Market & Economy
The Indian economy is on a promising trajectory, with several positive indicators. The article highlights that India is on track to become the world's
third-largest economy by 2028, according to UBS. Additionally, the Composite Purchasing Managers' Index (PMI) data suggests a robust expansion in both manufacturing and services sectors, contributing to an optimistic outlook. The government's focus on infrastructure development and reforms, such as easing barriers between Special Economic Zones (SEZs) and the domestic market, is expected to further boost economic growth. Several experts forecast that FY26 GDP growth will surpass 6.8%, and the GST reforms and demand revival are projected to push the growth to 7.4%.
Stock Market Insights
The stock market has been exhibiting fluctuations with mixed sentiments. Several stocks, including Hero MotoCorp, Tata Steel, IRCTC, SBI, and Vedanta, are attracting attention. The Sensex experienced a surge of 600 points, while the Nifty crossed the 25,800 mark, with IT and auto stocks showing positive momentum. However, there were also instances of the Sensex dropping by 100 points, and the Nifty falling below 25,850. The article also mentions that the Gift Nifty hints at a positive start amidst mixed global cues. Equity mutual fund inflows dipped by 19% to Rs 24,690 crore in October 2025, marking the third consecutive monthly decline. Moreover, the listing of Tata Motors CV shares saw a premium of 28% at Rs 335 apiece on the NSE.
Taxation and Finance
Tax-related matters are currently under the spotlight, with several crucial updates. The article discusses how to correct income-related errors in tax returns (ITR-U) and provides insights into advance tax payments. A key point is the extension of deadlines for filing audit reports and income tax returns for the Assessment Year 2025-26. Furthermore, individuals can explore avenues for tax-free gifting of mutual funds. The net direct tax revenue increased by 7% to Rs 12.92 lakh crore in FY26. Also, a recent ruling clarifies that compensation for delays in flat possession is not taxable under Section 50C.
Real Estate Trends
The real estate market shows promising signs of growth in various regions. Housing sales are expected to increase by nearly 20% in FY26. Several areas are witnessing significant price appreciation. Specifically, Delhi-NCR, Bengaluru, and Hyderabad experienced double-digit price growth in Q3 2025, according to reports. One of the reports highlights a Mumbai road that has reached a value of Rs 1 lakh per square foot. Builders are now buying entire societies in that area. In Gurugram, a particular area is gaining popularity for housing, while in Mohali, ONE Group received approval for additional land for a housing project.
Investment Strategies
This article sheds light on various investment avenues and offers key considerations for investors. It discusses the pros and cons of SIPs and provides advice on situations where stopping them might be appropriate. There is information about NPS, detailing how a monthly investment of Rs 5,000 can contribute to a strong retirement corpus. Moreover, it includes a guide on claiming investments of deceased holders, crucial for managing mutual funds and bank accounts. The article covers the potential for gold prices to rise by 20% to reach $5,000 by the end of 2026, as forecasted by JP Morgan Private.
Banking and Lending
Several banking and lending developments are presented. HDFC Bank reduced its MCLR (Marginal Cost of Funds-based Lending Rate) by up to 10 basis points. Kotak Mahindra Bank is set to introduce SMS alert fees from December, with waivers for specific accounts. Furthermore, the article provides a comparison of personal loan interest rates from different banks, including HDFC, SBI, and ICICI, to help readers make informed decisions. Borrowers can soon leverage their silver jewellery to take out loans, starting from April 2026.
IPO Market Updates
The IPO market is currently active, with several companies preparing for or undergoing listings. The PhysicsWallah IPO is mentioned, with an update on its subscription status. The Groww IPO is also featured, along with listing price predictions and GMP (Grey Market Premium) fluctuations. Lenskart's IPO experienced a weak market debut. InCred Holdings filed a confidential DRHP (Draft Red Herring Prospectus) with SEBI to launch its IPO.
