Highlights of the Economic Survey 2025-26
Hiring demand strongest in ecommerce, tech startups, healthcare, and energy sectors, with Bengaluru, Hyderabad, and Pune leading.
'It is too early to conclude that there will be a bloodbath, that there will be no jobs, and that there will be civil unrest.' 'Let's calm down.' 'AI is a tool, it is not a weapon, it is not a virus.'
Foreign brokerages have started to cut their year-end targets for the Nifty 50 index amid the ongoing West Asia conflict.
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.
NCP (SP) MLA Rohit Pawar has filed a discharge application in connection with the Maharashtra State Co-operative Bank (MSCB) 'scam' case, claiming the predicate offence has been closed and no money laundering case is made out.
Companies in the lower mcap deciles have recorded the fastest growth in median mcap.
Satyan Gajwani, chairman of Times Internet Limited and RCB's new co-owner, discusses the significance of American companies investing in IPL franchises like RCB and Rajasthan Royals, highlighting the league's immense growth potential and global appeal.
Most first-time investors may be better served by diversified options such as flexicap or multi-cap funds, which already hold pharma and healthcare stocks.
Buyers should understand the distinction between the losses the policy covers, those that need add-ons, and those it excludes.
Flexicap fund performance depends heavily on the fund manager's decisions.
Shares of Bharat Coking Coal Ltd on Monday made a bumper stock market debut and ended with a premium of nearly 77 per cent, commanding a market valuation of Rs 18,935 crore. The stock was listed at Rs 45.21, a steep premium of 96.56 per cent from the issue price of Rs 23 on the BSE.
FPIs net sold equities worth Rs 1.7 trillion in 2025 -- the highest annual net sale on record.
Largecap equity funds remain suitable for conservative and moderate risk-taking investors seeking relatively stable returns.
Benchmark indices tumbled about 2 per cent on Friday, capping one of the most turbulent weeks for domestic equities as investors fretted that the West Asian conflict could drag on for weeks or even months.
Foreign portfolio investors have started 2026 on a cautious note, extending their selling streak from last year by withdrawing Rs 7,608 crore ($846 million) from Indian equities in the first two trading sessions of January. The withdrawal of funds followed the largest outflow of Rs 1.66 lakh crore ($18.9 billion) recorded in 2025, triggered by volatile currency movements, global trade tensions and concerns over potential US tariffs, and stretched market valuations.
Foreign Portfolio Investors (FPIs) remained in a selling mode in January, withdrawing nearly Rs 36,000 crore (about $3.97 billion) as global uncertainties persisted. Meanwhile, a higher securities transaction tax (STT) proposed in the Union Budget may weigh on overseas investor participation in the near future.
Indian equity markets experienced a volatile trading day, with the Sensex and Nifty closing almost flat. Market sentiment was influenced by global cues, US-Iran talks, and profit-booking activities.
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.
IndiGo operator InterGlobe Aviation had a mildly encouraging third quarter in financial year 2026 (Q3FY26).
Foreign portfolio investors withdrew over Rs 22,530 crore ($2.5 billion) from Indian equities so far this month amid rising US bond yields and a stronger dollar, continuing their selling streak from last year. This came following an outflow of Rs 1.66 lakh crore ($18.9 billion) recorded in 2025, triggered by volatile currency movements, global trade tensions and concerns over potential US tariffs and stretched market valuations.
Banks have outperformed the broader market in the past six months and most of the leading lenders have given positive returns to investors compared to a negative return delivered by benchmark indices.
The BSE Sensex and the Nifty 50 declined around 4.5 per cent each since the start of the West Asia conflict.
The government has circulated among members ofParliament a new draft of the Amendment of Insurance laws Bill, 2025, proposing stricter safeguards on the utilisation of life insurance funds and other specified insurance business funds, particularly for dividend payouts, bonuses, and servicing of debentures.
Over 50 per cent, or 660 stocks, from the BSE 1000 index recorded negative returns during CY25.
Share of IPOs opening above issue price drops to 64.6%, median gains shrink sharply amid market volatility.
In modern investing, transparency is more valuable than zero fees and not all investing app score big on this front, says Ramalingam Kalirajan.
'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.'
Among the fastest-growing companies by revenue were Tata Electronics, which posted a staggering 3,173% CAGR, followed by Tata Passenger Electric Mobility at 904% and JSW One Platforms at 522%.
There are vexing questions around the disconnect between Nifty returns and portfolio returns, between economic growth and earnings growth, and finally, between earnings growth and market returns, points out Debashis Basu.
The recent selloff in the Indian equity market has been far more painful for mid and smallcap stocks compared to largecap stocks. The benchmark BSE Sensex is now down 9.5 per cent from its record monthly closing of 84,300 at the end of September last year. In the same period, the BSE MidCap has lost 17 per cent of its value, while the BSE SmallCap has corrected by 17.1 per cent.
Indian equities on Dalal Street saw volatility as global market trends and fresh tariff concerns linked to Donald Trump impacted investor sentiment. Track Sensex, Nifty50 movement and key market drivers for Feb 24, 2026.
Equity benchmark indices Sensex and Nifty experienced a significant decline, primarily driven by a selloff in IT stocks due to concerns about AI disruption and renewed worries over global trade.
Sensex and Nifty post steepest weekly loss in over a year, falling nearly 3 per cent.
The Nifty IT index hit a more than nine-month low, trading at its weakest level since April 17, 2025.
Coforge's planned $2.35 billion all-stock acquisition of US-based Encora has divided the Street, with a few brokerages terming it a "strategically positive" but execution-heavy bet while others raising valuation concerns.
Fund managers advise conservative investors to cap midcap exposure at 10 to 15 per cent of their equity portfolio.
Billionaire David Blitzer, co-founder of Harris Blitzer Sports & Entertainment, is conducting due diligence on Royal Challengers Bengaluru and Rajasthan Royals.
Interestingly, with 83 per cent of entrepreneurs being first-generation founders, the list reflects India's growing spirit of entrepreneurship and leadership.
There were 18 exits from the index between 1995 and 2000. The pace has since dropped to single-digit exits over every five-year period.
