The report highlights 21 high-performing Indian stocks in FY26 with over 25% gains in the first two quarters, attracting strong FII and MF investments. Twelve stocks have more than doubled, while eight gained 66–99%. Key performers include Cupid, Rossell Techsys, Lumax Industries, and Tilaknagar Industries, with details on quarterly gains and institutional holdings.Read More
Sunil Subramaniam sees a shift in market leadership, with DIIs poised to rotate toward midcaps, smallcaps, and lagging sectors. FIIs may accelerate inflows on improving earnings and attractive relative valuations. He expects a revival in private capex, strong prospects in industrials and PSU banks, and a potential boost from the upcoming Budget through incentives and PPP-driven projects.Read More
The Indian rupee hit a new low against the dollar, despite strong economic growth figures. Unfavorable trade and portfolio flows, coupled with the absence of a U.S.-India trade deal, are pressuring the currency. Economists suggest a “calibrated” depreciation is necessary to offset these challenges, as foreign investors continue to withdraw funds from equities.Read More
OPEC+ is expected to stay cautious in 2026 as sanctioned supply, peace talks, and uncertain inventories cloud the global oil outlook and may prompt further output cuts to support prices.Read More
Reliance Industries is entering its fourth major monetisation cycle, aiming to unlock returns from nearly $80 billion invested since Covid. Analysts expect strong cash-flow growth driven by 5G leadership, data centres, refining, and new energy expansion — without increasing leverage.Read More
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