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๐Ÿ‡ฎ๐Ÿ‡ณ India

GIFT Nifty Open Interest Hits All-Time High of $21.56 Billion Signalling Record Offshore India Equity Conviction

GIFT Nifty recorded an all-time high open interest of $21.56 billion, surpassing the previous record of $21.23 billion set on October 24, 2025

Jun 30, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Ex-Finance Secretary Rajiv Kumar, Architect of India's PSB Mega-Mergers, Tapped to Lead HDFC Bank

Ex-Finance Secretary of India Rajiv Kumar, architect of the 2019-2020 public sector bank mega-mergers, has been tapped to helm HDFC Bank

Jun 30, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

PIB Fact Check Debunks Viral PNB-Canara Bank-SBI Merger Rumours

PIB Fact Check has officially clarified that viral social media claims about a PNB, Canara Bank, and SBI merger are false

Jun 30, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Zydus Lifesciences Extends Sterling Biotech API Acquisition Deadline to September 30

Zydus Lifesciences extends the Sterling Biotech API acquisition deadline to September 30, reflecting the time needed for regulatory approvals in a deal that expands India's pharmaceutical API backward-integration.

Jun 30, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Sensex and Nifty Fall on US-Iran Talks Uncertainty and FII Outflows as IT Stocks Drag

Sensex and Nifty fell in early trade as US-Iran Doha negotiation uncertainty triggered FII outflows and a dip in major IT stocks, compounding a cautious mixed global market backdrop.

Jun 30, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

India's Russian Crude Imports Set for Record High in June as Tanker Count Surges

India's Russian crude oil imports are reportedly heading for a record monthly high in June 2026, with shipping analyst Alhajji citing Kpler data showing an unprecedented tanker count at Indian ports.

Jun 30, 2026

๐Ÿ‡จ๐Ÿ‡ฆ Canada

Shapoorji Pallonji Bondholders Seek Exit as Refinancing Delays Test Patience

Some bondholders of Shapoorji Pallonji Group, India's largest private credit borrower, are selling debt linked to one of its units amid refinancing delays

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Alkem Medtech Moves Closer to 51-55% Stake in Swiss Cardiac Implant Firm Occlutech

Alkem Medtech executed a First Supplementary Agreement to acquire 51-55% of Occlutech Holding AG, Switzerland's cardiac structural implant maker.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Wall Street Jobs Data Watch: Rate Hike Bets and Chipmaker Volatility Keep Indian Investors Alert

US jobs data this week is the central market event, with strong hiring risking a Fed rate hike extension that would pressure Indian equities and the rupee.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

PFC-REC Mega Merger Approved: 88:100 Share-Swap to Create India's Largest Power Financier

PFC and REC boards approved a merger with an 88:100 share-swap ratio, targeting creation of India's largest power financing institution.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

PFC and REC Boards Approve Merger Scheme Under Companies Act; Rs 11 Lakh Crore Combined Loan Book Entity Takes Shape

PFC and REC boards approved the merger scheme under Companies Act Sections 230-232; the Rs 11 lakh crore combined loan book entity now enters a 6-12 month regulatory approval process before becoming effective.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Can Astral Chemie Match Pidilite-Level Margins? The Demerger Thesis Rests on Chemicals Segment Quality

Mint's analysis questions whether Astral Chemie can revive margins and justify specialty chemicals premium multiples comparable to Pidilite; without standalone financial proof, the demerger re-rating thesis remains speculative.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Gold Down Rs 50,000 from Peak: Will Higher-for-Longer Fed Rates Push MCX Prices Further?

Indian gold prices have fallen nearly Rs 50,000 from peak MCX levels as higher-for-longer Fed rate expectations strengthen the dollar and raise the opportunity cost of zero-yield gold, prompting the key investor question of whether to buy or wait.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Indian IT AI Acquisition Wave Faces Market Skepticism: Dewan Sees Recovery Only When Deals Show Earnings Impact

Market expert Neeraj Dewan says Indian IT AI acquisitions face skepticism over late timing and premium valuations; sentiment will recover only when deals visibly contribute to earnings, cash flows, and business performance.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Rs 8,350 Crore Wiped in One Day: Why Brokerages Are Cautious on Persistent Systems' EU1.27 Billion Nagarro Deal

Persistent Systems shed approximately Rs 8,350 crore in market cap as shares fell 11% following the EU1.27 billion Nagarro acquisition announcement, with brokerages flagging premium valuations and cross-border execution risk.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

REC-PFC Merger Swap: Shareholders Receive 88 PFC Shares per 100 REC in Rs 11 Lakh Crore Power Financing Consolidation

