Reliance is in early talks to acquire Nayara Energy from Russia’s Rosneft, which is seeking to exit India amid pressure from sanctions. If the deal goes through, Reliance could surpass IOC as India’s top refiner and gain over 6,700 retail outlets. Meanwhile, smallcaps have bounced back sharply in Q2. With strong SIP flows, rate cuts, and FII interest, could they lead the market in the second half of 2025? All of this in today’s two sharp with Nisha Poddar.
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