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Vidya Wires IPO โ Important RHP Points | Daily Money Show 1201
Original: Vidya Wires IPO Important RHP Points | DMS : 1201 | Stock Market NEWS
Takeaway
With the rupee at โน90/USD, expect a recovery next year on FPI inflows and the India-US trade deal; Kotak MF says midcaps will lead FY27, with corporate earnings in double digits.
Summary
- Sensex -31 to 85,106; Nifty -46 to 25,986; Mid -0.86%, Small -0.38%, Bank Nifty +0.13%
- Rupee crossed โน90/USD โ chief economic advisor Anantha Nageswaran says rupee fall won't materially hurt inflation or exports, expects rebound next year once India-US trade deal lands and FPI flows return
- Kotak MF FY27 view: global rate cuts will be fewer than 2025; credit growth picking up, NIM pressure easing; midcaps to outperform large + small caps; gold and silver to keep rising on central-bank buying; corporate earnings double-digit growth in FY27
- Trump claim that US income tax could be abolished and replaced by tariff revenue โ host explains tariffs are ultimately paid by consumers, abolishing income tax not realistic given US debt
- Vidya Wires IPO opens today โ covered briefly in episode
rupeemidcapsVidya Wires IPO
Original description
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