One key reason for the divergence in investor focus is China’s relatively insulated competitive landscape, where regulatory constraints and geopolitical tensions limit foreign participation by AI-related companies.
On the data front, US weekly jobless claims and Producer Price Index (PPI) figures, along with speeches from several FOMC officials, will be closely watched as investors seek clearer guidance on the timing of the Federal Reserve's next rate cut.
The US-India trade deal will continue being discussed and progress is likely to happen to reach an agreement. However, it does give more breathing room and negotiating power to the Indian side.
A prolonged conflict between the US and Iran will keep the oil prices high, in turn raising India’s energy spending and feeding into inflation, says Lotusdew’s Prachi Deuskar.
On the upside, the 25,950–26,000 band stands as an immediate resistance zone. How the index reacts around these key levels will determine the next meaningful directional move, said Sudeep Shah.
Sebi's executive director Sunil Kadam said India has to funnel more money into research and development so that such instances are avoided, and exuded confidence that India has the capabilities to be a leader in innovation.
Among the broader indices, the BSE Smallcap index declined 0.5 percent, while the BSE Midcap index advanced 0.35 percent and the BSE Largecap index gained 0.4 percent during the week.
AI power lies not just in its intelligence, but in its speed -- and that speed is disrupting everything
Foreign Institutional Investors (FIIs) extended their selling for the second consecutive week, offloading equities worth ₹637.68 crore in this week.
Theta decay is the silent killer of option buyers. It's the daily erosion of option premium, and it doesn't move at a steady pace.
The S&P 500 climbed 0.69% to end the session at 6,909.51 points. The Nasdaq gained 0.90% to 22,886.07 points, while the Dow Jones Industrial Average rose 0.47% to 49,625.97 points.
America’s Supreme Court strikes down President Trump’s emergency tariffs who is now looking for alternative ways to reimpose tariffs, with a 10% tariff already floated
Yashhtej Industries IPO | The company is raising Rs 88.88 crore via initial public offering (IPO) of 80.79 lakh shares at a price of Rs 110 per share.
Clean Max Enviro Energy Solutions IPO | | The company is raising Rs 1,200 crore by issuing fresh shares, while promoters and investors will be selling shares worth Rs 1,900 crore via offer-for-sale.
Marval Guru Fund held 3.55 percent stake in Shankara Building Products as of December 2025.
For the year so far, FIIs have been net sellers of shares worth Rs 42655 crore, while DIIs have net bought shares worth Rs 83326 crore.
In global emerging market (GEM) funds, India’s allocation in active strategies peaked at 19 percent in August 2024 before declining by 4.5 percentage points, largely in favour of Taiwan and South Korea.
The Everstone Capital–backed company, India’s second‑largest home‑grown diversified medtech platform by FY25 operating revenue, plans to raise up to Rs 925 crore through a fresh issue of shares, alongside an offer for sale of 21.67 million shares from existing investors and founders.
The New Fund Offer (NFO) opens on 26 February and closes on 12 March.
SEBI has issued observations on the draft papers of Integris Medtech on February 13, and Anjali Labtech on February 17, while the observations issued by the regulator on draft document of APPL Containers, and Alpine Texworld on February 20.
The circular requires AIF managers to transmit the latest NAV for each unit to the National Securities Depository Ltd and Central Depository Services (India) (CDSL), through their Registrars and Transfer Agents.
Key economic data will be released next week. On the watchlist are Eurozone inflation, US jobless claims, and India’s GDP numbers. Also, keep an eye out for industrial and manufacturing numbers, US stock trends, and new IPO subscriptions
The benchmark Nifty 50 needs to surpass and sustain above the 25,650–25,700 zone for a further upward journey toward 25,800, followed by 25,900.
UPL has approved a group reorganisation to consolidate its India and international crop protection businesses into a new listed entity, UPL Global. This would create a pure-play crop protection platform aimed at unlocking shareholder value and sharpening strategic focus.
Broader indices were mixed, as the Nifty Midcap index gained 0.5 percent, whereas the Smallcap index closed slightly in the red.