BUSINESS
US shutdown unlikely to hurt economy; S&P Ratings lowers recession risk, sees two more Fed rate cuts this year
S&P Global Ratings has lowered its probability of a US recession beginning in the next 12 months to below 30% -- a downward revision from a 35% probability estimated earlier in the year during the peak of trade tariff tensions.
BUSINESS
Om Freight Forwarders IPO subscribed 4 times on final day of bidding amid strong NII, retail participation
By 3:09 pm on the last day of bidding, Om Freight Forwarders' Rs 122.31-crore issue had been subscribed 3.58 times, with investors putting in bids for 2.83 crore shares against 79.17 lakh shares on offer.
BUSINESS
Should you subscribe to LG Electronics India IPO? Cheaper valuation, superior returns, market leadership
At the upper end of the price band, the IPO of LG Electronics India is valued at a post-issue P/E multiple of 35.1x FY25 earnings.
BUSINESS
Maruti Suzuki delivers 1.65 lakh vehicles in Navratri, eyes 2 lakh sales this festive season
This is the first time in a decade that Maruti Suzuki has topped one lakh deliveries during the Navratri days, reflecting strong demand. The auto major expects to sell 2 lakh vehicles in this festive season.
BUSINESS
Nifty Metal index climbs 1.8%; Tata Steel, Nalco, Hindalco shares lead gains on positive global cues
Global cues turned supportive for capital-intensive sectors such as steel, with expectations of a U.S. Federal Reserve rate cut this month. The European Union’s reported plan to raise tariffs on imports may end up helping Tata Steel rather than hurting.
BUSINESS
Tata Motors demerger creates two distinct bets: EVs and global luxury vs India’s infra backbone
By splitting into two listed entities, Tata Motors aims to let one business raise the capital needed for global EV and luxury ambitions -- despite falling EV volumes -- while the other leans on stronger balance sheets to ride India’s freight and infrastructure upswing.
BUSINESS
Sensex gains 356 pts, Nifty ends above 25,100; financial, auto stocks lead, Fed rate cut hopes lift sentiment
The upmove in Indian equities came on the back of upbeat global cues, easing volatility, and rising expectations that the US Federal Reserve will deliver a rate cut at its policy meeting next week.
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.
