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.
Life Insurance Corporation of India (LIC) has made the most of the stock market boom by reducing stakes in all its top conglomerates during the financial year 2023-2024 (FY24). However, even after reducing exposure, the value of its remaining stake has gone up substantially across all groups, according to data collated from stock exchange filings.
Companies in the lower mcap deciles have recorded the fastest growth in median mcap.
Stocks of fast-moving consumer goods companies have taken it on the chin in calendar year 2026 (CY26) with the Nifty FMCG index falling over 6 per cent compared to the Nifty 50 dipping 0.8 per cent. Nifty FMCG is one of the worst-performing sectors on the NSE in CY26.
JPMorgan has downgraded Indian equities to 'neutral' from 'overweight', citing elevated valuations, rising earnings risks, and limited exposure to next-generation technology like AI. The brokerage believes other emerging markets offer more attractive risk/reward propositions despite India's strong structural growth story.
If Tata Sons is listed, the special veto rights of Tata Trusts, under Article 121A, may have to go away.
'As re-industrialisation gathers pace across regions like Asia, Europe and the US, a wide range of products and inputs will see demand.'
Delhi Police have uncovered a racket involving the illegal diversion and sale of government-supplied medicines intended for free distribution in hospitals, seizing drugs worth Rs 70 lakh and arresting five individuals.
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.
Macroeconomic data announcements, global trends and trading activity of foreign investors would be major driving factors for market movement this week, analysts said. Unabated capital infusion by domestic institutional investors have supported the positive trend in the stock market last week, traders said.
Analysts predict continued volatility in Indian equity markets due to domestic macroeconomic data, F&O expiry, global developments including US tariff policies, and geopolitical tensions.
A strong third-quarter (October-December/Q3) performance for 2025-26 (FY26) has helped the stock of India's largest listed pharmaceutical (pharma) company, Sun Pharmaceutical Industries, gain about 7 per cent since the start of February.
Ravi Singhal explains how a taxpayer can go about reducing her/his tax liability if they suffer losses while investing or trading in the stock market.
The Enforcement Directorate conducted raids across Arunachal Pradesh, uncovering a large-scale interstate liquor smuggling and money laundering network.
Delhi Police have arrested four individuals involved in an interstate racket manufacturing and distributing counterfeit prescription drugs, uncovering an illegal processing unit in Delhi.
Quarterly earnings, macroeconomic data announcements and global trends will drive the Indian stock markets in a holiday-shortened week, analysts said. Stock markets would remain closed on Wednesday for the Guru Nanak Gurpurab holiday.
Sun Pharmaceutical Industries' Executive Chairman Dilip Shanghvi described the USD 11.75 billion acquisition of US-based Organon & Co as both a "happy" and "bit anxious" moment, acknowledging the significant debt required to fund the large transaction.
Following regulatory action against Paytm Payments Bank Ltd (PPBL), Paytm strategically separated its core operations, a move praised by analysts for preserving business continuity and governance. This separation has enabled Paytm to sustain growth and improve profitability.
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.
Benchmark Sensex tumbled 1,236 points or 1.5 per cent while Nifty closed near 25,450 on Thursday following an across-the-board sell-off amid escalating geopolitical tensions between the US and Iran.
India's manufacturing sector experienced a mild recovery in April, with the HSBC India Manufacturing Purchasing Managers' Index (PMI) rising to 54.7 from 53.9 in March. However, inflationary pressures intensified, with input costs increasing at the fastest pace since August 2022, largely attributed to the Middle East conflict.
US President Donald Trump threatened to bomb Iran if a deal is not reached before the ceasefire ends, while Pakistan urged both sides to extend the truce and pursue diplomacy.
Leading jewellery companies, Titan Company and Kalyan Jewellers India, have reported better-than-expected top-line growth in Q4 FY26, driven by robust same-store sales growth, higher average ticket sizes, and an improvement in buyer growth, signalling a strong recovery in demand.
The government has dismissed speculation of an imminent increase in petrol and diesel prices, assuring citizens that there are no plans for a hike despite rising crude oil costs.
The Indian trading and investment space has transformed exponentially in the last few years, and technology plays a pivotal part in how traders engage with the markets. In 2026, brokers are far more than order-execution platforms; they provide several value-added features to market participants to facilitate a data-driven and seamless trading experience.
Retail investors' equity portfolios have significantly underperformed benchmark indices over the past 16 to 18 months.
Equity benchmark indices Sensex and Nifty ended higher in highly volatile trade on Tuesday, buoyed by heavy buying in bank and metal stocks, a firm trend in global markets and optimism over India-EU FTA. The 30-share BSE Sensex climbed 319.78 points, or 0.39 per cent, to settle at 81,857.48.
The Enforcement Directorate (ED) conducted raids at multiple locations in West Bengal as part of a money laundering investigation into an alleged Public Distribution System (PDS) scam.
WPI inflation data, trading activity of foreign investors and global cues would dictate trends in the stock market this week, analysts said.
Governance uncertainty and leadership visibility gap are likely to keep the stock under pressure in the near term, said Nomura in a report.
'Retail portfolios were going nowhere even as headline indices moved higher, prompting investors to sell holdings and shift money to IPOs, attracted by listing-day gains.'
Since this is a long-term investment, investors must do their homework and choose a fund manager carefully.
The National Stock Exchange (NSE) will launch Dated Brent Crude Oil (Platts) futures on April 13, offering a new hedging tool for market participants.
Amidst heightened market volatility and muted investor sentiment, the Securities and Exchange Board of India (Sebi) has announced one-time relaxations for initial public offering (IPO) timelines and minimum public shareholding requirements, providing relief to numerous companies.
'During the bank's board meeting, many directors asked him if there is a governance issue but he said there is none.'
Every investor loves a bull market - that feeling of watching portfolios rise and headlines being filled with record highs is gratifying. Yet, wealth creation in the stock market is not just a matter of market rallies. Some of the most successful investors make their fortunes in periods of slow or even negative market momentum. The secret is mindset, strategy, and disciplined investing, not chasing short-term rallies.
Infosys shares experienced a significant drop, hitting a 52-week low, after the company announced its Q4FY26 results and provided a modest revenue growth guidance of 1.5-3.5 per cent in constant currency for FY27, falling below market expectations and raising concerns about AI-led deflation and margin pressures.
Fans are so confident of India retaining the ICC World T20 title that that they would like March 8 (the day of the final) to be added to the list of special days in March as 'Indian cricket's double-triumph day'.
'In investing, poor sentiment is always a good vintage to build a portfolio.'
'We saw 581 chocolate orders per minute and 324 rose orders per minute.'
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