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HUL Kwality Walls demerger Dec 5 record – FMCG split unlock 10% value?
MS: Nifty +10% Q3 FY26 on 6.5% GDP – banks/IT/consumer lead 12%?
US-India trade pact close – IT/pharma/auto +10-15% on tariff ease?
SEBI REITs as equity – MFs pour in, Embassy/Indiabulls +15% yields thru Feb?
FII sell Rs 3,788 cr Nov – DII Rs 25k cr in, largecaps dip buy for Jan rally?
ICRA Q3 rev 8-10% up – Q3 earnings Jan 8 start, autos/FMCG for 12% gains?
Coal India Rs 15.72 bn Bhutan hydro deal – energy infra play for next 2 months?
Kotak Mahindra 1:5 stock split record Dec 15
Axis Sec: Nifty 25,500 Mar 2026 – earnings upgrade Q3 FY26 risk up
Aberdeen: India slowdown signs 2025 – vals pullback, but multi-yr bull
VanEck: India beyond hype – growth stocks lag Jan 2025, but resilient
BNP Paribas: Nifty 25,500 Mar 2026 base – 20x FY27 EPS
Deloitte: GDP 6.7% FY26, 7.3% FY27 – consumption, capex drive equities
Budget Feb 1: 10% capex to Rs 11.5L cr
Morgan Stanley: Sensex 93k Dec 2025 base, 107k bull
Nifty Dec series opens strong at 26,200 – JPM sees 26,500 by year
Q3 FY26 earnings kick off Jan 8: ICRA sees 8-10% rev growth
RBI MPC Dec 5: 25 bps cut to 5.25% almost locked
US sanctions force India to cut Russian oil
Russian crude loadings to India drop post-Nov 21 – Reliance confirms SEZ switch
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