Tech Mahindra on track to improve margin but macro challenges linger

Tech Mahindra shares have fallen nearly 10% in five sessions despite better-than-expected Q2 results. Analysts trimmed FY26–FY27 earnings and target prices amid delays in project ramp-ups, weak client spending, and global policy uncertainty impacting near-term margin improvement.

Willing to pay extra to build resilience in our supply chains: Piyush Goyal

India is actively addressing supply chain vulnerabilities across all sectors, willing to invest more to build resilience. The government’s ‘Atmanirbhar Bharat’ initiative, coupled with infrastructure development and a focus on trusted partners, aims to boost domestic manufacturing and self-reliance amidst global disruptions.

Banking, consumption and healthcare to lead market gains: Shibani Sircar Kurian

Shibani Sircar Kurian of Kotak Mahindra AMC sees select growth pockets in banking, consumption, and healthcare. She highlights attractive valuations in PSU banks, stock-specific opportunities in NBFCs, and a comeback in discretionary consumption, particularly autos. Healthcare, especially hospitals, also presents promising prospects.

Oil maintains gains on supply risks and US plan to refill strategic reserves

Oil prices are experiencing a second day of increases, spurred by sanctions and evolving trade negotiations. After recently touching a five-month low, the US has set its sights on acquiring oil to enhance its strategic reserves. Market hesitations persist as supply issues in vital regions continue to inhibit price declines. As the US-China trade talks […]

Has Muhurat trading set the tone for a bullish Samvat 2082?

Indian stock markets began the new Samvat year with gains. Experts anticipate double-digit returns in the coming year. This optimism is fueled by ample liquidity and expected consumption growth. A resolution of tariff issues is also a key factor. Foreign investors may engage in short-covering rallies. The market closed higher in special Muhurat trading.