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Axis Mutual Fund eyes over 20% AUM growth in FY26, aims to be amongst top 6 fund houses by FY29
The assets management companys current AUM stands at around 3.85 lakh crore, of which around 2.60 lakh crore is from retail investors
US Stocks: Bain Capital explores sale or IPO of Dessert Holdings, sources say
Bain Capital is considering a sale or initial public offering of its portfolio company Dessert Holdings that could value the maker of cakes, pies and cookies at over $3 billion, according to three people familiar with the matter.
Ahead of Market: 10 things that will decide stock market action on Friday
Indian markets fell sharply as US-Iran tensions triggered broad selling. Nifty dropped 365 points below key moving averages, with auto, financials, IT, and consumer stocks leading losses. India VIX surged, signaling heightened volatility and potential further downside.
US trade deficit in goods widens to new record in 2025
The US trade deficit in goods expanded to a new record in 2025, government data showed Thursday, despite sweeping tariffs that President Donald Trump imposed during his first year back in the White House.
US Stocks: Etsy shares jump 10% after Depop sale; demand pressures weigh on results
Etsy shares jumped about 10% on Thursday, after the online marketplace sold off its Gen Z-focused fashion resale platform Depop to EBay, with investors looking past dour quarterly results and forecasts.
Maize now accounts for close to half of ethanol produced in the country
It accounted for 48 per cent of total ethanol production during the NovemberOctober cycle of 2024-25
Market Trading Guide: ONGC among 2 stocks to buy on Friday for up to 16% returns
Nifty ended sharply lower as US-Iran tensions sparked a broad sell-off, breaking its three-day gain streak. Stock picks include ONGC and Biocon, showing strong bullish momentum on short-term charts. Traders are advised to follow breakout levels with prudent stop-losses.
US stock markets today: US stocks slide lower after recent gains as tech stocks slip
Wall Street's main indexes opened lower on Thursday, following a three-day winning streak for the S&P 500, as heavyweight technology stocks slipped, while Walmart shares see-sawed after the retail giant issued a conservative outlook.
Smallcase opens US stock investing via GIFT City, to launch global themes
The platform charges 20 basis points brokerage, with forex markup applicable
Mid-cap funds outperform benchmarks as investors rebalance portfolios
Assets under management in mid-cap funds have nearly doubled to 4.61 lakh crore since December 2022
US weekly jobless claims fall more than expected amid labor market stability
The number of Americans filing new applications for unemployment benefits fell more than expected last week, consistent with a stabilizing labor market.
Brokers body seeks 6-month pause on RBIs 100% cash collateral rule
Industry body flags risks to liquidity, higher costs, uneven playing field for domestic firms
Motilal Oswal Mutual Fund launches multi-factor passive fund of funds
The NFO runs from February 20 to March 6, 2026, with a minimum investment of 500
Nifty sinks 365 points as Iran conflict fears erase three days of gains
Reports of potential US military action on Iran pushed Brent crude to a year-to-date high, fuelling inflation concerns and volatility, with India VIX rising over 10 per cent
LIC Mutual Fund launches technology fund; NFO opens February 20
The fund will invest across semiconductors, data centres, digital commerce and emerging tech, tracking the BSE Teck Total Return Index
Patience is key in stock markets. True market bottoms are long cycles, not short corrections. Investors need a broad time horizon to find value. Markets move in cycles shaped by growth, liquidity, rates, and psychology. History shows major bottoms form after prolonged pessimism. Quality assets are often mispriced then. This wisdom is vital for emerging markets like India.
Euro zone yields rise, await US data, Middle East tensions in focus
Euro zone government bond yields rose on Thursday, staying close to their multi-month lows and echoing moves in U.S. Treasuries, while markets continued to price less than a 50% chance of a European Central Bank rate cut in 2026.
