SBI Life’s Q4FY25 estimates indicate flat to modest APE growth and mixed VNB trends, with brokerages forecasting margin compression or marginal improvement based on product mix and quarterly comparisons. Earnings are due April 24.

small cap stocks: In 66 additional stocks, retail holdings increased by 1% to as much as 4.94%. Notable names among these include Dreamfolks Services, DAM Capital Advisors, EKI Energy Services, Jindal Drilling & Industries, Samhi Hotels, Aarti Pharmalabs, Hindustan Construction Company, Barbeque-Nation Hospitality, KRN Heat Exchanger and Refrigeration, and Computer Age Management Services (CAMS).

HSBC’s Herald Van Der Linde highlights growing investor interest in emerging markets due to a weaker dollar and improving fundamentals. India, though neutral now, benefits from domestic orientation, resilient sectors, and potential earnings growth if policy support strengthens.

The Nifty 50 completes 29 years since its 1996 launch, reflecting India’s evolving economy. With a 12.93% CAGR and global ETF tracking, it anchors India’s capital markets and passive investing ecosystem.

Goldman Sachs has shifted its outlook on the Indian banking sector from cautious to optimistic, anticipating improved profitability driven by peaking credit costs and well-absorbed margin impacts from RBI rate cuts. While Q4 earnings have been promising, the sector s credit growth, expected to be around 10-12%, remains a key factor to monitor, contingent on GDP growth.

Indian benchmark indices extended their winning streak to a seventh session on Wednesday, lifted by IT and auto stocks amid signs of easing U.S.-China trade tensions and an upbeat revenue forecast from HCLTech.

India is emerging as a resilient haven amid a rebound in emerging market sentiment, driven by its domestic-focused economy and more attractive valuations. HSBC’s Herald Van Der Linde highlights India’s insulation from global trade tensions and steady earnings growth as key factors drawing investor interest, especially in sectors like banking, consumption, and healthcare, despite ongoing global uncertainties.

Tata Consumer Products announced a significant surge in its Q4FY25 performance, reporting a 59% increase in consolidated net profit, reaching Rs 345 crore. Revenue for the quarter also saw a substantial rise of 17% year-on-year, totaling Rs 4,608 crore. The board has proposed a dividend of Rs 8.25 per share for FY 2024-25, pending shareholder approval.

The combined effect of these forces—higher costs, slower consumption, and uncertain supply—raises the risk of a global economic slowdown or even recession.