Why owning sector leaders could be a smarter core bet in 2026, Axis Mutual Fund’s Karthik Kumar explains
Axis Mutual Fund’s Karthik Kumar highlights how their new Sector Leaders Index Fund addresses portfolio gaps by offering diversified exposure to top companies across 21 sectors. This rules-based approach aims to reduce concentration risk and capture leadership, providing a resilient core holding for investors navigating an earnings-led market in 2026.
Q3 results today: Asian Paints, Vodafone and Tata Consumer among 59 BSE-listed companies to announce earnings
As earnings season progresses, investors are keenly watching 59 BSE-listed companies, including Nifty giants Asian Paints and Tata Consumer Products. Asian Paints is expected to show stable performance with improved volumes, while Vodafone Idea anticipates subdued results with widening losses. Tata Consumer Products is projected for a significant year-on-year profit increase.
Asian stocks dip on Korea tariffs, Yen holds gains
Asian equities declined as renewed tariff concerns emerged following President Trump’s threat of levies on South Korean goods. The yen held its gains, while the Kospi Index fell and the South Korean won weakened. Investors await megacap technology earnings to gauge the sustainability of the AI-driven rally.
Morgan Stanley, BofA see more in best carry rally since 2009
Investors are finding success by selling dollars and buying emerging-market currencies. This strategy is off to a strong start in 2026. Experts predict these gains will continue. Carry trades are already showing positive returns. Policies from President Donald Trump are impacting the dollar. Currencies like the South African rand and Colombian peso are at multi-year […]
Markets fall 4% in January over foreign fund outflows
Indian benchmark indices Sensex and Nifty have seen a significant decline of over 4% this month, driven by foreign fund outflows, a weakening rupee, and geopolitical risks. Market participants are hoping for a pre-budget recovery, a trend observed historically. Elevated crude oil prices and rising global bond yields are further contributing to investor caution.
Federal Reserve to hold rates as political storm intensifies around Powell
The Federal Reserve is expected to pause its interest-rate-cutting cycle this week, as a more stable jobs market eases divisions within the central bank. Officials believe current rates are appropriately positioned to support employment while keeping inflation in check. This decision aims to refocus on the Fed’s core mandate, though it may intensify criticism from […]
Federal Reserve to hold rates as political storm intensifies around Powell
The Federal Reserve is expected to pause its interest-rate-cutting cycle this week, as a more stable jobs market eases divisions within the central bank. Officials believe current rates are appropriately positioned to support employment while keeping inflation in check. This decision aims to refocus on the Fed’s core mandate, though it may intensify criticism from […]
Emerging Asia lures capital as geopolitics rattle risk mood
Emerging Asian markets are attracting new investment as a safe haven amid ongoing geopolitical uncertainties. While tariff threats against Europe have temporarily eased market jitters, persistent tensions in the Middle East and Latin America are driving investors towards regions offering superior risk-adjusted returns and stronger economic fundamentals.
Eternal shares in stress on Q-comm cash burn quest
Online delivery firm Eternal’s stock dipped nearly 9% despite strong December quarter profits, driven by investor concerns over escalating competition. Slower store expansion boosted profitability, but increased spending to accelerate quick commerce growth may impact future earnings. Analysts maintain ‘buy’ ratings but have trimmed target prices.