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.
If you have ever said 'I'll sort retirement later,' now is when 'later' begins.
Kolkata Knight Riders, owned by the Shah Rukh Khan family and Mehta Group, emerged as the most valuable franchise.
TVS Motor Company is strategically positioned for sustained outperformance in the domestic two-wheeler industry, propelled by increasing market share in scooters, premium motorcycles, electric vehicles (EVs), and robust export growth, according to analysts.
Foreign investors have remained cautious ahead of the Union Budget amid expectations of limited policy changes.
Analysts have largely maintained a bullish outlook on HDFC Bank and ICICI Bank following their Q4FY26 results, though their perspectives on future growth drivers differ. HDFC Bank's near-term performance is tied to accelerating loan growth, while ICICI Bank is seen as a strong candidate for a valuation rerating.
Indian hotel companies are experiencing a sharp correction in share prices due to the Iran war and broader geopolitical tensions, leading analysts to cut operating profit expectations and valuations, despite structurally positive medium-term prospects.
India Inc's earnings seem to have gathered momentum with a surge in the BSE Sensex over the past two quarters.
Punjab Kings co-owner Mohit Burman anticipates a significant increase in the next IPL media rights cycle, potentially reaching 20-30 per cent, driven by recent high-value franchise acquisitions and the league's consistent engagement.
Despite a disappointing Q4 FY26 performance, many analysts remain bullish on Hindustan Aeronautics (HAL) due to its substantial order book and pipeline. However, persistent supply chain issues, particularly for jet engines, and execution challenges are key factors that could impact its future stock performance and revenue growth.
Tata Consultancy Services' (TCS) annual dividend payout declined to a four-year low of approximately 39,820 crore in FY26, marking its steepest decline in a decade and potentially adversely affecting Tata Sons' finances, which heavily rely on TCS's dividend income.
Start SIPs early, increase investments steadily, and let compounding beat inflation to secure retirement wealth, says Ramalingam Kalirajan
Do not exit in panic or buy falling stocks without reassessing fundamentals; instead, build a watchlist and invest gradually with a disciplined, long-term approach.
India's women's hockey team, led by Salima Tete, is set to participate in the FIH Hockey Women's Nations Cup in Auckland, New Zealand. The squad blends experienced players with emerging talents, aiming to build on recent preparations and set a high standard for future tournaments.
The Reserve Bank of India (RBI) has announced a record surplus transfer of Rs 2.87 trillion to the central government for FY26, driven by increased income and an expanded balance sheet, despite a reduction in the contingent risk buffer (CRB) to 6.5 per cent.
Tilak Varma's match-winning innings for Mumbai Indians against Punjab Kings was followed by a touching tribute to Rohit Sharma, celebrating his iconic jersey number.
Brokerage Bernstein has warned Prime Minister Narendra Modi that India risks squandering recent economic gains unless it accelerates structural reforms, particularly in jobs, manufacturing and innovation.
Chand Mera Dil and Pati Patni Aur Woh Do have shown mixed results at the box office, while Drishyam 3 has fared well.
Tata Motors' MD and CEO, Girish Wagh, has identified rising diesel prices as the most significant threat to India's commercial vehicle (CV) industry recovery, despite the sector recently surpassing its pre-FY19 wholesale peak. Diesel costs account for 25-50% of a truck operator's total cost of ownership, making any increase a critical concern for fleet economics.
The Indian sporting fraternity mourns the death of veteran administrator and former shooter Randhir Singh, with tributes pouring in from prominent figures like Abhinav Bindra and PT Usha.
The Indian sporting fraternity mourns the death of veteran administrator and former shooter Randhir Singh, with tributes pouring in from prominent figures like Abhinav Bindra and various sports organisations.
The much-awaited board meeting of Tata Sons did not discuss listing of the holding company or a third term for Chairman N Chandrasekaran.
Shares of One97 Communications, which operates the Paytm brand, experienced a significant jump after the company reported a consolidated profit for the January-March quarter.
Bajaj Auto reported a significant increase in its consolidated Q4FY26 performance, with profit after tax more than doubling to approximately 3,662 crore, a 103 per cent year-on-year rise, primarily driven by record volumes, an improved product mix, and the strategic consolidation of Bajaj Auto International Holdings AG (BAIHAG).
The Indian markets have seen a good run in the last three months with the S&P BSE Sensex rising around 7 per cent and the Nifty50 moving up 7.5 per cent. The next leg of the market rally from here on, analysts suggest, will be driven by a growth in corporate earnings over the next few quarters. That said, they do not expect material / sharp downgrades to India Inc's earnings estimates despite headwinds for the economy.
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.
Apple CEO Tim Cook expresses strong optimism about the Indian market, citing its potential for growth and the company's recent successes in the region.
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.
HCL Technologies remains under pressure after missing Q4 expectations and issuing cautious FY27 guidance. Analysts highlight weak margins, soft demand, and muted growth outlook.
Coforge believes that the rapid adoption of AI is disrupting the traditional labour model but also creating new high-margin opportunities in the IT services industry.
Fintech giant Paytm reports a consolidated profit of Rs 183 crore in Q4 FY26, marking a significant turnaround driven by its core payments business, growth in loans, and consumer-side profitability. The company is also prioritising investments in AI and has ruled out applying for an NBFC licence.
Hindustan Unilever Limited's (HUL's) standalone revenue grew 4.4 per cent year-on-year (Y-o-Y), while volume rose 3.5 per cent during the third quarter of financial year 2026 (FY26).
'The problem is not just slower growth, but also the quality of growth.'
Trent reported a 20 per cent revenue rebound in Q4FY26, driven by a recovery in like-for-like growth and significant store additions. The company's board has approved raising up to 2,500 crore in equity to fund investments in store network upgrades, new brands, supply chain automation, and Star Bazaar expansion, alongside a 1:2 bonus issue and a 6 dividend.
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.
Royal Challengers Bengaluru's director of cricket, Mo Bobat, attributes the team's IPL success to a 'hunter mindset' that prevents complacency after their previous trophy win. This psychological shift has been key to maintaining motivation and focus.
Godrej Properties Limited (GPL) reported its highest-ever quarterly profit of 649.5 crore in Q4 FY26, a 70.13 per cent year-on-year increase, driven by record revenues and bookings. The company aims for over 39,000 crore in residential bookings for FY27 and plans to raise up to 3,000 crore through debt securities.
A look at the profiles of the ministers in the new Tamil Nadu government led by Joseph C Vijay of the Tamilaga Vettri Kazhagam (TVK).
Escalating geopolitical tensions in West Asia are beginning to disrupt India's automotive supply chain, leading to rising commodity prices, logistics bottlenecks, material shortages, and pressure on consumer demand, with two-wheeler makers already raising prices.
Strong performance in the beauty and personal care (BPC) segment, margin gains, and expectations of a breakeven in the fashion business lifted sentiment for FSN E-Commerce Ventures (Nykaa). The consumer technology platform's stock rose 7.5 per cent on Friday, extending gains over the past week to more than 17 per cent. Most brokerages have upgraded the stock following its third-quarter (October-December/Q3) performance and higher profit expectations ahead.
