Higher US tariffs, global risks may keep Budget fiscally accommodative

Higher US tariffs, global risks may keep Budget fiscally accommodative

Business | Updated: Jan 27, 2026

  • Government likely to avoid aggressive fiscal tightening in upcoming Budget
  • Fiscal deficit target expected at 4.2% of GDP, down from 4.4% this year
  • India projected to remain fastest-growing major economy in coming years
IT stocks down 6%: What it means for your mutual fund portfolio

IT stocks down 6%: What it means for your mutual fund portfolio

Business | Updated: Feb 04, 2026

  • Nifty IT index fell over 6 percent, impacting tech-heavy mutual fund portfolios
  • Experts advise staying invested if tech funds are under 10 percent of portfolio
  • Investors with high tech exposure should rebalance and diversify to reduce risk
BPCL to prioritise viability, availability of crude, open to Venezuelan oil, says chairman Khanna

BPCL to prioritise viability, availability of crude, open to Venezuelan oil, says chairman Khanna

Business | Updated: Feb 04, 2026

  • BPCL open to sourcing crude from any geography, including Venezuela, if viable
  • Company setting up a trading desk in Singapore to boost global crude sourcing
  • Andhra Pradesh refinery report due by March; land acquisition in progress
If a personal loan borrower dies, who has to repay the loan?

If a personal loan borrower dies, who has to repay the loan?

Business | Updated: Feb 04, 2026

  • Deceased's estate settles personal loan debt, not the family automatically.
  • Co-borrowers or guarantors are liable for repayment if the borrower dies.
  • Loan insurance covers dues if the borrower dies, but not all loans offer it.
The Whole Truth raises $51 million in Series D funding led by Sofina, Sauce.vc

The Whole Truth raises $51 million in Series D funding led by Sofina, Sauce.vc

Business | Updated: Feb 04, 2026

  • The Whole Truth raised $51M in Series D funding led by Sofina and Sauce.vc
  • Funds will boost manufacturing, working capital, and IPO readiness
  • Company aims for profitability and new product launches across categories
Indian IT selloff reflects AI-led repricing fears, not demand collapse, say analysts

Indian IT selloff reflects AI-led repricing fears, not demand collapse, say analysts

Business | Updated: Feb 04, 2026

  • Indian IT stocks fell sharply as AI advances spark concerns over service models
  • AI tools like Anthropic's Claude seen as disrupting traditional IT services
  • Selloff driven by fears of reduced billable hours and job cuts from automation
Sigachi Industries shares rally 20% after CEO gets bail in factory blast case

Sigachi Industries shares rally 20% after CEO gets bail in factory blast case

Business | Updated: Feb 04, 2026

  • Sigachi Industries shares rose 20% after CEO Amit Raj Sinha was granted bail.
  • CEO granted bail after last year's Telangana factory explosion killed 40 people
  • Company vows safety upgrades, support for affected families and employees
Rupee has room to appreciate, RBI unlikely to intervene, says Bank of America’s Vikas Jain

Rupee has room to appreciate, RBI unlikely to intervene, says Bank of America’s Vikas Jain

Business | Updated: Feb 04, 2026

  • Rupee may appreciate 1.5-2% in coming months, RBI unlikely to intervene soon
  • RBI holds high forex reserves, not expected to accumulate more immediately
  • Surplus liquidity to persist, no rate change expected in upcoming RBI policy
Nissan Gravite launch in India on February 17

Nissan Gravite launch in India on February 17

Business | Updated: Feb 04, 2026

  • Nissan Gravite MPV to launch in India on February 17 with seven-seat layout.
  • Gravite features flexible cabin, LED lighting, and advanced safety tech.
  • Price range expected: Rs 6-10 lakh, based on Renault Triber platform.
Juggling multiple loans? Here’s how to stay in control without sinking your finances

Juggling multiple loans? Here’s how to stay in control without sinking your finances

Business | Updated: Feb 04, 2026

  • Calculate total monthly EMIs and ensure they stay below 40-50% of your income
  • Repay high-interest loans like credit cards and personal loans first.
  • Create an emergency fund and avoid new debt for financial stability.
States’ capex loans to be tied to 'new reforms' in FY27; Centre releases Rs 69,000 crore for FY26

States’ capex loans to be tied to 'new reforms' in FY27; Centre releases Rs 69,000 crore for FY26

Business | Updated: Feb 04, 2026

  • Centre may add reforms to tied part of 50-year capex-free loan for states
  • Urban Challenge Fund may be part of tied component, awaiting Cabinet approval
  • FY27 SASCI outlay increased to Rs 2 lakh crore, Rs 1.2 lakh crore for tied reforms
Bajaj Finance shares trade flat on missing Q3 estimates, brokerages see steady profitability outlook

