Krishna Kant

Recovery signals: Sensex valuation rebounds as November rally gathers pace

Sensex valuations recover from October lows but remain below the 10-year historical average

Cement market steadily narrows to 2-horse race between UltraTech, Ambuja

Combined revenue share of UltraTech, Ambuja at 51.2% in FY26

Powered by fuel earnings, Reliance Industries tops Sep quarter estimates

First to report over Rs 50K cr half-year profit

BFSI Summit: 'Potential for Indian asset managers to be global players'

At the BFSI Insight Summit 2026, fund managers said SIFs and new PMS rules could widen access to wealth management, supported by rising household wealth and digital distribution

BFSI Insight Summit 2026: 'Lower taxes may bring back foreign investors'

At the BFSI Insight Summit 2026, foreign brokerage heads said stronger corporate earnings, lower crude oil prices and a renewed growth advantage are key to reviving FPI inflows

BFSI Summit 2026: Focus must be on labour-intensive growth, say economists

At the BFSI Insight Summit 2026, economists warned that AI and capital-intensive growth could threaten job creation, calling for labour-intensive manufacturing and faster skilling

BFSI Summit 2026: PEs shift strategy from 'spray and pray' to focused bets

At the BFSI Insight Summit 2026, PE leaders Renuka Ramnath and Amit Chandra stressed selective investments, active ownership, AI-led value creation and the need for domestic capital

BFSI Insight Summit 2026: FCNR(B) not a short-term fix, say PSB chiefs

At the BFSI Insight Summit 2026, PSB chiefs said attractive yields, leverage and RBI support helped banks mobilise a record $127 billion in FCNR(B) deposits, easing funding pressure

Back to front? Green shoots in defensive sectors signal potential recovery

Weak demand, AI-led growth concerns and US export headwinds weigh on defensive stocks, while valuation moderation signals potential opportunities

IT companies attracting investors after valuations hit multi-year lows

Trailing P/E multiple of top 5 IT services companies had declined to 12.9x at September-end, lowest since 2008 global financial crisis

India-US bond yield spread stays near 22-year low despite RBI rate hike

Faster rise in US Treasury yields is narrowing the gap, potentially deterring foreign investors and keeping the rupee under pressure

Nifty 50 earnings seen rising 24.7% in Q2, best growth in 12 quarters

Nifty 50 earnings seen rising 24.7% in Q2, best growth in 12 quarters

Tracking the outliers: 10 stocks zoom ahead amid weak and volatile markets

Just about 38% of BSE 500 stocks have delivered positive returns in the past year

Rising US bond yields weigh on Indian stocks, add pressure on valuations

The spread between the Sensex's earnings yield and the US 10-year Treasury yield has turned negative and is now at its lowest level in 14 months

India Inc failed to ramp up R&D spends despite '90s economic reform push

Cumulative spending on R&D was just $7.2 bn in FY26, against $61 bn spent by Alphabet alone in 2025

Tumult at Bombay House: Many ways to split Tata Sons' sprawling empire

Noel Tata proposes carving up the group's ₹1.8-trillion asset portfolio into smaller, sector-specific entities to bypass the central bank's mandatory public listing threshold

Losses mount at Tata Sons' unlisted firms, led by Air India in FY26

Seven out of its 16 unlisted subsidiaries reported a net loss in FY26 led by Air India

Why Tata Sons' ₹11.5-trillion portfolio may fetch a far lower IPO value

Holding-company discounts and losses at key unlisted ventures could weigh on Tata Sons' IPO valuation, though its diversified portfolio may still command a premium

Bluechip valuation slump offers value bets amid weak investor sentiment

The BSE Sensex has fallen 6.8% since the end of September 2025, with its trailing P/E multiple down 10.8%

India vs developed markets: Govt bond yield gap continues to narrow

Analysts attribute this to a weak demand for long-term capital in the country