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Asian Paints stock dropped after a weak December quarter. Softening demand, extended monsoon, and competition impacted sentiment. The company expects market share gains in waterproofing and home decor. Despite slower decorative volume growth, margins expanded due to lower raw material costs. Brokerages have trimmed earnings estimates. Cost savings and new products will support profitability as demand recovery remains gradual.
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News and Media
Brokerages Nomura and UBS assess the impact of AI on Indian IT stocks, with Nomura suggesting current sell-offs are front-loading pains and UBS highlighting the importance of adapting to AI. Both acknowledge transition challenges but see potential for stock floors due to cash flows and dividends. Adaptability to AI adoption and pricing model shifts will be crucial for future valuations.
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News and Media
The Reserve Bank of India has eased external commercial borrowing rules, potentially allowing Indian companies to raise up to $100 billion in 2026-27. Key changes include higher per-borrower limits, relaxed end-use permissions, and the removal of pricing restrictions, making overseas funding more accessible and attractive for corporate expansion and acquisitions.
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News and Media
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