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Emkay Investment Managers Sachin Shah anticipates a strong economic upswing in India during the latter half of the fiscal year, fueled by regulatory stimulus, supportive global inflation, and a favorable festival season. He highlights positive earnings results across sectors, particularly in pharma CDMO/CRAMS and auto components, driven by strong value propositions and established customer relationships.

Brokerages remain cautious on IndusInd Bank amid weak earnings and muted growth. Nuvama reiterated a ‘Reduce’ rating with a Rs 600 target, citing falling fee income, rising NPAs, and subdued RoA outlook. Motilal Oswal stayed ‘Neutral’ but raised the target to Rs 830, noting recovery signs, though business growth and asset quality remain concerns.

TCS shares: TCS posted a net profit of ₹12,760 crore for Q1FY26, marking a 6% year-on-year increase and surpassing market expectations. Revenue grew by 1.3% YoY to ₹63,437 crore; however, revenue in constant currency terms fell by 3.1%, primarily due to a significant scale-down of the BSNL contract.

Sanjay Kumar of PNB MetLife remains optimistic about India s growth in H2 2025, citing macroeconomic resilience and earnings visibility despite FII outflows. He highlights the IPO market s strength and evolving retail investor behavior. Kumar favors domestic-focused sectors like consumer discretionary, capital goods, and healthcare, anticipating them to outperform amid global uncertainties.

Bonds are gaining traction among retail investors in India. Vineet Agarwal of Jiraaf highlights the shift towards fixed income. He suggests young professionals use bonds for emergency funds. Single-income families can generate secondary income through bonds. Agarwal advises against mixing insurance with investment. Bond laddering is a simple yet powerful investment strategy.

Vineet Agarwal argues that fixed income investments are beneficial for all investors, not just retirees. He suggests that these investments help young earners build a financial base, support mid-career professionals with short-term goals, and provide retirees with stability. Agarwal also highlights the importance of understanding one s risk appetite and the differences between FDs, debt mutual funds, and corporate bonds.

Waaree Energies reported an 89% YoY surge in Q1 FY26 net profit to Rs 745 crore, driven by strong performance in its solar PV and EPC segments. Revenue rose 30% to Rs 4,426 crore. Despite solid growth and a 49% six-month stock return, analysts remain cautious, with a consensus ‘Sell’ rating and a target price implying 16% downside.Caption: Strong Q1 for Waaree, but analysts stay cautious.

Oil prices rallied on the back of upbeat geopolitical cues, driven by a fresh trade deal between the US and the EU, coupled with escalating tensions involving Russia.