Despite geopolitical tensions and FII outflows, Indian small and midcap stocks have not only recovered losses but are also outperforming largecap indices, driven by attractive valuations, domestic institutional support, and a rebound in earnings.
The Gujarat ATS and the Indian Coast Guard seized 115 kg of cocaine valued at nearly Rs 1,150 crore from a vessel off Mundra port and apprehended three foreign nationals.
Customs officials at Delhi's Indira Gandhi International Airport seized over 24 kg of suspected marijuana, valued at over Rs 24 crore, in three separate cases involving passengers arriving from Bangkok.
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.
Indian stock market benchmarks Sensex and Nifty rebounded by over 1% on Monday, driven by value-buying in banking stocks after a three-day slump. Key gainers included UltraTech Cement, HDFC Bank, and Mahindra & Mahindra.
Lucknow Police have arrested three members of a kinnar (eunuch) gang accused of extorting money and valuables from women in markets and residential areas. The gang used intimidation tactics, including obscene behaviour, to pressure victims into handing over cash and jewellery.
Jharkhand Police seized narcotics and illicit foreign liquor worth over Rs 8.85 lakh and arrested 12 people across four districts in separate operations.
Maruti Suzuki India's shares gained over 2.5 per cent after a strong March-quarter performance, with analysts maintaining a positive medium-term outlook driven by buoyant domestic market volumes, capacity expansion, and export growth, despite anticipated near-term margin pressures from higher commodity prices and startup costs.
Delhi Police busted a counterfeit garment manufacturing racket in Naraina Industrial Area, seizing over 3,400 fake branded jeans, forged labels, and stitching machines.
India's leading passenger vehicle manufacturers are significantly increasing investments and factory capacities, alongside planning major product launches for FY27, driven by strong confidence in sustained domestic demand growth despite global geopolitical tensions and supply chain risks.
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.
Dabur India's stock has fallen over 17 per cent since the start of the Iran war, driven by concerns over a weak monsoon, the West Asian crisis, and rising input costs, which are expected to impact the company's revenues and margins, particularly affecting its significant rural sales and international markets.
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.
History is rarely decided by who has the biggest weapons, but by who has the better process. The same rule applies to investing, says Ramalingam Kalirajan.
'The problem is not just slower growth, but also the quality of growth.'
The rupee recovered to 95.18 against the US dollar after hitting an all-time intra-day low of 95.44. The recovery was supported by possible RBI intervention amid renewed Gulf tensions and rising crude oil prices.
The University of Chicago has conferred its Alumni Award for Professional Achievement to India's former chief economic adviser Krishnamurthy V Subramanian, the first Indian economist to receive the honour since 1941.
Delhi Police have busted an illegal arms supply network operating between Delhi and western Uttar Pradesh, arresting three people, including a key supplier from Meerut.
Driven by GST reforms, robust festive demand, and softening raw material prices, the FMCG industry expects volume-based growth, supported by a mid-single digit revenue rise and improved operating margins in the December quarter.
India's foreign exchange reserves have surged by $3.825 billion to reach $700.946 billion as of April 10, marking a significant milestone for the country's financial stability.
Aviation fuel prices for domestic airlines remain unchanged, providing stability for local carriers, while commercial LPG and 5-kg cylinders see a significant rate hike due to rising international energy costs.
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.
'OMCs are incurring losses of Rs 1,000 crore per day due to the West Asia crisis.'
'PM Modi is trying to reduce the volume of fuel consumed instead of raising prices sharply.'
Rising automobile exports are reflective of the increasing acceptance of India-manufactured vehicles across global markets, according to Economic Survey 2025-26.
Indian benchmark indices Sensex and Nifty closed lower in a volatile session due to profit-taking in banking and financial shares, despite earlier gains driven by easing geopolitical tensions. Analysts suggest investors remain cautious and are not aggressively chasing the recent rally.
Police in Anantnag, Jammu and Kashmir, have busted a drug racket, arresting six peddlers and recovering over 13 kg of charas in multiple operations across the district.
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.
'FPIs are unlikely to return unless there is equilibrium between valuation premium and earnings growth.'
'In investing, poor sentiment is always a good vintage to build a portfolio.'
Delhi Police have dismantled an organised racket trafficking stolen mobile phones to Nepal, arresting two individuals and recovering 40 devices. The operation involved purchasing stolen phones in Delhi and selling them in Nepal for profit.
Shares of Avenue Supermarts, operator of DMart, fell 5.2 per cent after reporting mixed Q4 FY26 results, with brokerages offering divergent 'sell', 'buy', and 'hold' ratings based on factors like valuation, competitive intensity, and store expansion strategies.
A 45-year-old man has been arrested in Uttar Pradesh for allegedly stealing gold ornaments worth Rs 4.50 lakh from a woman on a local train in Thane. Police used CCTV footage and a tip-off to locate and apprehend the suspect.
The Indian rupee rebounded against the US dollar after the Reserve Bank of India (RBI) restricted banks' net open positions in dollars. This move prompted banks to sell dollars, providing temporary support for the rupee amidst ongoing geopolitical tensions and rising oil prices.
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.
Delhi Police have arrested four individuals involved in an interstate racket manufacturing and distributing counterfeit prescription drugs, uncovering an illegal processing unit in Delhi.
Ranchi police seized fifty LSD patches allegedly imported from the Netherlands via the dark web, marking the second such recovery in the city. The consignment was intercepted at the Hehal post office following leads obtained from two individuals arrested in February.
Reliance Industries' digital arm, Jio Platforms, may see its initial public offering (IPO) delayed to the second half of fiscal 2027, according to CreditSights. The delay is primarily attributed to ongoing geopolitical tensions in the Middle East, which could impact market conditions and investor sentiment.
Manufacturers are planning a hike of over 15 per cent in the second quarter of calendar year 2026, as memory prices shoot through the roof.
Deferred payment plans may come with a cost, which may not be immediately visible.
