BUSINESS
Jio BlackRock targets retail ‘advice gap’ with digital-first fiduciary platform
The platform, launched on Tuesday, offers personalised investment advice through a digital onboarding and monitoring process, with minimum investments starting at Rs 10,000 and advisory fees capped at 35 basis points.
BUSINESS
Bernstein flips tactical on India as US trade deal slashes tariffs; sees short-term Nifty rebound to 26,500
Bernstein said India’s valuations have corrected meaningfully from the start of the year but still remain expensive, making the rebound sentiment-led rather than valuation-driven.
BUSINESS
Gap-up with a catch: Traders brace for volatility as India-US trade deal battles STT hangover
Heavy FII shorts and fragile positioning set the stage for sharp moves and possible short-covering spikes.
BUSINESS
Trade Breakthrough Could Spark New Market Leg as Tariffs Fall and Sentiment Turns
The Gift Nifty is already indicating a gain of 677 points
BUSINESS
Budget offers long-term promise, little near-term earnings boost, say analysts
By opting for a slower pace of fiscal consolidation and keeping capital expenditure growing, the government has ensured that policy does not turn restrictive at a delicate point in the earnings cycle
BUSINESS
STT hike pushes derivatives breakeven to 25 points, threatens viability of HFT strategies
Higher transaction costs push Nifty futures breakeven into double digits, forcing systematic traders to rethink strategies
BUSINESS
Rebound or breakdown? FII index futures shorts stay near record high post-Budget
Elevated foreign hedges signal continued caution even as higher STT adds fresh pressure on derivatives activity
BUSINESS
Budget 2026: NRIs and global investors get easier access to Indian equities; GIFT City gains subtle clarity
NRI-heavy PMS managers also caution that the immediate impact may be muted, noting that most NRIs still prefer allocating the bulk of their equity portfolios to developed markets.
BUSINESS
IT stocks to watch around Budget 2026: Signals, not stimulus
Budget 2026: IT stocks are not looking to the Budget for acceleration, but for confirmation that the structural pillars supporting the next phase of technology-led growth remain intact.
BUSINESS
Budget 2026: Metals sector seeks policy steps to help stabilise margins
Budget 2026: Domestic demand for steel and non-ferrous metals stays strong, fuelled by government infrastructure spending that ensures steady volume growth.
BUSINESS
'There’s very little left to be juiced out of the Budget': Marcellus' Saurabh Mukherjea
Many of the challenges we face today are structural and global in nature. They are not things that any single Budget can easily fix, says the ace fund manager
BUSINESS
Sun Pharma Q3FY26 preview: Specialty drag eases, margins steady amid stable US, India growth
For Sun Pharma, the December-quarter print is expected to reaffirm its role as a defensive compounder within the large-cap pharma space
BUDGET
Budget 2026: Three risks that could trigger a post-budget sell-off in a nervous market
With volatility rising and foreign outflows persisting, even small policy missteps could trigger sharp risk-off moves, analysts warn
BUSINESS
Is India-EU FTA a big-picture win or selective opportunity? Global brokerages differ on who really gains
While some see the pact as a meaningful catalyst for India’s export competitiveness and supply-chain integration with Europe, others caution that tariff asymmetries, regulatory hurdles, and long implementation timelines could blunt the immediate upside.
BUSINESS
Budget 2026: Capital gains tax fears rattle markets as weak sentiment amplifies risk
With equities volatile and foreign investors selling, even hints of higher equity taxation are unnerving investors.
BUSINESS
Budget 2026 Playbook: 5 triggers that could ignite a post-Budget market rally
From capex surprises to tax stability and consumption boosts, investors are watching for policy moves that can break the market’s pre-Budget stalemate
BUSINESS
How did Portfolio Management Services fare in 2025? A few superstars, many underperformers
Over half of the PMS funds lost money last year while Nifty gained 12%
BUSINESS
Smallcaps crack deeper as correction widens; valuation froth comes back into focus for 2026
The BSE SmallCap index, is currently hovering around 47,800, is now roughly 7% lower over the past year, well off the mid-2025 peak of 55,792. That marks a sharp contrast with the outsized gains of 2023 and 2024, when the index rose 47.5% and 29.3%, respectively.
BUSINESS
'Markets below 20x PE with earnings visibility improving is rare': Avendus’ Apurva Sahijwani
Speaking at the launch of the Avendus-Hurun U40 list, Apurva Sahijwani, MD & CEO of Avendus Wealth Management, highlighted the unusual market environment
BUSINESS
Indian equities watch fragile confidence snap; IT drags, gold gains as analysts warn against easy 'buy-the-dip'
The Sensex fell over 1,000 points and the Nifty broke below key short-term levels, yet analysts are also saying the decline was less about a sudden shock and more about fragile sentiment finally snapping after weeks of unease around earnings, global trade, and valuations.
BUSINESS
GIFT IFSC sees sharp dip in new AIF setups in 2025, even as investor numbers climb
INDIA
BSE readies new long-short benchmarks as SIFs and alternative strategies gain ground
The exchange has already launched the BSE 500 All Stock Futures Index and is developing multiple long-short combinations aimed at funds running derivatives-led and alternative strategies
INDIA
Sensex open interest jumped nearly 4X after expiry-day reshuffle even as weekly options dominate volumes, says BSE’ Chief Business Officer
Speaking at the Indian Institutional Quant Conference in Mumbai on Friday, BSE’s Chief Business Officer, Sunil Ramrakhiani, said open interest on Sensex contracts jumped from around 17 lakh contracts to nearly 60 lakh after expiry was shifted from Tuesday to Thursday.
ENTERTAINMENT
SEBI chief pushes back on exit-only IPO narrative, cites moderation in OFS share
According to SEBI data cited by the chairman, OFS accounted for about 55 percent of IPO proceeds in 2025, while 45 percent came through fresh issues. In contrast, SME IPOs remain largely growth-oriented, with around 75 percent of funds raised through fresh issuance, he said.
