Sensex snaps 3-day gain, Nifty holds 25,900 amid IT selloff
Benchmark indices Sensex and Nifty ended largely flat on Wednesday, with the 30-share Sensex snapping its three-day gaining streak, while Nifty managed to close marginally higher.
Textile stocks fall up to 6% for second day. How serious is the Bangladesh threat?
Shares of major Indian textile companies fell up to 6% for a second straight day after Bangladesh signed a trade agreement with the U.S., offering lower tariffs and exemptions on select textiles. Experts suggest the impact on Indian exporters may be limited, though competitive pressures could rise, particularly in product-specific categories.
Narrow market sees select stocks shine as broader earnings remain muted: Rohit Srivastava
The Indian equity market is exhibiting a narrow leadership, with only a few stocks like M&M and State Bank of India showing standout performances and reaching new highs. This selective strength contrasts with broader indices struggling for traction, indicating a stock-specific environment rather than a market-wide uptrend.
AI, defence and energy transition to drive India’s next capex wave: Chetan Ahya
India is set for a robust industrial revival, driven by a global upturn, improving exports, and strong capital expenditure. Chetan Ahya of Morgan Stanley highlights AI infrastructure, defense spending, and energy transition as key structural drivers. Benign inflation and no rate hikes are expected until 2027, fostering a virtuous cycle for India’s growth.
Strategic expansion, digital & offline pharmacies driving growth: Dr Suneeta Reddy, Apollo Hospitals
Apollo Hospitals has announced robust quarterly results. Revenue surged by 17% to ₹6,477 crores, with net profit climbing 35% to ₹502 crores. The hospital segment saw a 14% revenue increase. Expansion plans are on track, with new beds opening soon. The pharmacy network is the largest in India. Profitability across segments is strong.
Samvardhana Motherson shares soar 5% after Q3. Here’s what Nomura, Citi, Motilal said
Samvardhana Motherson International’s stock climbed following a strong third quarter profit rise. Analysts are optimistic, reiterating buy ratings and increasing price targets. The company’s growth is fueled by acquisitions and organic expansion. Future prospects look bright with ambitious revenue goals and market positioning.
Earnings momentum and trade clarity to drive markets: Vikas Khemani
Market experts note that Q3 earnings met expectations, with mid and smallcaps showing strong performance. Resolutions in US trade deals have boosted corporate confidence, especially for exporters. Analysts are optimistic about 2026, anticipating a better year than 2025 due to monetary and fiscal stimulus, lifted tariff uncertainties, and improved valuations, with a focus on stock-specific […]
India poised to be the ‘Dhurandhar’ of emerging markets: Anshul Saigal
Corporate earnings show strong profitability growth despite tepid revenue, with robust company commentary suggesting positive trends for Q4 and the upcoming year. India is well-positioned for growth, driven by increasing consumer confidence and government initiatives, leading to a positive outlook for the market.
Equity’s not the only gold on D-St, ‘precious’ ETF flows double in Jan
Mutual fund investors significantly increased allocations to precious metals in January, with gold and silver ETFs attracting over ₹33,500 crore, surpassing equity fund inflows for the first time. This surge reflects performance-chasing behavior as gold and silver delivered substantial returns over the past year.
BHEL shares fall 6% as Rs 4,422 crore OFS opens for subscription
BHEL shares dropped nearly 5% to Rs 259.3 as the government launched an Offer for Sale (OFS) to divest up to 5% stake, aiming to raise approximately Rs 4,422 crore. The floor price is set at Rs 254 per share, a discount to Tuesday’s closing. The offer opened for non-retail investors on Wednesday and for […]