Even as India’s economy shows strong signs of resilience on the back of consumption, government spending, and support from the Reserve Bank of India, concerns around capital expenditure (capex) remain unresolved. Jahangir Aziz, a noted economist, believes the problem runs far deeper than short-term cyclical issues.Read More

The Indian rupee weakened following new U.S. visa regulations that impacted IT stocks. The rupee closed at 88.3075 against the dollar, a 0.2% decrease. Indian stock indexes also declined, with IT stocks particularly affected by the increased H-1B visa fees. Concerns over U.S. tariffs continue to pressure the rupee, while traders await insights from Federal...Read More

Gold prices surged 1.2% to Rs 1,11,190 per 10 gm, hitting record highs amid Navratri demand, Fed rate cuts, and Trump’s visa policy row. Silver outperformed with a 52% rally in 2025.Read More

Retail investors reduced exposure across several Indian stocks in Q1FY26, while institutional investors, particularly FIIs and mutual funds, increased stakes. This shift supported a rally, with 43 companies delivering strong returns and eight stocks soaring 40–80%. The trend highlights growing institutional dominance in driving market momentum.Read More

Global trade uncertainty persists as US tariffs face a Supreme Court ruling that could upend existing deals. Jahangir Aziz warns hidden economic pressures, inflation, and slowing consumption may emerge once tech strength fades.Read More

Adani Group stocks added Rs 1.7 lakh crore to their combined market cap in two days, crossing Rs 15 lakh crore after Sebi cleared the Hindenburg allegations. Adani Power, Total Gas, Green Energy, and Energy Solutions led gains, with analysts now focusing on fundamentals and long-term growth prospects.Read More

Urban Company shares jumped 9% intraday, taking gains to 86% over the issue price since listing. Analysts see it as a strong long-term structural story, citing leadership in online home services and robust investor demand, but advise a cautious “hold” or “wait and watch” approach.Read More

Adani Power shares jumped 20% as they turned ex-split on Monday, after a 1:5 stock split aimed at boosting retail participation and liquidity. The move increases the number of shares without changing overall value or market cap.Read More

Gold prices in India soared to a record high of Rs 1,11,750 per 10 grams, mirroring gains in global markets driven by anticipation of US inflation data and Federal Reserve policy guidance. Silver also surged, reaching Rs 1,33,582 per kilogram, fueled by investment flows and industrial demand. Weakness in the rupee and subdued equity market...Read More

The sugar sector is back in focus as ethanol blending drives optimism. Experts say despite volatility from government policies and price controls, long-term investors could benefit. Eid Parry remains a preferred pick, offering exposure to Coromandel International and the sector’s structural growth story.Read More