REC shareholders receive 88 PFC shares per 100 held under the approved merger swap ratio, creating India's largest state-owned power financing institution with an Rs 11 lakh crore combined loan book.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Nifty IT Crashes 28.71% YTD vs Nifty 50's 8.32% Drop: AI Disruption and Client Deferrals Drive Sector Underperformance

Nifty IT has crashed 28.71% YTD against the Nifty 50's 8.32% decline, with delayed enterprise IT decisions and AI model disruption concerns driving a 20-percentage-point sector underperformance in India's largest tech index.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Astral Falls 10% on Demerger: With 1:1 Share Allocation for Astral Chemie, Is This a Buy or Sell?

Astral shares fell 10% on the demerger announcement; the 1:1 ratio means shareholders receive one Astral Chemie share per Astral share held, with the buy-or-sell answer depending on specialty chemicals sum-of-parts valuation.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Equirus Flags Near-Term Valuation Overhang on Astral as Market Assigns Separate Multiples Post-Demerger

Equirus Securities identified a near-term stock overhang on Astral as investors recalibrate separate multiples for each demerged entity, with stock recovery tied to Astral Chemie listing and standalone financial disclosure.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Persistent Systems Nagarro Deal at 1.3x EV/Sales: Why the 5% Growth Gap and Margin Dilution Alarm Markets

Persistent Systems' EU1.1B Nagarro acquisition at 1.3x EV/sales faces market skepticism over the target's 5% growth rate vs Persistent's 15-18% and 11-13% margins vs 16%, with deal closure targeted for Q4 CY26.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Netweb Technologies Slides 8% as Market Reads Fundraising Plan as Dilution Risk Amid IT Sector Weakness

Netweb Technologies fell 8% to Rs 4,561 despite announcing a fundraising plan, with investors interpreting the capital raise as dilution risk in a risk-off environment for mid-cap tech hardware stocks.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

REC-PFC Merger Approved at Board Level: What Shareholders Need to Know About the 88:100 Swap and Regulatory Timeline

The REC-PFC board-approved merger is now in the regulatory approval phase; REC shareholders transition to PFC at an 88:100 swap ratio pending SEBI, NCLT, and government sign-offs over 6-12 months.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Persistent Systems at 52-Week Low: Analysts Split on Nagarro Deal Between Long-Term Strategy and Near-Term Dilution

Analysts are divided on Persistent Systems after the 10% post-acquisition crash, with bulls backing European expansion and bears flagging dilution risk from the Nagarro integration timeline.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Waaree Energies Slides 5% on US Customs Ruling; JM Financial Sees Limited Downside

Waaree Energies fell 5% after a US Customs ruling raised reputational concerns; JM Financial retained its Add rating, noting limited downside while tariff and appeal outcomes remain key watchpoints.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Persistent Systems Hits 52-Week Low as Market Weighs Size and Integration Risk of Nagarro Bid

Persistent Systems shares tumbled over 9% to a 52-week low as investors evaluated the valuation and integration complexity of its proposed Nagarro acquisition.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

PFC Absorbs REC in Mega-Merger Creating โ‚น11 Lakh Crore India Power Financing Giant

PFC's board approved absorbing REC in an โ‚น11 lakh crore mega-merger creating India's largest government-owned financing institution; REC holders receive 88 PFC shares per 100 REC shares.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Astral Launches Structural Split: Chemicals Demerger into Astral Chemie Targets Premium Specialty Valuation

Astral Ltd announced the demerger of its chemicals business into Astral Chemie and merger of Al-Aziz Plastics, with stock falling 6% as investors reassess separate multiples for each entity.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Persistent Systems Crashes 9% to 52-Week Low After โ‚ฌ1.1B Nagarro Acquisition at Full Valuation

Persistent Systems shares fell 9% to โ‚น4,404 after announcing a โ‚ฌ1.1B acquisition of Nagarro, with markets concerned about slower growth and margin dilution from the European IT deal.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Astral Shares Drop 6% as Board Approves Chemicals Demerger into Astral Chemie

Astral shares fell 6% after the board approved demerging chemicals into Astral Chemie and merging Al-Aziz Plastics, creating near-term valuation overhang for investors.

Jun 29, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Five Triggers That Will Drive Indian Markets This Week: Trade Deal, Iran War, FII Flows, and More

Mint identifies five key triggers for Indian equity direction this week: India-US trade deal progress, US-Iran war escalation, FII flow trends, domestic macro data, and global risk appetite.

Jun 29, 2026