TRADE GROWTH

China's trade surplus surpasses $1 trillion for a 2nd straight year, as exports surge 35%

Exports in October surged 35.2% from a year earlier, the customs agency said. Exports have grown rapidly this year, supported by high-tech goods like semiconductors and autos.

FPIs turn net buyers; pour Rs 53,739 crore in D-Street in Nov so far

In November, foreign investors reversed a trend of selling by making substantial purchases of Indian equities. This shift followed a global sell-off triggered by AI developments affecting markets worldwide, including the US and Asia. The allure of strong domestic earnings growth alongside attractive valuations in large-cap stocks reignited investor interest in India, particularly in the financial services and technology sectors, with noteworthy activity also seen in the debt market.

Jaguar Land Rover to launch its first electric vehicles in key growth market India in 2027: MD

Jaguar Land Rover (JLR) will enter India's luxury electric vehicle market in 2027 with the Range Rover Electric and Range Rover Sport Electric. The company will also launch the new Jaguar GT next year. JLR India plans to initially import the EVs to test demand, expand its retail network to 40 outlets and capitalise on India's growing premium car market.

Why The Trade Desk stock surged 15% despite revenue decline

China’s trade surplus tops $1 trillion for second straight year as exports surge

China's trade surplus reached $1.04 trillion in January-October, crossing $1 trillion for a second consecutive year. October exports rose 35.2% year-on-year, while imports grew 41.6%, narrowing the monthly surplus to $105.3 billion. Strong overseas demand is supporting exports, but weak domestic consumption and rising trade tensions pose risks to the outlook.

China's trade surplus surpasses USD 1 trillion for 2nd straight year, as exports surge 35 per cent

China's trade surplus has surpassed USD 1 trillion for the second consecutive year as exports continue to rise significantly. Imports increased sharply in October, contributing to a narrowing of the monthly surplus. The trade situation presents challenges as domestic demand remains sluggish while foreign competition intensifies. Trade discussions are anticipated between the leaders of the US and China amid ongoing global trade tensions.

Mid and smallcap stocks could see strong gains in 2027, but expect volatility, says Deepak Shenoy, Capitalmind Mutual Fund

Deepak Shenoy anticipates a stronger rally for mid and smallcap stocks in 2027, marked by volatility. He forecasts earnings growth exceeding 20% in these segments, supporting potential gains. Valuations, however, will vary based on companies meeting growth expectations or not. Global political tensions and the AI sector's challenges may influence market dynamics. Shenoy emphasizes the unpredictability of market movements and shares insights on past predictions.

HSBC upgrades India, downgrades China. Here are the sectors it likes now

HSBC has upgraded Indian equities to overweight and downgraded mainland China to neutral, citing improved valuations, stronger credit growth and resilient corporate earnings. The global brokerage favours financials, autos, industrials and consumer discretionary stocks, while remaining cautious on IT, staples and oil and gas amid growth and margin concerns.

‘Ocean freight rates will come down eventually, we have seen this before’: DP World COO

Global ocean freight rates are predicted to decrease after a surge due to logistical disruptions from the US-Iran conflict. DP World rerouted shipping routes through India to mitigate the impact on trade, showcasing the importance of Indian partnerships. Investment in Jebel Ali Free Zone increased significantly, with over 270 new Indian companies starting operations recently. Alternative routes were implemented for Indian cargo to bypass maritime bottlenecks, enhancing connectivity for trade.

Gland Pharma shares jump 4% after Q2 profit jumps 58%, revenue rises 23% YoY

Gland Pharma shares rose 3.89% after reporting strong Q2 FY27 results, with revenue growing 23% and net profit jumping 58% year-on-year. The stock touched a 52-week high of Rs 3,345, supported by robust CDMO growth, improved margins, new product launches and increased US regulatory approvals.

Honasa Consumer shares climb 5% as Jefferies raises target price after Q2 show. Why is the brokerage bullish?

Honasa Consumer, the firm behind Mamaearth, saw a remarkable boost in its shares after revealing impressive quarterly earnings. The company recorded a nearly 87% increase in consolidated net profit for the September quarter compared to the same period last year. This surge in revenues marked the greatest growth since Honasa’s market debut. Jefferies has also upgraded its target price for the company, citing strong performance and promising future profitability.

Samvat 2083 outlook: 8 triggers that could turn Sensex, Nifty correction into a rally by next Diwali

Indian equities enter Samvat 2083 after a correction that has made valuations more attractive, but a sustained rally will depend on several triggers. Falling crude oil prices, easing inflation, an earnings recovery, FII buying, an India-US trade deal and continued domestic liquidity could shape the market's trajectory over the next year.

