There are vexing questions around the disconnect between Nifty returns and portfolio returns, between economic growth and earnings growth, and finally, between earnings growth and market returns, points out Debashis Basu.
Budget 2026 sticks to fiscal discipline, shuns populist measures despite five key state elections coming up, but ends up rattling stock markets with a higher transaction tax on derivatives trading.
Usually, in the western view, corporate success is attributed to efficiency, organisational structure, and scale. R Gopalakrishnan and Harish Bhat argue that philosophy, culture, and the transmission of values are more important for sustaining growth and profitability of an enterprise over a period of time.
The fiscal tilt towards capex benefits companies in investment-related sectors like capital goods, defence equipment, engineering & construction and metal & mining. The planned cut in revenue expenditure will weigh on companies in consumption sectors like FMCG, consumer durables and retail.
Indian boxing icon Vijender Singh has been appointed as a member of the Asian Boxing Council, marking another significant milestone in his journey from an elite athlete to global sports administrator.
Companies in the lower mcap deciles have recorded the fastest growth in median mcap.
Pakistan have agreed to play India in the T20 World Cup match in Sri Lanka after diplomatic outreach and ICC-led talks ended the boycott standoff.
Ambareesh Baliga's quick take on the markets after the increase in STT on futures and options trading...
Makers of spirits, beer, and wine are working to identify new markets of growth as two of the industry's biggest liquor markets, Maharashtra and Telangana, remain embroiled in taxation and payment issues.
Residential areas now exist cheek by jowl with smokestacks, while convoys of heavy trucks rumble through narrow roads day and night, throwing up clouds of dust.
The Maharashtra cabinet has approved a land acquisition and allotment policy for development projects in the 'Third Mumbai' area near the Mumbai Trans Harbour Link (Atal Setu), along with other key infrastructure and development initiatives across the state.
Two dedicated freight corridors -- Eastern and Western -- are in operation covering several states and districts.
'This Budget has a one-year agenda, which you can call the sprint, and the marathon is towards Viksit Bharat.'
'For those in for the long haul, this is a God-given opportunity.' 'Your market is falling despite strong fundamentals, and such a clear roadmap has been announced.'
Eternal, the parent entity of Blinkit and Zomato, on Wednesday said Deepinder Goyal will step down as its Group CEO and Managing Director with Blinkit CEO Albinder Dhindsa set to succeed him as Group CEO from February 1.
Largecap equities are less volatile than mid- and smallcap stocks, making them suitable for risk-averse investors.
Banks are depending more heavily on the market for certificates of deposit (CDs), whose worth climbed to a record Rs 5.75 trillion in the fortnight to January 15, owing to deposit tightness in the system.
Cleaner balance sheets, regulatory support and strong growth prospects helped Indian private banks attract over $6 billion in foreign capital, with more deals expected in 2026.
With the music industry pushing for growth in the paid subscription segment, Universal Music India anticipates that the Indian market will mature, potentially becoming a highly impactful paid market for music over the next five years.
'Growth will definitely continue to come most from the sub-four-metre SUV segment, primarily because that is where the heart of economy and affordability is. Naturally, that will keep pushing the share of that segment (in overall PV sales) higher.'
India's two-wheeler industry is seen growing 6-9% in 2026, though a proposed ABS mandate for sub-125cc models could push up prices and temper volumes.
Though some ingredients such as mild odours or silicones might not be actually harmful, others such as sulphates, parabens or formaldehyde releasers can result in skin irritation, hormonal imbalances and skin barrier damage, advises Dr Ameesha Mahajan.
While EPF rewards patience and compounds your money, inflation decides how far your money really goes.
Passive funds have resumed gaining ground in the mutual fund (MF) industry after a slowdown in 2024, with their share of assets under management (AUM) reaching an all-time high in 2025. The surge has been driven largely by robust inflows into gold and silver exchange-traded funds (ETFs).
'A breakout above 158,000 to 160,000 could trigger the next leg higher toward 165,000 to 170,000.'
Reserve Bank of India (RBI) Governor Sanjay Malhotra, and Deputy Governors Poonam Gupta, T Rabi Sankar, Swaminathan J, and S C Murmu on Friday addressed issues during the post-policy media interaction.
Former New Zealand Test player, coach and selector Mark Greatbatch has been elected as the new president of New Zealand Cricket.
Leading non-banking financial company (NBFC) Shriram Finance on Friday said Japan-based MUFG Bank would invest Rs 39,618 crore, or $4.4 billion, to acquire a 20 per cent stake on a fully diluted basis through a preferential issue of equity shares.
Hit by a slowdown in information technology (IT) hiring, Info Edge (India)'s results for the July-September quarter (Q2) of 2025-26 (FY26) fell short of brokerage expectations. What helped the online recruitment major offset the weak IT hiring trend was broad-based growth across other sectors.
The shares of Titan Company hit its all-time high on the BSE and was the top gainer in the Sensex on Wednesday after the company released its business update for the third quarter of 2025-26 (Q3FY26). The stock closed at 4,272, up 3.94 per cent as compared to the Sensex, which was a tad down.
'Global uncertainty is something which definitely occupies the minds of officials when we are preparing for the Budget.'
This is the second-worst performance by the pack during this period over the last five years since CY20.
The share of first-time luxury customers in BMW's portfolio has risen sharply -- from around 43 per cent in 2024 to nearly 49 per cent in 2025. In some models, the figure is even higher.
Mahindra & Mahindra on Tuesday posted a 28 per cent year-on-year increase in its consolidated profit after tax to Rs 3,673 crore for the second quarter ended September 30, 2025, driven by robust performance of the farm sector, while also seeing the impact of the GST transition on the auto sector. The company reported a profit after tax (PAT) of Rs 2,867 crore for the July-September period of the last fiscal.
Overlap refers to the same stocks appearing across fund portfolios.
Pharma major Dr Reddy's Laboratories (DRL) reported a 14 per cent year-on-year (Y-o-Y) drop in consolidated net profit to Rs 1,210 crore in the December quarter of FY 2025-26 (Q3FY26) on low sales of cancer drug Lenalidomide in the North American market. The firm's revenue from operations grew to Rs 8,727 crore in Q3FY26, a 4.4 per cent Y-o-Y increase from Rs 8,357 crore recorded for the same quarter last year.
India is a global leader in software development services, IT enabled services, knowledge process outsourcing services and contract R&D services relating to software development, Sitharaman said noting these business segments are quite inter-connected with each other.
'When markets go into a budget with excessive optimism, the risk of disappointment is higher.'
In the Indo-Pacific's new era -- where perception shapes reality faster than treaties -- the real entrapment is not of China or the United States. It is the test Japan has set for itself -- and whether partners like India, acting as balancers rather than accelerants, can help ensure that the story ends in stability, points out Varun Arya.
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
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