BUSINESS
IDFC First Bank: Bearish options bets spike days before Rs 590 crore fraud disclosure
IDFC First Bank saw a sharp rise in bearish options positions before revealing a Rs 590 crore fraud in Haryana government accounts.
BUSINESS
Why XED chose to pay 10% issue costs upfront to be the first to list on GIFT City
Moneycontrol spoke to John Kallelil, Founder & Managing Director, and Piyush Agrawal, Chief Financial Officer, about the issue.
BUSINESS
Has Infosys' AI day done enough to boost market sentiment after shares tank 20% in one month?
Infosys shares fell nearly 20%, but brokerages remain positive after its AI Day 2026. Infosys aims to scale enterprise AI adoption, with AI services now 5.5% of revenue.
BUSINESS
Tariffs may fall but returns remain intact, says IPO-bound Clean Max
Clean Max founder Kuldeep Jain highlighted the firm's strong unit economics, debt reduction, sustained profits, and low client concentration risk as key positives for the company.
BUSINESS
'Promoters don't want to over-leverage’: Reva Diamond CEO explains early IPO push will fund expansion
PNGS Reva Diamond Jewellery is launching a Rs 380 crore IPO to fund expansion, preferring equity over debt due to conservative promoters.
MARKETS
SEBI to maintain ‘status quo’ on derivatives; root cause analysis underway in NSDL glitch, says Chairman
Tuhin Kanta Pandey also highlighted SEBI’s push towards instituting a formal Regulatory Impact Assessment (RIA) framework, in line with the Finance Minister’s Budget announcement.
BUSINESS
Bullish on capital markets theme despite STT hike, says Groww's Varun Gupta
Varun Gupta, CEO of Groww AMC, remains bullish on capital market stocks and highlights rising mutual fund penetration and ETF inflows.
BUSINESS
Bottoming markets, earnings trough, returning FIIs: Nuvama sees India setup turning
Record investor turnout this year at Nuvama Institutional Equities' 21st India conference underscores confidence in India story even amid consolidation.
BUSINESS
Nayara Energy may have to trim production until it finds alternative crude supply: Analysts
The company's Middle East crude imports have steadily declined since 2017, from 185 kbd in 2017 to 71 kbd in 2025 -- a shift that coincides with Rosneft’s acquisition of Nayara Energy in August 2017.
BUSINESS
Gold ETF inflows at record high as investors chase performance, seek returns beyond equities
Investors shifted from underperforming equities to bullion, though experts warn against chasing recent returns at elevated gold prices.
BUSINESS
Aye Finance IPO priced below peers to leave upside for public investors, says CEO
Aye Finance says stress in the microfinance segment is behind, with robust growth and stable credit costs going forward. Shares will list on BSE and NSE on February 16.
BUSINESS
Why India’s $500 billion import ambition from the US may be hard to achieve
Emkay Global says India’s $500 billion US import target in 5 years is unrealistic, as current imports are around $50 billion.
BUSINESS
India-US deal fine print is broadly positive for markets, say brokerages
Despite recent market volatility, Bernstein has retained its year-end Nifty target, which implies a 9.5 percent upside from current levels.
BUSINESS
Bharat Forge, Sona BLW, other auto ancillary stocks in focus as US offers tariff relief on auto parts
According to a joint India-US statement, New Delhi will be granted a preferential tariff rate quota on automotive parts that fall under the tariffs imposed.
BUSINESS
India-US trade deal fine print meets expectations, markets already priced in best case scenario
The agreement, along with recently concluded free trade agreements with the EU, UK, UAE and Australia, further brightens the growth outlook for the Indian economy.
BUSINESS
Fractal Analytics IPO: Lofty valuations reflect pure-play AI scarcity premiums, say analysts
Analysts said Fractal Analytics' issue commands high valuations, while the IPO size was cut by 42 percent to Rs 2,834 crore to attract long-term investors amid cautious market views.
BUSINESS
Central banks' gold buying falls 21% in 2025, slips under 1,000 tonnes
Central banks’ gold purchases fell below 1,000 tonnes in 2025 after three record years, as high prices led to caution.
BUSINESS
AI fears rattle domestic IT stocks, is the risk fully priced in?
Indian IT stocks have dropped sharply as AI-driven automation threatens traditional services, impacting revenue growth and deal wins.
BUSINESS
Nifty, Sensex's gap-up start likely to sustain as short-covering, trade deal will keep bulls in control
Analysts predict strong buying momentum through the session, driven by short-covering from foreign investors and positive market sentiment.
BUSINESS
India-US trade deal to bring cheer to textiles, gems & jewellery, chemical stocks
India-US trade deal cuts tariffs from 50% to 18%, boosting prospects for Indian textile, gems & jewellery, fisheries, and chemical sectors.
BUSINESS
Heavy leverage, margin calls, claims of manipulation rock silver spot prices
Silver spot prices fell sharply, but physical silver still trades at high premiums, signaling strong demand amid claims of market manipulation and heavy leverage.
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.
