European shares hit record highs as defensive appeal offsets Nvidia shock

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• Nifty target at 26,200 as BofA tweaks India strategy; upgrades hospitals, telecom, downgrades two-wheelers

  Improving corporate earnings and diminishing macro risks have strengthened the investment case for Indian equities, with critical global factors now largely reflected in valuations. Portfolio positioning is rotating toward defensive growth segments while moving away from rate-sensitive consumer categories. This shift underlines a distinct preference for resilient balance sheets capable of weathering potential domestic consumption shocks.

  5 min read
• IRFC shares: Up 10% in one month but down 32% in 2026! Should you buy and hold PSU stock amid bounce back buzz? Target

  Analysts are watching the state-run railway financier closely as accelerated capital expenditure across the sector creates substantial demand for project credit. New international trade opportunities, notably an export agreement with Japan for high-value train systems, are providing additional business momentum for domestic railway suppliers. Market watchers anticipate this surge in industrial funding requirements could help the company establish a sustained operational turnaround.

  3 min read
• Synsam shares jump 3% after Q3 sales rise 9.9%

  Investors responded positively to the optical retail chain's latest financial update, driving early market gains. The performance reflects growing demand across its retail footprint as the company published its latest quarterly figures. Market participants continue to track the business's operating trajectory following the release of the period's results.

  1 min read