Tata Steel among 5 stocks that hit 52-week highs and rallied up to 10% in a month
Despite the Sensex plunging 1,236 points to 82,498, five BSE 100 stocks touched fresh 52-week highs. Indus Towers, Tata Steel, Eicher Motors, Bajaj Auto and Marico showed strong momentum, signaling investor confidence and potential for further upside amid broader market weakness.
Gainers & Losers: Tata Investment, Newgen among 8 stocks that moved most on Thursday
Indian equity markets tumbled as US-Iran tensions triggered broad-based selling. Select stocks like Newgen, Netweb and Tata Investment gained.
Invisible hunger: How depleted soils are emptying the nutrients in our food
Often, Indian farmers do not realise they are over-applying cheap urea. They often apply it blindly, without knowing the soil parameterswhich macro or micro nutrients are deficient. This is a systemic crisis.
Valuation Alert: 10 largecap stocks trading well above Industry PE
Top 10 large-cap stocks are trading well above their industry P/E, signaling high investor confidence, growth expectations, or potential overvaluation across sectors including power, finance, insurance, and consumer goods.Top 10 large-cap stocks are trading well above their industry P/E, signaling high investor confidence, growth expectations, or potential overvaluation across sectors including power, finance, insurance, and consumer goods.
Samco Securities: Gold and silver bull forecaster spots strong upswing in crude oil
Samco Securities, which accurately forecast the gold and silver rally, now sees crude oil entering a strong uptrend. Apurva Sheth highlights bullish technical patterns and favourable supply-demand dynamics, with near-term targets at $72 to $73. He also outlines evolving trends in gold and silver amid the ongoing commodity supercycle.
India plans rare earth magnet production by year-end to cut imports
The move aims to reduce import dependence amid global supply concerns, especially from China, which dominates processing
Brent hits 6-month high; will $5$10 war premium push prices higher? Peter McGuire answers
Brent crude has unexpectedly surged to $70 a barrel, driven by escalating geopolitical tensions, particularly concerning Iran and the Strait of Hormuz. This war premium is overshadowing earlier oversupply fears. Analysts warn that any disruption in the vital shipping lane could severely impact global markets, especially Asia. The Russia-Ukraine conflict also contributes to this underlying risk.
Why has Kwality Walls India share price fallen 15% since debut
Kwality Walls India shares extend slide since listing amid valuation concerns, falls by 15% from listing price
DBS Bank India targets mass affluent customers in pivot to universal banking
As part of the plan, the lender is looking to capture a larger share of India's fast-growing wealth management market and hire 500 people this year to scale its retail footprint, CEO Rajat Verma told Mint in an interview.
ACME Solar seals 190 MW hybrid power deal with SECI
With this, total signed portfolio hits 5,820 MW
Is MCX stock too expensive after doubling money in just 1 year? A CME case study explains it
Multi Commodity Exchange of India shares surged over 100% driven by a bullion price rally. Following sharp corrections in gold and silver, exchanges increased margin requirements to curb volatility. While futures activity contracted, options trading picked up, mirroring past trends and raising questions about the stock's valuation.
MSEDCL to get leaner before IPO, demerge agri biz by April; aims listing by end-2026
Maharashtra State Electricity Distribution Company plans a major restructuring. The agriculture business will be separated by April. This move precedes a planned Initial Public Offering by December. The company aims to reduce its debt significantly. This will strengthen its financial position for the listing. The company is also shifting towards renewable energy sources.
Pernod has no plans for now to list India unit, CEO says
Pernod Ricard has nothing new on the horizon in terms of an initial public offering of its Indian unit and this is one of a long list of options the company reviews annually, CEO Alexandre Ricard told Reuters following reports the company was mulling a listing.
Invitation Homes forecasts annual FFO below estimates on higher costs
U.S.-based Invitation Homes forecast annual funds from operations (FFO) below Wall Street estimates on Wednesday, as the real estate investment trust navigates higher costs in an inflationary environment.
