BUSINESS
South Korea's Kospi emerges as the biggest winner of the global AI shakeup
South Korea’s Kospi has surged 45 percent in just two months of 2026, emerging as the world’s best-performing market, powered by the AI-driven semiconductor boom and renewed institutional interest.
BUSINESS
Rs 590-crore fraud hit absorbed? Has IDFC First Bank stock priced in the worst-case impact
After a sharp sell-off, analysts believe IDFC First Bank’s valuation reset reflects the worst-case earnings impact of the fraud disclosure
BUSINESS
IDFC First Bank on Rs 590 cr fraud: No material profitability hit, high buffers will absorb impact
IDFC First Bank said the Rs 590-crore suspected fraud will not materially impact financials, citing strong buffers, rising profitability and possible recoveries.
BUSINESS
SC strikes down Trump tariffs but experts believe Street cheer likely to be short-lived
Indian markets are set to open higher after the US Supreme Court struck down Donald Trump’s tariff order, but experts warned that continued uncertainty around future tariff rates may limit upside
BUSINESS
What Trump's 15% tariff change means for Indian export plays
While near-term relief rallies are possible, experts believe sustained gains in export stocks will need long-term trade clarity
BUSINESS
Does Trump's 15% tariff reset give India an edge over Asian peers?
With 40% of exports exempt and a lower effective tariff rate, India stands better placed than China and most Asian peers under the revised US tariff regime, analysts said
BUSINESS
Are banks the new safe haven as AI jitters shake D-Street?
SBI’s blockbuster Q3, rising mutual fund allocations and valuation comfort are driving renewed interest in banking stocks
BUSINESS
Why Indian spinning stocks could feel the heat from US tariff relief for Bangladesh
Indian spinning stocks have come under pressure after the US slashed tariffs for Bangladesh and offered zero-duty access if producers switch to American cotton. While analysts say near-term earnings impact may be limited due to logistical constraints, the medium-term risks remain significant
BUSINESS
Banks at a crossroads: Rally or selloff on Budget Day?
RBI may hold rates steady for now, but Budget 2026 will play a critical role in shaping monetary policy expectations. From borrowing plans to capex intent, fiscal signals will determine how much room banks have to manage margins and profitability
BUSINESS
US Fed holds rates steady, but Budget 2026 will dictate RBI's next moves
The Fed may be on pause, but in India the spotlight has shifted to Budget 2026. Fiscal discipline, borrowing plans and capex intent could determine how quickly the RBI cuts rates this year
BUSINESS
Budget 2026 may decide the speed of RBI’s next rate cuts
After a 125-basis-point easing cycle and a benign global backdrop, fiscal credibility and borrowing discipline could shape monetary policy flexibility
BUSINESS
Top 10 themes that will be in focus in Budget 2026
As Union Budget 2026 approaches, investors are bracing for continuity over surprises, with defence, infrastructure, export-oriented, semiconductors and consumption emerging as key themes likely to drive stock-specific action
BUSINESS
ICICI Bank Q3 Preview: Loan growth to support NII, margin pressure persists
ICICI Bank is expected to post a steady performance in Q3FY26, supported by healthy loan growth, though margins are likely to remain flat and slippages may edge higher on a seasonal basis
BUSINESS
HDFC Bank Q3 preview: Modest NII growth likely led by credit offtake; deposit traction in focus
HDFC Bank Q3 preview: Strong loan growth is likely to support earnings, even as deposit mobilisation and CD ratio remain key monitorables.
BUSINESS
HDFC Life Q3 preview: Double-digit APE growth likely in Q3; input tax credit loss to weigh on margins
HDFC Life’s December quarter results may show strong APE growth, offset by margin impact from input tax credit loss
BUSINESS
Banks, NBFCs eye Budget 2026 relief on credit flow, taxes and compliance
Industry seeks refinancing window for NBFCs, tax rationalisation and incentives to deepen retail participation
BUSINESS
Real estate sector eyes Budget 2026 push on affordability, GST relief and faster approvals
Industry seeks housing incentives, GST rationalisation and ease-of-doing-business reforms to sustain demand momentum
BUSINESS
TCS, HCL Tech deliver steady Q3 results: Is a recovery already factored in?
TCS and HCL Tech delivered Q3 results broadly in line with estimates. Analysts see AI-led initiatives and stabilising demand as supportive, while cautioning that broad-based growth may remain patchy in 2026
BUSINESS
Q3 earnings preview: Loan growth improves for banks, deposit gap remains
Brokerages expect banks to post double-digit loan growth in Q3, with profit growth of 3–6 percent and net interest income rising 6–8 percent
BUSINESS
BFSI in 2025: PSU banks shine, MFIs struggle, gold financiers glitter
India’s BFSI sector saw a year of divergence in 2025, with PSU banks outperforming, gold financiers gaining from higher prices and microfinance and insurance stocks facing pressure
BUSINESS
NBFCs, healthcare, tech drive a record year for India's IPO market
India’s IPO market hit record highs in 2025, with healthcare, technology and NBFCs emerging as the top contributors, while mainboard listings dominated fundraising by value.
BUSINESS
No big relief for Rupee likely even if US Fed delivers 25 bps rate cut this week
Even if the Fed trims rates this week, analysts say India’s widening trade deficit and weak foreign inflows may prevent any meaningful recovery in the rupee
BUSINESS
Insurance stocks eye Amendment Bill as next re-rating trigger
With GST changes creating both winners and laggards, insurers are now looking to the Insurance Amendment Bill as the next major trigger for sector-wide re-rating
BUSINESS
RBI turns dovish: What the next few quarters hold for banks and NBFCs
Banks brace for a slow NIM recovery while NBFCs gain early from cheaper market borrowings
