February 2026 marks a potential turning point for smallcap investors after a difficult 2025. A strong Q3 earnings season, coupled with a positive shift in global trade sentiment following India’s trade deals with the US and EU, has fueled a rally. This suggests a potential broader recovery in the smallcap segment as valuations reset and...Read More

Market expert Ajay Bagga advises caution on Indian IT due to AI disruption, favoring a constructive view on metals and long-term optimism for defence and autos. He stresses differentiating short-term volatility from structural trends, highlighting AI’s rapid evolution and the need for concrete IT use cases before investor confidence returns.Read More

Global markets are responding to a fragmentation of U.S.-led economic leadership, with investors seeing opportunities in a more multipolar framework. Allies are rethinking strategic positioning, leading to increased exposure to non-U.S. equity markets, energy stocks, and currencies like the euro and Canadian dollar as they seek strategic autonomy.Read More

Muthoot Finance shares saw a significant drop despite a sharp rise in third-quarter earnings. The company reported nearly doubled net profit and a substantial increase in total income and assets under management. Analysts from Jefferies, CLSA, and Nuvama have maintained positive ratings, citing strong performance and growth prospects.Read More

Insurance is becoming a silent backbone of India’s growth, shielding citizens from financial shocks and reinforcing freedoms beyond constitutional rights. By providing timely support and enabling faster recovery, insurance eases rising economic and climate-related risks. Stronger coverage for households, MSMEs, and gig workers is vital to building national resilience on the path to “Insurance for...Read More

Insurance is becoming a silent backbone of India’s growth, shielding citizens from financial shocks and reinforcing freedoms beyond constitutional rights. By providing timely support and enabling faster recovery, insurance eases rising economic and climate-related risks. Stronger coverage for households, MSMEs, and gig workers is vital to building national resilience on the path to “Insurance for...Read More

Indian government bonds are poised for gains as a debt switch operation with the central bank eases redemption pressures and lowers gross borrowing needs. This move, ahead of significant maturities, aims to improve cash and debt management. Meanwhile, India’s retail inflation returned to the central bank’s target band.Read More

Indian markets are navigating cross-currents post-Budget and policy announcements, with volatility expected to persist. Mohit Khanna of PGIM India AMC anticipates range-bound movement in the near term but sees strong earnings growth accelerating in FY27-28. He favors a bottom-up approach, with a constructive outlook on mid- and small-cap equities.Read More

India’s economy is showing strong growth and controlled inflation, creating a favourable environment. Experts believe interest rates will remain stable for an extended period. Potential inclusion in global bond indices could bring significant foreign investment. Investors are advised to consider short-duration strategies for better returns in the coming fiscal year.Read More

Hindalco Industries shares dropped significantly following a sharp 45 percent decline in its December quarter net profit. The company reported a profit of Rs 2,049 crore compared to Rs 3,735 crore in the previous year. Revenue from operations saw a 14 percent increase. Citi downgraded the stock to Neutral citing concerns over Novelis’ performance and...Read More