Embedded finance means where financial services can exponentially expand customer reach by directly integrating within everyday consumer platforms, open digital networks and supply chains.

The KPMG CEO Outlook, marking its tenth year globally, found that 66 percent of banking CEOs are optimistic about the growth prospects for the banking and capital markets industry over the next three years.

Indian companies, excluding oil and gas, reported solid double-digit profit growth for the seventh consecutive quarter, although the pace of expansion slowed. While banks and finance companies performed well, overall earnings were subdued due to a higher base effect and rising interest costs.

Deloitte's study reveals that AI agents surpass GenAI in business automation, handling complex tasks effectively. Unlike LLMs with limited task comprehension, AI agents leverage tools and memory for intricate processes, enhancing productivity and program delivery.

The Q2FY25 earnings season has raised investor concerns, with 44% of companies missing Profit After Tax (PAT) expectations, reflecting slowing urban demand and rising costs across key sectors like FMCG, retail, and banking.

Market borrowing by Indian companies for their short-term needs fell in the first half of October from a month earlier, show latest data, likely due to non-banking finance companies slowing down activities with the central bank raising concerns about certain business practices.

Industry observers said the increase in sales volume of UltraTech and Ambuja Cements is mainly due to the several acquisitions by both companies that consolidated their position further in the industry.

Mukesh Ambani's Reliance is venturing into quick commerce with a 10-30 minute delivery target. Leveraging its vast supermarket network, Reliance plans to challenge players like Swiggy and Zepto. The move aims to adapt to changing shopping trends and bolster its business ahead of an IPO. The service is already available in selected cities and will expand further.

Global private equity advisory firm Apax Partners (AP Funds) through its special purpose vehicle Tasmania Midco LLC is acquiring a stake in Thoughtworks. The London-headquartered firm has raised and advised funds with aggregate commitments of almost USD 80 billion.

Top IT firms saw their top clients’ contribution to their total revenue jumping in the second quarter. HCLTech’s top 20 clients that contributed 27.3% of its revenue in Q2 of last fiscal, are now contributing 350 bps (100 basis points is 1%) more currently (at 30.8%).

With the US election approaching, VC investment is likely to remain cautious through Q4 2024, with AI and defence-tech expected to attract ongoing interest.

While IT investments showed a slower recovery compared to the previous year, digital transformation (DX) initiatives and the increasing complexity of IT environments will continue to drive market growth.

Indian Inc's revenue growth slowed to 5-7% in Q2 of FY25, driven by poor performance in construction, industrial commodities, and agriculture. However, sectors like IT services, pharmaceuticals, and consumer discretionary saw strong growth, resulting in an overall EBITDA margin expansion of 21-21.5%.

India Inc is expected to report a 16-quarter low revenue growth of 5-7% for the September quarter. The stagnation in construction, a decline in industrial commodities, and sluggish investment-linked sectors contributed to the slowdown. Additionally, the agriculture sector experienced a significant 20-22% revenue drop.

Since last Diwali 82 companies, including the biggest IPO by Hyundai India, have hit the primary market on the back of robust investor enthusiasm.

Bond yields generally move ahead of rate changes, making it a strategic time for investors to enhance their fixed-income allocations during yield upticks.

Hyundai Motor India Ltd shares dropped nearly 6% on their first trading day in Mumbai, despite being the largest IPO in the country's history. Retail investors bought only half of their reserved portion, while institutional demand was strong. Analysts see potential long-term value amid India's growing economy and car market.

Half a dozen MNCs are evaluating the potential of IPOs to take advantage of India’s strong equity market, which is known for its higher valuations compared to global peers, according to reports.

With Prime Minister Narendra Modi asserting India has a 'double AI' advantage with the power of 'Aspirational India' and 'Artificial Intelligence' combining, Apollo Hospitals Managing Director, Suneeta Reddy on Monday said that India is at the forefront of being able to lead this revolution.

Financial services bore the biggest brunt of foreign selling, with investors pulling ₹23,274 crore out of these shares after buying a similar amount in September. From January to September, overseas investors sold ₹37,732 crore in the sector.