Fund managers are divided on the prospects for beaten-down information technology (IT) stocks, reflected in the wide variance in equity mutual funds' (MFs) sector exposure. An analysis by Nuvama Alternative & Quantitative Research shows that while six large fund houses were overweight the sector relative to its weight in the Nifty 200 index, five were underweight as of October 2025. UTI MF had the highest exposure at 17.8 per cent, while SBI MF sat at the bottom with 5 per cent.
Governance uncertainty and leadership visibility gap are likely to keep the stock under pressure in the near term, said Nomura in a report.
Fitch Ratings on Friday said persistently higher oil prices could cause India's retail inflation to rise faster than the expected gradual pace, and lead to a slowdown in economic growth in the first half of financial year 2026-27 (FY27).
Shares of Waaree Energies and Premier Energies are under pressure after the US imposed initial duties on Indian solar imports. The article examines the impact on green energy stocks and market sentiment.
Domestic passenger vehicle dispatches in India rose 10.6% in February, driven by utility vehicles and two-wheelers, but the industry remains cautious due to geopolitical tensions.
A private university in Vadodara was evacuated following a bomb threat email, while similar messages were received by multiple passport and post offices across Gujarat. All threats were later deemed a hoax after extensive searches found nothing suspicious.
Tata Steel is strategically positioned for growth, leveraging India's robust steel demand, significant cost transformation programmes, and favourable protectionist policies in the EU and UK. The company is expanding its India capacity and optimising operations in its European units to enhance profitability and reduce debt.
'We are profoundly energy-dependent on the Gulf. That dependency must now be redirected towards the United States, because we require American permission to procure oil.' 'We additionally require Iranian permission to acquire oil from that source. So India now has to seek two separate permissions merely to secure its energy supply.' 'Should we be compelled to source from America, or from Venezuela -- which is, in effect, American-controlled supply -- that will inevitably carry a price premium, an elevated shipping cost, and a considerably extended delivery timeline, given the distances involved.'
Gold prices are expected to remain volatile next week as investors track geopolitical developments in the Middle East and key macroeconomic data releases that could shape the sentiment in the domestic market, analysts said.
Around 73 per cent of employers interviewed intend to hire freshers during January-June 2026, with recruitment decisions mainly driven by internships and real-world project experience rather than academic credentials alone, a report said on Wednesday. Nearly 3 in 4 employers (73 per cent) intend to hire freshers during January-June this year, marking a 3 per cent increase over the previous half-year, according to TeamLease EdTech Career Outlook Report HY1 2026.
Revenue collection next financial year may be affected, and, along with this, subsidies on food and fertilisers can go up if the war in West Asia drags for long, according to experts.
The India-US trade deal has offered a much-needed breather for the Indian information technology (IT) industry, which has been grappling with global macroeconomic uncertainty and subdued client spending over the past few years.
A senior Maoist commander, Papa Rao, surrendered with his team in Chhattisgarh, signalling a significant blow to Left-Wing Extremism in the region. This event underscores the impact of sustained security pressure and rehabilitation efforts on the Maoist movement.
The outreach comes amid a drop in Indian student enrolments in management programmes at American universities last year, following changes to US student visa policies.
The purge in Washington does not pause the war. Strikes continue, Hormuz remains closed, and Brent crude is still dancing around $109 a barrel. For India, the command chaos in the Pentagon is another layer of uncertainty piled on five weeks of conflict that was already straining every buffer Delhi has.
In a post on X, Netanyahu wrote, 'Before our joint dinner, I surprised my friend Prime Minister Modi by wearing traditional Indian attire.'
In the present hyper-connected world, there are many domestic and global factors that affect financial markets. Of them, the most powerful and often least predictable are geopolitical events, which often boil down to one diplomatic headline.
India's services sector growth rose to a two-month high of 58.5 in January, on faster expansion in new business intake and output, prompting service providers to hire additional staff, a monthly survey said on Wednesday.
The recent correction suggests that while precious metals hedge geopolitical tension and inflation, they are not immune to sharp short-term corrections and profit-booking.
