Smallcap stocks are showing signs of a comeback after a dull 2025, driven by attractive valuations and improving earnings. The India-US trade deal has boosted sentiment, though tariff threats from Donald Trump remain a concern. Despite negative market breadth, stock-specific buying is evident, with some smallcaps already delivering double-digit returns.Read More

State Bank of India is performing exceptionally well, trading at a five-year high. Market expert Mayuresh Joshi sees opportunities in jewellery, real estate, and small finance banks. Kalyan Jewellers is beating expectations. Real estate recovery is underway. Small finance banks offer value. Consumption growth is broad-based, with a focus on tier II and tier III...Read More

BSE shares surged to an all-time high, fueled by broker upgrades and strong derivatives trading. While UBS and Nuvama are bullish on continued market share gains and revenue growth, Jefferies maintains a ‘Hold’ rating, citing reliance on weekly options and regulatory risks. Management remains optimistic about STT impact and future growth drivers.Read More

Indian markets see renewed investor interest in pharma, speciality chemicals, and exchange-traded services, with recent earnings showing mixed signals. Pharma valuations are attractive, with Sun Pharma and MNCs like GSK and Pfizer showing promise. Speciality chemicals require patience, while BSE’s performance is linked to market sentiment and NSE’s upcoming listing.Read More

Indian sovereign bonds remained steady early Tuesday. Value buying emerged after a recent selloff. However, caution prevailed due to a large state debt auction scheduled for later today. States will auction bonds worth 486.15 billion rupees. Investors are wary of the increased supply impacting bond yields.Read More

Alphabet, Google’s parent, has raised $20 billion through bond sales. This move reflects a broader trend of major technology companies borrowing heavily to fund their expanding artificial intelligence operations. Analysts predict this will drive corporate bond issuance to record levels this year. Companies are investing billions in data centers and processors to support AI growth.Read More

Gold prices eased on Tuesday, holding above the $5,000 mark. Investors are cautious ahead of key U.S. jobs and inflation data. This data will guide the Federal Reserve’s interest rate path. Gold saw a gain on Monday as the dollar weakened. Silver also experienced a decline after a strong previous session.Read More

Gold and silver futures opened lower on MCX as investors awaited key U.S. economic data, including jobs and inflation reports, for clues on the Federal Reserve’s interest rate path. Both metals saw slight declines in international markets, with spot gold and silver edging lower after recent rallies. Analysts suggest continued volatility due to dollar fluctuations...Read More

The Union Budget 2026 has extended tax holidays for foreign companies using Indian data centres, positioning India as a global data processing hub. This policy shift is expected to drive significant capital expenditure and growth in India’s data centre capacity, creating multi-decade opportunities for proxy plays in real estate, infrastructure, and digital services.Read More

RailTel Corporation of India shares rose after the company won a major infrastructure contract worth around Rs 455 crore from West Central Railway. The project, awarded through a Letter of Acceptance, is scheduled for completion by September 2028 with a 960-day execution timeline.Read More