Markets

Indian IT stocks remain under pressure as artificial intelligence driven disruption reshapes investor expectations. With valuations correcting sharply and long term growth assumptions being recalibrated, global brokerage firms UBS and Nomura have presented distinct perspectives on whether the current downturn signals structural risk or a cyclical reset.AI Anxiety Drives Volatility in IT Stocks Shares of Indian IT services companies continue to witness volatility amid rising concerns that AI could disrupt traditional outsourcing and application development models. The debate now centers on whether AI poses an existential threat or opens up a new growth cycle.Brokerage analysts at UBS and Nomura have assessed the sharp correction...

Indian equity markets head into the February 16 trading session with a heavy mix of earnings reactions, regulatory updates, acquisitions, and fresh listings. From quarterly scorecards to major approvals and strategic deals, several frontline and midcap names are set to remain in focus.Here is a structured look at the key stocks to watch today.Mainboard Listings in Focus Fractal Analytics and Aye Finance Shares of Fractal Analytics and Aye Finance are scheduled for listing on the mainboard. Both IPOs will be closely tracked as investors assess listing performance and subscription response in the secondary market.Key Quarterly Earnings to Track Ola Electric Mobility Ola Electric Mobility reported a narrowing of losses in Q3 on a...

Mumbai, February 16: Mutual funds have turned net sellers in Indian equities for the first time in nearly three years, offloading shares worth approximately Rs 4,100 crore so far in February, marking a sharp shift after a prolonged buying streak.This is the first instance of net selling since April 2023, when mutual funds sold over Rs 4,532 crore in domestic equities. Between May 2023 and January 2026, domestic institutional investors had remained net buyers for 34 consecutive months, underlining the significance of the current reversal.February Selling Follows Heavy January Buying The latest selling comes on the back of sustained accumulation in recent periods. Mutual funds had purchased equities worth Rs 42,355 crore in January...

RBI Clears Proposed Investment by Bain Capital Affiliates Shares of Manappuram Finance are expected to remain in focus on Monday after the company received conditional approval from the Reserve Bank of India for a proposed stake sale to affiliates of Bain Capital.In a regulatory filing, the company confirmed that the central bank has approved the proposed investment by BC Asia Investments XXV Limited and BC Asia Investments XIV Limited, both affiliates of Bain Capital.The approval paves the way for the proposed acquisition of control and shareholding of up to 41.66 percent of the paid up equity capital or convertible instruments of Manappuram Finance.Conditions Attached to RBI Approval The regulatory clearance comes with specific...

Indian equity markets ended sharply lower on Friday, with broad-based selling across sectors dragging benchmark indices down. Consumer, IT, and energy stocks emerged as the biggest laggards, reflecting heightened caution among investors ahead of the new trading week.The Nifty 50 closed at 25,471.10, down 336 points or 1.30 percent, while the BSE Sensex tumbled 1,048.16 points, or 1.25 percent, to settle at 82,626.76. The volatility gauge, India VIX, ended at 11.73, lower by 1.53 percent from the previous close, although it had surged earlier during the session.Here are the 10 key factors likely to influence stock market action on Monday.1. Nifty’s Technical Breakdown Below Key Moving Averages According to Nilesh Jain, Vice...

Indian Gold Demand Remains Strong Despite Price Volatility New Delhi, February 15: Volatility in gold prices has not discouraged Indian consumers. Instead, buyers are increasingly treating price corrections as entry opportunities, mirroring strategies commonly seen in the equity markets, according to Ajoy Chawla, Managing Director of Titan Company.Chawla said that many customers who once delayed purchases amid rising prices are now adopting a more tactical approach. Rather than waiting indefinitely for a steep fall, they are stepping in during price dips."People have learned from their experience of waiting, so they are now using every correction to enter the market, just as they do in the stock market," Chawla said.Volatility...

The broader market delivered a mixed performance this week, but smallcap stocks emerged as clear outperformers, with nearly 100 counters rallying up to 46 percent. Despite pressure on benchmark indices, the smallcap space showed resilience amid stock specific buying.Sensex and Nifty Close Lower Amid IT Selloff In a volatile trading week, the BSE Sensex declined 953.64 points, or 1.14 percent, to close at 82,626.76. The Nifty50 fell 222.6 points, or 0.86 percent, to end at 25,471.10.Heavy selling in technology stocks weighed on the benchmarks. The Nifty IT index dropped more than 8 percent during the week. The Nifty Energy and Oil and Gas indices fell around 2 percent each, while the Nifty FMCG index slipped nearly 2 percent.On the...

