Indian markets offer value as Budget to keep fiscal path intact: Madhusudan Kela

Market veteran Madhusudan Kela anticipates continued fiscal discipline despite a revenue gap. He highlights opportunities in market corrections, noting that individual stocks are becoming attractive after a period of consolidation. Kela also points to the strength of corporate India and sees potential in smaller companies for long-term investors. Investors are encouraged to focus on selective, […]

Q4 earnings, Budget and trade deals seen as key market triggers: Aman Chowhan

Indian markets are waiting for a boost as recent earnings met expectations but did not attract foreign investors. The upcoming March quarter earnings will be crucial for growth trends. The Union Budget and global trade talks are also key factors. Midcap stocks are showing improved risk-reward. Sectors like pharma, chemicals, and export-oriented companies are poised […]

Defence sector set for strong growth amid anticipated Budget boost

India’s defence sector anticipates a significant expansion in the upcoming fiscal year, with budget proposals hinting at a 20-25% increase in allocations. Analysts foresee a positive industry outlook driven by government spending and policy reforms, though challenges like working capital and R&D investments remain crucial for sustained growth.

India’s growth story and the road ahead: Experts share insights ahead of Budget 2026

India’s economy experienced unexpected robust growth and low inflation in 2025, a ‘Goldilocks year’. Experts anticipate a cautious Union Budget 2026, emphasizing continuity and fiscal restraint. While cyclical factors boosted growth, policy innovation and strategic investment, particularly in state capex and FDI, are crucial for sustained stellar performance.

Regulatory reset done, capital markets set to accelerate: Raamdeo Agrawal

Motilal Oswal Financial Services believes regulatory pressures on broking are easing. The firm anticipates renewed growth in the broking sector. Asset management and private equity businesses are performing strongly. Motilal Oswal is raising new funds and expanding its presence in alternative investments. Wealth management shows resilience despite market fluctuations. The company remains optimistic about long-term […]

Positive Breakout: These 12 stocks cross above their 200 DMAs

As of January 28, 2026, 22 stocks in the Nifty 500 segment closed above their 200-day moving average (DMA). Of these, we have highlighted the top 12 that posted gains of more than 3%, based on StockEdge’s technical scan data. The 200-day daily moving average (DMA) is used as a key indicator by traders for […]

Q3 results today: ITC, Paytm among 140 companies to report earnings on Thursday

Indian companies are releasing their December quarter results. ITC expects steady but mixed performance. Swiggy anticipates strong revenue growth but wider losses due to investments. Paytm is projected to report another profitable quarter with healthy revenue and margin expansion. Investors are watching these key announcements closely.