Kairavi Lukka
Kairavi Lukka
India has traditionally been considered to be an anti-artificial intelligence (AI) bet, and the new developments will more likely affect further investments in AI
MSCI's latest index rejig is expected to bring nearly $2 billion in passive inflows into Indian equities, with LIC, Coforge, Meesho and Adani Green among the additions.
Strong Q2 earnings, attractive valuations and easing crude oil prices bring Sensex and Nifty closer to their record highs
NBFC sets indicative issue price at ₹1,025 per share, above Sebi's floor price; proceeds will be used to repay borrowings and meet general corporate requirements
FPIs bought ₹53,172 crore of equities and ₹7,480 crore of government bonds in the first nine days of November, ending a 10-month streak of monthly equity outflows.
Commodity trading, margin funding cushion blow from weaker derivatives activity
Geopolitical factors, global interest rates and supply-demand dynamics will remain key drivers of crude oil and bullion prices, analysts say
After a turbulent Samvat 2082, analysts expect geopolitical developments, crude prices and foreign investor flows to shape market direction, with banks and financials remaining preferred bets
Brent crude surged 60.4% in Samvat 2082 amid the US-Iran conflict, while gold and silver fell in dollar terms after retreating from record highs, though rupee depreciation supported domestic returns.
The Sensex and Nifty ended Samvat 2082 with losses of 4% and 3.1%, respectively, despite a sharp late rally that delivered their biggest weekly gains in nearly six years.
Overseas investors bought heavily into IT and telecom stocks, but remained net sellers for October, with total equity outflows of ₹34,843 crore
Investors allege their US large-cap holdings were sold and proceeds diverted into thinly traded microcap stocks; FIRs and Sebi complaints have been filed
Weakness in the dollar and US Treasury yields supports recovery, but analysts differ on whether the rally can sustain amid inflation and interest rate uncertainties
Seven of the 10 top-performing small-cap stocks are linked to the US data-centre boom, but a global tech sell-off and high valuations threaten the rally.
However, selling persists in secondary market, fully accessible route
eMudhra shares have recovered 11% in three sessions after a sharp selloff over security concerns, with analysts expecting limited impact on the company's long-term earnings growth.
Will review compliance burden on FPIs, changes in SME framework: Pandey
At the Business Standard Smart Investor Arena, wealth managers urged Gen Z investors to trust compounding and stay disciplined amid social media advice, AI tools and market volatility
At the BFSI Insight Summit 2026, Amazon Pay, Juspay and Visa executives called for clear liability rules, robust authentication and traceability to build trust in agentic payments
Industry body MFIN aims to strengthen borrower identification and credit underwriting by encouraging lenders to adopt PAN and CKYC records within an aspirational 18-month timeline