We have collated a list of recommendations from top brokerage firms from ETNow and other sources.

Oil prices edged higher as U.S.-China trade tensions showed signs of easing, boosting market sentiment and alleviating concerns over global fuel demand. Despite recent setbacks, both nations are reportedly engaged in substantial communications, with a potential meeting between leaders later this month.

Gold and silver prices have reached all-time peaks. This surge is driven by renewed trade tensions between the U.S. and China, increasing global uncertainty. Expectations of U.S. interest rate cuts are also supporting the precious metals. Analysts predict further gains for gold in the coming years. Investors are closely watching for cues on future rate decisions.

Global markets experienced a downturn due to escalating tariff concerns, impacting domestic sentiment. Investors are advised to maintain a positive bias on the Nifty above 25,000, focusing on quality stocks during dips. Several companies like HCL Tech, Tech Mahindra, and RBL Bank are in focus today due to earnings and significant news developments.

HCLTech reported a flat second-quarter net profit despite revenue beating estimates, driven by strong ER&D services and AI-related revenue crossing $100 million. The company revised its services revenue growth guidance upwards and plans annual salary increments, while addressing skill-location mismatches in its workforce.

NBFCs anticipate a boost from lower funding costs in Q2, potentially improving net interest margins. However, purchase deferrals due to GST cuts and ongoing asset quality concerns, particularly in MSME and microfinance portfolios, could temper earnings. Vehicle financiers face growth challenges, while gold loan providers are poised for expansion.

Eyewear retailer Lenskart is preparing to launch its ₹8,000-crore IPO in early November, aiming to capitalize on strong investor interest in large public offerings. The issue will include a fresh issue of ₹2,150 crore and an offer for sale by existing shareholders.

Several mutual fund houses have halted fresh lump sum investments in Silver ETF Fund of Funds due to a significant domestic price premium. This measure aims to protect retail investors from buying silver at inflated prices, a situation driven by temporary physical scarcity and surging demand.

The transaction is split into two parts. The Rs 650 crore Series 1 comes with a 24-month tenor and a two-year put and call option, and Rs 1,450 crore, which will be Series 2 with a four-year tenor. Series 1 will carry a coupon of 11.75%, while Series 2 is likely to be priced at 15.5%.

The Reserve Bank of India is launching a Digital Payments Intelligence Platform (DPIP) that will use AI to detect and prevent payment frauds in real time. Initially, a negative registry will flag suspicious entities, with the platform expanding to analyze transactions and assign risk scores for preventive measures.

Positive and negative forces may balance themselves out, leaving a figure that is close to 6.5%

ONGC expects oil prices to remain between $60-65/barrel for the next two-three years, barring “few ups and downs”. 

White metal’s trajectory steeper than gold as it zooms 58% over a month, notches up unheard-of single-day rise: Silver prices have reached an unprecedented Rs 1.73 lakh per kg. This surge is driven by strong investor demand and a global shortage of the precious metal. Tight global supplies and expectations of lower interest rates are key factors. Jewellers are facing challenges as consumers seek silver amid its rally.

Muttaqi meets business representatives calls for more business, visas

So far, five MLFF bids have been awarded, of which JPBL has secured two

Mavacamten was approved by the CDSCO

They will also be foraying into the 4-wheeler aftermarket to serve a wider base of automotive stakeholders

Contrary to the current people trend in the tech industry, HCLTech reported a net addition of 3,489 employees taking the total workforce count to 2,26,640

Secretary of Mines emphasises on collaboration. Says, building a resilient critical minerals ecosystem depends on rapidly developing domestic processing capacities and tight industry-academia collaboration

Gold and silver are hitting record highs, but an expert warns investors against overexposure to commodities, citing their complex, long-term cycles. Despite global uncertainties and trade tensions fueling demand, a near-term correction is possible, though Bank of America has raised its 2026 price forecasts for both metals.

Indian benchmark indices Nifty saw a sell-off in FMCG and IT stocks, ending a two-session gain amid weak global cues. Analysts suggest Nifty remains bullish above 25,050, with potential upside towards 25,400. Fresh call writing at 25,300 indicates a resistance level, while 25,200 acts as strong support.

Sebi has issued new guidelines for listed companies seeking approval for related party transactions (RPTs). Companies must now provide detailed justifications, valuation reports, and turnover percentages to audit committees and shareholders. However, smaller RPTs below 1% of turnover or Rs 10 crore are exempted from these stringent disclosure norms.

