Global credit rating agency Moody's Ratings has revised the outlook on Shriram Finance to 'Positive' from 'Stable' while affirming its Ba1 long-term corporate family rating.
MF owned 26.66 per cent stake in HDFC Bank in the December quarter, up 64 basis points over 26.02 per cent in the September quarter, data showed.
Nomura said Axis Bank is on the right track in terms of growth, as the management maintained its stance of 300-400 bps above-industry-growth in steady state.
Bharti Airtel, the Bharti Group star, secured the second spot, adding Rs 3.5 lakh crore to investor wealth, primarily led by a 36% contribution from its telecom business.
Nifty Bank will witness methodology changes, which will result in two new inclusions along with member-wise weight adjustments.
In this video, market expert Nilesh Jain, Head VP – Technical and Derivatives Research at Centrum, addresses an important investor query on HDFC Bank and State Bank of India. With Meera holding HDFC Bank at ₹995 and SBI at ₹955, the discussion focuses on whether investors should remain bullish on banking stocks or consider diversifying into other sectors. Nilesh Jain shares his outlook for 2026, highlighting continued momentum in banks and NBFCs, while also pointing out that heavyweight stocks like HDFC Bank may deliver steady, long-term returns rather than sharp rallies. He also explains why SBI could offer stronger upside potential, how investors can use market corrections to their advantage, and why both private and PSU banks remain high-quality portfolio bets from a long-term perspective.
Looking ahead to 2026, speaking to Business Today, Tapse identified five key sectors—banking, capital markets, real estate, new-age businesses, and manufacturing—and lists 12 stocks that could deliver returns in 2026.
Axis Bank's valuations at 1.5 times estimated FY27 adjusted book value should cushion any downside, said a broking firm.
An analyst from Anand Rathi said that A breakout is visible on the daily charts of Kotak Mahindra Bank, after a phase of consolidation in the Rs 2,125–2,165 range.
HDFC Bank clarified that it does not intend to invest in IndusInd Bank. Instead, it would be investments by HDFC Bank group entities such as HDFC Mutual Fund, HDFC Life Insurance Company Limited and HDFC ERGO.
In the September quarter, banks had delivered some margin related surprises, with many of them reporting an earlier-than-expected recovery, even after absorbing the full impact of the 50 bps rate cut in June 2025.
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