Nifty breaches 25,600-mark, a crucial support level
JGB yield curve continues to flatten as 20-year action draws firm demand
Japan's government bond (JGB) yield curve maintained its flattening trend on Thursday, as foreign investors supported demand for a 20-year bond auction, the first after Prime Minister Sanae Takaichi's tax-cut pledge had sent its yield to record highs last month.
Patience and discipline key as market navigates structural shifts: Samir Arora
Market veteran Samir Arora expresses cautious optimism for India's equity market, expecting a stable trajectory with reasonable earnings growth. He advises investors to remain disciplined, particularly in the IT sector, urging patience until visibility improves and valuations adjust. Arora prefers steady sectors like financials and consumption over areas with high disruption risk.
Omnitech Engineering, a Gujarat-based precision components maker, has filed its RHP for a Rs 583 crore IPO comprising a Rs 418 crore fresh issue and a Rs 165 crore offer for sale by promoter Udaykumar Arunkumar Parekh. The issue will be offered via the book-building route, with up to 50% reserved for QIBs and anchor bidding opening on February 24, followed by the main offer from February 2527.
Global Markets | South Korea shares close at record high as chips rally
South Korean shares surged to a record high, driven by a tech-led rebound on Wall Street. The benchmark KOSPI closed up 3.09%, with major tech and auto companies seeing significant gains. Meanwhile, the won weakened against the dollar, and benchmark bond yields rose.
Sharp decline attributed to profit-booking after three straight sessions of gains
10+ MFs added 11 stocks in January 26; 50100% surge in a year, one turned multibagger
Mutual funds sustained strong buying momentum in January 2026, investing over Rs 42,000 crore in equities. ETMarkets analysis shows 31 stocks were added across multiple schemes, with 11 delivering 50100% returns over one year, including a multibagger, highlighting continued institutional conviction in select banking and financial stocks.
Australian shares reached an all-time peak on Thursday. Strong company earnings fueled widespread gains. Banks and miners led the advance. The S&P/ASX 200 index climbed significantly. Investors are watching upcoming earnings reports. Unemployment data also influenced market sentiment. Copper prices boosted mining stocks. Some individual companies experienced sharp movements.
ITC's worst is behind, but patience required: Abneesh Roy names better FMCG bets for 2025
Consumer analyst Abneesh Roy sees a real FMCG revival driven by GST cuts, steady rural demand, and recovering urban consumption. He highlights Nestle, Britannia, Marico, and Tata Consumer as near-term beneficiaries, while positioning ITC as a one-to-two-year recovery play after a tax shock. Hindustan Unilever's premium beauty investment is also noted as a structural re-rating catalyst.
Rs 3 lakh crore selloff! Sensex tanks 700 pts, Nifty below 25,650. 4 factors behind the plunge
Indian markets slumped on Thursday as Nifty and Sensex reversed early gains, dragged down by heavy selling across banking, metal, auto and FMCG stocks. Investor wealth fell by 2.73 lakh crore. A hawkish US Fed outlook and a sharp rise in crude prices further pressured sentiment, triggering broad-based declines.
Indonesia bond auction weak but not distressing, central bank policy decision awaited
Indonesia's recent bond auction saw softer demand, attributed to Lunar New Year holidays, despite market jitters from MSCI's downgrade warning and Moody's outlook cut. While foreign sentiment for rupiah bonds remains stable, concerns over policy predictability and central bank independence persist, impacting the currency. Authorities raised more than targeted, but bid-to-cover ratios dipped.
Godfrey Phillips India shares rocket 31% in just 3 sessions! Heres whats fuelling the rally
Godfrey Phillips India shares are surging. Companies are raising cigarette prices to cover higher costs, in light of the new tobacco tax regime. The price hikes aim to reduce expected profit declines. Marlboro Compact prices have increased. ITC is also expected to raise prices. Retailers are selling existing stock at higher rates.
