Metal shares extend bull run as commodity rally shows no signs of fatigue
Indian metal producers are seeing record stock prices. Commodity prices are rising due to global uncertainty and industrial demand. Gold and silver have seen significant gains. Copper prices are also at record highs. Analysts have mixed views, with some advising caution on overbought stocks while others expect the rally to continue.
Rising memory chip prices weigh down Dixon stock
Dixon Technologies’ stock faces pressure from rising memory chip costs and upcoming regulatory changes. The company, a major Android handset maker, sees its stock decline. Analysts point to government approvals, memory price surges impacting demand, and the end of the PLI scheme as key concerns. Dixon is investing in component manufacturing and expanding capacity to […]
US, Europe dominate FPI flows, Singapore & Mauritius lose out
Overseas capital in Indian equities has shifted structurally, with US and European investors now dominating over traditional tax havens like Mauritius. Tighter tax norms and regulatory disclosures, including the principal purpose test and beneficial ownership rules, have reduced the appeal of Mauritius, leading to significant withdrawals from Indian equities in 2025.
Large deal wins power Infosys Q3 performance; labour code impact weighs on margins
Infosys secured significant large deals in the December quarter, exceeding revenue expectations. A one-time impact from labor code changes affected profits. The company also increased its FY26 revenue growth forecast. This follows positive results from peers like TCS and HCL Tech. Clients are adopting new AI technology platforms. Infosys saw its headcount rise and attrition […]
Tiger Global’s treaty ‘abuse’ case key to how money flows to India
International investors await a crucial Supreme Court verdict on Tiger Global’s tax case. This ruling will significantly impact how foreign funds structure their investments in India. The decision could redefine tax implications for indirect transfers and the validity of tax residency certificates. Investors are closely watching for clarity on tax rules and their potential impact […]
IT sector poised for better days ahead, financials to outperform: Chakri Lokapriya
Indian equity markets are in a wait-and-watch mode, awaiting clarity on tariffs and the Union Budget’s capital expenditure focus. CIO-Equities Chakri Lokapriya highlights selective opportunities in sectors like IT, metals, and banking, while advising caution on insurance and quick commerce due to persistent competitive pressures and margin concerns.
Puravankara shares rally 12% as Q3 sales, collections jump, breaking the slump for the realty stock
Puravankara shares jumped more than 12% after the real estate developer reported strong double-digit growth in Q3 sales value and collections, aided by higher realisations, steady deliveries and fresh land additions across key markets. The rally snapped a five-day losing streak for the stock, though it remains sharply lower over the past year.
Selective buying opportunities emerge as earnings catch up with prices: Aniruddha Naha
Investors see chances for long-term gains as market corrections meet better earnings. Aniruddha Naha from PGIM India Asset Management suggests building portfolios over the next six months. Sectors like autos, commodities, and PSU banks show promise. Discretionary consumption may rise with pay commission revisions. Quick commerce valuations face a reality check.
Gold financiers ride bullion rally, but valuations flash caution: Ambareesh Baliga
Gold financiers have seen strong gains but investors should manage risk. IT sector earnings may offer short-term surprises, but sustained growth is uncertain. Larsen & Toubro presents a long-term buying opportunity on dips. Footwear stocks are not recommended at this time. Market sentiment remains cautious with a focus on valuations.
Stock Market Holiday 2026: Are BSE, NSE closed tomorrow for Maharashtra municipal elections?
NSE Holidays 2026: Indian stock markets will be closed on January 15 due to municipal elections in Maharashtra, a change from the initial settlement holiday classification. This revision means trading will not occur across all segments on that day. The exchanges have also adjusted the expiry date for certain equity derivative contracts.