Headline capex understates the Union Budget’s infrastructure push. Adjusting for equity infusions, state and private spending, and extra-budgetary resources shows effective Centre infrastructure spending rose 18% year-on-year, led by defence, transport, housing, and water, alongside PLI and targeted tax incentives.Read More

Over 120 smallcap stocks posted double-digit gains in a single week, signalling a sharp rebound after months of selling pressure. While valuations have corrected and earnings remain stable in pockets, experts are divided on whether the rally marks a durable recovery or a tactical bounce driven by sentiment shifts.Read More

NovaaOne Capital’s Sunil Sanghai explains why the government’s 4.3% fiscal deficit target reassures markets despite revenue constraints. In this ETMarkets Smart Talk, he highlights the importance of capex-led growth, fiscal discipline, and lesser-noticed structural reforms that could support long-term capital formation.Read More

Gold and silver saw their sharpest selloff in months as macro shocks, including a stronger US dollar, CME margin hikes and profit booking, triggered a technical correction. Experts say the fall reflects a healthy reset rather than weakening fundamentals, with long-term demand for bullion remaining intact.Read More

The dollar retreated from two-week highs as risk assets rebounded, though it remained on track for a weekly gain. Concerns over AI spending drove global shares lower, while the yen weakened ahead of Japan’s national election. Traders await U.S. jobs data, with expectations for potential Fed rate cuts.Read More

Europe’s benchmark share index rebounded on Friday, with the STOXX 600 up 0.9% as investors digested mixed corporate earnings. Stellantis plunged on EV development charges, while defence stocks surged on strong results and orders. The index closed the week with a 1% gain, navigating AI-driven market shifts and ECB decisions.Read More

Global stock markets saw a strong rebound on Friday. Major indices like the Dow Jones and S&P 500 registered significant gains. Technology shares, especially chipmakers, recovered from sharp declines. Bitcoin and silver also bounced back from recent selloffs. Investors are closely watching U.S.-Iran talks and assessing economic data.Read More

India’s IPO market gears up for a busy week as three issues worth Rs 3,871 crore open between February 9 and 16. Fractal Analytics and Aye Finance lead the mainboard segment, while Marushika Technology adds momentum on the SME platform.Read More

In a surprising turn of events, Indian stock markets rebounded on Friday after starting the day in the red. Traders reacted to optimistic developments surrounding a US-India trade agreement, even as apprehensions loomed over the global tech industry. Both the Nifty and Sensex climbed slightly, though the IT sector faced downturns.Read More

Indian equities witnessed strong momentum as the Sensex surged 3.54% over five sessions ending February 6. Amid the rally, 33 BSE 500 stocks gained consistently, with 13 delivering uninterrupted five-day advances. These stocks posted cumulative returns ranging from 10% to 21%, highlighting broad-based market strength.Read More