BUSINESS
Jerome Powell’s 10 warning shots at Trump’s tariff war: Fed Chair pushes back
From inflation risks to stalled growth, US Fed Chair Jerome Powell delivered a sharp rebuke of President Donald Trump’s tariff-driven trade policy with 10 pointed warnings at his post-Fed meeting briefing.
BUSINESS
US Fed adds export warning to policy statement, flags rising economic risks amid Donald Trump’s tariff war
The US Federal Reserve flagged rising risks to both inflation and employment, while newly added language pointed to export volatility linked to President Trump’s tariff actions. Fed Chair Powell warned the larger-than-expected tariffs could hurt growth and jobs.
BUSINESS
As Trump, Putin agree to talks on ending Ukraine war, global oil and food markets eye supply relief
Donald Trump and Vladimir Putin’s agreement to negotiate an end to the Ukraine war has sparked market optimism. Oil prices fell, stock futures rallied, and analysts anticipate energy and food trade flows to improve, though key uncertainties remain.
BUSINESS
Key factors driving Sensex, Nifty recovery today after 3% crash over 6-day losing streak
Indian share markets recovered, with Sensex and Nifty rising after six days of losses, supported by US-Russia peace talks and easing oil prices. India's five-month low CPI inflation also boost RBI rate cut expectations.
BUSINESS
ICICI Pru’s S Naren asks investors to protect 5-year gains, says midcap, smallcap stocks overvalued
ICICI Pru CIO S Naren urged investors to protect gains made over the last five years, warning that mid- and small-cap stocks are highly overvalued. He recommended a diversified asset allocation strategy to manage risks.
BUSINESS
Gift Nifty rises ahead of India market open as Wall Street cautious on Fed signals; focus on Modi-Trump meet
Gift Nifty futures edged up on Wednesday, signaling a positive start for Indian markets after Tuesday’s sharp sell-off. Global cues remain mixed as Wall Street digested Fed Chair Jerome Powell's neutral stance on rate cuts, while investors await the crucial Modi-Trump meeting.
BUSINESS
Key factors why Sensex crashed 1,000 points, Nifty fell 1.3% today: Trump tariffs rattle markets, FII selling continues
US President Donald Trump's latest tariff salvos hit Indian as well as global markets. Meanwhile, FII exodus from the Indian equities continues, with weakening rupee adding to the selling pressure.
BUSINESS
Bitcoin price falls, Ethereum plunges 27% amid crypto selloff as Donald Trump acts on tariff threat
Prices of cryptocurrencies including Bitcoin and Ethereum plunged on Monday after US President Donald Trump announced tariffs on Canadian, Mexican and Chinese imports, as investors offloaded risky assets.
BUSINESS
From Rs 2 lakh to 12 lakh: Transformation of India’s personal income tax structure under Modi govt since 2014
In 2014, taxpayers were exempt from tax on income up to Rs 2 lakh. Budget 2025 has significantly expanded this relief to Rs 12 lakh under new regime. The progress over the years reflects adjustments aimed at reducing tax burden on lower and middle-income earners.
BUSINESS
Budget 2025 at a glance: Total expenditure set at Rs 50.65 lakh crore, fiscal deficit target at 4.4% of GDP
Capital expenditure has been set at Rs 11.21 lakh crore, reflecting the government’s focus on infrastructure and asset creation
BUSINESS
Top gainers and losers among Nifty stocks on Budget 2025: Share market erases gains as FM delivers speech
IndusInd Bank remained the top performer among the Nifty stocks, followed by HDFC Life and Apollo Hospitals at noon, as Finance Minister Nirmala Sitharaman delivered her Union Budget 2025 speech.
BUSINESS
Nifty, Bank Nifty enter Budget day with bullish momentum; FIIs' F&O positioning signals pre-event caution
Derivatives positioning at the close of 31 January pointed to a gradual long buildup in Nifty futures. FIIs' continued net short position of 3.1 lakh contracts in index futures reflects a cautious stance ahead of the Budget.
