Stock markets closed higher for the second straight session on Tuesday, driven by gains in bank, IT and capital goods shares.
The Indian defence ministry has initiated a project to indigenously design and develop a 1000-kg aerial bomb for the Indian Air Force (IAF), aiming to enhance self-reliance in the defence sector.
Indian equity benchmarks, Sensex and Nifty, ended lower after a spectacular rally, with the Sensex tumbling 931 points, as renewed tensions in West Asia, particularly the risk to the ceasefire deal after Iran closed the Strait of Hormuz, dampened investor optimism.
TeamLease Digital CEO Neeti Sharma discusses how AI is driving a structural reset in the tech industry, leading to layoffs, reshaping hiring practices, and increasing job insecurity.
India's electric vehicle (EV) market experienced a significant surge in financial year 2025-26 (FY26), with e4W registrations nearly doubling and e2Ws growing by over 20%, propelled by expanding charging infrastructure, diverse model launches, and accessible financing.
'The bigger unknown remains global geopolitics, which is inherently unpredictable, including developments in our neighbourhood.' 'Another concern is the increasing tilt of government finances towards welfare subsidies, especially at the state level.' 'This could constrain capital expenditure, which is critical for long-term growth.'
Gold and silver prices are poised to maintain their record-setting rally in the coming week as investors focus on global inflation data and key macroeconomic indicators that shape central bank policy paths, analysts said.
Shares of Reliance Industries Limited (RIL) tumbled on Tuesday, posting its biggest single-day decline in 19 months, amid controversy over its purchase of Russian oil and profit-booking after recent gains.
British accountancy services firms on Monday said the barriers foreign firms face in operating in India were adding to their capital costs, besides stopping them from recruiting more Indian students.
Sebi is working with other regulators to expand the CAS framework.
Capex, infrastructure development, and prudent fiscal management are the key focus areas in the Budget, says Nilesh Shah.
HCLTech reported flat net income of Rs 4,235 crore in the second quarter of 2025-26 (Q2FY26) compared to last year, even as its revenue was up 10.7 per cent to Rs 31,492 crore helped by financial services and technology business verticals.
India's defence sector is on the cusp of a 'super cycle' of growth, driven by escalating geopolitical conflicts and a strong policy push towards indigenous manufacturing, with major players like BEL, HAL, and BDL poised for significant order inflows and technological advancements.
With discretionary spending still under pressure, the information technology (IT) services industry continued to face an uncertain demand environment in the third quarter of 2025-26 (Q3FY26).
In the past few months, 45 companies have signalled their intent to raise money through the institutional placement route.
The conflict may disrupt Budget 2026-2027 projections, squeezing revenues and raising subsidies, prompting fiscal adjustments and potential reforms, echoing lessons from the Covid-era shock, points out A K Bhattacharya.
The Karnataka government has formed a committee on responsible AI to develop a framework for the safe, ethical, and transparent adoption of AI across government systems and public services.
Kerala's voters are sophisticated, educated, and unforgiving. They have once again made it clear that no government is entitled to remain in power. The Congress would do well to remember this, points out Ramesh Menon.
'The West Asia or the Gulf crisis has shown that what we develop as national infrastructure when things are not as bad as they could be, we forget to plan for adversities.'
The Trinamool Congress (TMC) has released its manifesto for the West Bengal elections, focusing on welfare politics and women's empowerment with pledges to expand existing schemes, improve healthcare, and develop infrastructure.
...reopen for up to six months. Until then, the Strait stays nearly closed. The world pays. And no one, including the man who started this, can say when it ends, notes Prem Panicker in his must read blog on the Iran War.
Indian markets on Dalal Street rallied sharply as easing tensions in the US-Iran conflict and stable oil prices boosted sentiment. Track Nifty 50 and BSE Sensex performance and key global triggers.
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.
'There is a challenge in repositioning yourself, maybe reinventing yourself.'
Hiring demand strongest in ecommerce, tech startups, healthcare, and energy sectors, with Bengaluru, Hyderabad, and Pune leading.
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.
10 stocks from the Nifty 200 index that offer good growth potential and scope to deliver decent returns from current levels, based on brokerage estimates.
Investors have put money in Ambuja Cements shares as the cement major has moved to consolidate its operations. The Adani Group company has proposed to merge its subsidiaries ACC and Orient Cement into the parent entity.
'The first time India has seen two consecutive blockbuster IPO years.'
Markets will look for clear guidance on how the MPC interprets the uncertainty and what it implies for the future course of monetary policy, points out Rajeswari Sengupta.
The Nifty IT index hit a more than nine-month low, trading at its weakest level since April 17, 2025.
Fino Payments Bank asserts its compliance with GST regulations following the arrest of its MD and CEO, Rishi Gupta, by the Directorate General of GST Intelligence (DGGI). The bank clarifies that the investigation pertains to program managers associated with multiple banks and not the bank's own GST compliance.
'It would be similar to what happened during COVID-19.' 'They are not just losing income, but being pushed into distress.'
Gold's glittering rally is expected to continue, with prices likely to climb towards $4,500 per ounce in overseas markets, supported by sustained global central bank purchases, persistent geopolitical tensions, and strong Asian demand, according to a report by Motilal Oswal Financial Services Ltd. Silver, which has outperformed gold in terms of returns so far this year, is projected to climb to around $75 per ounce, aided by robust industrial consumption and a widening supply deficit, the report said.
Bajaj Finserv on Thursday said it has completed the acquisition of Allianz SE's stake in Bajaj General Insurance and Bajaj Life Insurance, worth Rs 12,190 crore and Rs 9,200 crore, respectively. Bajaj Finserv, along with Bajaj Holdings & Investment and Jamnalal Sons, acquired the foreign insurer's 23 per cent stake in the businesses, marking the largest transaction in the Indian insurance sector.
The Union Budget for 2026-27, presented by Finance Minister (FM) Nirmala Sitharaman on Sunday, which was a first, had an excellent domestic macro backdrop. According to the first advance estimates, gross domestic product (GDP) in constant prices is projected to grow 7.4 per cent in the current financial year, against 6.5 per cent in 2024-25.
Companies' rent and lease expenses have seen a significant decline relative to the money they make since the pandemic.
The Budget emerges as a measured, credible and forward-looking policy document that reinforces India's commitment to remaining a stable, reform-oriented economy amid an increasingly fragmented global landscape, says A Balasubramanian.
A host of macroeconomic data announcements, global trends and trading activity of foreign investors would dictate investors' sentiment in the stock market this week, analysts said. Besides, auto sales data will be closely tracked, experts noted.
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.
