Krishna Kant

Sentiment shift: Earnings upgrade to downgrade ratio improved after Q3

There are hopes of a turnaround in overall corporate earnings after six quarters of single digit growth

New labour codes raise Nifty 100 firms' wage bills by ₹17.6K crore

IT, banking, aviation take biggest hit in Q3; 73 of 96 firms already counting the cost

Q3 scorecard: OMCs, banks drove India Inc's steepest profit rise in 8 qtrs

The combined net profits of the listed companies excluding these cyclical sectors were up just 7.5 per cent Y-o-Y, decelerating from 17.2 per cent in Q3FY25 and 10.9 per cent in Q2FY26

IT weight in Nifty 50 hits 26-year low; oil & gas sector reclaims top spot

Investors confront reversal as decade-long IT rally unwinds, reshaping Nifty's sector hierarchy

Corporate India's capital expenditure cycle shifts into top gear

At 13.1%, fixed asset creation by leading listed firms hit six-year high in H1FY26

Union Budget 2026-27 favours capital expenditure over consumption

In comparison, the central government revenue expenditure is budgeted to decline by 2.5 per cent Y-o-Y to Rs 22.29 trillion in FY27 from FY26 revised estimates (FY26RE) of Rs 22.76 trillion

Nifty100 PBT could have been 8.5% higher without labour Code effect

TCS, Infosys book one-time exceptional charges, while HDFC Bank absorbs higher wage costs directly into quarterly P&L

Smallcaps slide after 2 yrs of outperformance: Here're top gainers, losers

The category saw a reversal of fortune in 2025 amid a broadbased selloff. Krishna Kant & Ram Prasad Sahu analyse the ones to watch out for in 2026

Sensex EPS growth falls to its lowest level in nearly five years

BSE Sensex EPS growth slows to 1.3%, the weakest in five years, highlighting a sharp earnings slowdown even as valuations stay elevated

Early-bird results in Q3 show worst earnings growth in 17 quarters

IT firms, RIL slow profit growth; banks biggest laggards in revenue

Margin pressures drag down Reliance Industries' profit to 4-quarter low

Retail, oil & gas divisions remain laggards

When midcaps blinked: A year of sharp reversals and what lies ahead

A stalled index masked stock-level swings across sectors. Krishna Kant & Ram Prasad Sahu identify the biggest movers of 2025

India Inc's revenue growth may have picked up in Q3FY26: Brokerages

Earnings likely grew at slowest pace in 6 quarters

Silver's breakout drags gold-silver ratio to lowest in over a decade

Electronics and solar demands reshape the precious metals trade

Shifting sands: Billionaires' wealth loses weight vs expanding GDP

India's billionaire promoters lose ground as equity market weakness and rupee depreciation drag wealth growth below the pace of the country's fast-expanding GDP

Sensex@40: Legacy companies make way for modern businesses on the index

Over four decades, traditional players have ceded significant ground to state-run enterprises and new, institutionally owned businesses that now drive market growth

BSE Sensex tops other assets classes by a hefty margin in 40 years

It has beat gold and traditional savings, delivering a consistent winning streak while creating significant wealth for ordinary people who held their investments through decades of economic growth

Bharti gained most among India's top biz groups in 2025; Tatas stay ahead

All three Bharti group companies out-performed in CY25 but the biggest gains came from their flagship Bharti Airtel

Weakness in ₹, broader equity mkt shrinks India's billionaire club in 2025

But a robust IPO market leads to emergence of 9 new promoter billionaires

Stellar & disappointing stocks of 2025: leaders fall, laggards rise

Some stocks that rallied last year have been among the biggest laggards of 2025, while many underperformers have emerged as winners