Bajaj Finance shares trade flat on missing Q3 estimates, brokerages see steady profitability outlook

Business | Updated: Feb 04, 2026

  • Bajaj Finance Q3 profit fell 6 percent to Rs 4,066 crore, missing estimates.
  • Income rose to Rs 21,215 crore, AUM improved to Rs 4.88 lakh crore.
  • Brokerages noted higher provisions and one-off costs but improving asset quality.
Bajaj Finserv Q3 FY26 results: Net profit remains flat on-year at Rs 2,229 crore on higher provisions, labour code costs

Bajaj Finserv Q3 FY26 results: Net profit remains flat on-year at Rs 2,229 crore on higher provisions, labour code costs

Business | Updated: Feb 04, 2026

  • Bajaj Finserv Q3 FY26 net profit flat at Rs 2,229 crore due to higher provisions
  • Total income rose 24 percent year-on-year to Rs 39,708 crore in Q3 FY26
  • AUM at Bajaj Finance grew 22 percent year-on-year to Rs 4,84,477 crore
Renewable energy player RDB Infra shares rise as board approves NSE debut proposal

Renewable energy player RDB Infra shares rise as board approves NSE debut proposal

Business | Updated: Feb 04, 2026

  • RDB Infrastructure shares rose after board approved NSE direct listing proposal.
  • Company recently acquired 70 percent stake in Solar Agro-Parks Private Limited.
  • Net sales reached Rs 86.05 crore, net profit Rs 5.77 crore in H1 FY2025-26.
Held SGBs for over 5 years: Should you redeem or wait until after April 1?

Held SGBs for over 5 years: Should you redeem or wait until after April 1?

Business | Updated: Feb 04, 2026

  • SGB investors can redeem units before April 1, 2026, for tax exemption.
  • Premature redemption after April 1, 2026 will no longer be tax-exempt
  • SGB secondary market sales incur capital gains tax, no matter the holding period.
SaaSapocalypse: What about Anthropic's new AI tool is spooking investor sentiment towards software firms?

SaaSapocalypse: What about Anthropic's new AI tool is spooking investor sentiment towards software firms?

Business | Updated: Feb 04, 2026

  • Tech stocks fell after Anthropic launched a legal AI tool.
  • Nifty IT index fell 7%, Infosys and LTI Mindtree dropped over 8%
  • AI competition fears triggered broad selloff in software and SaaS stocks
Can you link PAN and Aadhaar at a PAN service centre? Here’s what you need to know

Can you link PAN and Aadhaar at a PAN service centre? Here’s what you need to know

Business | Updated: Feb 04, 2026

  • Link PAN with Aadhaar or PAN becomes invalid for financial tasks.
  • Offline PAN linking available at authorized centers with required documents
  • Verify details and status online before visiting a center.
Sensex and Nifty: How India’s stock market levels are calculated

Sensex and Nifty: How India’s stock market levels are calculated

Business | Updated: Feb 04, 2026

  • Sensex tracks 30 top BSE companies; Nifty tracks 50 major NSE firms.
  • Both indices use free-float market capitalisation to calculate levels.
  • Rising indices show positive sentiment; falling levels indicate caution.
SEBI not considering any immediate F&O measures, says Tuhin Kanta Pandey; capital market stocks rise

SEBI not considering any immediate F&O measures, says Tuhin Kanta Pandey; capital market stocks rise

Business | Updated: Feb 04, 2026

  • SEBI will not impose new F&O curbs or change weekly expiry, says Chairman Pandey
  • Budget 2026 proposes higher STT on equity derivatives to limit speculative trading
  • Nifty Capital Market index rose after SEBI's assurance of status quo on F&O
India-US trade deal lifts sentiment for cross-border payment startups

India-US trade deal lifts sentiment for cross-border payment startups

Business | Updated: Feb 04, 2026

  • US-India trade deal boosts optimism among cross-border payment startups
  • Exporters expect higher payment volumes and improved investor sentiment
  • Payment firms see growth in D2C, B2B, SaaS, and specialised goods exports
India-US trade deal: Gokaldas Exports, Avanti Feeds, Kitex Garments, other export-oriented shares extend gains, rise up to 18%

India-US trade deal: Gokaldas Exports, Avanti Feeds, Kitex Garments, other export-oriented shares extend gains, rise up to 18%

