Page 3 - Krishna Kant

West Asia war: Sensex P/E valuations lowest since May '20 amid FPI selloff

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

Tata Sons in profit over 10 years, even as unlisted companies in red

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

West Asia conflict impact: A peek into the biggest losers on bourses

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

If war ends soon, most emerging mkts in APAC can absorb blow: Louis Kuijs

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

Sentiment shift: Earnings upgrade to downgrade ratio improved after Q3

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

New labour codes raise Nifty 100 firms' wage bills by ₹17.6K crore

IT, banking, aviation take biggest hit in Q3; 73 of 96 firms already counting the cost

Q3 scorecard: OMCs, banks drove India Inc's steepest profit rise in 8 qtrs

The combined net profits of the listed companies excluding these cyclical sectors were up just 7.5 per cent Y-o-Y, decelerating from 17.2 per cent in Q3FY25 and 10.9 per cent in Q2FY26

IT weight in Nifty 50 hits 26-year low; oil & gas sector reclaims top spot

Investors confront reversal as decade-long IT rally unwinds, reshaping Nifty's sector hierarchy

Corporate India's capital expenditure cycle shifts into top gear

At 13.1%, fixed asset creation by leading listed firms hit six-year high in H1FY26

Union Budget 2026-27 favours capital expenditure over consumption

In comparison, the central government revenue expenditure is budgeted to decline by 2.5 per cent Y-o-Y to Rs 22.29 trillion in FY27 from FY26 revised estimates (FY26RE) of Rs 22.76 trillion

Nifty100 PBT could have been 8.5% higher without labour Code effect

TCS, Infosys book one-time exceptional charges, while HDFC Bank absorbs higher wage costs directly into quarterly P&L

Smallcaps slide after 2 yrs of outperformance: Here're top gainers, losers

The category saw a reversal of fortune in 2025 amid a broadbased selloff. Krishna Kant & Ram Prasad Sahu analyse the ones to watch out for in 2026

Sensex EPS growth falls to its lowest level in nearly five years

BSE Sensex EPS growth slows to 1.3%, the weakest in five years, highlighting a sharp earnings slowdown even as valuations stay elevated

Early-bird results in Q3 show worst earnings growth in 17 quarters

IT firms, RIL slow profit growth; banks biggest laggards in revenue

Margin pressures drag down Reliance Industries' profit to 4-quarter low

Retail, oil & gas divisions remain laggards

When midcaps blinked: A year of sharp reversals and what lies ahead

A stalled index masked stock-level swings across sectors. Krishna Kant & Ram Prasad Sahu identify the biggest movers of 2025

India Inc's revenue growth may have picked up in Q3FY26: Brokerages

Earnings likely grew at slowest pace in 6 quarters

Silver's breakout drags gold-silver ratio to lowest in over a decade

Electronics and solar demands reshape the precious metals trade

Shifting sands: Billionaires' wealth loses weight vs expanding GDP

India's billionaire promoters lose ground as equity market weakness and rupee depreciation drag wealth growth below the pace of the country's fast-expanding GDP

Sensex@40: Legacy companies make way for modern businesses on the index

Over four decades, traditional players have ceded significant ground to state-run enterprises and new, institutionally owned businesses that now drive market growth