Indian benchmark equity indices, Sensex and Nifty, snapped a three-day rally, tumbling nearly 1 per cent due to heavy selling in IT stocks, a jump in crude oil prices, foreign fund outflows, and fears of prolonged instability in West Asia.
One 97 Communications Ltd, operating under the Paytm brand, has transitioned to a majority Indian-owned and controlled company, reflecting increased domestic investor confidence and improved financial performance.
'At its core, it's an honest love story. It's not trying to be loud or over-stylised; the strength lies in its simplicity and emotional truth,' said Lakshya, discussing his upcoming film Chand Mera Dil.
Tamilaga Vettri Kazhagam (TVK) chief Vijay has made a historic debut in the Tamil Nadu assembly polls, securing a landslide victory in the Perambur constituency and leading his party to a strong performance across the state, with congratulatory messages pouring in from fellow film personalities.
Less than half of all graduates were employed, with 48.8 per cent reporting some form of work.
Global risks include a potential delay in the US-India trade agreement, the possibility of a sharp correction in US equity markets, and renewed geopolitical tensions.
'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.'
Fund managers advise conservative investors to cap midcap exposure at 10 to 15 per cent of their equity portfolio.
Despite trailing the benchmark Nifty 50, small and midcap (SMID) stocks appear pricey on a 12-month forward price-to-earnings (P/E) basis. The Nifty trades at roughly 21x forward earnings, compared with around 28x for both the Nifty Smallcap 100 and Nifty Midcap 100 indices.
Trinamool Congress leader Derek O'Brien has challenged Prime Minister Narendra Modi's claims about India's progress, citing poverty statistics and West Bengal's economic growth.
India's largest private refiner, Reliance Industries Ltd, successfully navigated a volatile energy market in the last quarter of FY26 by diversifying crude sourcing and demonstrating operational agility, particularly in response to geopolitical disruptions and cost fluctuations.
State Bank of India's earnings growth may turn lacklustre in the near-term, warn analysts. This, they said, could be due to margin compression and likely lower fee income over the next one year. "While the cost of deposits is repricing sharply across the system, there will be relatively lower yield expansion going ahead as most of the back-book has been repriced and there is a high competitive pressure on yields.
Cognizant reported a significant increase in net income for the December quarter, driven by AI efficiencies and strong performance in the financial services sector. The company also announced a major deal and provided guidance for the upcoming year.
India's largest listed pharmaceutical (pharma) company - Sun Pharmaceutical Industries (Sun Pharma) - is expected to maintain its outperformance vis--vis the sector's, as its multiple bets on specialty products, improving product mix, recent acquisitions, and branded business are finding favour with brokerages. While it has gained 7 per cent over the past year, the Nifty Pharma Index is down 13.6 per cent. Its outperformance over two years has been fairly evident, with the market leader gaining 66 per cent to Nifty Pharma's minus 1.4 per cent.
West Asia conflict triggers sharp sell-off in Indian markets, with realty, banking and auto stocks leading losses amid energy shock fears.
Banks are witnessing a surge in hiring for sales staff in secured segments such as home, vehicle and gold loans as compared to the recovery category, driven by a boost in business growth, and a host of regulatory measures aimed at improving ease of doing business, according to industry experts.
'Mobius made EMs investable and India his most enduring belief.'
'Workers are the people who create all the wealth in this country. How can you call them anti-national?'
India's defence sector is on the cusp of a 'super cycle' of growth, driven by escalating geopolitical conflicts and a strong policy push towards indigenous manufacturing, with major players like BEL, HAL, and BDL poised for significant order inflows and technological advancements.
A systematic withdrawal plan doesn't drain wealth, poor planning does. Ramalingam Kalirajan explains the truth behind systematic withdrawal plans
Infosys' board has approved annual performance-based stock grants worth Rs 51.75 crore for Chief Executive Officer and Managing Director Salil Parekh, aligning with his tenure ending in March 2027.
'When there is such an elaborate and a strong process, one would have expected anyone to either place the issues so that they can be addressed or go to the regulator and probably tell them rather than creating a kind of uncertainty for the stakeholders.
HDFC Life Insurance reported a 4 per cent year-on-year increase in net profit to Rs 495.6 crore for Q4FY26, while its parent, HDFC Bank, announced a Rs 1,000 crore preferential share issuance to raise its stake to 50.5 per cent.
'When markets go into a budget with excessive optimism, the risk of disappointment is higher.'
Cooperation Minister Amit Shah addressed Parliament regarding the challenges faced by Bharat Taxi, a government-backed cooperative ride-hailing platform, including competition from established private aggregators and resistance to digital adoption among drivers.
Ginny Wedss Sunny 2 is a humourless romcom weighed down by lazy writing and forced emotional conflicts.
Foreign portfolio investors (FPIs) withdrew a substantial amount from Indian equities in the first half of March, driven by geopolitical tensions, rupee depreciation, and concerns about crude oil prices.
As industrial plants boost the village's profile, locals demand priority hiring, alongside better storage facilities and water security.
Aditya Dhar's Dhurandhar The Revenge continues its stellar box office performance, nearing the Rs 1,100 crore mark in its Hindi version, while the new release Dacoit: Ek Prem Katha struggles to make an impact.
Migration from Kerala has become a significant issue in the upcoming Assembly elections, with political parties promising to create more opportunities within the state to discourage emigration for studies and jobs. Experts suggest focusing on 'brain gain' strategies to attract talent back to Kerala after gaining experience abroad.
India's new manufacturing project announcements more than halved in the fourth quarter of FY26, falling 60 per cent sequentially and 78 per cent year-on-year to approximately 1.7 trillion, driven by global uncertainties, geopolitical conflicts in West Asia, and existing unutilised manufacturing capacity.
'Earnings growth will be the main driver of India's market in 2026, with profits expected to rise 9% to 10% in H2 FY26 and accelerate to 12% to 15% in FY27.'
There is record underperformance and under-ownership. Some of this is cyclical and will turn on its own. However, we also need to regain our growth credentials. For this, both the government and companies have a role to play, as do investors, points out Akash Prakash.
'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.'
The country's largest listed auto parts company by market capitalisation, Samvardhana Motherson International, reported a better than expected operating performance in the second quarter (July-September) of 2025-26 (Q2FY26). Though the global passenger vehicle (PV) market is facing multiple headwinds, the company is outperforming on the back of higher content per vehicle and market share gains.
Domestic institutional investors, on the other hand, made a net investment of Rs 1.13 trillion during this period.
Biocon aims to become the world's leading insulin company, capitalising on larger pharmaceutical rivals' strategic shift towards newer, high-margin GLP-1 diabetes therapies. The company plans to expand its insulin presence across 80 markets, focusing on value maximisation and addressing the indispensable need for insulin, particularly for Type-1 and late-stage Type-2 diabetics.
Foreign investors have withdrawn a record Rs 1.14 lakh crore from Indian equities in March, driven by geopolitical tensions, a weakening rupee, and concerns about crude oil prices.
Early-bird results for the January-March 2025 quarter (Q4FY25) suggest a slowdown in earning growth for India Inc, despite a benign cost environment that has led to an improvement in margins. The combined net profit (adjusted for exceptional gains and losses) of 175 early-reporting companies rose by 3.8 per cent year-on-year (Y-o-Y) in Q4FY25, marking the slowest growth in 17 quarters.
'The next phase of India's IPO cycle will be defined by quality, pricing discipline and investor selectivity.'