TCS shares rise 2% after Tata Group and OpenAI announce strategic partnership
Tata Consultancy Services (TCS) shares surged after announcing a strategic partnership with OpenAI to build AI infrastructure in India and offer joint market solutions. This collaboration aims to boost productivity, enhance software engineering, and position India as a global AI hub by developing AI-ready, green-energy-powered data centers.
Indian brokers' lobby seeks 6-month freeze on new RBI rules: Report
Indias brokers lobby has urged the Reserve Bank of India to defer its newly issued lending norms for six months, citing operational challenges.
AI tailwinds & IT stocks: Why Infosys, TCS, HCLTech and Wipro stocks are rising
The Nifty IT index has risen as investor sentiment has improved on the back of artificial intelligence-driven developments
Ranveer Singh-Excel face-off: Is Bollywood finally locking in its contracts?
Industry experts advocate for clear exit clauses and performance-linked payments in Bollywood as financial stakes rise and relationships evolve.
Tata Investment Corp shares jump 13% on buzz around N Chandrasekarans third term at Tata Sons
Shares of Tata Investment Corporation rose sharply after Tata Sons was reported to be preparing an EGM to clear N. Chandrasekarans third-term reappointment. With Tata Sons holding a majority stake, the move has heightened investor interest amid wider group-level developments and shifting market conditions.
FIIs turn big bear on IT stocks, pull out another Rs 11,000 crore in 2 weeks
Foreign institutional investors are rapidly exiting Indian IT stocks, pulling out nearly Rs 11,000 crore in early February and over Rs 74,000 crore so far in 2025, amid fears that advanced AI tools from firms like Anthropic and Palantir Technologies could disrupt traditional software services models.
US Stock Market | Foreign buying of US stocks jumps 134% in 2025 despite tariffs
Foreign investors more than doubled their purchases of US equities in 2025, defying market volatility triggered by President Donald Trumps tariffs. Net buying surged 134% to $720.1 billion from $307.5 billion in 2024, according to US Treasury Department data. The strong inflows highlight sustained global appetite for American stocks despite trade tensions and uncertain corporate outlooks.
DGCA seeks self-sustaining funding model, share of passenger fees as institutional overhaul proposed
Regulator proposes share of passenger fees, board-style structure and hiring freedom as staffing shortages and rising fleet expansion strain oversight capacity.
US single-family housing starts rebound in January, building permits decline
U.S. single-family homebuilding saw a rebound in December, with starts increasing. However, a decline in future construction permits signals underlying weakness. Higher mortgage rates, material costs, and builder sentiment deterioration are constraining the housing market, despite government efforts to improve affordability.
NCC shares hit 52-week low as NHAI tender ban for 2 years
The stock fell to 135.00 in early trade on the NSE, its lowest point in the past year, before recovering partially to 149.20, down 0.37 per cent from the previous close of 149.76, as of around 10.09 am
Several Indian largecap companies showed strong financial results in the December quarter. Trent and Vedanta were among ten firms that achieved substantial profit growth, with some seeing increases up to 125 percent year-on-year. Other companies like Muthoot Finance, Siemens Energy, and TVS Motor also reported healthy profit jumps.
Nifty slips below open as IT rebounds, banking holds firm; 26,000 remains key hurdle
The BSE Sensex opened at 83,969.82 on Thursday, was trading at 83,606.97, down 127.28 (0.15%) at 9:55 am; NSE Nifty 50 opened at 25,873.35 but fell to 25,783.45, a decrease of 35.90 points (0.14%)
Crude oil futures rise on fears of imminent US-Iran clash
At 9.59 am on Thursday, February crude oil futures were trading at 5956 on MCX during the initial hour of trading on Thursday against the previous close of 5903, up by 0.90%
Equity markets approach inflection point on macro stability and trade deals: PL Asset Management
The firm said recent signals indicate markets are shifting from a corrective phase toward early recovery, even as near-term volatility persists
Green push gathers pace as IDFC First Bank sees rising traction in deposits and EV financing
Banks are witnessing a surge in customer interest for green products and lending, particularly driven by younger demographics' environmental consciousness. IDFC First Bank reports significant adoption of green deposits and profitable electric vehicle financing, indicating a growing movement towards sustainable finance.
