Motilal Oswal sees improving asset quality, stronger deposit mobilisation and fading MFI and fraud-related pressures supporting an earnings recovery at IDFC First Bank.

Government and PSU exposure provides scale and execution visibility, but customer concentration, leverage and profitability remain key concerns for investors.

India proposes new BRICS working groups on international taxation, transfer pricing and revenue statistics as global negotiations move towards a new framework for cross-border taxation.

Rating agency expects stronger organic growth, improving profitability and higher cash accruals as Metropolis benefits from network expansion, better test mix and the turnaround of Core Diagnostics.

Islamabad’s push to raise vehicle exports, deepen localisation and accelerate new-energy vehicle manufacturing could reshape competition between Japanese incumbents and Chinese EV manufacturers.

Rising domestic production, expanding exports and policy support are strengthening India’s defence manufacturing ecosystem, while Emkay Global sees further growth opportunities across aerospace, electronics and defence platforms.

Adani companies, Aditya Infotech, Coforge, Arvind SmartSpaces, Sapphire Foods and several other stocks are in focus after key regulatory, fundraising, business and corporate announcements.

Strong investor demand drives SS Retail shares to ₹639 on BSE and ₹624 on NSE; aggressive store expansion and working-capital investment remain key growth priorities.

Strong IPO demand fails to translate into a premium debut as Hero Motors shares open below the ₹84 issue price; valuation and earnings execution remain key factors for investors.