While many areas compete for resources, defence, education, and adaptation deserve focus for maximum impact, suggests Laveesh Bhandari.
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.
'Given that India underperformed emerging markets by 28 per cent in 2025, the worst performance in over 30 years, the timing of the sharp STT hike could have been better.'
Among its 27 recommendations for the Union Budget is this: It has suggested that equity investments held for more than one year and up to three years should be taxed at 12.5 per cent on gains exceeding 2 lakh in a financial year.
Budget 2026 is an intentional and ambitious one - From manufacturing growth to services supremacy, from technology consumption to AI-powered transformation. This is the blueprint for a $7 trillion economy built on intelligence, not just scale.
When it comes to multibagger stocks, patience trumps market timing. Investors who stay invested in fundamentally strong stocks build wealth in the long term, and investors who wait for perfect entry points usually end up confused, late, or out of the market. Here, we will explore the role of patience in multibagger stock investments.
Prime Minister Narendra Modi is scheduled to visit Israel for two days to discuss bilateral and regional issues, marking his second visit to the Jewish state and highlighting the growing strategic partnership between India and Israel.
Microsoft CEO Satya Nadella on Tuesday announced plans to invest $17.5 billion in India to help build infrastructure and sovereign capabilities for the country's AI-first future, marking the third major AI-driven investment in the country in the past two months. Microsoft said that the $17.5 billion (around Rs 1.58 lakh crore) investment builds on the $3 billion (around Rs 26,955 crore) funding announced earlier this year, which the company is on track to spend by the end of CY (calendar year) 2026.
Tarique Rahman is Bangladesh's first male prime minister in more than three decades, ending an era of female leadership that began in 1991.
'India is often skipping legacy cycles and moving directly to advanced AI-driven operations.'
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.
Investors are moving away from the commercial paper (CP) market towards certificates of deposit (CDs), as primary CD issuances and rates on these short-term instruments rise.
The Budget reflects a clear focus on strengthening India's long-term prospects by leaning on nation-building sectors such as infrastructure, manufacturing, and technology while maintaining fiscal responsibility.
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.
Benchmark equity indices Sensex and Nifty tumbled more than 1 per cent on Friday due to across-the-board selloff, especially in metal, IT and commodity stocks, tracking sluggish global markets.
Flexicap fund performance depends heavily on the fund manager's decisions.
Shatrughan Sinha and Reena Roy's journey towards a happy ending hit a speed bump -- Shatru already had a long-standing girlfriend in actress Poonam Chandiramani.
'We kept this Budget on a larger plank, rather than on one incident, however serious.'
Capex, infrastructure development, and prudent fiscal management are the key focus areas in the Budget, says Nilesh Shah.
Following Pakistan's defeat to India in a T20 World Cup match, former players are calling for significant changes in the team, including the removal of Babar Azam and other senior players.
You can compound money. You cannot compound being young and stupidly in love. So? 'Don't Play Small' this Valentine's Day
On Agri Stack, Expenditure Secy V Vualnam says it's progressing well; using IT, farmers will be able to choose exact fertiliser quantities needed, reducing crowding at fertiliser outlets.
'Today, we are at a stage where we have launched a voice-to-voice model that supports 14 Indian languages.'
Benchmark BSE Sensex fell 558 points on Thursday amid heavy selling in IT shares, as concerns over AI-led disruptions and waning hopes of a Fed rate cut after firm US economic data weighed on investor sentiment.
Trade deals ease risks for Indian equities, but weak demand and stretched valuations raise questions over whether optimism -- especially in smallcaps -- can turn into a sustained bull run, points out Debashis Basu.
Stock markets closed higher on Friday after the Reserve Bank of India kept its benchmark interest rate unchanged as expected and proposed allowing banks to lend to Real Estate Investment Trusts (REITs) with certain prudential safeguards to deepen the financing pool for the real estate sector.
Benchmark stock indices Sensex and Nifty closed on a flat note in a choppy session on Wednesday as gains in PSU banks and auto shares were offset by losses in IT stocks.
Tarique Rahman, after 17 years in self-exile, has led the Bangladesh Nationalist Party (BNP) to a significant victory, becoming the country's Prime Minister. This marks a major turnaround for the BNP after years of being targeted by the Awami League government.
India has been on an FTA-signing spree of late. Since 2021, it has signed eight trade agreements, three of which -- with the UK, Oman and New Zealand -- were finalised in 2025 alone.
The most common mistake is investing without assessing suitability and long-term implications.
Equity benchmark indices Sensex and Nifty advanced for the third straight session on Tuesday driven by firm global cues and optimism over India-US trade agreement, even as investors turned to profit-booking at higher levels.
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
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.
'Global uncertainty is something which definitely occupies the minds of officials when we are preparing for the Budget.'
While methods such as generative user awareness remain among the most efficient and low-cost mechanisms for preventing cybersecurity incidents, they are becoming less effective as attacks become more sophisticated.
Nearly two-thirds of external commercial borrowings (ECBs) raised so far in the ongoing financial year (2025-26/FY26) have been routed through Gujarat International Finance Tec-City (GIFT City), a sharp jump from the 36 per cent recorded in 2024-25.
What items did Indian Finance Minister Nirmala Sitharaman make cheaper?
Lavrov's comments came two days after Russia accused the US of attempting to prevent India and other countries from buying Russian oil, saying Washington was using a wide range of 'coercive' measures, including tariffs, sanctions and direct prohibitions.
Stock market benchmark indices Sensex and Nifty surged in early trading session on Tuesday after India and the US agreed to a trade deal under which Washington will bring down the reciprocal tariff on Indian goods to 18 per cent from current 25 per cent.
'The trade deficit in some sectors is huge and that is an area of opportunity to localise.'
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