Markets News

Earnings growth to move more in line with nominal GDP: Anand Shah

Valuations cap broad upside in 2026, with market returns increasingly driven by earnings growth in line with nominal GDP and selective stock-specific opportunities

Domestic mutual funds turn homeward in December, pare global exposure

Domestic mutual funds shifted focus to India-facing growth stocks in December, increasing bets on financials, consumption and aviation while trimming global-facing names

LODR revamp kicks off, MSEI back in focus and MIIs boost senior hiring

SEBI has kicked off a review of LODR norms as part of a wider regulatory overhaul, while MSEI regains investor attention and exchanges step up senior-level hiring

Jio listing, retail growth key near-term triggers for Reliance industries

Drag on consolidated performance by retail in Q3 was offset to an extent by O2C, telecom

Mcap of 3 top firms jumps by ₹75,855 cr; SBI, Infosys biggest winners

The combined erosion of these seven firms was less than the total m-cap addition of ₹75,855.43 crore of the three companies - ICICI Bank, State Bank of India and Infosys

Q3 earnings, global trends to drive stock markets this week: Analysts

Moreover, geopolitical developments and any update on trade negotiations would also be keenly tracked by investors, experts noted

FPIs' selling spree continues, ₹22,530 cr pulled out from equities in Jan

This came following an outflow of ₹1.66 trillion ($18.9 billion) recorded in 2025, triggered by volatile currency movements, global trade tensions and concerns over potential US tariffs

China, India among region's best stock markets for investors, says Mobius

He remains a bull on Indian stocks, citing the government's move to increase spending and investments, particularly in the technology sector

Coca-Cola evaluating acquisition opportunities in India, says CFO

Coca-Cola is evaluating acquisition opportunities in India as it expects the country to become its third-largest market by volume in the coming years

Tiger Global case: Foreign investors' interest in GIFT City may increase

Tax experts say GIFT IFSC-based specified funds may offer a more certain and tax-efficient route amid increased scrutiny of treaty-based capital gains exemptions

Strong Q3 performance, growth prospects to drive gains for HDFC AMC

Total assets under management (AUM) growth was 5 per cent, with 6 per cent growth in equity AUM and flat yields

Capital market stocks rally on strong Q3 results, growth optimism

Shares of capital market-linked firms jumped on strong Q3 results and optimism around long-term growth driven by financialisation and rising retail participation

Sebi mulls overhaul of KYC norms to ease onboarding, cut duplication

Sebi has also proposed standardising income slabs and allowing KRAs to tag independently verified supplementary information, improving the reliability and usability of KYC records

SAT sets aside Sebi's order on Bombay Dyeing and its promoters

SAT overturns Sebi's 2022 order against Bombay Dyeing and Wadia promoters, directs refund of penalties, cites lack of fraud and enforcement delay

Sebi moots same-day fund netting for FPIs to ease liquidity strain

Under the current framework, FPIs must settle all purchase and sale transactions on a gross basis, even when buy and sell values offset each other

Fintechs cornered $2.4 billion investments in 2025 as funding moderated

Fintech funding stayed muted in 2025 at $2.4 billion, with fewer deals, IPOs and acquisitions, reflecting sustained investor caution after the 2021 peak

Infosys, TechM, Wipro surged up to 5%; why Nifty IT rallied 3% on Friday?

Analysts anticipate a stronger growth recovery for IT sector in FY27 compared to FY26, driven by an improvement in demand, more stable macro conditions, increased budgetary spending and deal ramp-ups.

Budget 2026: BSE, NSE announce special trading session on Sunday, Feb 1

BSE and NSE will stay open on Sunday, February 1, for the presentation of Union Budget 2026-27, with trading to run during normal hours

Sebi proposes trade settlement mechanism to cut costs for offshore funds

The proposal comes at a time when foreign outflows from India have accelerated, weighed down by steep U.S. tariffs, ‍muted corporate earnings, and elevated equity valuations

Stock Market Close: Sensex ends 188 pts up; Nifty at 25,694; IT outperforms, pharma drags

Sensex today | Stock Market Close Highlights, Friday, January 16: On BSE, Infosys, Tech Mahindra and HCLTech were top gainers, while Eternal, Asian Paints and Maruti were top losers.