Blogs

The FPI selling in January was seen in BFSI, FMCG, and Consumer stocks; while metals saw heavy FPI buying

5 Feb 2026|06:35 PM

Indian stock markets in January 2026 saw risk-off trends, sharp sector divergence, lower valuations, and strong performance from PSU banks and metals.

5 Feb 2026|06:28 PM

RBI policy preview: Rate cut debate intensifies as liquidity takes centre stage, with Budget impacts priced in and uncertainty around the Indo-US trade deal.

5 Feb 2026|05:51 PM

Markets saw a selective rebound as NIFTY rose 1.09%, led by banks, while volatility stayed high and IT lagged, keeping gains narrow and follow-through weak.

2 Feb 2026|05:53 PM

The Union Budget 2026 reinforced fiscal discipline and sustained India’s investment-led growth strategy, with a fiscal deficit target of 4.3% of GDP, capex rising to ₹12.2 lakh crore, and a focus on high-quality, sector-diversified infrastructure spending that included semiconductors, electronics, and pharmaceuticals alongside traditional roads and railways.

1 Feb 2026|08:18 PM

In a sense, the Union Budget 2026-27 has been aligned with the larger goal of Viksit Bharat

1 Feb 2026|08:09 PM

There was not much in the budget for mutual funds, as most of the expectations did not really materialize

1 Feb 2026|04:39 PM

There was a lot of hue and cry over the STT increase, but that would only be a part of the overall capital market implications

1 Feb 2026|04:33 PM

There was not much for the people to cheer about on the direct tax front, but then a lot has already been done

1 Feb 2026|04:26 PM

Along expected lines, the Union Budget has expanded defence spending and kept the fisc in control

1 Feb 2026|04:11 PM