New Delhi, February 15India’s stock market is set for a cautious week ahead as macroeconomic data, global geopolitical developments, and rising concerns over artificial intelligence related disruptions are expected to shape investor sentiment. Ongoing volatility is likely to keep participants watchful, with foreign investor activity and currency movements also playing a crucial role.Global Cues and Fed Policy in Focus With tariff concerns easing and the domestic earnings season drawing to a close on a mixed trend, markets are expected to take direction from global signals. These include US labour market data and shifting expectations around the US Federal Reserve’s policy path.Vinod Nair, Head of Research, Geojit Investments Ltd...

FPIs Invest ₹19,675 Crore in Early February New Delhi, February 15: Foreign Portfolio Investors have staged a significant turnaround in February, injecting ₹19,675 crore into Indian equities during the first fortnight of the month. The revival in inflows has been supported by the US India trade deal and easing global macroeconomic concerns.The renewed buying momentum comes after three consecutive months of sustained selling by foreign investors.Three Months of Persistent Outflows According to data from depositories, FPIs withdrew ₹35,962 crore in January, ₹22,611 crore in December, and ₹3,765 crore in November.Overall, in 2024, FPIs pulled out a net ₹1.66 lakh crore, equivalent to USD 18.9 billion, from Indian equities. The...

Palwal, February 9, 2026: DEE Development Engineers Limited (BSE: 544198, NSE: DEEDEV) reported a steady expansion in its order book during January 2026, supported by fresh order inflows across its core piping and heavy fabrication businesses. The company’s consolidated order book stood at ₹1,319.91 crore as on January 31, 2026, compared with ₹1,302.73 crore at the beginning of the month. January Order Book Movement (₹ crore)Particulars AmountOpening order book as on January 1, 2026 1,302.73Order inflow during January 2026 92.77Orders executed during January 2026 75.59Closing order book as on January 31, 2026 1,319.91The company also indicated that it is the lowest bidder (L1)...

Stronger Growth Seen in First Half of FY27 The Reserve Bank of India has revised its real GDP growth forecast upward for the first half of the 2026–27 financial year, citing support from trade agreements, GST rationalisation, and robust agricultural output.The central bank now expects the Indian economy to grow 6.9 per cent in the April–June quarter of FY27, followed by 7 per cent growth in the July–September period. These projections mark an improvement over estimates released in December, when growth for the June quarter was pegged at 6.7 per cent and the subsequent quarter at 6.8 per cent.Full-Year FY27 Projections to Follow in April The RBI said that projections for the full financial year 2026–27 will be announced in the April...

Rupee Trades in a Narrow Range on Thursday Morning The Indian rupee traded within a tight band and strengthened by 7 paise to 90.40 against the US dollar in early trade on Thursday, as corporate dollar demand persisted and investors remained cautious while awaiting confirmation on the India US trade agreement.Market participants shifted their focus from initial optimism to verification, as no official documents have been released so far and neither side has formally published the final terms of the proposed trade deal.RBI Policy Decision in Focus Apart from trade-related clarity, investor attention is also firmly on the upcoming interest rate decision by the Reserve Bank of India, scheduled for Friday. The policy outcome is expected...

Strong Opening in Early Trade The Indian rupee strengthened sharply in early trade on Tuesday, appreciating 119 paise to 90.30 against the US dollar. The move followed a significant reduction in US tariffs on Indian goods to 18 percent from the earlier 50 percent level.At the interbank foreign exchange market, the rupee opened at 90.30, marking a sharp gain from its previous close of 91.49.Impact of US India Trade Developments The tariff reduction was announced after the conclusion of a US India trade agreement, endorsed by US President Donald Trump and Indian Prime Minister Narendra Modi. The lower tariff level improves India’s relative trade position compared with some regional peers and has had an immediate impact on currency...

Benchmark Indices Surge in Early Trade Indian equity benchmarks opened Tuesday on a strong note, with the BSE Sensex and Nifty 50 posting sharp gains after India and the United States agreed on a trade deal that lowers reciprocal tariffs on Indian goods.In early trade, the 30 share Sensex surged 3,656.74 points to 85,323.20, while the 50 share Nifty climbed 1,219.65 points to 26,308.05.Rally Extends as Buying Momentum Strengthens The bullish momentum continued through the session. The Sensex advanced 4,205.27 points, or 5.14 percent, to 85,871.73. The Nifty jumped 1,252.80 points, or 4.99 percent, to 26,341.20, reflecting broad based buying across sectors.Trade Deal Boosts Market Sentiment The rally followed confirmation that...

