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.
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.
