Gold, silver ETFs: BSE imposes 20% circuit limit after metal meltdown
BSE has imposed a 20% circuit limit on Gold and Silver ETFs after an unprecedented crash in bullion prices, anchoring trades to T-1 NAV to curb wild volatility. The move follows sharp declines in MCX gold and silver futures, which triggered steep ETF losses amid a stronger dollar and global uncertainty.
IFCI shares in focus after SEBI clears NSE IPO path
IFCI shares may draw attention in the special Budget session after SEBI granted clearance for NSE’s long-awaited IPO. IFCI holds indirect exposure through its majority stake in SHCIL, which owns shares in NSE, making the stock sensitive to developments around the exchange’s proposed listing and investor sentiment closely.
Budget Day stocks: 10 picks for your watchlist & why analysts suggest a buy-on-dips strategy
Investors are watching the Union Budget for fiscal consolidation and growth spending. Analysts recommend buying quality stocks on dips, especially in infrastructure, defence, power, and housing. Key themes include sustained public capex, targeted support for rural demand, and thrust on renewables. Companies in these sectors are expected to benefit from government initiatives and policy continuity.
Budget 2026 comes at a precarious time for markets, says Radhika Gupta
As India braces for its Union Budget, market participants are keenly observing policy measures to curb capital outflows and boost investor confidence. Edelweiss Mutual Fund CEO Radhika Gupta expressed caution, highlighting global uncertainties and tariff threats. She anticipates a focus on capital expenditure in defence, infrastructure, and manufacturing, alongside job creation and technology sectors.
MCX shares in focus on Budget day amid silver and gold sell-off
MCX shares plummeted 10% as gold and silver prices crashed 6% each, extending Friday’s worst-ever selloff. Profit-taking and a strengthening US dollar drove the correction. The exchange will hold a special Sunday trading session for the Union Budget 2026 presentation.
Sell America Is the New Trade on Wall Street
Investors are now selling American assets. This trend began after tariffs caused market turmoil. Recent policies from the Trump administration are causing renewed investor worry. This shift is leading to a weaker U.S. dollar. Gold and silver prices have reached record highs. The U.S. stock market has stalled. International investors are seeing a significant change […]
16 equity mutual funds deliver over 20% return since last budget. Do you own any in your portfolio?
Equity mutual funds have shown strong performance since the last budget on February 1, 2025. Approximately 16 funds delivered over 20% returns. Sectoral and thematic funds, including international, energy, and banking sectors, led the gains. Nippon India Taiwan Equity Fund topped the list with a 61.40% return.
Fed’s Musalem says no more rate cuts needed with policy now at neutral level
St. Louis Fed President Alberto Musalem stated that the US central bank should not cut interest rates further unless the job market weakens or inflation drops. He believes the current policy rate is neutral, with the economy poised for above-trend growth.
Japan’s Takaichi cites weak yen’s benefits even as her government threatens intervention
Japanese Prime Minister Sanae Takaichi highlighted export benefits from a weaker yen, contrasting with Finance Minister Satsuki Katayama’s intervention threats. While Takaichi sees opportunities for industries like food and automobiles, the yen’s decline fuels inflation and prompts central bank rate hike signals. Investor concerns over Japan’s finances are evident as bond yields hit record highs.
Indian markets likely to open higher ahead of Union Budget
Indian stock markets anticipate a positive opening today. Investors await the federal budget presentation for insights into government spending and support for export sectors. The budget aims to balance growth initiatives with fiscal discipline. Expectations are for measures to boost domestic manufacturing and rural demand. This could provide a much-needed boost to equities after a […]