Columbia EM Core ex-China

HDFC Bank Chief Warns: Indian Rupee Could Depreciate Due to Multiple Factors

Nomura Lists Infosys as a Top Pick for 2026

Infosys Fined 136 Million Indian Rupees for Tax Violations

RBI fines ICICI Bank 2.27 million rupees for regulatory lapses

HDFC Bank's Market Cap at 15.5 Trillion Indian Rupees, Represents 13% of Nifty50 Index

Reserve Bank of India fines HDFC Bank 9.1 million rupees

ICICI Bank Receives Composite Order from Reserve Bank of India

ISG Announces 2025 ISG Paragon and Software Innovation Award Winners

Macquarie's Positive Comments Drive HDFC Bank's Stock Up

Indian rating agency confirms HDFC Bank rating at IND AAA

Infosys Announces 180 Billion Rupees Stock Repurchase Plan

ICICI Bank Receives Favorable GST Ruling

Infosys Unveils AI-First GCC Model to Accelerate Enterprise Transformation

L & S Advisors Inc Acquired HDFC Bank Shares In Q2

ICICI Prudential Mutual Fund Increased Holdings in ICICI Bank in October

Infosys Ltd Conducts a Block Trade

HDFC Bank Cuts MCLR Rates by Up to 10 Basis Points

HDFC Bank's Earnings Call Highlights Positive Growth Prospects

Indian Credit Card Spending Rises 15% YoY

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Hoyne Bancorp

Tradr 2X Long ASTS Daily ETF

INFY

Sensex trades flat with Infosys and Bajaj Finance as top gainers. Asian markets are down following mixed US stock performance. Diamond Power secures a Rs 7.4 bn solar cables order from Adani Green Energy. RailTel wins a Rs 0.63 bn ICT contract from CPWD. Niraj Cement secures Rs 1.6 bn infrastructure contracts from MMRDA and Northeast Frontier Railway.

Talkmarkets

Infosys

Sensex Today Trades Flat; Infosys & Bajaj Finance Top Gainers

The BSE Sensex rose 0.4% to 85,569 after the RBI cut repo rates and revised GDP and inflation forecasts. The central bank increased GDP growth forecast to 7.3% for FY2025/26 and lowered inflation to 2.0%. The Nifty 50 also climbed 0.4%. Despite gains, the index is set for a 0.2% weekly decline, its first in four weeks. Top gainers included Bajaj Finance, Infosys, and HCL Tech.

Trading Economics

BSE Rises After RBI Decision but Points to Weekly Decline

Motilal Oswal upgraded Infosys to 'buy', highlighting its potential to gain from rising enterprise AI spending and a positive outlook for growth in the IT services sector.1On September 7, 2025, a block deal for Infosys Ltd (INFY) was executed, involving the trading of 79,287 shares at a price of 1610.00 INR.2

TradingView

Key facts: Motilal Oswal upgrades Infosys to 'buy'; block deal executed

Infosys Ltd. ADR rose 3.57% to $18.29 on Thursday, outperforming the market in a mixed trading session. The S&P 500 Index rose 0.11%, while the Dow Jones Industrial Average fell 0.07%. This marks the second consecutive day of gains for Infosys, which remains 22.60% below its 52-week high. Trading volume was 18.3 million, surpassing the 50-day average of 13.8 million.

Dow Jones

Infosys Ltd. ADR Rises Thursday, Outperforms Market

Asian equities traded in the US as American depositary receipts were mostly unchanged, with a slight increase of 0.10% on the S&P Asia 50 ADR Index. Notable gainers included 51Talk Online Education Group and Chaince Digital, while Cango and 111 led the decliners. In South Asia, Infosys and Telekomunikasi Indonesia saw gains, whereas Sea and ICICI Bank experienced declines.

fidelity

ICICI Bank

Chaince Digital

Asian Equities Traded in the US as American Depositary Receipts Little Changed in Thursday Trading

HDFC Bank's head of treasury, Arup Rakshit, warns that the Indian rupee could fall to 92 per dollar if a U.S.–India trade deal is not reached soon. The rupee has already hit a record low of 90.42, driven by a widening trade gap and weak investment flows. Economists expect the current account deficit to worsen, and foreign investors have pulled $17 billion from local stocks this year. The Reserve Bank of India's upcoming monetary policy decision is also being closely watched.

- Uncertainty regarding the U.S.–India trade deal is causing volatility in the Indian rupee, which recently fell to a record low of 90.42 against the dollar.  
- Factors such as a widening trade gap and weak investment flows are contributing to the rupee's decline, with economists predicting the current account deficit could rise to 1.4% of GDP in the latter half of fiscal year 2026.  
- The rupee may stabilize if a trade agreement is reached soon; otherwise, it could fluctuate between 90 and 92 per dollar, influenced by upcoming monetary policy decisions from the Reserve Bank of India.

