Fed chair nominee Warsh may want smaller Fed holdings, but that’s not easy to do
Kevin Warsh, tapped to become the next Federal Reserve chair, may want to significantly contract the central bank’s multi-trillion-dollar balance sheet, but experts agree that financial realities strongly indicate accomplishing this goal will be difficult and slow, if it can be done at all.
Investors flock to gold, gold miner ETFs in January in bid for safety
Investors flocked to exchange-traded funds of gold, other precious metals and gold miners in January, seeking safety amid geopolitical uncertainty, expectations of further dollar weakness, and growing bets on U.S. interest rate cuts.
Watch out! Promoters reduce stakes in 12 stocks during December quarter
Promoter shareholding declined across 12 Nifty 500 stocks during the December 2025 quarter, according to StockEdge data. While stake reductions may reflect strategic or fundraising decisions, such moves are closely tracked by investors for signals on promoter confidence and alignment with minority shareholders.
Govt mulls stake sale in LIC via FPO in next financial year
The government is actively considering further reducing its stake in insurance behemoth LIC through a public offering in the next financial year, Financial Services Secretary M Nagaraju said on Monday.
Bajaj Housing Q3 Results: PAT jumps 21% YoY to Rs 665 crore, NII rises 15%
Bajaj Housing Finance posted a strong Q3FY26, with net profit rising 21% and NII up 19%. Healthy loan and AUM growth, controlled costs and stable asset quality supported earnings, despite a one-time gratuity-related exceptional charge.
Budget’s AI infra push could reshape India’s growth story: Raamdeo Agrawal
Raamdeo Agrawal hails the government’s 100% tax holiday for data centres until 2047 as a “transformational” policy. This move is expected to significantly boost India’s participation in the global AI infrastructure race, leveraging cost advantages.
Budget predictability, fiscal discipline positive, but liquidity remains key challenge: Neelkanth Mishra
India’s Union Budget prioritizes continuity amid global uncertainty, with fiscal discipline largely achieved. While borrowing targets raise concerns, the focus shifts to proactive liquidity management to ensure fiscal discipline translates into lower borrowing costs and supports economic growth.
NSE IPO: Temasek, LIC said to plan share sales in Rs 23,000 crore issue
Temasek Holdings and Life Insurance Corporation of India are poised to be major sellers in the National Stock Exchange of India’s potential $2.5 billion IPO. State Bank of India and SBI Capital Markets are also expected to participate in the offering, which will consist of existing shareholders selling 4% to 4.5% of the company’s equity.
Budget 2026: Markets cautiously eye FII returns amid STT hike
India’s budget received cautious optimism, but reversing foreign investor outflows remains uncertain. While capital expenditure plans align with expectations, higher taxation on derivatives and a significant premium over other emerging markets deter FIIs. Analysts suggest sustained earnings growth and valuation corrections are needed to attract renewed foreign interest.
Budget crash? Don’t panic. Analysts spot 35 structural stock picks to ride out the storm
Despite a sharp post-Budget market sell-off, brokerages remain bullish on structurally strong themes ranging from defence and infrastructure to data centres, EVs and rare earths. With capital expenditure rising and policy continuity intact, analysts have identified 35 stocks positioned to benefit from India’s long-term growth strategy.