Despite a 174-point slip in the Sensex on Monday, 10 BSE 500 stocks, including L&T Finance, SBI, and Bajaj Finance, hit new 52-week highs, signalling strong momentum.

Gold surged past $4,100 per ounce, reaching a new record high driven by escalating U.S.-China trade tensions and anticipated U.S. interest rate cuts. Silver also hit an all-time peak, with both precious metals benefiting from geopolitical uncertainties and strong central bank buying. Analysts predict further upward momentum, with some forecasting prices above $5,000 by 2026.

bounced by ₹7,500 to hit a new record of ₹1,79,000 per kgram

HCLTech announced an interim dividend of Rs 12 per share, its 91st consecutive payout, alongside steady Q2 FY26 revenue growth of 11% YoY. While net income remained flat year-on-year, operating profit rose to Rs 5,550 crore. The company highlighted strong execution and demand for AI solutions, with new deal wins exceeding $2.5 billion.

US-based Tryfacta Inc is planning to file draft papers for its initial public offering (IPO) by the end of this month to raise USD 100-150 million through a listing on the international exchanges at Gujarat International Finance Tec-City (GIFT City), according to people familiar with the development.

One half of the prize goes to Joel Mokyr, while the other half will be divided between Philippe Aghion and Peter Howitt

One half of the prize goes to Joel Mokyr, while the other half will be divided between Philippe Aghion and Peter Howitt

While state-owned refiners have trimmed their imports, private refiners as Reliance Industries and Rosenft-backed Nayara Energy have increased their imports

India and the U.S. are progressing well in negotiations for a Bilateral Trade Agreement to boost trade relations

The consumer price index based inflation was 5.49% in September 2024

Within the index, the food and beverages grouping saw a contraction of 1.4% in September 2025, compared with a growth of 0.05% in August 2025, and 8.4% inflation in September last year

Rupee has remained unusually stable, leading traders to suspect the Reserve Bank of India is intervening to prevent further depreciation. The central bank has reportedly built significant short dollar positions to defend the currency, signaling a shift from its recent more flexible approach. This move aims to curb volatility and support domestic monetary policy.

HDFC AMC shares rose 2.5% to Rs 5,658 after the company announced its board will meet on October 15 to consider issuing bonus shares for the first time since its 2018 listing. The meeting will also review Q2 results.

Sensex dropped to settle at 82,327.05 and Nifty declined to 25,227.35

Silver’s glittering run this year has left investors excited, but experts say the shine on silver exchange-traded funds (ETFs) may not match the metal’s rally in the near term.

The domestic unit faced some resistance as renewed trade war tensions between the U.S. and China led to risk aversion in global markets

Markets ended lower as FMCG and IT stocks dragged. BLS International, Reliance Power, and Avenue Supermarts fell, while Tata Investment and MapmyIndia gained on strong investor interest and news-driven momentum.

With the new Multiple Schemes Framework, India’s National Pension System (NPS) lets investors go all-in on equities, pick themed portfolios, and even exit mid-career. But experts warn it could be turning too complex for comfort.

Nine Nifty500 companies — including PTC Industries, CG Power, Radico Khaitan, and Bharat Electronics — have seen their EV/EBITDA ratios surge sharply over five years, signalling soaring valuations. While rising ratios reflect investor optimism and growth expectations, they also warn of overheating if earnings fail to catch up.

A growing number insurers are telling customers that any material change to their health they report at renewal can alter the premium and scope of their coverage, even though Irdai rules clearly prohibit them from doing so.

A growing number insurers are telling customers that any material change to their health they report at renewal can alter the premium and scope of their coverage, even though Irdai rules clearly prohibit them from doing so.

Indian stock markets opened lower this week as global geopolitical issues impacted investor sentiment. The Nifty 50 fell below 25,200. Analysts suggest that dips present fresh buying chances. Banking stocks, particularly Axis Bank, are showing strength. HDFC AMC is also poised for upward movement. The market outlook remains constructive with a buy-on-dips strategy.

Ahead of Diwali 2025, analysis of Diwali 2024 shows 296 smallcap stocks gained pre-festival, but only 39 sustained long-term returns, with nine emerging as multibaggers delivering 100%+ growth.

PPF accounts, popular for guaranteed returns, can be transferred. Here is a step-by-step guide to transferring your Public Provident Fund Account.

