BUSINESS
India-EU deal is opening up a new market for us, says BEL’s Manoj Jain
“It is too early to tell that right now, but definitely it is opening up a new market for us,” BEL's CMD Manoj Jain said during the defence major’s Q3FY26 earnings call.
BUSINESS
We believe markets still need a proper 10-15% correction: UTI AMC’s Ajay Tyagi
In conversation with Moneycontrol, Tyagi spoke about why he believes the budget continues to be a “non-event” for the market and why he believes that consumption could finally see the much awaited turnaround.
BUSINESS
SBI Mutual Fund launches quality-focused equity fund, bets on durability amid market volatility
The fund will be actively managed and will draw from SBI Mutual Fund’s internal research universe of around 450 stocks, covered by a team of about 25 equity analysts.
MARKETS
MFDs vs Investment Advisors: SEBI to resolve the turf dispute, forms a working group
According to experts, the persistence of regulatory silos has led to distinctions being drawn on nomenclature rather than investor outcomes.
INDIA
Budget 2026 Unlikely to Spark PSU Stock Rally as Divestment Push Loses Steam
Analysts warn that the government is unlikely to step up disinvestments, and routine stake sales rarely spark market re-rating
BUSINESS
Bharat Electronics Q3FY26 Preview: Execution and strong order book likely to drive growth
Analysts will closely track execution momentum and milestone-based deliveries, updates on conversion of large approvals into firm orders, particularly QRSAM, and management commentary on growth visibility.
BUSINESS
L&T Q3FY26 preview: Execution to drive earnings; order inflows seen muted
While near-term order inflows may remain uneven, brokerages remain constructive on L&T’s earnings outlook, citing strong execution visibility, diversified segment exposure, and continued support from public sector capex.
BUSINESS
Union Budget 2026: Markets eye tax relief, subsidies and incentives for affordable housing segment
Analysts say measures like higher home loan deductions or PMAY subsidies could directly lift loan growth and asset quality for these companies, making them key beneficiaries if the Budget delivers on affordable housing support.
BUSINESS
Union Budget 2026: Market expects continuity in core infrastructure-led capex to support capital goods sector
Sector looks for steady project flow across transport, defence, power and industrial manufacturing
BUSINESS
Union Budget 2026: Cement could be an indirect beneficiary of housing, infra push
Cement consumption remains closely linked to real estate and industrial construction, positioning the sector as a proxy for broader economic activity.
BUSINESS
90% of small-cap funds beat the index — but none made money
Even as the BSE SmallCap index slumped 21% since December 2024, most fund managers outperformed the benchmark, proving the power of active stock-picking — yet investors are still in the red.
BUSINESS
India-EU trade deal could boost market sentiments; check sectors likely to benefit
Momentum around the talks has picked up after European Commission President said EU was working to deepen its strategic and economic partnership with India
BUSINESS
UltraTech Cement Q3FY26 Preview: Volumes to drive growth amid pricing pressure
UltraTech’s cement volumes are expected to grow around 15–21 percent year-on-year in Q3FY26, led by consolidation of acquired assets and ramp-up of new capacities, according to brokerages.
BUSINESS
Fund managers flag short-term pain but remain confident on Indian equities despite market rout
Indian equity markets sold off sharply on Tuesday, with the Sensex plunging over 1,000 points, Nifty falling below 25,250, erasing nearly Rs 10 lakh crore in market cap amid broad-based selling.
BUSINESS
Union Budget 2026: Market expects sustained capex push, limited surprises for roads and railways
According to Axis Securities, capital outlay for the infrastructure sector is expected to witness a modest-to-high increase in the Union Budget 2026–27, reflecting the government’s continued emphasis on infrastructure as a growth engine.
BUSINESS
Retail equity portfolios continue to trail benchmarks as weak returns test investor patience: Kotak’s Sanjeev Prasad
“Index returns have been so-so, portfolio returns not even so-so,” Prasad said in Kotak Institutional Equities’ latest report which analysed both direct equity holdings and investments through mutual funds and portfolio management schemes.
BUSINESS
Base metals rally on supply crunch, AI-infra demand; experts see selective upside ahead
Over the past one month, aluminium prices rose 6.53 percent to $3,135.25 per tonne, while zinc and lead gained 4.48 percent and 4.30 percent respectively. Copper prices were last seen near $5.87 per lb, with daily gains of 0.70 percent, according to January 19 data.
BUSINESS
IPO likely 6-8 months after NOC; timeline largely dependent on regulator's approval: NSE MD & CEO
On whether the company is targeting the first or second half of FY27 for the IPO, Chauhan said the timelines are largely influenced by factors outside the exchange’s control.
BUSINESS
ETFs have 'enormous runway' for growth, says BlackRock's Samara Cohen
She said expanding index investing and ETFs should be a priority for India’s capital markets.
BUSINESS
Consultation paper on netting and circular on closing auctions to be out soon: SEBI chair Tuhin Kanta Pandey
Pandey said the proposed netting framework would allow greater operational efficiency for market participants, particularly FPIs, and is being finalised following discussions with the banking system
BUSINESS
FTAs, not tariffs are the bigger picture for Indian markets: Elara Capital’s Harendra Kumar
According to Kumar, the real story lies in India’s aggressive push toward FTAs, marking the country’s biggest reform movement since the 1990s. “India is fundamentally changing its geoeconomic strategy by opening its markets, reducing trade barriers, and encouraging two-way trade. This shift is being underestimated by markets,” he said.
BUSINESS
Revised market categorization framework coming soon, says SEBI’s Manoj Kumar
“I am not assuring that whatever we do will always be accepted by the industry. Many times what we do is not immediately accepted, but in the long run, the industry agrees with us,” he said.
BUSINESS
Union Budget: Markets anticipate tax reforms; continued focus on battery storage, grid expansion and green energy
While the Budget is unlikely to act as a near-term trigger for stocks, it should reinforce the long-term direction for nuclear power, renewables, storage and transmission.
BUSINESS
Margins have not peaked yet; see opportunity for margin expansion in nearly 27 sectors: Elara Securities
Of the 38 sub-sectors under coverage, Elara estimates that margins are projected to improve in 27 sector. Internet, Agro Chemicals, Cement and Construction Materials, Real Estate, Utilities, and Hotels and Travel show the strongest momentum into FY27E, reflecting scale benefits, easing cost pressures, and tighter operating discipline.
