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Indian stock markets opened sharply lower on Friday. The Sensex and Nifty saw significant drops. This decline was driven by a major selloff in IT stocks. Investor sentiment was rattled by fears of Artificial Intelligence disruption. Major IT companies experienced substantial losses. This led to a significant erosion of investor wealth on the BSE. The Nifty IT index slumped considerably.Read More

The Indian Rupee weakened against the US Dollar on Friday. This depreciation was driven by a downturn in Indian stock markets. Traders also noted that a firm dollar impacted emerging market currencies. Reports of Russia potentially returning to dollar settlements also bolstered the greenback. Meanwhile, domestic inflation data remained within target, offering some support to the rupee.Read More

Global markets are responding to a fragmentation of U.S.-led economic leadership, with investors seeing opportunities in a more multipolar framework. Allies are rethinking strategic positioning, leading to increased exposure to non-U.S. equity markets, energy stocks, and currencies like the euro and Canadian dollar as they seek strategic autonomy.Read More

Market expert Ajay Bagga advises caution on Indian IT due to AI disruption, favoring a constructive view on metals and long-term optimism for defence and autos. He stresses differentiating short-term volatility from structural trends, highlighting AI’s rapid evolution and the need for concrete IT use cases before investor confidence returns.Read More

February 2026 marks a potential turning point for smallcap investors after a difficult 2025. A strong Q3 earnings season, coupled with a positive shift in global trade sentiment following India’s trade deals with the US and EU, has fueled a rally. This suggests a potential broader recovery in the smallcap segment as valuations reset and foreign investor sentiment improves.Read More