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Jefferies raised Bharti Airtel's target price to Rs 2,350 on strong Q4FY26 performance, while JP Morgan upgraded Cipla to overweight citing improved earnings visibility and attractive valuations. Morgan Stanley maintained an underweight rating on Dixon Technologies due to revenue and EBITDA misses, and HDFC Securities upgraded Hyundai Motor India to add, noting management's renewed focus on domestic growth and exports.

The Indian rupee hit an all-time low against the US dollar, falling to 96.1650 amid escalating Middle East conflict and rising oil prices. This depreciation intensifies concerns over India's macroeconomic outlook, with authorities implementing measures to curb the decline and stabilize the currency.

Four major investors, including Peak XV and Sequoia, are selling a 4.3% stake in fintech firm Groww, valued at approximately $500 million. This move comes as the lock-in period for pre-IPO shareholders is set to expire soon, potentially releasing shares worth over Rs 81,000 crore into the market.

JP Morgan downgraded Tata Steel to neutral citing regulatory cost headwinds in the Netherlands and project delays. Investec maintained a buy on SAIL, impressed by strong Q4FY26 operational performance and positive volume growth outlook. Macquarie retained an underperform rating on Voda Idea, noting a subscriber decline and significant government dues.

At Galgotias University, students are building careers across leading global organisations, startups, research, innovation, and entrepreneurship-driven ventures.

India's skills conversation is shifting from identifying youth deficits to systemic improvements. Leaders discussed building smoother education-to-employment pathways, emphasizing collaboration between government, industry, and nonprofits. Emerging solutions focus on hyper-local training and early career guidance in schools to unlock youth potential.

Analysts are bullish on Bajaj Finance, IIFL Finance, and Navin Fluorine, citing strong quarterly results and positive future outlooks. Federal Bank is seen as fairly valued, while Waaree Engineering's revenue beat expectations despite margin concerns. Investors are watching these key companies closely.

Indian equities experienced significant volatility as geopolitical tensions impacted markets, leading to a weaker rupee and investor caution. While fear drives knee-jerk reactions, the core design of Systematic Investment Plans (SIPs) is built to navigate these phases, turning market swings into a potential long-term advantage for disciplined investors.

Mumbai's commercial real estate market experienced significant growth in 2025, with office leasing activity surging by 70% to over 4.2 million sq. ft. This boom is driven by capital inflow, occupier preferences for premium locations, and infrastructure development, solidifying Mumbai's position as India's financial and commercial hub.

Citigroup has appointed Kaustubh Kulkarni, previously JP Morgan's India chief, as co-head of investment banking coverage for key Asian and Australian regions. Kulkarni, a veteran with three decades at JP Morgan, will be based in Singapore. This strategic hire signals Citi's ambition to intensify its competition within Asia's dynamic capital markets landscape.

Analysts have adjusted targets for several companies, with UBS neutral on Cipla citing supply headwinds despite a healthy pipeline. Motilal Oswal initiated coverage on Bajaj Finserv with a neutral rating, highlighting its strong customer base and predictable earnings. Jefferies is bullish on LG India, anticipating price hikes due to rising costs and a weak rupee.

Hindustan Unilever has appointed Kalpana Morparia, CEO of jp morgan india, on its board effective October 9, 2014.

JP Morgan South and Southeast Asia chairman Kalpana Morparia, the only woman to head a large bank for over a decade, will step down at the end of the current fiscal. Her position will be split into two with Leo Puri taking charge as chairman of South and Southeast Asia, and Madhav Kalyan being elevated to senior country officer position.

JPM has been constantly making technological innovations to provide a better banking experience. We recently got in touch with Madhav Kalyan, Managing Director & CEO, JPMorgan Chase Bank India, and Umasankar Nistala, Managing Director, Global Technology, J.P. Morgan. to understand how J.P. Morgan is playing to its strengths to partner India as it moves to the next level of global competitiveness. Here are some excerpts: