Ace investor Mukul Agrawal significantly reshaped his Rs 7,500 crore portfolio in Q2, adding ten new stocks and increasing stakes in five others. His strategic investments, totaling around ₹400 crore, span diverse sectors including engineering, technology, renewable energy, and healthcare, reflecting a keen eye for emerging businesses.

India s aerospace market is projected to double to $54 billion by 2033, driven by Make-in-India initiatives, defence indigenisation, and increasing exports. This growth presents a significant opportunity for investors, with several listed companies poised to benefit from the expanding aerospace supply chain.

The Bank of Japan maintained interest rates at 0.5%, signalling a cautious approach to policy normalisation amid board divisions, political pressure, and rising inflation expectations, while economists anticipate a hike soon.

SEBI’s proposed mutual fund fee reform aims to reduce brokerage costs and boost investor returns. Motilal Oswal AMC’s Akhil Chaturvedi says the impact on AMCs and distributors will be minimal, while investors will benefit from lower expenses. The move aligns with SEBI’s focus on transparency, investor protection, and sustainable growth for India’s ₹75 lakh crore MF industry.

Maruti Suzuki is poised for a steady second-quarter performance, with revenue projected to rise around 8% and profit up 18% year-on-year. While strong exports and better pricing are expected to boost topline, higher input costs and new plant expenses may temper margin gains.

Market expert Rajat Sharma is bullish on banking and IT sectors for the next 12-18 months, citing government reforms and AI adoption. He observes rising consumption boosting logistics but remains cautious on autos due to the EV transition and expensive valuations in mutual fund companies.

Groww set its ₹6,632 crore IPO price band at ₹95–100 per share, with a mix of fresh issue and offer for sale. The ₹2 face-value shares are priced at 47.5–50 times face value, and investors can bid for a minimum of 150 shares.

Capital Small Finance Bank saw a 5% net profit rise to Rs 35 crore, despite higher provisions and a slight asset quality dip. Satin CreditCare, an NBFC-MFI, reported a robust 19% net profit increase to Rs 45 crore, with improved margins. Dhanlaxmi Bank turned profitable with Rs 12.18 crore net profit, driven by a significant net interest income jump.

Lenskart Solutions will launch its Rs 7,278 crore IPO on October 31, 2025, with a price band of Rs 382–402 per share. Despite a sharp drop in grey market premium to 11.9%, analysts remain optimistic about long-term growth, supported by solid financials, brand expansion, and rising demand in eyewear retail.

Indian government bonds saw a sharp fall today. This happened after U.S. Federal Reserve Chair Jerome Powell s comments reduced expectations for a December rate cut. U.S. Treasury yields also surged. This global trend impacted Indian bond prices, pushing the benchmark 10-year note yield higher. Investors now await the Reserve Bank of India s bond sale for further market direction.