Investors in India's information technology (IT) companies are likely in for more pain ahead as muted earnings for the first quarter of 2025-26 (Q1FY26) play spoilsport at the bourses in the worst-performing sector this year amid macro uncertainties. Investors, analysts suggest, can look for better opportunities in the markets as things stand.
'Stalin's intention is plain and simple.' 'The DMK wants to convert what is an 'incumbency-centred' election for the party-led alliance into one more 'Modi/BJP election' after Stalin's successive success in 2019 and 2021, observes N Sathiya Moorthy.
With rising credit demand, cleaner balance sheets, and renewed investor confidence, banks are positioned at the forefront of the market rally. From major players like ICICI and HDFC to broader policy shifts, there's much driving this momentum.
With rising credit demand, cleaner balance sheets, and renewed investor confidence, banks are positioned at the forefront of the market rally. From major players like ICICI and HDFC to broader policy shifts, there's much driving this momentum.
With rising credit demand, cleaner balance sheets, and renewed investor confidence, banks are positioned at the forefront of the market rally. From major players like ICICI and HDFC to broader policy shifts, there's much driving this momentum.
The Supreme Court has questioned the practice of Governors withholding assent to bills indefinitely, stating that it renders the constitutional provision of 'as soon as possible' meaningless.
India as a sovereign democratic republic completed 75 years of its eventful journey on Sunday, with the stage set at the Kartavya Path in New Delhi for the ceremonial parade during which the country will showcase its military prowess and rich cultural heritage.
Majority of equity fund managers were able to squeeze in some extra returns over their benchmarks in 2024-25 (FY25). While some managed to do so by delivering outsized returns during the equity market rally in the first half of the year (H1FY25), others succeeded by limiting the downside during the market downturn.
'Prashant Kishor is a businessman before he is a politician, and given that the expected average turnout for JSP candidates is 5,000 to 6,000 votes and since Bihar has a significant number of seats where the margin between the winner and runner-up falls within that range he will capitalise on exactly that to showcase his presence.'
Only in the event of the RSS managing to force Modi into accepting a consensual candidate, will the party not continue to 'being' the 'next Congress', observes Nilanjan Mukhopadhyay.
Domestic institutional investors (DIIs) have infused a record Rs 4.6 trillion into Indian equities over the course of Samvat 2080, marking the highest net annual investment in any Samvat to date. This robust domestic inflow has effectively counterbalanced the comparatively subdued investments from foreign portfolio investors (FPIs), who contributed a net Rs 90,956 crore within the same timeframe. Against this backdrop, the Nifty 50 and BSE Sensex indices are on track to achieve their best performance in three Samvat years, despite recent market corrections.
The BJP's nationwide vote share saw its steepest decline in Rajasthan, falling by 9.23% from 2019, resulting in the loss of 11 seats.
For Adityanath, it's not just a chance to reaffirm his dominance in Uttar Pradesh, it's an opportunity to solidify his narrative as a vote-winner.
'There are differences over certain issues between the JD-U and BJP but we are in alliance and continuing.'
An impressive performance in Jharkhand and, especially, Maharashtra assembly polls next month by the BJP-led National Democratic Alliance will lay to rest the doubts over the party's political dominance after its underwhelming performance in the Lok Sabha polls and strike a body blow to the Opposition.
He was trolled during the Lok Sabha poll campaign, but despite the tactics by his rivals, action hero Suresh Gopi rose to national stardom in cinema style on June 4, winning the Thrissur seat on a BJP ticket and scripting history for the saffron party in Kerala.
Asked about the BJP's claim that its performance in southern states will be exemplary, Tharoor said, "The claim of an 'exemplary' performance is yet another product of the BJP's propaganda mill."
Akhilesh Yadav's stock rose dramatically on Tuesday with his Samajwadi Party cutting the ruling Bharatiya Janata Party down to size in Uttar Pradesh.
Both the BJP and the Congress have their share of challenges, with finding winning horses on top of this list.
