Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Jana Small Finance Bank promoter to sell stake, hopes for a merger too
Jana Holdings is ready to relinquish its promoter status to repay the ₹700 crore it owed to TPG Asia as of June 30.
Stocks in news: Hero MotoCorp, Canara Bank, Bharti Airtel, Indian Hotels, SBI
Indian markets opened positively, with analysts suggesting a stock-specific strategy amidst consolidation. Hero MotoCorp sees a revival in commuter bike demand, planning capacity expansion. Canara Bank and Indian Bank reported strong credit growth. Bharti Airtel's NBFC arm has begun operations, while Indian Hotels plans significant capital expenditure. SBI launched AI-powered innovations, and BPCL is acquiring a stake in a Brazilian oil venture.
Corporate loans outpace retail
Corporate sector borrowing from banks is accelerating past individual loans, driven by companies seeking cost savings as corporate bond yields climb. Recent RBI rate cuts have made bank loans more appealing. Analysts anticipate this trend to continue, supported by improved liquidity, though a shift back to debt markets is possible. Small businesses are seeing particularly strong bank credit growth.
Corporate loan demand outpaces retail credit as firms shift from bonds to banks
Corporate sector borrowing from banks is accelerating past individual loans, driven by companies seeking cost savings as corporate bond yields climb. Recent RBI rate cuts have made bank loans more appealing. Analysts anticipate this trend to continue, supported by improved liquidity, though a shift back to debt markets is possible. Small businesses are seeing particularly strong bank credit growth.
Jana Capital downgrade unlikely to have bearing on Jana Small Finance Bank
Sources said there is no cross-default linkage between the debt of Jana Small Finance Bank and Jana Capital, with the holding company continuing to pare its stake in the lender
HDFC Securities sees limited impact from RBI's new prop trading rules, expects firms to adapt
Abizer Diwanji, founder of NeoStrat Advisors LLP, pushed back on the idea that the RBI is targeting capital markets directly, noting that market regulation is SEBI's — the Securities and Exchange Board of India's — job, not the RBI's. Instead, he said, the central bank's goal is to prevent bank funding from inflating asset prices in ways that create systemic risk.
Property management platform Crib acquires rent financing company CirclePe
Crib, a property management platform for co-living spaces, has acquired rent financing company CirclePe. This strategic move integrates embedded finance into the rental process, eliminating security deposits for tenants and providing operators with advance rent payments. CirclePe, founded by Navan Jaiswal and Ankur Yadav, previously secured significant pre-seed funding. The acquisition aims to streamline rental transactions and boost working capital for operators.
Indian financial system remains resilient as Bank NPA's at multi-decadal low of 1.8%: RBI FSR report
The Reserve Bank on Tuesday said Indian financial system remains resilient, underpinned by strong bank and non-bank balance sheets, as gross non-performing assets of banks have touched a multi-decadal low of 1.8 per cent at end-March 2026. The Indian banking sector continued to remain robust with adequate capital and liquidity buffers, and steady improvement in asset quality, the financial stability report stated. Macro stress test results showed that SCBs aggregate capital levels will continue to remain above the regulatory minimum, even under adverse stress scenarios. The NBFC sector remained robust with an improvement in asset quality alongside healthy capital and profitability ratios. Interconnectedness among different categories of financial entities, in terms of outstanding bilateral exposures, continued to grow. Despite repeated shocks, the global financial system has thus far demonstrated notable resilience, with markets remaining orderly after an initial bout of volatility ..
TVS Motor, Dixon Tech In, Reliance, M&M Out: Which Stocks Made It Into Macquarie's New India Portfolio?
The biggest changes came in the brokerage's tactical portfolio, where it introduced Axis Bank, Hyundai Motor India and Dixon Technologies, while removing Shriram Finance, Reliance Industries and Coal India.
Kotak reclaims India ECM lead with mega deals on horizon
Kotak has reclaimed the top position in India's equity capital markets league tables, driven by strong deal execution. With several large public offerings and fundraising transactions in the pipeline, the investment bank is well positioned to strengthen its leadership in the country's booming capital markets.
Jana Holdings to pare Jana Bank stake to repay its bond holders
Jana Holdings plans to reduce its stake in Jana Small Finance Bank to below 10% from 17% to meet bondholder payment obligations, including to TPG Asia. This move will also see the holding company relinquish its 'promoter' status. The company recently received debt restructuring approvals, extending payment deadlines to December 2026, with bondholders like TPG Asia acknowledging the planned equity sale strategy.
Solvency buffers at insurers thinning; general insurance sector more of a concern
The Reserve Bank of India's latest report highlights concerns over thinning capital in the insurance sector. While life insurers remain compliant, their buffers are shrinking. The general insurance segment faces a more serious challenge, with three public sector firms persistently falling below the minimum solvency requirement for over a year, posing a direct financial stability risk.