Billionbrains Garage Ventures Limited saw a series of equity stake reductions by its designated persons during January 2026, as per disclosures on insider trading under the Prohibition of Insider Trading framework. The transactions involved multiple senior individuals selling shares over a tightly packed time window, leading to marginal changes in their post-transaction holdings. Insider Trading Overview The disclosures indicate that all reported transactions were sales of equity shares. The activity was concentrated between January 1 and January 29, 2026, involving senior executives and designated persons. Key Insider Transactions at a GlanceName of Designated PersonShares SoldDate of TransactionPost-Transaction ShareholdingAdi...

Pharmaceutical sector stocks moved higher on Sunday after Finance Minister Nirmala Sitharaman announced a proposed investment of Rs 10,000 crore in the biopharma sector over the next five years, a step aimed at strengthening India’s pharmaceuticals ecosystem.Pharma Stocks See Broad-Based Buying Following the announcement, several listed pharma and biotech companies recorded gains on the BSE. Shares of Anthem Biosciences jumped 6.49 percent, while Biocon rose 2.93 percent. Syngene International advanced 2.78 percent and Panacea Biotec climbed 2.56 percent.Other stocks also traded higher, including Natco Pharma up 1.63 percent, Concord Biotech gaining 1.54 percent, Dr Reddy’s Laboratories rising 1.37 percent, and Gland Pharma adding...

Budget Proposal Lifts Investor Sentiment in Electronics Space Shares of electronic manufacturing companies moved higher on Saturday after Finance Minister Nirmala Sitharaman proposed a sharp increase in government spending on electronics manufacturing in the Union Budget 2026-27. The outlay for the sector has been proposed at ₹40,000 crore for the upcoming financial year.The announcement reinforced the government’s ongoing push to strengthen domestic electronics production, triggering broad-based buying interest across listed electronics manufacturing firms.Key Electronics Stocks Rally on BSE Several frontline and mid-sized electronics manufacturing stocks recorded notable gains during the session:Syrma SGS Technology surged 5.95%...

Mumbai, January 30 – Multi Commodity Exchange of India Ltd (MCX) will conduct a special live trading session on Sunday, February 1, 2026, coinciding with the presentation of the Union Budget, allowing participants to trade commodity derivatives on a non-working day. Special Trading Schedule for February 1 MCX has outlined a modified trading framework for the day, with an early start and extended post-market window to facilitate smooth operations.SessionTimingsSpecial Pre-Open Session08:45 a.m. to 08:59 a.m.Regular Trading Session09:00 a.m. to 05:00 p.m.Client Code Modification Window09:00 a.m. to 05:15 p.m.The exchange has advised market participants to align their trading and operational plans accordingly and ensure...

Mumbai, January 30, 2026 Indian financial markets will remain operational on Sunday, February 1, 2026, with a special live trading session scheduled across key segments to coincide with the presentation of the Union Budget. The exchange will follow normal trading-day timelines, allowing participants to trade, modify positions, and complete post-market processes as per standard practice.Equity Markets to Follow Normal Weekend Budget-Day Schedule In the Capital Market segment, trading will begin with a pre-open session from 9:00 am to 9:08 am, followed by the normal market from 9:15 am to 3:30 pm. Block deal windows, call auction sessions for illiquid securities, special pre-open sessions for IPO and relisted securities, and...

Heavy Profit Booking Triggers Steep Decline in Precious Metals Gold and silver prices witnessed one of their sharpest single-day declines in recent months in futures trade on Friday, as investors rushed to monetise gains following a rapid surge to record highs.Silver futures plunged nearly 17 percent, while gold futures fell about 9 percent on domestic exchanges, mirroring weak global cues and a strengthening US dollar.Silver Futures See Record Single-Day Crash On the Multi Commodity Exchange, silver futures for March delivery tumbled by Rs 67,891, or 16.97 percent, to settle at Rs 3,32,002 per kilogram. This marked the steepest single-day fall for the metal in recent months.The sharp correction followed a strong rally in the...