SIP or lump-sum? How to invest smart after the India–US trade deal
Investors face a choice between systematic investment plans and lumpsum investments. Financial planners suggest the decision hinges on market valuations, momentum, and individual risk tolerance. For hybrid funds, lumpsum is preferred. Pure equity funds require careful consideration of time horizon and valuations. A mix of both methods can optimize long-term returns.
Trade pact, rupee rally light up offshore debt window
Indian corporates anticipate a surge in overseas borrowing over the next two quarters, fueled by improved investor sentiment following a US-India trade deal. This agreement, which includes tariff reductions, has already led to buying in Indian bonds and a spread compression.
Sun shines on Waaree Energies as tariff clouds clear
Waaree Energies’ shares surged following a US-India trade deal easing tariffs, boosting export prospects. The company also reported strong Q3 results, exceeding Ebitda guidance and expanding its order book. Strategic backward integration and diversification into BESS and green hydrogen further underpin its growth trajectory.
D-Street does a jig! India–US trade deal lifts sentiment, but earnings to drive market returns
The India-US trade deal has eased tariff uncertainty, boosting investor sentiment and suggesting market stress may have peaked. While not a game-changer, the agreement is expected to align equity returns with corporate earnings, projected at 12-15% in 2026. Fund managers recommend diversified portfolios, export sectors, and selective mid and small-cap investments.
Celebration street! Rupee takes biggest leap in 7 years; stock markets jump 2.5%
India’s rupee and equity markets experienced significant surges following a US-India trade deal that reduced tariffs. The Nifty and Sensex saw substantial intraday gains, while the rupee appreciated, though the central bank intervened to moderate its rise. This agreement is expected to boost foreign investment and improve India’s growth outlook.
Stocks in news: Trent, BPCL, Bajaj Finance, Mankind Pharma, Apollo Tyres
Indian markets surged on Tuesday, buoyed by a significant trade pact with the US. The Nifty’s strong rebound suggests a potential trend reversal post-Budget sell-off. Several companies like Trent, BPCL, and Bajaj Finance are in focus today due to Q3 results and strategic announcements, with BPCL notably increasing its capex plans.
Data service stocks plunge up to 10% as Anthropic releases AI in legal space
Shares of legal software firms and data service companies saw a sharp decline on Tuesday. This downturn followed the release of a new AI automation tool by Anthropic. Investors fear this tool could significantly impact the core businesses of these companies. Major players like RELX Plc and Wolters Kluwer NV experienced substantial drops.
India’s first AI IPO: Fractal Analytics announces dates for Rs 2,834 crore public issue
Fractal Analytics announced dates for its Rs 2,834 crore IPO, billed as India’s first pure-play AI listing. The issue includes fresh shares and an offer-for-sale, funding global expansion, AI products and acquisitions, amid improving profitability and rising investor interest globally.
Gold prices set for biggest daily gain since 2008 after historic crash. Should you buy?
Gold and silver surged on Tuesday, marking their strongest single-day rebound since last week’s historic sell-off. Gold rose above Rs 1,51,000, while silver also recovered sharply. Analysts attribute the bounce to technical oversold conditions, short covering, and safe-haven demand, with US economic data and Fed policy likely to influence near-term volatility.
AB Capital Q3 cons PAT jumps 33% YoY to Rs 945 cr, revenue up 27%
Aditya Birla Capital posted a strong Q3FY26 with profit rising 33% and revenue up 27%, led by robust lending, insurance and asset management growth, improving asset quality and higher disbursements across businesses.