One year after the Pahalgam terror attack, India’s defence sector has entered a major upcycle, adding Rs 2.9 lakh crore in market cap as the Nifty India Defence Index gained 37%. Stocks like MTAR Technologies, Apollo Micro Systems, and Data Patterns turned multibaggers, supported by record FY26 procurement approvals worth Rs 9.3 lakh crore.Read More

Indian stock markets are set for new peaks by the end of this year. Experts see a broad economic recovery, with financials leading the charge. Energy and consumption sectors are also expected to perform well. Investors should focus on individual stock selection, particularly in mid and small-cap segments. Long-term opportunities exist in the IT sector...Read More

Tata Consultancy Services is gaining attention after Morgan Stanley reiterated an “Overweight” rating with a ₹2,880 target, implying ~10% upside. Despite short-term pressure on the stock, the brokerage expects a recovery in growth and potential valuation re-rating, signalling a possible turnaround.Read More

Indian government bonds declined as elevated oil prices persisted, with investors concerned about ongoing Middle East tensions. President Trump’s indefinite ceasefire extension with Iran offered little immediate relief, as the US Navy continues to block Iranian maritime trade. This geopolitical uncertainty is impacting India’s bond yields and fiscal outlook.Read More

Speaking to ET Now, Stephen Innes from SPI Asset Management described the environment as one driven not by peace, but by a temporary pause in escalation.Read More

Speaking to ET Now, Stephen Innes from SPI Asset Management described the environment as one driven not by peace, but by a temporary pause in escalation.Read More

HCL Technologies’s weak Q4 triggered a ₹92,000 crore sell-off in IT stocks, dragging peers like Infosys and Tech Mahindra down up to 6% amid sector-wide concerns.Read More

Shares of Transformers and Rectifiers (India) slumped over 11% on Wednesday after Q4 results showed a dip in consolidated net profit despite strong revenue growth and a large order book. Margin pressures and rising expenses appear to have spooked investors, even as the company announced a dividend and outlined fresh capex plans.Read More

Rolex Rings shares surged nearly 9% as the company’s board is set to consider its first-ever share buyback on April 23. The stock has seen a significant 35% rise in just six sessions, fueled by the buyback announcement and strong Q3 financial results. The company reported a 136% jump in net profit and improved EBITDA...Read More

Amid a sharp market sell-off triggered by Iran war tensions and rising oil prices, marquee investors like Ashish Kacholia, Mukul Agrawal, Madhusudan Kela, and Dolly Khanna actively reshuffled portfolios, cutting risks while selectively adding stocks, signalling a strategic response to volatility and long-term opportunity creation.Read More