Indian benchmark indices, Sensex and Nifty, closed lower on Wednesday, reversing early gains due to profit-taking and weakness in sectors like IT, FMCG, and consumer durables, despite support from lower crude oil prices.
Futures and options (F&O) trading suits investors with good market knowledge, sufficient risk capital, a tested strategy and strong discipline.
A PL Capital report projects India's LPG subsidy bill to exceed Rs 1 lakh crore in FY27, creating a significant Rs 70,000 crore gap over the Union Budget's Rs 30,000 crore allocation, driven by the government and OMCs absorbing higher fuel and LPG price increases.
'Mobius made EMs investable and India his most enduring belief.'
As the rupee weakens, wealthy families are accelerating investments in global assets.
TVS Motor Company is strategically positioned for sustained outperformance in the domestic two-wheeler industry, propelled by increasing market share in scooters, premium motorcycles, electric vehicles (EVs), and robust export growth, according to analysts.
In an event-heavy week ahead, stock markets are expected to track Q3 corporate earnings from several blue-chip firms, including TCS and Infosys, while inflation data and global trends would also dictate investors' sentiment, analysts said.
For every 100 rupees, households invested Rs 45.2 in mutual funds and equities in 2024-2025.
Reliance Industries is expected to report largely flat performance for its fourth quarter (January-March, Q4) of FY26, with weakness in the oil-to-chemicals (O2C) business and muted retail growth likely to offset steady gains in the telecommunications segment.
The decision to hike US H-1B visa application fee to $100,000, trade talks and the GST rate cut will be the key drivers for stock market movement this week, analysts said.
Analysts have sharply reduced cigarette maker ITC's earning estimates for the next two years, fearing a significant dent in the company's profitability and margins. This is owing to a steep hike in excise duty on tobacco by the government.
Worries about global politics and trade are pulling the Nifty 50 down. Experts say the market could drop further low.
After three post-pandemic years of an upcycle, it was a mixed bag for the realty sector in 2025, with sales volumes in the residential real estate moderating across top cities, and commercial real estate and institutional investments emerging as standout performers. Residential: Volumes soften, value holds firm.
'We expect modest returns in 2026 versus the steep gains seen over the past few years.'
rediffGURU Vipul Bhavsar answers readers' personal income tax queries.
Investors in India's information technology (IT) companies are likely in for more pain ahead as muted earnings for the first quarter of 2025-26 (Q1FY26) play spoilsport at the bourses in the worst-performing sector this year amid macro uncertainties. Investors, analysts suggest, can look for better opportunities in the markets as things stand.
'Geopolitically and diplomatically it's a very difficult situation for India.'
'What the US appears to be doing is to force India to be "the buyer of last resort", on whom their products can be dumped, 1.4 billion people have to eat something, so why not eat American corn?' 'What is exercising the Trump lot is the fact that most of the farms are in solidly Republican Midwestern states: Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, Wisconsin,' points out Rajeev Srinivasan.
Stock market investors became richer by a whopping Rs 77.66 lakh crore in 2024, helped by an overall optimistic trend in equities, where the BSE Sensex surged over 8 per cent. Analysts said the year witnessed a tug of war between the bulls and bears marked by volatility but, despite the uncertainties around the world, the Indian markets sustained the pressure and delivered impressive returns.
'Market corrections are a natural part of investing, so it's essential to remain focused on long-term financial goals.'
The upcoming Union Budget to be presented on February 1 is likely to assume a nominal gross domestic product (GDP) growth between 10 and 10.5 per cent for FY26, a Business Standard poll of 10 economists showed. The first advance estimates released by the National Statistics Office (NSO) had estimated a nominal GDP growth of 9.7 per cent for FY25. Nominal GDP, calculated at current market prices, factors in the effect of inflation. It is used as the base to calculate crucial macroeconomic indicators, such as fiscal deficit, revenue deficit, and debt-to-GDP ratio.
What was once a solemn Vedic ritual is today a celebration for the entire extended family. And why not? With families living in distant cities, even continents, weddings are seen as an occasion for cousins and uncles to congregate under one roof for two or three days, observes Ambi Parmeswaran.
'If their allocation to certain segments have become high due to strong returns over the past three-four years, they should rebalance their portfolios and bring them in line with their long-term asset allocation.'
The third party logistics (3PL) market in Japan is still in the development stage and hence offers extensive potential for growth in future, says a new analysis released by Frost & Sullivan.
The Securities and Exchange Board of India (SEBI) will create a database of all participants in the bourses, a move that will help the regulator keep a watch on traders, investors and intermediaries operating in the market.
Experts said the 20 per cent drop in the market poses a challenge for companies that have set the ball rolling on their IPO plans as valuations will now have to realign. This could entail more dilution or lowering of the issue size.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries.
Meesho has emerged as the second-largest player by order share in this year's festive sales till now, surpassing Amazon, while Flipkart Group platforms topped the market in both orders and gross merchandise value (GMV), according to according to a report by consultancy firm Redseer. It said Flipkart Group maintained its leadership position with a 62 per cent market share in terms of GMV during the first week of the festive season, followed by Amazon which had 26 per cent share, while the remaining 12 per cent was distributed among other e-commerce players. In terms of order volume, Flipkart Group again leads the market with about 49 per cent share and SoftBank-backed Meesho ranks second with about 21 per cent order share, according to Redseer.
Spending has begun rising in infrastructure, construction and Indian firms have started to benefit.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
The Subject Expert Committee on COVID-19 examined the data and deliberated on the EUA application on Monday.
Bad monsoon would be bad news for the market except tech.
' Post-budget any bad news will see a selloff of shares,' says Ramesh Shrichand Damani.
According to the police, Delhi-Ghazipur border remains closed for traffic due to the farmers' protests. The commuters are suggested to take alternate routes via Anad Vihar, Chilla, DND, Apsara, bhopra and Loni borders, it added.
Kerala, the land of latex, is reeling under a threat of avian kind. The viral fever attack, spread by mosquitoes, in the state has left the rubber industry in a very bad shape.
Logistics infrastructure in India is poor, hindering the 3PL industry's progress.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries.
In an hour-long chat on rediff.com on Thursday, A K Prabhakar, senior VP and Head - Equity Research (Retail), Anand Rathi Financial Services Ltd, answered some important questions on the market.
The agriculture ministry also reiterated it is ready to find a "logical solution" to the issues raised by protesting farmer unions.
Flipkart has promoted several of its leaders into newer roles at a time when the Walmart-owned e-commerce giant has internally raised its IPO (initial public offering) valuation target to about $60 billion and aims for a US listing in 2023, according to the sources. "I am delighted to announce the promotion of some of our exemplary leaders," said Kalyan Krishnamurthy, chief executive officer, Flipkart Group, in an internal note, and which has been reviewed by Business Standard. "Each of them has been instrumental in delivering impact and creating long-term value for Flipkart.
