Krishna Kant

India's top IT firms returned a record ₹1.3 trillion to shareholders in FY26 even as AI disruption slowed profit growth and pressured valuations

From kickstart scooters to kickstarting consumer credit, group's century-long reinvention mirrors India's changing economy

In eight of 10 occasions, the share prices of firms that spent billions buying marquee assets have underperformed the broader market after acquisition

Small caps outperform the Nifty 50 amid a risk-on rally, but rising valuations and macro risks raise concerns over sustainability

Early Q4FY26 results show strong earnings growth led by BFSI and metals, even as oil refiners lag and global tensions fuel input cost pressures

The Mukesh Ambani-led company's consolidated net profit attributable to owners of the company fell 12.6 per cent year-on-year (Y-o-Y) to ₹16,971 crore in Q4FY26, from ₹19,407 crore a year earlier

FMCG stocks lag market recovery as valuations hit six-year lows amid weak demand, rising competition and shifting investor focus to high-growth sectors

The company cut dividend payout and increases retained earnings as it seeks to make new investments in AI space and data centres

In a market defined by swings, Abhishek Kumar and Krishna Kant track equity funds that balanced downside protection, upside capture, and consistency across a five-year phase

The combined net profit of Nifty 50 companies likely to grow by 4.2 per cent Y-o-Y in Q4FY26, lowest in the last seven quarters

BS 1000 companies brace for potential earnings collapse if crude keeps climbing

The optimism expressed by brokerages could turn out to be true if West Asia war ends quickly, or if countries find a way to easily move cargo ships and oil tankers through Strait of Hormuz once again

MNC-backed firms dominate India's top unlisted companies, combining strong growth and financial discipline, though domestic players are gaining ground

Companies' R&D spending hit a decadal low in FY25 as most of them prioritised record shareholder payouts over critical technological innovation

While horizontal expansion fuels growth and domestic dominance, these capital-intensive ventures often lack immediate returns, risking resource dilution and a loss of global strategic focus

This is the lowest trailing P/E for the benchmark index since May 2020, when the multiple had dropped to 19.56x

Tata Sons' cumulative net profit at ₹1.97 trn over the decade, unlisted firms' combined loss at ₹1.75 trn

West Asia conflict triggers sharp sell-off in Indian markets, with realty, banking and auto stocks leading losses amid energy shock fears

Rising oil prices from the US-Israel-Iran conflict threaten Asia's growth, widening deficits, fuelling inflation, and testing energy security across major economies

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