February mutual fund data revealed a dip in SIP flows and a sharp fall in gold ETF inflows. Experts clarify this is due to calendar effects and market volatility. Investors are now favouring multi-asset allocation funds. The underlying SIP culture remains strong. Long-term investors should maintain their SIP strategy and consider multi-asset funds for allocation...Read More

Home appliance stocks surged up to 15% as India’s LPG supply crisis, triggered by disruptions in the Strait of Hormuz amid the Iran-Israel conflict, boosted demand for induction cooktops and electric cooking appliances, driving investor optimism for companies selling alternative cooking solutions.Read More

Mutual funds significantly increased their holdings in 28 stocks during February 2026, with Vodafone Idea and Vishal Mega Mart seeing the largest share additions. Despite this strong buying interest, most of these stocks have experienced considerable price declines since the start of February ’25, with 12 stocks falling between 10-36%.Read More

Oil prices rebounded as markets questioned the effectiveness of a record strategic reserve release against potential supply shocks from the U.S.-Iran conflict. Despite a proposed large drawdown, analysts doubt its impact, while ongoing airstrikes and mine threats near the Strait of Hormuz heighten supply concerns. Disruptions are estimated to be significant, potentially driving crude prices...Read More

Nearly $100 billion has been wiped off TCS’ market value from its 2021 peak amid fears of AI-led disruption that have dragged down the broader IT pack. However, brokerage Nuvama believes the selloff is overdone, saying Gen AI poses no existential threat to the sector and could eventually expand the industry’s opportunity, prompting it to...Read More

West Asian geopolitical tensions and volatile oil prices are making investors cautious. Gautam Trivedi of Nepean Capital sees no immediate buying opportunity due to ongoing conflict. The crisis impacts global energy supplies and economies like India. Trivedi focuses on long-term structural demand sectors like data centers, AI, and the power sector, emphasizing company-specific changes over...Read More

India’s capital markets stocks delivered strong gains in FY26, with the Nifty Capital Markets Index rising 35%, making it the second-best performing sector after PSU banks. Multi Commodity Exchange of India led the rally with a 143% surge, while brokerages, exchanges, and wealth management firms benefited from rising investor participation.Read More

The Union Cabinet’s approval to extend the Jal Jeevan Mission until 2028, with a boosted outlay of Rs 8.69 lakh crore, is set to benefit around 25 stocks. This significant push for rural water infrastructure and service delivery will drive demand for companies in pipes, pumps, construction, and water treatment sectors, aiming for universal tap...Read More

Market participants are closely watching evolving factors impacting sectors. Leadership shifts at InterGlobe Aviation and supply chain disruptions are key concerns. Electronics manufacturing shows promise with new policies. Energy stocks are seen as trading plays. Steel producers stand out with strong price appreciation. Investors face a dynamic landscape with selective opportunities.Read More

A unit of Adani Group raised about $500 million through a bond privately placed with funds managed by Apollo Global Management Inc., according to people familiar with the matter, highlighting the Indian conglomerate’s ongoing effort to tap funding outside the public dollar bond market.Read More