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Nomura now anticipates the Federal Reserve will hold interest rates steady in December, reversing its prior expectation of a cut. This shift follows the Fed s recent quarter-point reduction aimed at supporting the job market. Nomura foresees three 25-basis point cuts in 2026, citing data that is unlikely to trigger renewed concerns about labor market deterioration.

Sundaram Mutual Fund CEO Sunil Subramaniam believes SEBI s proposed reduction in mutual fund costs and brokerage charges will ultimately benefit the industry and investors. He suggests the market s negative reaction is a short-term overreaction, presenting buying opportunities for quality brokers and AMCs, as the long-term impact is expected to be expansion and growth.

Microsoft’s record AI spending has unsettled investors despite strong profit and cloud growth. Analysts flag cost concerns as Azure expands rapidly and Microsoft deepens its partnership with OpenAI to sustain long-term growth.

Ace investor Mukul Agrawal significantly reshaped his Rs 7,500 crore portfolio in Q2, adding ten new stocks and increasing stakes in five others. His strategic investments, totaling around ₹400 crore, span diverse sectors including engineering, technology, renewable energy, and healthcare, reflecting a keen eye for emerging businesses.

India s aerospace market is projected to double to $54 billion by 2033, driven by Make-in-India initiatives, defence indigenisation, and increasing exports. This growth presents a significant opportunity for investors, with several listed companies poised to benefit from the expanding aerospace supply chain.

The Bank of Japan maintained interest rates at 0.5%, signalling a cautious approach to policy normalisation amid board divisions, political pressure, and rising inflation expectations, while economists anticipate a hike soon.

SEBI’s proposed mutual fund fee reform aims to reduce brokerage costs and boost investor returns. Motilal Oswal AMC’s Akhil Chaturvedi says the impact on AMCs and distributors will be minimal, while investors will benefit from lower expenses. The move aligns with SEBI’s focus on transparency, investor protection, and sustainable growth for India’s ₹75 lakh crore MF industry.

Maruti Suzuki is poised for a steady second-quarter performance, with revenue projected to rise around 8% and profit up 18% year-on-year. While strong exports and better pricing are expected to boost topline, higher input costs and new plant expenses may temper margin gains.

Market expert Rajat Sharma is bullish on banking and IT sectors for the next 12-18 months, citing government reforms and AI adoption. He observes rising consumption boosting logistics but remains cautious on autos due to the EV transition and expensive valuations in mutual fund companies.

Groww set its ₹6,632 crore IPO price band at ₹95–100 per share, with a mix of fresh issue and offer for sale. The ₹2 face-value shares are priced at 47.5–50 times face value, and investors can bid for a minimum of 150 shares.