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.
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 first time India has seen two consecutive blockbuster IPO years.'
Infosys shares experienced a significant drop, hitting a 52-week low, after the company announced its Q4FY26 results and provided a modest revenue growth guidance of 1.5-3.5 per cent in constant currency for FY27, falling below market expectations and raising concerns about AI-led deflation and margin pressures.
Fixed deposits from nationalised banks delivered higher returns than equities, outperforming both inflation and stock market benchmarks.
TransUnion Cibil CEO Bhavesh Jain highlights the improved retail portfolio quality in January but stresses the need for lenders to continuously engage with borrowers on credit usage and repayment, similar to the approach taken during the Covid-19 pandemic, as the impact of the Iran war on credit quality is still being assessed.
The market valuation of ITC slumped Rs 18,863 cr to Rs 2,68,725 cr, taking the steepest hit among the top 10 firms.
Since August 9, RIL shares have gone up by over 11 per cent.
Despite initial pressure from the West Asia conflict, analysts are optimistic about the Indian hospital sector's outlook, citing strong demand drivers and ongoing expansion plans that are expected to fuel significant revenue growth over the next few years.
Retail investors' equity portfolios have significantly underperformed benchmark indices over the past 16 to 18 months.
'Except for extremely conservative investors, others can consider allocating 10 to 20 per cent of their portfolio to small caps.'
There are hopes of a turnaround in overall corporate earnings after six quarters of single digit growth.
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.
Former South African captain Graeme Smith discusses the Indian Premier League's impact on global cricket, highlighting its role in discovering young talents like Vaibhav Sooryavanshi and shaping T20 leagues worldwide.
In November, six primary market issuances accounted for more than 13,000 crore of net equity investments by MFs.
The contraction in total reserves was driven by a fall in gold reserves, which dropped $13.49 billion to $117.19 billion during the reported week.
TCS and SBI emerged as the biggest gainers
Lenders are actively monitoring gold price volatility, prompting them to ask borrowers for additional gold collateral or partial principal repayment when loan-to-value (LTV) thresholds are breached, particularly for loans disbursed in February.
The Shree Ram Twistex IPO enters Day 3 with strong investor interest. Check latest GMP, subscription status, price band, company fundamentals, and expert review to decide whether to apply.
TCS emerged as the biggest gainer among the top-10 firms
Hiring demand strongest in ecommerce, tech startups, healthcare, and energy sectors, with Bengaluru, Hyderabad, and Pune leading.
'Long-term investors seeking sustainable gains from resilient, fundamentally strong companies may go for these funds.'
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.
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.
ICICI Prudential Asset Management Company has set a price band of Rs 2,061- Rs 2,165 per share for its Rs 10,600-crore initial public offering (IPO) that will open on Friday. At the upper end of the band, the country's largest asset manager will command a valuation of Rs 1.07 trillion.
TCS took the steepest hit among the top-10 firms as its m-cap plunged Rs 17,334 cr
'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.'
New investors or those with lower-than-planned exposure should add US-oriented funds through SIPs.
India's aviation sector is facing fresh turbulence, with rising fuel costs, the Ministry of Civil Aviation's free-seat directive, and geopolitical disruptions in West Asia clouding near-term earnings visibility.
TCS, HDFC Bank, Hindustan Unilever Limited (HUL), HDFC, Infosys, ITC, Kotak Mahindra Bank, ICICI Bank and SBI closed the week with losses.
IT major TCS worst hit; it's m-cap slumped by Rs 11,811.13 cr to Rs 4,92,042.26 cr
The average fundraise for the top 20 startups stood at $195 million in CY25.
After three consecutive months of heavy selling, foreign portfolio investors (FPIs) turned net buyers in the first week of February, infusing more than Rs 8,100 crore in Indian equities, aided by improving risk sentiment, along with a trade deal with the US.
United States President Donald Trump has said that India's Reliance Industries will make an investment in a new oil refinery being opened in Texas, thanking the company and 'our partners in India' for the deal.
TCS, HDFC Bank, Infosys and ONGC saw a squeeze in their market capitalisation in holiday-shortened last week
IndiGo operator InterGlobe Aviation had a mildly encouraging third quarter in financial year 2026 (Q3FY26).
Sensex and Nifty post steepest weekly loss in over a year, falling nearly 3 per cent.
Just over a year ago, India was investors' top pick among EMs. Its slide down the rankings follows $30 billion (over 2.5 trillion) of foreign selling over the past 12-13 months.
The m-cap of ITC slumped Rs 19,958 cr to Rs 2,58,300 cr, taking the steepest hit among the top-10 firms
Buyers should understand the distinction between the losses the policy covers, those that need add-ons, and those it excludes.
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