The NSE will impose an additional 15% margin on 18 stocks in the F&O segment from March 2026, targeting securities where top clients hold over 20% of the Market Wide Position Limit. This measure aims to mitigate risks associated with highly leveraged derivatives. Concurrently, margins on gold and silver futures have been eased.Read More

Indian equities are navigating uncertainties, with strong fundamentals and a supportive macro environment. Despite a disconnect between on-paper strength and market tickers, experts anticipate double-digit GDP and earnings growth by FY27. Investors are advised to focus on bottom-up stock selection, particularly in financials and select mid-caps, as the market matures.Read More

Gujarat Mineral Development Corporation (GMDC) shares rose 4.4% after India joined the US-led Pax Silica initiative focused on AI and supply chain security. This partnership, aimed at bolstering economic and national security, follows India’s participation in critical minerals discussions. GMDC’s stock has seen significant gains over the past year, driven by rare earth potential, despite...Read More

Gaudium IVF and Women Health IPO opened with nearly 40% subscription on Day 1, driven by strong retail demand. GMP संकेत moderate listing gains. Brokerages recommend subscribing, citing growth potential in India’s fertility services market, though valuation concerns and a pending tax dispute remain key risks for investors to monitor.Read More

Reliance Industries plans a massive $110 billion investment in data centers and AI infrastructure. This move aims to utilize cheap solar power for computing. By 2030, Reliance targets 1 gigawatt of data center capacity, potentially generating significant revenue. The company’s strong EBITDA and planned demergers suggest a focus on shareholder rewards.Read More

India’s government bond yields climbed Friday as escalating U.S.-Iran tensions pushed oil prices to a six-month high, dampening risk appetite. Traders remained cautious ahead of the weekly debt auction, with rising crude prices and supply concerns adding pressure. Long-term overnight index swap rates also increased due to heightened risk aversion.Read More

India’s economic resilience, fueled by digital infrastructure and evolving regulations, is attracting global capital. The latest budget reinforces this, with initiatives like GIFT City offering fiscal clarity and regulatory certainty. This focus on long-term institutional choices and data integrity signals India’s readiness for global financial integration, moving beyond ’emerging market’ status.Read More

Markets are increasingly accustomed to geopolitical shocks, with investors likely to overlook conflicts unless they significantly impact growth or inflation. While crude oil remains a key variable, strong US production and OPEC decisions are balancing supply. Investors are focused on US economic data and the Federal Reserve’s delayed interest rate cut outlook.Read More

ABB India shares saw a significant jump following the announcement of its financial results. The company reported its highest-ever orders and revenue for the full financial year 2025. Order inflows in the December quarter were particularly strong, marking a five-year high.Read More

Brainbees Solutions shares jumped after a four-day decline post-Q3 earnings, backed by strong trading volumes. The rebound follows a 52-week low a day earlier, though the stock remains down 40% over the past year and trades below key moving averages.Read More