India s leading dividend-paying PSU stocks have disappointed investors. Many have seen substantial price drops over the past year, failing to match market gains. Despite high dividend yields, earnings challenges and market caution have impacted these companies. Experts suggest a shift towards stocks with growth potential. Some PSU banks show promise due to improved fundamentals and attractive valuations.

Ace investor Mukul Mahavir Agrawal reshuffled his portfolio in Q2FY26, adding 10 new stocks worth Rs 400 crore across sectors like consumer durables, healthcare, technology, and renewables. The diversification highlights his confidence in India’s growth themes, with notable investments in IFB Industries, Osel Devices, Coforge, and Zelio E-Mobility.

India s bond market is shifting. Long-duration bonds saw a rally due to fiscal consolidation and global index inclusions. Now, demand-supply dynamics are changing, and rate cuts are ending. Investors should combine short- to medium-duration corporate bonds with long-duration government securities. This strategy balances yield and volatility. Accrual-based strategies are key for the coming months.

Sunil Singhania’s Abakkus Asset Manager saw 9 portfolio stocks rise up to 80% in FY26, while six new stocks including Suven Life Sciences and Indogulf Cropsciences were added in Q2.

Global semiconductor stocks experienced a significant selloff, driven by concerns over inflated valuations for AI boom beneficiaries. Major Asian chipmakers, including Samsung Electronics and Taiwan Semiconductor Manufacturing Co., saw substantial declines. This pullback signals growing unease about the sector s earnings potential and high stock prices amid persistent interest rate concerns.

The Nifty’s FY26 EPS has been revised upward to Rs 1,101 from the earlier estimate of Rs 1,096.

LIC is set to announce its September quarter results on Thursday, with brokerages expecting up to a 10% year-on-year drop in its Annual Premium Equivalent (APE) to Rs 14,840–16,380 crore. Estimates for Value of New Business (VNB) range between Rs 2,374 crore and Rs 3,018 crore.

Adani Enterprises plans to raise up to ₹25,000 crore via a rights issue to fund debt repayment and capital expenditure, primarily in its airport business. The company reported an 84% year-on-year net profit increase to ₹3,199 crore for the September quarter, boosted by an exceptional gain from a stake sale in Adani Wilmar.

Lenskart s ₹7,278-crore IPO saw a robust subscription of 28.26 times on its final day, attracting significant investor interest despite concerns over its valuation. Anchor investors and marquee names like Radhakishan Damani boosted sentiment, leading to strong demand across all investor categories.

Reserve Bank of India officials met with primary dealers to address bond market challenges. Elevated yields and tight liquidity were key discussion points. Meanwhile, the Indian rupee saw gains, closing stronger against the dollar. This strengthening was attributed to state-run bank dollar sales and central bank intervention in offshore markets. Foreign investors continued to sell Indian equities.