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Zoya Springwala

Senior Correspondent, Moneycontrol

Bharat Forge, Sona BLW, other auto ancillary stocks in focus as US offers tariff relief on auto parts

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.

India-US trade deal fine print meets expectations, markets already priced in best case scenario

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.

Fractal Analytics IPO: Lofty valuations reflect pure-play AI scarcity premiums, say analysts

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.

Central banks' gold buying falls 21% in 2025, slips under 1,000 tonnes

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.

AI fears rattle domestic IT stocks, is the risk fully priced in?

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.

Nifty, Sensex's gap-up start likely to sustain as short-covering, trade deal will keep bulls in control

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.

India-US trade deal to bring cheer to textiles, gems & jewellery, chemical stocks

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.

Heavy leverage, margin calls, claims of manipulation rock silver spot prices

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.

Union Budget doesn't woo FPIs despite Rs 1.6 lakh crore selloff

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

Five themes that stand to gain from the Union Budget 2026

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.

Gold, silver erases over $5 trillion in value as markets price in a hawkish Fed chair nominee

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.

Astral, Epigral to gain from China’s VAT rebate rollback on PVC

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.

MCX hikes strike price interval for silver, silver mini options to Rs 1,000

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.

US shutdown likely weighed on economic activity, tariffs impacting inflation: Jerome Powell

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.

India-EU trade deal revives stocks hurt by US tariffs

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.

Copper rally may have more room to run, here's how investors can play it

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.

India-E.U. trade deal sparks rally in KPR Mill, Welspun Living, other textile, pharma, chemical stocks

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.

Why silver ETFs trade at wild premiums and discounts as prices swing

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.

Silver trades at steep premium as markets expect import duty hike in upcoming Budget

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.

Realty bites: Real estate stocks sink early in 2026 as sales slow, affordability concerns weigh

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.

P/E above 1,000? How Shadowfax stacks up against Delhivery and Blue Dart

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?

Housing slowdown weighs on realty stocks as pre-sales falter, Nifty Realty extends losses

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.

Travel and tourism industry expects continued thrust from government in Budget to boost growth

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.

Consumer companies flag demand recovery in Q3 aided by GST cuts, festive demand

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.

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