Reuters

HDFC Bank

India's largest private lender sees rupee falling to 92 in absence of quick US trade deal

The rebalancing of India's Bank Nifty and FinNifty indices will reduce the weight of major banks like HDFC and ICICI, potentially causing short-term selling pressure on their stocks. The changes aim to diversify the indices by increasing the weight of PSU banks and other financial entities. While this may lead to short-term volatility, experts believe the long-term impact on blue-chip stocks will be negligible. The adjustments are expected to make the indices less vulnerable to manipulation and more aligned with sector fundamentals.

Money Control

HDFC Bank, ICICI Bank may see some short-term pressure following change in Bank Nifty, FinNifty weights

Time Company Name RIC Volume Price (INR) 09:07:33 HDFC BANK <s> 481,217 1000.0009:07:33 INFOSYS LTD <s> 180,297 1568.0009:07:33 RELIANCE <s> 46,129 1536.0009:07:33 TATA CONSULT <s> 24,206 3194.0009:07:33 NECTAR LIFE <s> 1,713,127 20.6009:07:34 ICICI BANK <s> 94,814 1387.0009:07:34 MAHINDRA & MA <s> 42,073 3675.0009:07:34 EASY TRIP PLAN <s> 835,994 7.5009:07:34 PC JEWELLER <s> 576,267 10.4009:07:34 VODAFONE IDEA <s> 5,958,313 10.6309:07:34 INTERGLOBE 19,728 5520.00

NSEI Block Deal DHARAN INFRA 1,835,963 shares at 0.34 INR

Asian equities traded in the US as American Depositary Receipts declined 0.53% on the S&P Asia 50 ADR Index. North Asia gainers included Chaince Digital and Tuniu, while Boqii and Concord Medical Services led decliners. South Asia gainers were Infosys and HDFC Bank, with Sea and PLDT as decliners. MT Newswires does not provide investment advice.

Concord Medical

Asian Equities Traded in the US as American Depositary Receipts Decline in Wednesday Trading

Motilal Oswal predicts a rebound in earnings and growth for Indian IT firms in 6-9 months, with strong growth expected in H2 FY27 and FY28. Despite decade-low valuations, the sector offers upside potential. Infosys, Mphasis, and Zensar were upgraded to "buy," while Wipro was revised to "neutral." IT services are expected to stabilize and grow as cloud spending normalizes. The IT sub-index is down 12.7% YTD compared to Nifty 50's 9.7% rise.

Wipro

Motilal Oswal sees earnings rebound, upside for Indian IT firms in 6-9 months

On December 2, 2025, the Reserve Bank of India named HDFC Bank a Domestic Systemically Important Bank, requiring a higher capital buffer of 0.40% CET1 on risk-weighted assets.1HDFC Bank Limited (HDFCBANK) shares fell about 1% as the financial sector declined. Its Nifty Bank index weight will drop from 27.5% to 18.9%, reducing $330 million.23

Key facts: HDFC Bank named Systemically Important; shares drop 1%

ICICI Bank's weight in the Nifty Bank index will gradually decrease starting December 30, 2025, due to SEBI guidelines, impacting its position by about $330 million.1On December 2, 2025, the Reserve Bank of India designated ICICI Bank as a Domestic Systemically Important Bank, requiring an extra 0.10% CET1 capital buffer on risk-weighted assets.2

Key facts: ICICI Bank's Nifty Bank weight to drop; RBI designates it D-SIB

On September 7, 2025, Infosys Ltd (INFY) executed two block deals, trading 139,978 shares at a price of 1555.10 INR and 45,237 shares at a price of 1567.00 INR.1Nomura has identified Infosys as one of its top picks for 2026, citing the company's potential within the context of a favorable outlook for the Indian IT sector and improving earnings.2

Key facts: Infosys Executes Block Deals; Nomura Names It Top Pick for 2026

Time Company Name RIC Volume Price (INR) 09:07:39 YES BANK <s> 1,023,462 22.8509:07:39 HDFC BANK <s> 422,696 986.0009:07:39 INFOSYS LTD <s> 139,978 1555.1009:07:39 RELIANCE <s> 46,543 1545.2009:07:39 VODAFONE IDEA <s> 1,997,330 10.1509:07:39 EASY TRIP PLAN <s> 957,044 8.3909:07:39 SML MAHINDRA 31,938 3519.70

NSEI Block Deal VAXTEX COTFAB 1,210,204 shares at 2.10 INR

India's BSE Sensex closed about 0.6% down at 85,138.3 on Tuesday, marking the third consecutive session of losses, as profit booking continued amid worries over the weakening rupee and persistent FII outflows.Banking and financial shares led the decline, with ICICI Bank (-1.1%), HDFC Bank (-1.1%) and Axis Bank (-1.1%) among the top decliners, as investors adjusted positions ahead of Friday’s RBI policy decision.