US-India trade deal revives FII interest, but AI threat clouds earnings and jobs: Saurabh Mukherjea
Foreign institutional investors are returning to India following the US-India trade agreement, but concerns over earnings growth persist. Artificial intelligence is emerging as a significant risk, impacting jobs and business models, particularly in white-collar industries and IT services, leading to potential consolidation and job reductions.
SBI still offers value, CV cycle looking strong; IT volatility a concern: Neeraj Dewan
Market expert Neeraj Dewan remains constructive on PSU banks, citing strong earnings and reasonable valuations, suggesting SBI is a buy-on-dips opportunity. He is optimistic about the commercial vehicle sector due to improving capex trends. However, Dewan advises caution on the IT sector due to volatility and potential structural impacts from AI.
Prefer short-end corporate bonds, tactical allocation to SDLs: SBI MF CIO
India’s fixed income markets are recalibrating cautiously. While macro fundamentals have improved, elevated borrowing and weak demand shape the bond outlook. SBI Mutual Fund’s CIO advises selective duration, favoring short-end corporate bonds and tactical state development loans amid heavy supply.
Global Market Today: Japan’s Nikkei rises past 58,000 for first time on Takaichi trade
The benchmark Nikkei 225 Index was up 0.4% at 57,874.61 after rising as high as 58,015.08 earlier in the day, as trading resumed after a holiday. So far in 2026, the Nikkei has surged 15%. The broader Topix climbed 0.8% to 3,884.16 on Thursday.
Positive Breakout: 12 stocks cross above their 200 DMAs
In the Nifty500 pack, 12 stocks’ closing prices crossed above their 200 DMA (daily moving averages) on 11 February 2026, according to StockEdge.com’s technical scan data. Traders use the 200-day daily moving average (DMA) as a key indicator to determine the overall trend in a particular stock. As long as a stock is priced above […]
Preferential allotment likely in PFC-REC merger to help Centre retain majority stake and government company status
The government is on the brink of a historic merger between Power Finance Corp and REC, with plans for preferential share allocation to retain public ownership. This initiative could potentially see the government’s stake drop to under 51% after the consolidation.
Analysts divided over BHEL’s OFS for retail investors
Analysts are divided on BHEL’s ₹4,422 crore offer for sale, with caution on valuation but optimism over its order book. While short-term investors may see no immediate upside, those with a medium to long-term horizon could find merit in bidding. The OFS is seen as a divestment exercise rather than a rerating trigger.
NTPC climbs 12% in three months on thermal additions, renewable growth bets
NTPC’s shares have surged, outperforming the power index, as investors anticipate strong capacity additions and green energy growth. The company is accelerating renewable energy projects through its subsidiary NGEL and investing in energy storage and nuclear technologies. Analysts maintain a ‘buy’ rating, citing diversification efforts and project execution.
Q3 earnings mixed as consumer sectors shine, labour codes weigh on margins
Indian companies saw mixed results in the December quarter. Consumer sectors like automobiles, banking, cement, and pharma performed well due to festive demand and GST cuts. However, labor code changes impacted profitability. Future trends will depend on rural demand, US trade measures, and raw material prices. Companies are focusing on new launches and efficiency to […]
Global Market Today: Asian stocks rise, Treasuries fall after strong US jobs data
Asian equities reached a record high, outperforming US markets due to attractive valuations and robust growth prospects. This surge occurred as Treasuries declined following stronger-than-expected US jobs data, tempering expectations for Federal Reserve interest rate cuts. The market now awaits US inflation figures for further direction.