India’s Radico Khaitan reported a jump in quarterly ‍profit on Thursday, aided ​by sustained demand for its pricier liquor, ⁠sending its shares up 4%.Read More

India’s three major South Indian cities, Bengaluru, Hyderabad and Chennai, together saw a 15 per cent increase in housing sales last year, to over 1.33 lakh units, driven by better supply and strong demand, according to PropTiger.Read More

Ed Yardeni of Yardeni Research says global markets have grown resilient to Trump’s tariff rhetoric, focusing instead on earnings and economic strength. He expects double-digit returns in 2026, sees S&P 500 earnings hitting record levels, and forecasts US bond yields at 4.25–4.75% as the bond market pushes back against Fed rate cuts.Read More

Ahead of the Union Budget, portfolio managers expect defence and infrastructure to gain from capex-led spending. Despite near-term volatility, most remain bullish on equities, forecasting Nifty 50 well above current levels, supported by fiscal prudence, stable inflation, and medium-term growth visibility.Read More

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Morgan Stanley warns that Donald Trump’s stance on trade, debt, sanctions and institutions could influence the pace of global de-dollarisation. While the dollar’s dominance has been slowly eroding, no clear reserve currency alternative has emerged. Gold has strengthened as the primary challenger amid rising geopolitical and fiscal uncertainties.Read More

Eternal’s founder Deepinder Goyal is stepping down as Group CEO after 18 years. Albinder Dhindsa, Blinkit chief, will take the helm. Goyal will focus on long-term strategy, culture, and ethics. Dhindsa will manage day-to-day operations and continue leading Blinkit. This transition aims to drive Eternal’s growth and societal impact.Read More

Jefferies expects India’s defence budget to rise sharply in FY27, extending the indigenisation push. With strong capex momentum, rising exports and record order inflows, HAL, BEL and Data Patterns emerge as the brokerage’s top sectoral picks.Read More

Indian equities are seeking a decisive trigger amidst noisy global cues and improving domestic fundamentals. While earnings season has met expectations, macro concerns, particularly currency stability, are weighing on investor confidence. Valuations are normalizing, with excesses now stock-specific, and markets remain in a wait-and-watch mode.Read More

Deepinder Goyal is giving up more than ₹1,000 crore worth of unvested ESOPs as he steps down as Group CEO of Eternal, returning 3.3 crore shares to the company’s pool. Seen as a rare corporate governance move, the decision could reduce the need for near-term shareholder dilution.Read More