Overseas investors reduced bearish derivative bets on India to their lowest since the West Asia conflict, as a market rebound prompted short position liquidations. The long-short ratio for Nifty futures rose to 22%, indicating a cautious optimism. Further shifts depend on US-Iran talks, earnings, and currency stability.
Midcap, small cap outperform large caps on margins amid rising input costs
Large-cap firms saw operating margins contract significantly year-on-year. Mid- and small-cap companies experienced lesser margin contractions amid rising costs. These smaller firms also achieved higher
September 4, 2026