Zenith Infotech and promoters Rajkumar and Akash Saraf settled a 12-year Sebi case by paying Rs 3.56 crore, ending allegations of asset stripping and disclosure lapses. The court approved the settlement, lifting all restrictions and providing the company and its directors a clean legal closure.

While one of the prize goes to Joel Mokyr, the other half is being shared by Philippe Aghion and Peter Howitt.

The system allows users to make instant, secure payments by tapping their Smart Ring ‘Ring One’ on any NFC-enabled POS terminal — no phone, card, or wallet required

LG Electronics India is set to debut on Tuesday at a 30–33% premium, valuing shares near Rs 1,500. Strong financials, record subscription, and robust brand fundamentals underpin the optimism. Analysts say valuations remain reasonable, with scope for another 15–20% upside post-listing, driven by growth in India’s consumer electronics market. Investors are advised to hold long term as LG’s profitability, zero debt, and high returns make it a sector standout.

Indian markets are consolidating, a healthy phase before a strong breakout. Global markets are driven by AI, with tech giants leading. India missed this wave but has structural growth in defence, online retail, and green energy. New leaders are emerging from midcaps and high-growth sectors. This period is a rest before the next sprint.

Silver prices surged to near $52 an ounce, their highest in decades, driven by a historic short squeeze in London and strong investor demand for precious metals. Gold also hit a record high above $4,068 an ounce, extending its eight-week rally, while platinum and palladium joined the broad-based upswing.

Gold surged over 2% to Rs 1,23,840 per 10 grams amid US-China trade tensions and a weaker rupee. Analysts advise buying on dips near Rs 1,22,000, with key support at Rs 1,20,800 and targets toward Rs 1,25,200, as macro uncertainty fuels safe-haven demand.

Credit card traps during Diwali 2025 can lead to hidden charges, rising debt, and credit score damage. Stay financially safe by managing spending, avoiding fake offers, and planning repayments wisely.

Credit card traps during Diwali 2025 can lead to hidden charges, rising debt, and credit score damage. Stay financially safe by managing spending, avoiding fake offers, and planning repayments wisely.

French government bond yields edged up in line with the wider market on Monday, after Prime Minister Sebastien Lecornu, who was reappointed on Friday, unveiled his cabinet, as pressure intensifies to pass a belt-tightening budget.

European shares steadied on Monday, aided by a bounce in technology and mining stocks, after worries about growing U.S.-China trade tensions hammered markets on Friday.

Vodafone Idea shares saw a dip on Monday after the Supreme Court deferred its AGR plea hearing to October 27. The delay prolongs uncertainty over the telecom giant’s Rs 5,606 crore liability, even as the government hints at a possible one-time settlement to ease financial strain.

Jefferies has initiated coverage on AU Small Finance Bank with a Buy rating and a target price of Rs 910, implying a 19% upside. The brokerage highlighted AU’s transition to a universal bank by mid-2026, which is expected to lower funding costs, boost fee income, ease regulatory requirements, strengthen the brand, and improve talent retention.

YES Bank shares have surged 10% over the past three sessions, touching a fresh 52-week high, as investors pile in ahead of quarterly earnings and amid renewed optimism following Japanese lender Sumitomo Mitsui Banking Corporation’s (SMBC) stake purchase.

A higher than 30% CUR can impact the credit score negatively. A credit limit enhancement, a new credit card from another bank, or a secured credit card can increase the overall credit limit. 

Bitcoin surged over 12% from weekend lows, reclaiming $114,834, while Ethereum crossed $4,100 following Trump’s China tariff announcement. Short liquidations and institutional buying fueled the rebound, though BTC must breach $120,000 resistance for a sustained rally amid ongoing macro uncertainties.

UK-based Investec initiated coverage on Adani Ports with a buy rating and a target price of Rs 1,715, implying 23.5% upside from the previous close. The brokerage highlighted strong organic growth potential, efficient operations, a robust balance sheet, and deleveraging, projecting 15% revenue CAGR over FY25–30. Adani Ports’ integrated logistics and marine services further enhance long-term growth prospects.

Ashish Kacholia has acquired a 2.71% stake in V-Marc India, a smallcap multibagger delivering 1,350% returns over three years. The stock, trading above key moving averages, remains in an overbought zone, reflecting strong momentum amid the ace investor’s growing portfolio.

