HDFC Bank is drawing analyst attention ahead of its FY26 dividend announcement, with base expectations set at Rs 8 per share following a Rs 5 special payout in the prior cycle. The central question is whether the bank can outperform dividend estimates for a fifth consecutive year, a streak that would signal sustained capital generation above consensus projections. HDFC Bank's ability to exceed payout forecasts repeatedly reflects its underlying earnings trajectory and the board's comfort with distributing surplus capital rather than retaining it defensively. For equity investors, a above-estimate dividend would reinforce the thesis that post-merger integration with erstwhile HDFC Ltd has not compressed capital returns. Analysts and shareholders will be watching whether management signals any change in payout philosophy alongside the announcement, particularly given ongoing balance sheet normalization and credit deposit ratio management in FY26.
Indian startups raised $5.2 billion across 501 deals in H1 2026, down 9% in value but up 7% in deal count year-on-year, per the Inc42 Indian Tech Startup Funding Report. The drop is driven by fewer mega-rounds, while AI funding surged 317% and growth-stage deal activity hit a multi-year high.
The BSE Sensex fell 893 points and the Nifty 50 shed 279 points on June 30, 2026, wiping out roughly Rs 6 lakh crore in investor wealth in a single session. Both indices dropped 1.16%, closing at 76,200.68 and 23,824.10 respectively.
Kotak Mahindra Bank shares fell nearly 3% to Rs 397.6 after CEO Ashok Vaswani announced plans to exit the bank. Investor concern now centres on succession timing and whether the bank's ongoing digital and deposit-growth strategy will stay on track.
South Korea's Kospi dropped 3% at Monday's open while Japan's Nikkei fell 1%, as escalating US-Iran conflict triggered a broad risk-off move across Asian markets. South Korea's heavy reliance on Middle East oil imports makes it especially vulnerable to geopolitical shocks of this kind.