Infosys Share Price Live Updates: Current Trading Status of Infosys
ITC Share Price Live Updates: ITC's stock price shows a negative shift
Netweb Technologies shares soar 7%, up 17% in three sessions. Whats behind the surge?
Netweb Technologies shares rose sharply on Thursday, extending their rally to Day 3 after unveiling its Make in India Tyrone Camarero GB200 AI Supercomputer and the compact Tyrone Camarero Spark. Built with NVIDIA Blackwell GPUs and Grace CPUs, these systems target advanced AI workloads, on-premises model training, and high-performance computing in India.
Ventura Securities' Vinit Bolinjkar anticipates the Nifty reaching 27,000, citing positive trade deals and strong quarterly earnings. He highlights robust momentum in the metals sector, particularly Hindustan Zinc and Tata Steel, and remains bullish on Paytm with a target of 1,800-2,000. While cautious on pharma stocks facing regulatory scrutiny, Bolinjkar's outlook remains one of selective optimism.
As AI panic grips IT stocks, where are market opportunities for big and small investors?
Indian IT stocks face pressure due to AI fears. Companies like Wipro and TCS have seen significant drops. Investors are now looking at domestic sectors. Financials, capital goods, consumption, and autos show strong potential. Banking sector credit growth is robust. Government spending supports infrastructure. Rural demand is recovering. These sectors offer better earnings visibility amid global uncertainties.
US Market | FTSE Russell proposes rule tweaks to capture blockbuster IPO wave
FTSE Russell is considering fast-entry rules for IPOs as the US gears up for a blockbuster listing cycle in 2026. With anticipated debuts from giants like SpaceX, OpenAI and Anthropic, index providers are revising float and voting-rights criteria to ensure major newcomers are swiftly reflected in benchmark indexes.
Fear of the unknown: Is India's $250 billion IT industry facing its Kodak moment?
Indian IT stocks are experiencing significant declines, sparking fears of an AI-driven Kodak moment. While some analysts warn of direct exposure to AI-induced displacement, others argue the market is oversimplifying the role of IT services. Experts suggest AI could paradoxically unlock massive modernization opportunities, potentially fueling the industry's next growth phase.
US Stock Market | UBS raises outlook for US tech bond sales as AI spending surges
UBS has raised its 2026 forecast for US investment-grade tech bond issuance to about $360 billion, citing higher AI-led capex by megacap firms like Meta, Amazon and Alphabet, while trimming its leveraged loan outlook amid concerns that heavy AI spending could disrupt credit markets.
Gold and silver prices traded marginally lower on MCX as investors assessed rising USIran tensions and uncertainty around Federal Reserve rate cuts. While safe-haven demand supported bullion, a stronger dollar capped gains. Experts suggest caution amid elevated volatility and advise profit booking at higher levels.
Indian currency, debt markets shut on February 19 for holiday
Indian currency and debt markets will be closed on Thursday, February 19, for a local holiday. Trading will resume on Friday, February 20. The Indian rupee closed nearly flat on Wednesday. The benchmark 10-year bond closed lower. Market participants believe further measures to cool bond yields are unlikely.
Sensex rises over 100 pts, Nifty above 25,800 led by IT stocks smart rebound
Indian equity benchmarks, Nifty and Sensex, opened higher on Thursday, extending their winning streak for a fourth consecutive session. Gains in IT and metal stocks propelled the frontline indices upwards, with Sensex trading over 100 points higher and Nifty above the 25,850 level.
Aurobindo Pharma among 4 F&O stocks saw a high increase in futures open interest
US Stock Market | Fed rate checks on dollaryen spark intervention speculation
The US Federal Reserve sought market quotes on the dollar-yen exchange rate last month. This uncommon step, requested by the US Treasury, stirred speculation about potential coordinated action between Washington and Tokyo. The development drew attention in currency markets. The move contributed to a strengthening of the Japanese yen against the dollar.
