Corporate Leadership update
• Quess Corp: CFO Sushanth Pai resigns, effective Oct 17.
• Mahalaxmi Rubtech: CFO Rajendra Mehta resigns effective Nov 30.
• Hind Rectifiers: Appoints Manoj Nair as CEO.

Fund Flow Activity – NSE & BSE | 8th October 2025

Market Turnover (₹ Crore)

Cash Segment: NSE ₹89,602.56 + BSE ₹7,644.04 → Total ₹97,246.6 Cr

F&O Segment: NSE ₹1,44,038.37 + BSE ₹25,36,615.62 → Total ₹2,55,07,653.99 Cr

Provisional Cash Flow (₹ Crore)

FII / FPI: Net Buy +81.28 (₹10,286.98 – ₹10,205.70)

DII: Net Buy +329.96 (₹11,733.48 – ₹11,4…[Read more]

Swadeshi 2.0

The Government of India is accelerating self-reliance across critical sectors, creating massive import substitution opportunities for domestic companies.

Key Sectoral Import Dependence:

Minerals & Ores: >40% imported

Organic Chemicals: >50% imported

Fertilizers (DAP & MOP): >60% imported

Medical Devices: >80% imported

Crude…[Read more]

EPL Ltd: Anand Kripalu to retire as Managing Director and Global CEO effective December 31, 2025

Hemant Bakshi appointed CEO Designate effective October 13, 2025

Oswal Agro Mills
Narinder Kumar has resigned from the position of Whole-Time Director and Chief Executive Officer due to personal reasons, effective October 8.

LEADERSHIP CHANGES

Restaurant Brands Asia: Appoints Arijit Datta as Chief Financial Officer and Key Managerial Personnel; interim CFO steps down.

Swojas Foods: Announces board restructuring with the resignation of two directors and induction of two new independent directors.

LEADERSHIP CHANGES

TILAKNAGAR INDUSTRIES: Appoints Nishant Jain as President–Sales to lead whisky market expansion and strengthen distribution.

NCR Leads India’s Realty Boom with 24% Price Surge; National Average Up 9%

Positive Outlook for Anant Raj, TARC, and DLF

India’s housing market continues its strong upward trajectory, with residential property prices rising across all major metros in the third quarter (Q3) of 2025.

According to data analysed by property consultancy Anarock, the…[Read more]

Sobha Q2 (YoY)

Total sales value zooms 61.44% to Rs 1,902.6 crore Vs Rs 1,178.5 crore
Average price realisation grows 7.7% to Rs 13,648 per square feet Vs Rs 12,674 per square feet

Sales value–Sobha share jumps 56.4% to Rs 1,537 crore Vs Rs 982.8 crore

New sales area soars 50% to 13.94 lakh square feet Vs 9.29 lakh square feet

Big Move from RBI: NBFCs Get Global Wings!

The Reserve Bank of India has unlocked a game-changing reform — NBFCs can now borrow unlimited dollars from global markets.

What’s Changed?

No cap on foreign borrowings

No end-use restrictions

Fully market-determined interest rates

In short: NBFCs just got the freedom to raise funds globally — w…[Read more]

Global Stock Markets Q3 2025 — Winners & Laggards

The first nine months of 2025 have delivered some striking shifts in global equity performance — with Europe stealing the spotlight.

Top Performers
Central and Eastern Europe are leading the global rally, with multiple markets gaining over 50% YTD.

Czech Republic: +55.4%

Greece: +53.4%

Pol…[Read more]

Nikkei 225 — The Breakout Story

Why the Rally?

Corporate Reforms: Stronger governance, higher shareholder returns, and record buybacks.

Ultra-Loose BOJ Policy: Negative rates and aggressive QE kept liquidity abundant.

Yen Weakness: A boon for exporters, driving earnings growth.

Valuation Reset: Japan Inc. re-rated from “cheap” to “attr…[Read more]

REGULATORY & APPROVALS

Lupin: USFDA nod for pediatric Rivaroxaban oral suspension.

PTC India Financial Services: BSE seeks clarification on board exits, governance.

RBI: Issues draft norms extending gold metal loan repayment to 270 days.
PRODUCT LAUNCHES

Epack Durable: Rolls out new domestic vacuum cleaner line.

CORPORATE…[Read more]

LEADERSHIP CHANGES

SKF India: Management reshuffle; new MD & CFO effective Oct 1.

Subex: Board transition with multiple independent directors stepping down.

VIP Industries: Multiple top-level exits including MD & ED.