Indian IT firms are likely to favor share buybacks over dividends following recent tax reforms. Market expert Sushovan Nayak believes the new rules make buybacks more tax-efficient for both companies and many shareholders. This shift is expected to encourage cash-rich IT giants like Wipro, LTIM, and TCS to continue returning capital to investors through buybacks...Read More

Latent View Analytics shares jumped nearly 8% after the company posted a 19% year-on-year rise in Q3FY26 profit and strong revenue growth. Improved margins, new client additions and rising institutional participation supported sentiment, while management reiterated focus on scaling AI and Agentic AI capabilities.Read More

Prashant Jain said Union Budget 2026–27 ticks all the right boxes and offers a reasonable investment opportunity over the next three to four months despite market volatility. He believes large-cap stocks are fairly valued, long-term returns should track nominal GDP growth, and policy stability and fiscal discipline support sustained economic expansion.Read More

Indian bonds experienced a sharp decline following the federal budget, with the 10-year benchmark yield reaching a near-year high. This downturn was driven by record government borrowing plans, dampening investor sentiment. Elevated yields will increase borrowing costs across the economy and complicate the central bank’s efforts to support growth.Read More

Trump announced Kevin M. Warsh as his Fed chair pick, influenced by Treasury vetting led by Scott Bessent. Warsh’s dovish stance contrasts with past hawkish positions, raising questions about his independence and alignment with Trump’s rate-cut preferences. Markets watch his approach to interest rates and Fed-Treasury coordination amid political scrutiny.Read More

President Donald Trump backed Fed chair nominee Kevin Warsh, signalling confidence that he would support lower interest rates. However, the nomination could face delays as Republican Senator Thom Tillis threatens to stall any Fed pick until a Justice Department probe into Jerome Powell concludes, creating fresh uncertainty around the confirmation process.Read More

Indian equity markets reacted negatively to the Union Budget and a hike in securities transaction tax. Market veteran Ravi Dharamshi stated the disappointment arose from the absence of measures to attract foreign capital. He noted that foreign institutional investors have been net sellers for over a year. Dharamshi described the budget as fiscally credible, with...Read More

The Union Budget 2026-27 delivers fiscal prudence without sacrificing growth, keeping deficit consolidation on track while sustaining strong capex. Markets reacted cautiously to the STT hike, but measures on buybacks, PIS liberalisation, bond market development and support for sunrise sectors signal a steady, reform-oriented roadmap focused on long-term competitiveness.Read More

Despite a sharp post-Budget market sell-off, brokerages remain bullish on structurally strong themes ranging from defence and infrastructure to data centres, EVs and rare earths. With capital expenditure rising and policy continuity intact, analysts have identified 35 stocks positioned to benefit from India’s long-term growth strategy.Read More

India’s defence stocks enter a volatile phase despite a 22% jump in Budget capex, as valuations run ahead of fundamentals. Brokerages remain bullish on BEL, HAL and Mazagon Dock, citing strong order pipelines and indigenisation tailwinds, but warn that execution risks and lofty expectations could cap near-term upside.Read More