Samie Modak

Fusion Finance has rallied nearly 18% in a month after returning to profit in Q3FY26. Brokerages cite improving asset quality, lower credit costs and strong capital buffers

Bhasin says valuations of SMIDs relative to largecaps are still expensive and need to converge

Indian equities may stay range-bound unless earnings revive or valuations turn more attractive, says UBS, noting moderation in FPI selling but limited near-term upside

Tata Motors and HDFC AMC may see strong passive inflows in Nifty Next 50 rejig, while Info Edge and ICICI Lombard face likely exclusion

Nifty's relief rally revives bullish momentum with traders eyeing 26,000, while commodity volatility boosts MCX volumes and IPO market shows early signs of revival

A rebound in equities after the India-US trade deal has lifted primary market sentiment, though companies are launching IPOs at materially reduced sizes amid valuation caution

Economic momentum of the country is being driven by policy stability, sustained infra investment, and rising confidence among entrepreneurs and households, says Mukesh Ambani

Industry executives said market sentiment has shifted over the past 12-18 months following a sharp correction in broader equities

Last year, the government had projected a record Rs 78,000 crore in STT collections for the ongoing fiscal, a figure that has since been cut by 18 per cent amid a sharp decline in trading volumes

Budget 2026 proposes a major overhaul of share buyback taxation, shifting proceeds from dividend income to capital gains to simplify rules, reduce arbitrage, and rebalance outcomes for promoters

Budget 2026 extends the income tax deduction window for GIFT City IFSC units and offshore banks to 20 years, offering greater certainty to lenders and global financial firms expanding India operations

Benchmarks fell over 3% each in January amid heavy FPI outflows, weak earnings growth and rupee pressure, with nearly ₹16 trillion wiped off market capitalisation

One- and three-month performance strong on three occasions when markets fell 3% or more ahead of the Budget

Axis MF CIO Ashish Gupta says global markets are defying old correlations, while India lags for now but looks better placed in 2026 on earnings and valuations

Stance stems from weak nominal GDP momentum, stretched valuations, lack of clear AI beneficiaries

Private credit is fast becoming a core funding source for India's mid-market firms, bridging gaps left by banks and bonds, says UTI Alternatives CEO Rohit Gulati

Redemptions return to India-focused active funds as global investors pivot to commodities and emerging markets, leaving foreign participation increasingly ETF- and index-driven

IPO momentum fades in early 2026 as weak listings, FPI outflows and promoter selling weigh on markets, even as gold and silver steal the spotlight from equities

Three years after Hindenburg's report wiped out ₹16 trillion in value, Adani Group has seen a sharp recovery-and a fresh sell-off amid renewed global scrutiny

Investors say cases bounced between SCORES and MI Portal, leaving grievances unsettled