Dr. Reddy's Laboratories is set to attract investor attention after acquiring the India trademarks for specialty brands Progynova and Cyclo-Progynova from Mercury Pharma Group Limited for USD 32.15 million. This domestic acquisition significantly strengthens Dr. Reddy's gynecology portfolio and marks its entry into the Hormone Replacement Therapy segment in India.
Rupee likely to remain at 89-90/USD by FY27-end on softer dollar, manageable CAD: CareEdge Ratings
The report highlighted that the USD/INR strengthened from recent lows of around 92 to approximately 90.6 following the trade deal with the US and the Free Trade Agreement (FTA) with the European Union
Cochin Shipyard shares in focus after $360 million LNG contract win from CMA CGM Group
Cochin Shipyard secured a significant $360 million contract to build six LNG-powered container vessels for France's CMA CGM Group. This deal boosts its order book to Rs 23,000 crore, enhancing future revenue visibility. The first vessel is slated for delivery by February 2029, with subsequent deliveries at two per year. This marks a key expansion into sustainable shipbuilding.
Hindalco Share Price Live Updates: Hindalco Sees Positive Movement in Stock Price
Kotak Bank Share Price Live Updates: Kotak Bank's Price and Volatility Overview
Asset allocation should not be momentum driven: Navneet Munot on gold rush and markets
HDFC AMC MD & CEO Navneet Munot advises investors against momentum-driven decisions, emphasizing disciplined, multi-asset investing. He highlights India's structural growth story despite near-term volatility and suggests a balanced approach for long-term wealth creation, advocating for staggered investments through SIPs over market timing.
India's equity markets present a contrarian opportunity as macro stability and bottoming earnings signal a constructive outlook, particularly for largecaps, midcaps, and cyclicals. Fund manager Siddharth Vora highlights multi-decadal underperformance versus global peers as a key indicator for potential outperformance, with his fund strategically overweighting metals, PSU banks, and energy.
Vallum Capital Advisors' Multi Asset Index Strategy achieved nearly 10% returns in January 2026, outperforming the Nifty50's 3% fall. CEO Manish Bhandari attributes this success to strategic global investments in China and Brazil, a contrarian bet on silver, and timely sector rotations. The approach emphasizes flexible, value-biased allocation across geographies and commodities, moving beyond traditional equity, debt, and gold mixes.
Srinivas Rao Ravuri of Bajaj Life Insurance stresses valuation discipline for wealth creation. He advocates Growth at a Reasonable Price, warning against overpaying for future growth. Ravuri highlights that even in a rising market, entry price and margin of safety are vital. He advises on acceptable PE multiples and navigating market euphoria for disciplined investing.
Investors can now turn optimistic as the market is poised for above-average gains over the next two to three years. Attractive valuations in small and microcaps, coupled with reviving earnings and pro-growth policies, signal a positive outlook. Gold also deserves a permanent portfolio allocation due to structural global shifts. The market is set for a rally.
Indian markets are currently range-bound. A notable shift is occurring from traditional investing to fast-paced, technology-led trading. New-age traders are embracing derivatives and algorithmic strategies. Long-term investors continue to rely on earnings growth and SIPs. FII selling persists, but DII inflows provide support. Sector rotation is evident, with some sectors showing signs of overheating.
Bangkok-based Anan Jewels plans to expand its India operations
The firm finds Mumbai the easiest place to source diamonds, says companys director Ankita Kothari
Tata Steel Share Price Live Updates: Tata Steel Dividend Updates
M&M Share Price Live Updates: Elara Capital Sees Strong Potential in M&M's Stock
Power Grid Share Price Live Updates: Power Grid's Current Valuation
JSW Steel Share Price Live Updates: JSW Steel Price Update
HDFC Life Share Price Live Updates: HDFC Life's Price and Volatility Overview
