BUSINESS
Union Budget doesn't woo FPIs despite Rs 1.6 lakh crore selloff
The Union Budget 2026 offered little for foreign investors, maintaining tax burdens and raising Securities Transaction Tax on futures and options
BUSINESS
Five themes that stand to gain from the Union Budget 2026
The Union Budget 2026 maintains policy continuity but boosts defence, railways, semiconductors, biosimilars, and rare earth sectors.
BUSINESS
Gold, silver erases over $5 trillion in value as markets price in a hawkish Fed chair nominee
Gold and silver prices crashed globally after profit booking and rising expectations of a hawkish U.S. Federal Reserve chair.
BUSINESS
Astral, Epigral to gain from China’s VAT rebate rollback on PVC
Reduced Chinese export competitiveness could tighten global PVC supply and support pricing for domestic players such as Astral or Epigral.
BUSINESS
MCX hikes strike price interval for silver, silver mini options to Rs 1,000
MCX said it will increase the strike price interval for silver and silver mini options to Rs 1,000 from Rs 250 from January 29, 2026, with the changes applicable to both existing and new contracts.
BUSINESS
US shutdown likely weighed on economic activity, tariffs impacting inflation: Jerome Powell
In its policy meeting on January 28, the US central bank held interest rates steady, defying President Donald Trump’s repeated calls for sharp cuts.
BUSINESS
India-EU trade deal revives stocks hurt by US tariffs
Export-oriented stocks which have faced significant pressure over the past year due to US imposed tariffs have staged a sharp rebound over the past week, as the India–EU trade deal was finalized.
BUSINESS
Copper rally may have more room to run, here's how investors can play it
Indian investors must rely on copper-related stocks, derivatives or overseas funds in the absence of a domestic copper ETF to invest in the red metal.
BUSINESS
India-E.U. trade deal sparks rally in KPR Mill, Welspun Living, other textile, pharma, chemical stocks
Export-focused stocks jump on optimism around Europe exposure, as analysts suggest textiles, pharmaceuticals and chemicals will be key beneficiaries amid expectations of the India-E.U. trade deal.
BUSINESS
Why silver ETFs trade at wild premiums and discounts as prices swing
Indian silver ETFs often trade at sharp premiums or discounts due to strong retail demand and supply constraints, but investors are advised to stay invested as structural drivers for silver remain intact.
BUSINESS
Silver trades at steep premium as markets expect import duty hike in upcoming Budget
A sharp rally in silver prices, coupled with a surge in imports, has fuelled expectations of a possible import duty hike in the upcoming Budget, driving futures to record highs and widening premiums on the MCX.
BUSINESS
Realty bites: Real estate stocks sink early in 2026 as sales slow, affordability concerns weigh
Real estate stocks have fallen sharply in early 2026 as slowing housing sales, fewer launches, rising inventory and an affordability crunch weigh on the sector despite pockets of resilience in premium markets.
BUSINESS
P/E above 1,000? How Shadowfax stacks up against Delhivery and Blue Dart
Shadowfax’s upcoming IPO is priced at a steep 1,018x FY25 earnings. How does it stack up against listed peers Delhivery and Blue Dart?
BUSINESS
Housing slowdown weighs on realty stocks as pre-sales falter, Nifty Realty extends losses
Weak pre-sales, fewer launches, and affordability constraints are triggering a pullback in real estate stocks, even as select developers continue to outperform.
BUSINESS
Travel and tourism industry expects continued thrust from government in Budget to boost growth
Among the key demands from the tourism industry from the upcoming Budget, experts wish for industry status to travel and tourism to enable easier credit access and lower financing costs.
BUSINESS
Consumer companies flag demand recovery in Q3 aided by GST cuts, festive demand
Consumer staples and discretionary firms are seeing a steady uptick in demand, as a result of the festive-led recovery along with the GST rationalisation.
BUSINESS
Indian oil players may see improving margins on higher Venezuelan crude output
Access to cheaper Venezuelan crude has the potential to support higher gross refining margins for domestic refiners, with India importing roughly 400kbd of oil from the country in the past.
BUSINESS
Fewer hands, bigger trades: Small investors retreat while large traders hold firm
Over the past year of market weakness, smaller investors have steadily pulled back, while a narrow group of high turnover players has remained active and driven the bulk of trading volumes.
BUSINESS
India's volatility index at an all-time low, what does this mean?
India VIX hovering near record lows signals muted volatility and supports a gradual market recovery, as traders price in lower uncertainty.
BUSINESS
Will 6% depreciation be the new norm? Experts split on rupee outlook for 2026
Analysts are divided on whether the rupee’s depreciation will accelerate to around six percent annually 2026 onwards or remain gradual, while some suggest the rupee may appreciate in the next year.
BUSINESS
Nifty 50 in 2025: How accurate were brokerage targets made a year ago?
In 2024, brokerages saw Nifty 50 ending 2025 in a broad range from 26,000 to 28,800, with gains largely driven by earnings growth amid valuation-led caution.
BUSINESS
Rupee crosses 91/USD, analysts warn of muted equity returns ahead
The rupee’s fall to record lows is raising near-term risks for equities and pushing investors toward selective, defensive sector exposure.
BUSINESS
Insurance stocks in focus as key amendment bill heads to Lok Sabha
The Insurance Amendment Bill is expected to trigger changes across the insurance sector, with players like LIC, PB Fintech and SBI Life in focus,
BUSINESS
Silver crosses Rs 2 lakh on MCX: What next after the record surge?
Silver’s rally is being driven by a structural supply deficit and surging industrial demand, marking a decisive break from its traditional linkage with gold.
