India Inc could raise a cool $100 billion as RBI eases ECB norms
The Reserve Bank of India has eased external commercial borrowing rules, potentially allowing Indian companies to raise up to $100 billion in 2026-27. Key changes include higher per-borrower limits, relaxed end-use permissions, and the removal of pricing restrictions, making overseas funding more accessible and attractive for corporate expansion and acquisitions.
Sunil Singhania-backed Abakkus Flexi Cap Fund hikes stake in Urban Company, SBI, 14 other stocks
Abakkus Flexi Cap Fund, backed by Sunil Singhania, significantly boosted its holdings in Urban Company and SBI in January 2026. The fund added substantial shares in Tata Steel, Emmvee Photovoltaic Power, NTPC, and Heritage Foods. It also introduced 26 new stocks, including RIL and Tata Motors, to its portfolio.
Gainers & Losers: Fractal Analytics, Infosys among 6 stocks in limelight on Tuesday
Indian benchmarks logged a second straight gain, supported by IT, financial and consumer stocks. The BSE Sensex and Nifty 50 edged higher as select counters like Infosys and Fractal Analytics saw strong action.
Mutual funds slash stakes in 9 of 10 IT stocks but Rs 4 lakh crore still at play
Mutual funds significantly reduced their holdings in nine out of ten major IT stocks in January, driven by concerns that AI will disrupt the traditional outsourcing model. Despite this selling pressure, the sector still holds substantial value, with managers offloading stakes in giants like Infosys and TCS, while showing some interest in Wipro.
Infosys-Anthropic tie-up signals AI growth opportunities, not market disruption: Sumit Pokharna
Infosys and Anthropic’s AI partnership is generating buzz. Experts caution investors to look beyond the hype and focus on fundamental value. Large and midcap IT firms can benefit from AI advancements. AI is expected to impact IT sector growth over the next three years. Current stock valuations may already reflect AI disruption, creating opportunities for […]
PSU rally shows momentum, but strategic picks remain in defence and power: Dharmesh Kant
Public sector stocks are experiencing a surge, with defence and power sectors showing promise due to robust order books and improving execution. While defence is a preferred long-term theme, experts express caution on oil and gas due to structural headwinds and see only tactical opportunities in IT.
Dinesh Kumar Khara says RBI’s new guidelines balance customer protection and growth
New RBI regulations will significantly alter how banks sell financial products, fund acquisitions, and lend to market intermediaries. Former SBI Chairman Dinesh Kumar Khara believes these moves, particularly stricter mis-selling norms and revised M&A financing rules, aim to enhance customer trust and domestic market development.
No more rate cuts, but high yields create tactical opportunities in long bonds, says Vikas Garg
The RBI’s policy pause signals the end of easy money, but elevated bond yields present tactical opportunities, especially at the longer end. Despite record borrowing, real yields remain compelling, with supply dynamics shaping the yield curve. Investors should watch for signals before entering long-duration funds.
ETMarkets Smart Talk | Selective small & midcaps to outperform; focus on quality over momentum in 2026, says Siddhartha Khemka
Indian markets are shifting focus to company earnings and liquidity. The India-US trade deal has eased pressures. Investors are recalibrating strategies for 2026. Small and midcap stocks offer opportunities but require careful selection. Earnings visibility and balance sheet strength are key. Global trade and liquidity will guide market direction.
Positive Breakout: These 12 stocks cross above their 200 DMAs
In the Nifty500 pack, 12 stocks’ closing prices crossed above their 200 DMA (Daily Moving Averages) on February 16, 2026, according to stockedge.com’s technical scan data. The 200-day daily moving average (DMA) is used by traders as a key indicator for determining the overall trend in a particular stock. As long as the stock is […]