Bumper returns is the call! How can investors make money in Samvat 2083 after a year of stagnation?

After a rough year marked by heavy FPI outflows, geopolitical tensions and soaring crude prices, Indian equities staged a sharp pre-Diwali recovery. Easing oil prices, renewed foreign buying and improving corporate earnings have revived hopes for Samvat 2083. However, concerns over midcap and smallcap valuations, global uncertainty and uneven earnings growth could make the recovery challenging.

NSE looks beyond transaction fees to drive growth

NSE reported a sequential decline in revenue and profit in the September quarter from previous results. The drop resulted from a 16% fall in transaction charges and reduced trading activity. NSE plans to enhance market activity through amendments to its Closing Auction Session framework expected in December. Additionally, the exchange is diversifying its offerings into commodity derivatives and digital gold products.

Sensex, Nifty end Muhurat Trading session in red for first time in 9 years. Are the bulls losing steam?

Sensex and Nifty erased all early gains and closed in the red following the Muhurat Trading session on Sunday, marking the first time the benchmark indices ended with losses during the special Diwali session in 9 years.

Lower crude, global stability to drive market growth in new Samvat: ANMI President Kamlesh Shroff

India's macroeconomic environment is poised for robust growth, projected at over seven percent, bolstering equity markets. With falling crude oil prices, the rupee may strengthen, drawing foreign investors. Retail and domestic institutional investors are actively engaging despite foreign investor withdrawal. Clarity from recent US elections is predicted to alleviate geopolitical tensions, boosting business confidence and anticipation of renewed foreign investment in Indian markets.

Market may deliver bumper returns by next Diwali as valuations and earnings align, says Raamdeo Agrawal

Indian equities enter Samvat 2083 on a strong note, with Nifty surging 8.6% last week and reclaiming 25,000. Motilal Oswal Chairman Raamdeo Agarwal cites improving earnings, ₹45,970 crore in FPI inflows, stable currency and easing global pressures as potential drivers.

Diwali 2026 wealth creators: 8 BSE 500 stocks shrug off market weakness, deliver up to 191% returns; do you own any?

Eight BSE 500 stocks more than doubled investors’ wealth since Diwali 2025, led by Aditya Infotech, HFCL and Welspun Corp. As Samvat 2083 begins, brokerages expect earnings-led growth, favouring selective investments across banking, manufacturing, consumption, exports and technology amid valuation concerns.

Britannia Industries plans further price hikes amid food inflation impacting margins and boosting rural demand

Britannia Industries is responding to persistent inflation by considering additional price hikes for its products. The company has already raised prices by 3.5% in the September quarter, but this only partially addresses rising costs. Increased competition from companies like Reliance Industries adds pressure on their pricing strategy and market share. Demand is improving, particularly in rural and semi-urban markets, which reflects changing consumption patterns.

Honasa Consumer revenue grows 36% in Q2, highest since listing

The company’s net profit rose 87% to Rs 73 crore in the second quarter of FY27, compared with Rs 39 crore in the year-ago period. Earnings before interest, taxes, depreciation, and amortisation (Ebitda) nearly doubled to Rs 93 crore from Rs 48 crore a year earlier, while the Ebitda margin expanded to 12.7% from 8.9%.

Honasa looks beyond Mamaearth as younger brands grow over 45% and strengthen its beauty portfolio

Honasa Consumer saw impressive growth for its younger brands in the second quarter of FY27, particularly with The Derma Co. hitting unprecedented levels of brand search interest. Year-on-year revenue climbed by about 36%, leading to total earnings of Rs 731 crore. Notably, Mamaearth's growth remained strong, reinforcing its profitability, as the company successfully evolves into a versatile multi-brand beauty and personal-care platform.

Honasa Consumer Q2 Results: Mamaearth parent's profit surges 87% YoY to Rs 73 crore

Honasa Consumer achieved an 86.7% increase in net profit for the September quarter, reaching Rs 73.25 crore. Revenue from operations grew by 35.9% compared to the previous year, amounting to Rs 731.19 crore. Despite sequential profit decline, the company indicated strong performance across various sales channels, including general and modern trade. The flagship brand Mamaearth continued to show robust growth, contributing significantly to overall earnings.

India's FTAs to open new export opportunities as country eyes $1 trillion milestone: IIFT VC

India's trade deficit is likely to persist as long as the country remains dependent on oil imports, although rising exports of value-added petroleum products are helping narrow the gap, K. Rangarajan, Vice-Chancellor of the Indian Institute of Foreign Trade (IIFT), said on Friday.