Regency Centers has boosted its full-year earnings forecast, anticipating continued strong demand for its grocery-anchored shopping centers. The real estate investment trust benefits from tenants offering essential goods, a strategy proving resilient amidst inflation. The company s portfolio in affluent areas and ability to secure rent increases further support its optimistic outlook.

India s residential real estate showed resilience in Q3 2025, with a 9.1% rise in new supply and stable home sales. Despite a slight dip in transaction volumes, total value surged 14% YoY, driven by a shift towards premium housing. Macroeconomic stability and policy reforms like GST cuts on construction materials are bolstering market confidence.

Ashi Anand of IME Capital sees India s speciality chemical sector poised for long-term growth, benefiting from global de-risking from China and cost competitiveness. While cautious on two-wheeler EVs due to uncertain profitability, he is optimistic about passenger vehicles and auto ancillaries, highlighting a multi-year opportunity in supply chain shifts away from China.

Lenskart IPO: In the grey market, the IPO premium has slipped to about 18% from 27% a few days earlier, based on the issue price of ₹402 per share. Though listing gains are still anticipated, the drop in premium suggests investor sentiment has cooled slightly before the debut.

The US Federal Reserve concludes its policy meeting today. Markets widely expect a 25 basis point rate cut. This move aims to support the economy amid a cooling labor market. Investors will watch for clues on future rate cuts and the Fed s economic outlook. The Fed Chair s comments will shape expectations for the coming year.

Dhananjay Sinha of Systematix Group sees positive sentiment driving PSU banks, fueled by news of dilution and FII participation, despite recent lacklustre profit performance. He views the metals sector as a trading play, influenced by global dynamics and financial correlations, rather than a structural investment, citing weak underlying demand.

Indian Oil Corp shares hit a 52-week high after strong Q2 results driven by robust refining margins and revenue growth. Brokerages remain divided, citing steady outlook but caution over debt.

ITC s Q2 earnings are anticipated to show a modest profit increase of up to 11% year-on-year, with revenue projected to climb around 15%. Analysts expect steady cigarette volumes and an improved product mix to drive growth, though FMCG and agri segments might see slower progress.

Orkla India’s Rs 1,667 crore IPO opened today, receiving 22% subscription within the first hour, led by strong retail and NII participation. Priced between Rs 695–730, the issue carries a grey market premium of Rs 77, implying a 10.5% listing gain. Analysts recommend a long-term ‘Subscribe’ based on solid brand strength and financials.

Indian bond markets are stable as rate cut expectations rise before the RBI s December policy meeting. Favourable economic indicators like low inflation and steady growth support monetary easing. Investors can consider allocating to corporate bond funds with up to five-year maturities. Tactical duration exposure via dynamic bond funds is also advised. A 12-18 month investment horizon is ideal.