Institutional Equities highlighted that Trent's aggressive store expansion, particularly for Westside and Zudio, could pressure its revenue growth. The brokerage noted that Trent's densely located newer stores might cannibalize sales, leading to lower-than-expected revenue throughput. Consequently, it revised its earnings estimates for FY2026-27 down by 1-5% and retained a «reduce» rating on the stock.

JSW Steel climbed as much as 2.1% on Monday to a four-month high of Rs 1,032.5 on the BSE, after the company reported a 12% year-on-year (YoY) increase in consolidated crude steel production for February 2025. In a filing to the exchanges on Friday, JSW Steel said its consolidated crude steel production for February stood at 24.07 lakh tonnes, compared to 21.49 lakh tonnes in the same period last year. The company’s domestic operations contributed 23.32 lakh tonnes, reflecting a 13% YoY jump, while its U.S. steel production came in at 0.75 lakh tonnes.

large language model of its own, named FoxBrain. According to a report in The Wall Street Journal, the company designed the model for internal use initially. FoxBrain can perform functions such as data analysis, mathematics, reasoning and code generation. Foxconn said Nvidia has supported the model through its Taiwan-based supercomputer and technical consulting, enabling successful model training.

«Barring quick commerce, everywhere else clearly the TAM is established, the unit economics are established and you have a bunch of companies which are hugely profitable and are dominating their respective market segments,» says Nilesh Shah, MD & CEO, Envision Capital. The other thing that you have been backing was the platform related companies, that is the sector that you used to like. Give us some sense what has been happening and how do you see the recent correction in some of these stocks because though there are near-term concerns regarding their profitability, so how do you see the unit economics panning out and the consolidation in the sector and any segment or rather any stock where you have gone ahead and actually increased your exposure in the recent correction? Nilesh Shah: So, platform companies essentially now has become a much wider bouquet. There are essentially the food delivery platforms and then there is the quick commerce space and then there is the travel space, insurance, capital market plays, these are basically a very wide variety of companies which are there in digital platforms.

Tata Steel, JSW Steel and Hindalco rallied up to 2% on the BSE today after the global brokerage firm Jefferies stated that it maintains a constructive view on the Indian metals sector, naming the mentioned stocks as their top picks. Tata Steel has received a ‘Buy’ rating, with Jefferies raising its target price to Rs 180 from Rs 165. Meanwhile, JSW Steel has been assigned a ‘Hold’ rating, with an upward revision of its target price to Rs 920 from Rs 850. Hindalco also remains a favored pick with a ‘Buy’ rating and a target price of Rs 800.

Balkrishna Industries Ltd.(up 0.57 per cent), Ashok Leyland Ltd.(up 0.49 per cent), Tata Motors Ltd.(up 0.33 per cent) and Maruti Suzuki India Ltd.(up 0.07 per cent) were among the top gainers.

IndusInd Bank shares slumped over 5% on Monday as analysts flagged concerns over strategic uncertainty after the Reserve Bank of India (RBI) granted CEO Sumant Kathpalia only a one-year extension instead of the three-year term sought by the bank’s board. Brokerages reacted with a mix of target price downgrades and cautionary outlooks, citing leadership instability, asset quality concerns, and regulatory scrutiny. This is the second consecutive time the RBI has approved a shorter tenure for Kathpalia than what was proposed by the board. The private lender’s stock has lost 42.45% over the past year, 8.41% in the last three months, and 9.11% in the last week alone.

Infosys Ltd.(up 1.57 per cent), HCL Technologies Ltd.(up 0.45 per cent) and Tata Consultancy Services Ltd.(up 0.16 per cent) were among the top gainers.