Business | Updated: Feb 04, 2026

  • Export stocks surged up to 20% on India-US trade deal optimism.
  • US tariff cut to 18% boosts India's textile and shrimp export competitiveness.
  • Textile and shrimp firms gain from expanded US and EU trade deals
Info Edge, eClerx, other BPO stocks plunge up to 10% after Anthropic's new AI tool launch

Info Edge, eClerx, other BPO stocks plunge up to 10% after Anthropic's new AI tool launch

Business | Updated: Feb 04, 2026

  • BPO stocks fell as Anthropic's legal AI tool triggered a tech selloff.
  • eClerx fell 10%, Info Edge dropped 7%, others also declined
  • AI progress sparks job loss concerns in BPO and tech sectors
Mankind Pharma Q3 net profit rises 9.5% as BSV boost offsets acute weakness

Mankind Pharma Q3 net profit rises 9.5% as BSV boost offsets acute weakness

Business | Updated: Feb 04, 2026

  • Mankind Pharma Q3FY26 net profit up 9.5% YoY to Rs.414 crore, revenue up 11.5%
  • Adjusted EBITDA margin rises to 25.9% due to domestic pharma and BSV consolidation.
  • Net debt fell to Rs.4,294 crore, with leverage improving post BSV acquisition
IT stocks fall up to 8%: How big a threat is Anthropic's AI tool for Indian IT firms? Here's what analysts say

IT stocks fall up to 8%: How big a threat is Anthropic's AI tool for Indian IT firms? Here's what analysts say

Business | Updated: Feb 04, 2026

  • Indian IT stocks plunged over 8 percent after Anthropic launched a legal AI tool
  • Analysts warn of AI-driven disruption but see long-term resilience for IT firms
  • AI adoption may shift IT billing from effort-based to outcome-based models
HAL shares fall 8% on report of its exit from India’s stealth fighter jet project

HAL shares fall 8% on report of its exit from India’s stealth fighter jet project

Business | Updated: Feb 04, 2026

  • HAL shares dropped 8% after exclusion from India's stealth jet project.
  • Three private firms shortlisted for AMCA fighter jet programme.
  • Defence stocks declined after Budget lacked major policy announcements.
India’s tariff overhaul tackles global optics as trade deals expand: CBIC Chairman, Vivek Chaturvedi

India’s tariff overhaul tackles global optics as trade deals expand: CBIC Chairman, Vivek Chaturvedi

Business | Updated: Feb 04, 2026

  • India reforms customs tariffs for transparency and trade certainty
  • Tariffisation sets effective rates, cutting reliance on exemption notices.
  • CBIC creates new tariff lines to cut classification disputes and litigation
India-US trade deal may help sentiment, but it is unlikely to create immediate earnings impact: Axis MF's Ashish Gupta

India-US trade deal may help sentiment, but it is unlikely to create immediate earnings impact: Axis MF's Ashish Gupta

Business | Updated: Feb 04, 2026

  • India–US trade deal eases tariff uncertainty, boosting investment sentiment
  • Textiles, gems, and chemicals may benefit, but impact is limited
  • Deal may support rupee and liquidity, improving outlook for FY27 growth
Gold, silver ETFs surge up to 9% as precious metals extend rebound: What lies ahead?

Gold, silver ETFs surge up to 9% as precious metals extend rebound: What lies ahead?

Business | Updated: Feb 04, 2026

  • Gold and silver ETFs surged up to 9 percent as precious metals rebounded sharply
  • Gold futures rose over 4.5 percent; silver futures jumped 6 percent on MCX
  • Analysts expect a moderately bullish trend for gold and silver this week
Sensex falls 200 pts from day's high, Nifty below 25,750: IT selloff among key reasons behind market decline

Sensex falls 200 pts from day's high, Nifty below 25,750: IT selloff among key reasons behind market decline

Business | Updated: Feb 04, 2026

  • Sensex fell 200 points from day's high, Nifty slipped below 25,750 on IT selloff
  • Indian IT stocks dropped up to 6% as AI advances threaten traditional models
  • Investors await clarity on US-India trade deal and MPC meet outcome
Tata, L&T and Bharat Forge shortlisted for AMCA fighter jet programme: Report

Tata, L&T and Bharat Forge shortlisted for AMCA fighter jet programme: Report

Business | Updated: Feb 04, 2026

  • Tata, L&T, and Bharat Forge shortlisted for India's AMCA fighter jet programme
  • Firm chosen to build 5 prototypes with ADA; Rs 15,000 crore allocated for phase.
  • AMCA to feature stealth tech and AI; first batch deliveries expected by 2035