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Helios Mutual Fund CEO Dinshaw Irani views the current market selloff as a buying opportunity, deploying nearly all available cash. He believes the geopolitical conflict, while impacting India’s growth, will resolve within weeks, allowing the robust domestic growth narrative to reassert itself. Irani highlights the oil price impact but remains optimistic about India’s underlying economic strength.Read More

While foreign investors dumped Indian IT stocks, PPFAS Flexicap Fund aggressively bought shares of HCL Technologies, Infosys, and TCS. This move defied widespread fears of AI impacting the sector. The fund also increased stakes in banking, auto, and pharma. Analysts remain divided on the IT sector’s future outlook.Read More

Shares of ABB India rose sharply after the firm announced a $75 million investment to expand manufacturing and R&D. The capex will boost capacity across key facilities and add advanced labs in Hyderabad and Bengaluru, supporting local production, innovation, and job creation under its local-for-local strategy.Read More

Indian markets are experiencing a volatile phase due to geopolitical tensions and rising crude oil prices, with the Nifty 500 down 10% from its peak. Capitalmind founder Deepak Shenoy views this as short-term panic, not a long-term structural shift. He believes temporary disruptions will fade, creating opportunities for long-term investors in sectors like infrastructure and IT.Read More

Condom-maker Cupid’s shares surged 5% on Tuesday, extending this week’s gains to 19% following its 4:1 bonus issue. The bonus shares are expected to be allotted today, making the stock more accessible to retail investors. The company also reported strong Q3 FY26 results with a 196% year-on-year net profit increase.Read More