Instead of harvesting the wrath against the BJP and using it to their advantage by opting for a collective form of leadership, the Congress decided once again to bestow their trust in the Hooda family who were given a free hand in the distribution of tickets. This turned out to be the biggest blunder and this faulty selection was the single over riding factor in the Congress defeat, explains Rashme Sehgal.
Profit taking in Bajaj Finance, Nestle, Kotak Bank, SBI, Bharti Airtel L&T and Asian Paints also weighed on the benchmark index. Maruti bucked the trend by gaining 1.73 per cent after strong retails sales in September. Power Grid, M&M. JSW Steel and Tata Steel also advanced.
'Elections are fought to win.' 'In our party, the leadership takes the final decision, and our leaders are very clear about it.'
Kerala's election discourse operates surreptitiously. Its explicit face focuses on important national and local issues. At the same time, it seeks to secure apt communal equations to ensure votes, notes Shyam G Menon.
For the first time in his political career, he failed to carry his party to even a working majority -- and again, for the first time in his career, he finds himself in a situation where he cannot rule by dictatorial fiat, points out Prem Panicker.
'Israel is counting on the United States to enter the fray on their behalf and perform destructive strikes against these targets that are beyond Israel's conventional capabilities.' 'They may well get their way if they start a war, because the United States is still committed to Israel's security, and it won't matter whether it is Trump or Harris in the White House.'
The prime minister will be part of the launch of several development initiatives on his birthday.
In focus are the assembly polls in 2026. From a BJP perspective, their attack on the ruling DMK, using the 'Hindutva' card, and Annamalai's targeting of both Dravidian majors on corruption has not worked, points out N Sathiya Moorthy.
Plagued by desertions, internal rifts, and with the image of being a "family party", it remains to be seen how Gowda's son and former Chief Minister HD Kumaraswamy would steer the party in the May 10 assembly polls.
The Lok Sabha contest in Thiruvananthapuram is shaping up to be a significant battle involving key candidates like Shashi Tharoor, Rajeev Chandrasekhar, and Panniyan Ravindran. This three-cornered fight highlights the political dynamics in Kerala's capital city, with each candidate bringing their own vision and promises for the region's development, notes Rajeev Srinivasan.
Narendra Modi has proved through execution of this event in Ayodhya that amongst all his contemporaries in politics he knows ordinary Indians like none other, notes Sheela Bhatt.
'Has any prime minister spent so much time in one state holding election rally after rally?'
Palanivel Thiaga Rajan was on Thursday relieved of the finance portfolio by Tamil Nadu Chief Minister M K Stalin.
Vellore is one of the two seats that the DMK alliance won by the narrowest of margins in 2019. For the DMK's vote-score to be so low in a constituency with a substantial Muslim population has not missed the BJP strategists' eyes, observes N Sathiya Moorthy.
While Brijlal Khabri, former BSP MP from Jalaun, is UP Congress Committee chairman, former UP cabinet minister and Mayawati's once close confidant Naseemuddin Siddiqui heads the party's state media department. Completing the ex-BSP troika, Nakul Dubey, former UP cabinet minister in the Mayawati dispensation (2007-12), is one of the six UP Congress regional presidents. He is reckoned among the most active of the three.
I watched from my balcony and found that during the next eight hours up to 5.30 pm, not one prospective voter was seen to go to the Congress table, notes Rashme Sehgal. The rush was all around the BJP table.
Counting began at 8 am under multi-tier security cover. At first, postal ballots will be counted and then EVMs opened.
'Some of his ministers have performed abysmally, and Bommai has faced an unwanted campaign of religious polarisation imposed by national BJP leaders.'
The performance of Janata Dal-United has down compared its performance in the 2015 elections and the ruling party could not win even half of the number of seats it contested in this election.
Aggressive campaigning and the existing 'Modi wave' and a lack of will on part of the Congress has put the ruling Bharatiya Janata Party in Rajasthan far ahead of others. The party is comfortably placed in 21 out of the 25 seats, and they have been able to do this because of maintaining the same tempo that enabled them to defeat the Congress badly in December's assembly elections. P B Chandra reports
'Economic issues do not matter during elections; it is the emotional connect that helps swing votes.'
