The Nifty IT index has crashed over 21% in February—its worst monthly drop since 2008—as fears of AI-driven disruption roil tech stocks. Heavyweights like Infosys, HCLTech and TCS tumbled sharply, pushing valuations to multi-year lows. Experts warn that despite cheap valuations, uncertainty around long-term growth calls for caution.Read More

Zinc prices climbed 2% to Rs 332 on Multi Commodity Exchange of India Limited, supported by favourable global cues and tight supply-demand dynamics. Analyst Ajit Mishra expects momentum to resume after Chinese markets reopen, with technical indicators signalling continued strength above key support levels and buy-on-dips opportunities.Read More

Real estate stocks tumbled on Tuesday as sharp IT selloff renewed worries about commercial property demand and urban housing appetite. The Nifty Realty index dropped 3%, with Prestige Estates, Lodha, Signatureglobal and Godrej Properties among the biggest losers, reflecting the sector’s broader underperformance in 2026.Read More

Japan’s ​Nikkei share average rose on Tuesday as trading resumed after a long holiday weekend, with AI-related stocks rallying ‌on expectation ⁠of ⁠further investment in AI infrastructure after a report of ​a possible Nvidia-OpenAI deal.Read More

Indian IT stocks experienced a sharp decline on Tuesday. This selloff is driven by concerns over artificial intelligence disrupting the sector. Analysts are divided on whether to invest now or wait. Some believe the market is overreacting and valuations are becoming attractive.Read More

Equity markets opened lower, with the Nifty falling over 1% below 25,500. Analysts anticipate strong support around 25,200, aligning with the 200-day moving average and a key retracement level. Despite Nifty’s weakness, Bank Nifty is outperforming, and stock-specific action is expected to continue.Read More

US markets’ long-held exceptionalism is facing a reality check, according to Jim Walker. Trade tariff chaos is creating prolonged uncertainty, hindering investment and economic growth. He points to the dollar’s weakening confidence, mirrored by gold prices, and Big Tech’s ambitious capital plans facing insurmountable physical constraints like electricity and skilled labor shortages. Markets may soon...Read More

Investors are advised to be selective with NBFCs. Valuations are high, and earnings growth premiums over banks are shrinking. Margin pressures are a key risk. Digital lending will transform the sector in the coming years. Larger, diversified NBFCs with strong liability advantages are better positioned for stable earnings growth.Read More

IT stocks slumped on February 24, falling up to 8%, after IBM plunged 13% on Wall Street—its worst drop in 25 years—amid concerns that Anthropic’s Claude AI tool could streamline COBOL code and disrupt IBM’s legacy business. The weakness spilled over to Indian IT names.Read More

South India’s cement sector is witnessing a promising price recovery, with sustained hikes and a shift towards value over volume. Experts anticipate significant price increases in the coming months, driven by a focus on profitability and a projected 7-8% volume growth next fiscal year, largely fueled by rural demand. This trend signals a potential for...Read More