Indian Equity Markets

From the US Supreme Court's ruling on Trump's tariffs to India's AI ambitions and the paradox in small-cap stocks, here are the key takeaways from today's Opinion page

The Indian equity markets have underperformed most global markets since the peak in September 2024, after an 18-month bull run

FY27 earnings growth could be broader, with mid and smallcaps leading the upside, while AI fears around IT stocks are overdone, says Centrum Broking's Jignesh Desai

EM flows gathering pace as investors double down on de-dollarisation trade

GRSE share price today: GRSE shares advanced following a strong Q3FY26 performance. Total income rose 46 per cent year-on-year (Y-o-Y) to ₹1,958 crore in Q3FY26 from ₹1,343 crore in Q3FY25.

While most analysts accept that Vodafone Idea needs to spend heavily to stay relevant, few are willing to fully buy into management's projections.

Motilal Oswal said the bank's operating performance is "turning around", supported by stabilising margins, improving asset quality and a gradual recovery in return ratios.

Stocks to watch today, January 23, 2026: Tanla Platforms, GSPL, Sona BLW, Adani Gas and India Cements are among other top stocks to track today.

Indian markets logged their steepest fall in eight months as a US-Europe stand-off over Greenland, weak corporate earnings and stalled India-US trade talks deepened investor risk aversion

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

Simultaneous fiscal and monetary tightening hurt growth and earnings, but momentum is returning, says Axis Bank's Neelkanth Mishra, signalling a possible market turnaround

CG Power's market dominance (25 per cent market share in motors) even in times of constraint, spoke of their product quality.

Around 1 PM, Delhivery shares were trading at day's high level, up 3.96 per cent at ₹412.50. In comparison, BSE Sensex was trading 0.36 per cent lower at 84,795.25 levels.

Flexible equity schemes top assets and inflows as investors turn cautious in a patchy market

IIFL Capital expects TCL's ~15 per cent valuation discount to CIFC to narrow as the company delivers sector-leading earnings momentum.

While revenue growth remained resilient, weaker margins, demerger-linked costs and stretched valuations have clouded the near-term view for SKF India, analysts said.

The brokerage, which earlier had a 'Reduce' rating on VIP Industries, said the near-term outlook has turned 'hazy,' warranting caution until the new leadership outlines a credible turnaround plan.

Aether Industries' share price gained today after the company posted a strong set of quarterly numbers in the September quarter of financial year 2026 (Q2FY26).

At 1:15 PM, Lupin share price was trading 1.90 per cent higher at ₹2,013.20 per share. In comparison, BSE Sensex was trading 0.91 per cent higher at 84,632.82 levels.

Around 11:00 AM, Swan Defence share price continued to remain locked in the 5 per cent upper circuit at ₹1,036.45 per share. By comparison, BSE Sensex was trading 0.46 per cent lower at 83,148.86.