Ahmedabad gears up for the 2030 Commonwealth Games with a massive infrastructure push. Expect significant upgrades to metro, BRT, and roads, alongside a substantial boost in sports facilities costing an estimated ₹20,000 crore. The city faces a huge hospitality challenge, needing 50,000 rooms, and anticipates a surge in real estate values and tourism.Read More

The Nifty Infrastructure Index has outperformed the Nifty 50 by a wide margin, delivering 2x its three-year returns as India enters a multi-year capex boom. Investment managers highlight strong order books, improving execution, and sectoral tailwinds across roads, airports, logistics, energy, and digital infrastructure through FY26–FY30.Read More

The Nifty is near record highs, but Devina Mehra warns the broader market remains weak, with nearly half of stocks still 20% below their peaks. In an interview, she explains why the rally is narrow, why PSU banks still offer value, and why FMCG, pharma and autos remain strong bets as investors await a broader...Read More

Nifty reclaimed a fresh record high after 14 months, ending a long corrective phase driven by expensive valuations, heavy FII outflows, geopolitical risks, and soft earnings. Despite the milestone, foreign investors still remain significantly under-exposed to India, with their holdings at a 15-year low following over ₹2 lakh crore in selling this year.Read More

Sensex and Nifty hit record highs, but nearly half of Nifty50 stocks remain below all-time peaks, highlighting a narrow rally led by a few largecaps. Retail investors are exiting secondary markets for IPOs, while analysts advise caution, selective buying, and tight risk management amid high valuations and market concentration.Read More

Markets are poised for new highs as strong Q3 demand, GST cuts and improved liquidity boost sentiment, says Prabhudas Lilladher’s Amnish Aggarwal. Largecaps are expected to lead the next rally, autos and jewellery remain bright spots, while Paytm’s regulatory approvals lift long-term sentiment. Aggarwal remains cautious on infrastructure, capital goods and global cyclicals amid slower...Read More

Despite the small-cap index showing minimal movement, several individual small-cap stocks have delivered exceptional returns. Twelve names gained more than 50% in three months, with Indo Thai Securities soaring nearly 200%. These performances stand out against the Sensex’s steady rise, revealing strong pockets of momentum within the broader small-cap universe.Read More

BOJ board member Asahi Noguchi emphasised a measured, step-by-step approach to interest rate hikes to balance growth and inflation. Rapid increases risk slowing wages, while slow hikes may destabilise the economy. Policy will consider price stability, exchange rates, and asset prices, with the rate serving as a flexible tool.Read More

IREDA shares have witnessed volaityly in the recent past, surging 632% in 13 months before tumbling 42% in just 50 sessions. Despite strong Q2FY26 earnings and long-term growth potential, analysts warn of ongoing bearish momentum, margin pressures, and sectoral headwinds. Investors are advised to hold near support levels of Rs 137–140.Read More

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