BUSINESS
This PSU defence share jumped above its 50-day, 100-day, 200-day average prices a day ahead of Budget 2025
Bharat Electronics Ltd (BEL) shares surged ahead of the Union Budget 2025, buoyed by strong Q3 earnings, bullish brokerage calls, and optimism over a robust order pipeline. The PSU defence stock’s breakout above key price levels shows bullish sentiment.
BUSINESS
Sun Pharma Q3 net profit rises 15% to Rs 2,903.4 crore, meets estimate; Rs 10.5 dividend declared
Sun Pharma Q3 FY25 results: The drugmaker posted steady growth in Q3 FY25, with profit rising on strong domestic and emerging market sales, while US business remained weak.
BUSINESS
Marico Q3 net profit up 4.2% to Rs 399 crore, margins decline on rising input costs; dividend declared
Marico Q3 FY 25 results: The FMCG firm posted a modest net profit growth of 4.2 percent from the previous year, and a healthy rise of 15 percent in revenue.
BUSINESS
Nestle India Q3 Results: Net profit up 6% YoY at Rs 696 crore; Rs 14.25 per share dividend declared
Nestle India Q3 FY25 results: The FMCG major was expected to report a fall in Oct-Dec net profit due to weak operational performance and margin squeeze from high coffee and cocoa prices.
BUSINESS
US Fed signals no rush for rate cuts amid elevated inflation, but markets trim losses as Powell downplays worry
The US Fed held policy rates steady, removed a reference to inflation progress, and signaled no rush for cuts. Markets initially fell but trimmed losses as Jerome Powell downplayed concerns over the wording change.
BUSINESS
US Fed Chair Jerome Powell takes wait-and-watch approach as uncertainty looms from Donald Trump's tariff plans
The US Fed held rates steady as Jerome Powell took a wait-and-see approach to Donald Trump’s tariff plans, citing uncertainty over their economic impact. Markets reacted cautiously amid inflation concerns.
BUSINESS
Donald Trump slams Jerome Powell as US Fed holds rates, but central bank reasserts independence
The US Fed held rates steady, reaffirming its independence despite President Donald Trump’s demands for cuts. Fed Chair Jerome Powell dismissed political pressure, while Trump accused the Fed of failing to control inflation.
BUSINESS
Bajaj Finance tightens used car loan portfolio amid rising delinquencies, scales back refinance segment
Bajaj Finance has cut used car refinancing due to high delinquencies, reducing volumes from Rs 400 crore to Rs 250 crore per quarter, while focusing on new car loans and secured lending.
BUSINESS
Bajaj Finance eyes 200 million new users via Bharti Airtel partnership, adding to its 97 million base
Bajaj Finance is tapping 200 million Airtel users through a partnership to expand financial product offerings, including loans and EMI cards, via Airtel’s digital and retail network.
BUSINESS
Tata Motors Q3 profit drops 22% YoY to Rs 5,451 crore, hit by weaker margins, JLR slowdown; misses estimate
Tata Motors posted a 22 percent drop in Q3 net profit, missing estimates as weaker margins and a slowdown in Jaguar Land Rover (JLR) weighed on performance. While revenue saw a modest rise, the company remained cautious on demand, especially in China.
BUSINESS
Maruti Suzuki Q3 results: Net profit grows 16% YoY to Rs 3,727 crore helped by healthy sales volumes growth, beats estimate
Maruti Suzuki Q3 results: The automobiles major's consolidated third quarter earnings came in above Street expectations, with the company also reporting a healthy sales volume growth as was estimated.
BUSINESS
Adani Ports Q3 results preview: Net profit may rise 17%, revenue likely up 11% on resilient port volumes
Adani Ports is set to report steady earnings growth, supported by strong container and liquid cargo volumes, as well as contributions from recent acquisitions. Despite headwinds in iron ore and coal cargo, efficiency and expansion efforts are expected to drive profitability.