Online personal loans offer faster approvals, minimal paperwork, flexible options, and transparent processes, making digital borrowing a convenient and secure choice for modern borrowers seeking quick financial assistance.

Canara Robeco AMC’s Rs 1,326 crore IPO remains under-subscribed at 48% after Day 2, with falling grey market premium, modest near-term prospects, and analysts favouring long-term growth potential.

LG Electronics India is set to debut on October 14, with grey market trends hinting at a 32% listing premium over its Rs 1,140 issue price. The Rs 11,607 crore IPO drew record Rs 4.39 lakh crore in bids, underscoring strong investor appetite backed by LG’s brand dominance, profitability, and debt-free balance sheet.

LG Electronics India is set to debut on October 14, with grey market trends hinting at a 32% listing premium over its Rs 1,140 issue price. The Rs 11,607 crore IPO drew record Rs 4.39 lakh crore in bids, underscoring strong investor appetite backed by LG’s brand dominance, profitability, and debt-free balance sheet.

LG Share Price: LG Electronics India is set to debut on October 14, with grey market trends hinting at a 32% listing premium over its Rs 1,140 issue price. The Rs 11,607 crore IPO drew record Rs 4.39 lakh crore in bids, underscoring strong investor appetite backed by LG’s brand dominance, profitability, and debt-free balance sheet.

The stock started trading at ₹330, up 1.22% from the issue price on both the BSE and NSE. Later, it climbed 1.84% to ₹332 on the BSE.

Shares of Reliance Power and Reliance Infrastructure fell sharply after the ED arrested senior executive Ashok Kumar Pal over alleged fake bank guarantees and invoicing. The investigation, linked to Rs 3,000 crore Yes Bank loans, is part of a broader PMLA probe into the Anil Ambani Group’s financial irregularities.

St. Louis Fed President Musalem signals potential for one more rate cut to support the labour market, while urging caution as inflation remains above target and economic growth stays moderate.

Tata Capital shares slipped below the listing price after a flat debut on Monday. However, brokerages like Emkay Global and JM Financial maintained an ‘Add’ rating, citing strong Tata Group backing, AAA credit rating, and diversified loan book. Analysts expect steady AUM growth and long-term value despite near-term valuation limits.

US inflation rises above the Fed’s target, driven by groceries, coffee, and tariffs. Trump and Powell downplay concerns, while economists warn prolonged inflation could challenge the Fed’s credibility and price stability.

Gold and silver surged on renewed safe-haven demand amid U.S.-China trade tensions, expectations of interest rate cuts, and ongoing geopolitical risks. Gold futures hit Rs 1,23,286 per 10 grams, with silver near record levels. Central bank purchases, ETF inflows, and the U.S. government shutdown also supported the rally.

Economist Swaminathan Aiyar believes Donald Trump will yield in US-China trade disputes. However, a new cold war is emerging globally. Countries must now focus on security and self-reliance. India needs to increase defense spending and use its economic leverage wisely. Global alignments are hardening, making it difficult for India to play powers against each other.

The US government shutdown enters its twelfth day, triggering layoffs, service closures, and growing political deadlock, as Democrats and Republicans clash over funding and health subsidy extensions.

Canara HSBC Life Insurance IPO: The grey market premium (GMP) for Canara HSBC Life shares has fallen from Rs 10 to Rs 2, with the IPO priced at Rs 106. The IPO is a full offer-for-sale (OFS) of 23.75 crore shares and will remain open for three days, closing on October 14.

Gold and Bitcoin are both rallying on fears of de-dollarization and global uncertainty. But while one rests on centuries of trust, the other is still testing the limits of belief.

Tata Capital received buy ratings from Emkay and JM Financial on its first trading day, despite a muted listing at Rs 330, just 1% above the IPO price. Both brokerages set a target of Rs 360, signaling 10% upside. Analysts cited Tata Group parentage, strong brand, and improving financials as key drivers for potential long-term returns.

Tata Capital received buy ratings from Emkay and JM Financial on its first trading day, despite a muted listing at Rs 330, just 1% above the IPO price. Both brokerages set a target of Rs 360, signaling 10% upside. Analysts cited Tata Group parentage, strong brand, and improving financials as key drivers for potential long-term returns.

Tata Capital received buy ratings from Emkay and JM Financial on its first trading day, despite a muted listing at Rs 330, just 1% above the IPO price. Both brokerages set a target of Rs 360, signaling 10% upside. Analysts cited Tata Group parentage, strong brand, and improving financials as key drivers for potential long-term returns.

