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Bernstein India s Jignanshu Gor believes DMart s growth is returning, driven by improved consumption demand and network expansion. Despite facing competition from quick commerce, DMart maintains solid footfalls and same-store sales growth. While margin improvements are expected, DMart s focus on private labels, D2C brands, and basic apparel positions them well for future success.

BlackRock Investment Institute s Ben Powell highlights India s strengthening market position due to strategic geopolitical advantages and potential benefits from declining oil prices. Despite anticipating a US economic contraction, they remain overweight on US equities, driven by the powerful AI mega-force boosting large companies. Powell emphasizes the need for selective investment in a fractured world, favoring both the US and India.

“India’s 10Y yield is expected to soften and likely to trade in the range of 6.30–6.35% in the current month, with risks tilted to the downside,” BoB analysts noted, citing several tailwinds for the bond market.

Ben Powell highlights strong earnings and AI as key drivers of the current market rally, with India emerging as a top beneficiary. Despite volatility and global risks, he advises investors to stay focused on long-term structural trends and fundamentals.

The Government of Singapore holds stakes worth ₹2.38 lakh crore in 61 BSE-listed firms. Nine of these, including SRF, Bajaj Finance, and SBI Life, have gained 15–33% in 2025, reflecting strong market performance and GoS’s selective equity exposure.

Jiraaf, a SEBI-registered online bond platform, is democratizing access to high-yield fixed-income investments for retail investors in India. Co-founders Saurav Ghosh and Vineet Agarwal are enabling investments as low as ₹10,000, offering transparency and education to bridge the gap between HNIs and everyday investors.

The rupee closed at 84.25 against the U.S. dollar, up 0.4% on the day. The currency had touched a peak of 84.1275 in early trading but trimmed gains in the latter half of the session.

Paytm is set to announce its Q4FY25 results with brokerages divided on outcomes. JM Financial and Yes Securities expect a PAT swing to profit, while Motilal Oswal sees narrowed losses. Revenue estimates range from Rs 1,975 to Rs 2,199 crore. UPI incentives, improving EBITDA margins, and operating leverage remain key drivers and monitorables across all forecasts.

Berkshire Hathaway s board has unanimously appointed Greg Abel as the new CEO, effective January 1, succeeding Warren Buffett, who will remain chairman. This transition, surprising to both Abel and the board, follows Buffett s six-decade leadership. The announcement led to a dip in Berkshire s Class B shares, raising investor concerns about the future performance of its diverse holdings under new leadership.

Gold prices rose Rs 550 to Rs 97,350 per 10 grams in the national capital on Monday amid rise in precious metal rates in the global markets. According to the All India Sarafa Association, the precious metal of 99.9 per cent purity had closed at Rs 96,800 per 10 grams on Friday.