Slower Demat Account Growth, Valuation Correction and Differences in Retail Broker Relationships Shape the Performance Gap Between India’s Two Securities Depositories
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Stronger borrower balance sheets, tighter lending standards and the potential for net interest margin expansion support sentiment, even as the RBI’s shift towards monetary tightening raises questions about credit growth and funding costs.
Analysts see a greater impact on investor sentiment and long-term employee retention than on near-term revenue, as TCS, Infosys, Wipro and HCLTech navigate tighter US immigration rules and AI-led disruption
Reports of a potential sale of more than 51% in its renewable energy subsidiary lift investor sentiment, but execution challenges and the stock’s sharp decline since June remain key concerns
MeitY flags concerns over false, manipulated and misleading online posts that could disrupt public order, while asking platforms to label AI-generated material and cooperate with law enforcement under applicable IT rules.
Centre’s reported plan to cap trade margins on 110 non-scheduled anti-cancer medicines at 30% could reduce treatment costs for patients, but uncertainty remains over its impact on hospital profitability
A difference in revenue-reporting methodology explains much of the gap, as intensifying competition with Anthropic puts AI companies’ growth, profitability and financial transparency under the spotlight.
Strong quarterly profit growth lifts investor sentiment, but technical indicators point to heavy resistance at ₹2,250–₹2,330, while ₹2,000 remains a crucial support zone