From the Sensex firms, Tata Motors, Bharat Electronics, Tata Steel, Infosys, NTPC and Axis Bank were among the major laggards

Forex traders said the rupee is hovering near its all-time closing low level as the RBI is monitoring the depreciation of the USD-INR pair

Railway Minister Ashwini Vaishnaw tested the Indian navigation app Mappls by MapmyIndia, praised its features, and encouraged public use. He also announced that Indian Railways will soon sign an MoU with the Google Maps rival, highlighting the app’s advanced capabilities in a social media post.

With Nifty trading near year-ago levels, Samvat 2081 has seen a time correction rather than a price correction, amid slowing earnings, valuation concerns, Trump tariff overhangs, and FII outflows. Analysts say valuations are in neutral territory, limiting re-rating potential but providing a stable base. Earnings revival from H2FY26 and a possible US–India trade deal could support a medium-term recovery despite short-term caution.

Waaree Renewable Technologies shares: It reported a more than twofold jump in consolidated net profit to Rs 116.34 crore in Q2 FY25 from Rs 53.51 crore a year earlier, driven by record revenues and strong project execution. The company attributed the performance to sectoral tailwinds and its expansion into new energy segments such as battery storage systems and data centres.

Rubicon Research’s IPO, backed by Arihant Capital with a “Subscribe” rating, highlights the company’s strong growth and diversified pharma portfolio. The US-focused generics and specialty drug player has seen revenue jump to Rs 12,962 crore in FY25 and net profit rebound to Rs 1,344 crore. The IPO is fairly valued, aiming to attract both institutional and retail investors.

Avenue Supermarts shares: The company posted a 4% year-on-year (YoY) rise in consolidated net profit at Rs 685 crore.

Avenue Supermarts shares saw a dip on Monday. The company reported a modest 4% rise in net profit for the September quarter. Revenue from operations showed a healthy 15% year-on-year increase. Despite adding new stores, profit margins experienced a slight decline. The company passed on GST benefits to customers. The stock has performed well year-to-date.

BLS International Services shares: The Ministry of External Affairs barred the company from participating in future tenders for two years, citing pending court cases and complaints from passport applicants. The company said it is reviewing the order and considering legal options. BLS clarified that the debarment does not affect its existing contracts, ongoing operations, or financial outlook.

BLS International Services shares: BLS International Services shares plunged 18% after the Ministry of External Affairs barred it from future tenders for two years due to allegations. The company is reviewing the order and exploring legal options, stating current operations and financials remain unaffected. Indian Missions contributed 12% to Q1 FY26 revenue.

Dhananjay Sinha of Systematix Group notes uncertainty for Indian IT due to global trends. TCS results were in line, but future growth faces headwinds. Banks are seeing margin compression, though lending activity is picking up. Public sector banks and retail lending offer selective chances. Autos are outperforming financials. The second half of the fiscal year may bring gradual improvement.

Shares of NTPC Green Energy Ltd (NGEL) could see attention after signing an MoU with Japan’s ENEOS to explore green methanol and hydrogen derivative supplies. The agreement, part of NGEL’s Green Hydrogen Hub at Pudimadaka, aims to boost India’s clean energy exports and decarbonisation efforts. NGEL closed 1.5% higher on Friday, trading below most key moving averages amid a neutral RSI.

Shares of NTPC Green Energy Ltd (NGEL) could see attention after signing an MoU with Japan’s ENEOS to explore green methanol and hydrogen derivative supplies. The agreement, part of NGEL’s Green Hydrogen Hub at Pudimadaka, aims to boost India’s clean energy exports and decarbonisation efforts. NGEL closed 1.5% higher on Friday, trading below most key moving averages amid a neutral RSI.

Meta CEO Mark Zuckerberg had previously reached out to OpenAI’s former chief technology officer, Mira Murati

Indian government bonds are poised for gains as lower-than-expected state debt supply and a surge in U.S. Treasuries boost sentiment. Traders anticipate the benchmark 10-year yield to test levels below 6.49%, with overnight index swaps also expected to decline.

A White Marubozu is a bullish candlestick pattern in technical analysis. It forms when the opening price is the lowest for the period and the closing price is the highest.

An uptrend signal is generated when the RSI (Relative Strength Index) crosses above 50 from below.