'Except for extremely conservative investors, others can consider allocating 10 to 20 per cent of their portfolio to small caps.'
A Jefferies report warns that the IT services sector is set for a structural shift due to AI, requiring talent and operating model overhauls and increasing cyclicality.
Tata Motors Passenger Vehicles (TMPV) on Friday reported a 13 per cent year-on-year (Y-o-Y) decline in consolidated revenue from operations for the second quarter of 2025-26 (Q2FY26), largely due to the cyberattack on its subsidiary Jaguar Land Rover (JLR) in late August that forced a shutdown of its manufacturing operations for over five weeks.
Benchmark stock indices Sensex and Nifty closed higher on Thursday, helped by a rally in blue-chip Larsen & Toubro and the Economic Survey projecting the GDP growth of 6.8-7.2 per cent for the next fiscal.
Gold prices are likely to trade firm next week as traders await key economic data, including US inflation numbers, for fresh cues on interest rate outlook, while silver may remain volatile amid shifting risk sentiment and speculative activity, analysts said.
Bitcoin has fallen from its peak of $1,26,251.3 on October 6, 2025, to $65,405.5, a decline of 48.2 per cent. Investors must recognise that sharp volatility is inherent to Bitcoin and avoid kneejerk reactions.
Global risks include a potential delay in the US-India trade agreement, the possibility of a sharp correction in US equity markets, and renewed geopolitical tensions.
Silver and gold prices declined sharply in the futures trade on Friday as traders booked profits at elevated levels after a record-breaking rally, tracking a bearish sentiment in global markets and a rebound in the US dollar.
The value of the rupee, which has slipped to the 92 per dollar mark, does not accurately reflect India's stellar economic fundamentals, the Economic Survey said on Thursday.
With the worst in terms of pricing pressures behind Tata Steel, its outlook is expected to improve. Europe has seen hot rolled coil prices rise this January after the European Union's (EU's) carbon border adjustment mechanism (CBAM) kicked in and further price improvements may be on the cards once import quotas come into play in June.
The publicly exposed data includes 48 million accounts on Gmail, 4 million on Yahoo, 17 million on Facebook, 6.5 million on Instagram, 3.4 million on Netflix, 1.5 million on Outlook, etc.
'Oil is still well below its all-time highs, and the world is gradually running out of known reserves.'
Fears around artificial intelligence (AI) sparked a global selloff in information technology (IT) stocks, dragging down domestic software shares and prompting the heaviest foreign portfolio investor (FPI) outflows since the second half of July 2025.
Macroeconomic data, global geopolitical developments and rising concerns over AI-related disruptions are likely to dictate sentiment in the stock market next week, even as investors may remain cautious amid ongoing volatility, according to analysts.
The delivery of the jets are facing delays primarily due to GE Aerospace missing several deadlines for supply of its aero engines to power the jets.
Top Maoist commander Thippiri Tirupati alias Devji has surrendered to police, marking a significant blow to the outlawed organisation. His surrender comes ahead of the Union government's deadline to eliminate Naxalism.
Stock markets closed higher for the second straight session on Tuesday, driven by gains in bank, IT and capital goods shares.
After three consecutive months of heavy selling, foreign portfolio investors (FPIs) turned net buyers in the first week of February, infusing more than Rs 8,100 crore in Indian equities, aided by improving risk sentiment, along with a trade deal with the US.
Oman's Aamir Kaleem has become the oldest player to feature in a Twenty20 World Cup, surpassing Ryan Campbell's record. Despite the milestone, Kaleem remains focused on contributing to his team's success and advocating for more opportunities for associate nations to compete against full-member teams.
India's wicketkeeper-batter Rishabh Pant on Wednesday said that he is recovering well after his injury and is hopeful of returning to competitive cricket at the earliest.
The selloff in domestic information technology stocks intensified on Friday, with the Nifty IT index sliding as much as 5.2 per cent during the session before paring losses to close 1.44 per cent lower.
