As India prepares for Budget 2026, Carnelian Asset Management’s Vikas Khemani emphasizes sustained growth through enhanced capex execution and R&D investment. He advocates for meaningful tax reforms, including addressing double taxation on dividends and STT, to boost investor confidence and long-term momentum.Read More
As Budget 2026 approaches amid geopolitical risks, investors anticipate policy clarity and potential capital gains tax relief. Despite muted returns, measured expectations create room for positive surprises, with domestic SIPs expected to continue their steady rise. Private sector banks are poised for growth as the interest rate cycle nears its end.Read More
Foreign institutional investors have divested Rs 19,015 crore from Indian equities in early 2026, heavily impacting banks, IT, and FMCG sectors. Metals, however, emerged as a bright spot, attracting significant foreign inflows. Despite the sell-off, domestic brokerages see opportunities in diversified financials, banks, and healthcare.Read More
The Indian rupee may weaken further and breach 92.25 amid sustained FPI outflows, rising global yields and trade-war pressures, warns Kotak Securities’ Anindya Banerjee. While RBI intervention continues, markets are watching the Union Budget for cues that could stabilize the currency and revive investor confidence in a volatile global environment.Read More
Tata Communications announced a significant 55% rise in quarterly net profit, reaching Rs 365 crore. This growth was fueled by robust performance in its data services segment and better profit margins. The company is also preparing to launch new AI-first digital infrastructure platforms. These initiatives are expected to drive future expansion and enhance customer interactions.Read More
Shadowfax Technologies IPO: The grey market premium has slipped to about 1% from nearly 12% just days ago. At this level, the stock is likely to list around ₹125 a share, only marginally above the IPO’s upper price band of ₹124Read More
Shayona Engineering’s IPO opens for subscription on Thursday. The company enters the SME primary market with a flat grey market premium. This suggests muted expectations for immediate listing gains. The IPO aims to raise Rs 14.86 crore through a fresh issue of shares. Investors will watch for execution capabilities and margin sustainability.Read More
Precious metals experienced a retreat on Thursday as geopolitical tensions eased following President Trump’s de-escalation of tariff threats and proposals concerning Greenland. A firmer dollar also contributed to the price decline. Traders are now awaiting key U.S. economic data for further direction on monetary policy.Read More
The U.S. dollar held its ground against major currencies. President Trump withdrew tariff threats on European NATO nations regarding Greenland. This move eased market fears. The Swiss franc retreated from a three-week high. Gold also fell from its peak. The Australian dollar reached a 15-month high. The yen remained under pressure.Read More
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