As Budget 2026 approaches, WhiteOak CEO Aashish Somaiyaa says the focus should shift from headline reforms to fixing structural market frictions. He argues that the current securities transaction tax and dividend taxation framework amounts to double taxation and needs review. Somaiyaa also highlights Atmanirbhar Bharat as a continuity-led strategy, explains the cyclical nature of FII...Read More

Stock market is gearing up for an eventful week ahead where key triggers such as quarterly earnings from corporates, the US Fed interest rate decision and the upcoming Union Budget for 2026-27 would grab the limelight, analysts said.Read More

Ace investor Mukul Mahavir Agrawal reshuffled his Rs 6,500-crore equity portfolio in Q3, adding new names and adjusting stakes across several holdings. He entered stocks such as Hindustan Construction and Alcargo Logistics, increased exposure in Vasa Denticity and Vikran Engineering, and trimmed or exited positions in firms like Monolithisch, Pearl Global and Stanley Lifestyles. The...Read More

The combined market valuation of nine of the top-10 most valued firms slumped by Rs 2.51 lakh crore last week, with Reliance Industries taking the biggest hit, in line with a weak trend in equities.Read More

Axis Bank is expected to post a mixed Q3 performance, with healthy loan and deposit growth supporting balance sheet expansion, but pressure on margins weighing on profitability. Brokerages see NII rising about 4% year-on-year, while PAT is likely to decline around 8%. Loan growth is seen rebounding to about 14% YoY, with deposits growing faster...Read More

The US Federal Reserve is widely expected to keep interest rates unchanged when it meets in the coming week, holding firm despite President Donald Trump’s pressure to slash levels as it guards against threats to its independence. – External pressure – The Fed meets eight times a year to consider interest rate levels, and Michael...Read More

Low liquidity, high volatility and limited transparency make them vulnerable to manipulation and sudden price swings.Read More

Based on consensus estimates, Trendlyne data shows that a number of midcap stocks are poised to deliver strong returns over the next 12 months.Read More

According to VK Vijayakumar, Chief Investment Strategist at Geojit Financial Services, FPIs not only continued their selling spree in the week ended January 23 but also intensified it. The sustained outflows have wiped off Rs 16 trillion in market capitalisation for the week alone, contributing to a 2.5% decline in the Nifty index.Read More

Markets experienced a sharp corrective move, with Nifty ending lower after a volatile week and breaking below key technical levels. India VIX surged, signaling increased risk perception. Despite a potential technical rebound due to oversold conditions, volatility is expected to remain elevated, especially with F&O expiry.Read More