The Economic Times

A surge in the price of gold is driving demand for so-called tokenized gold, a fast-growing niche of the digital asset market, which experts warn carries custody and regulatory risks that are not always apparent to investors.

Indian mutual funds will likely continue selling government bonds, after record sales in January, as demand-supply dynamics outweigh U.S. trade-deal optimism for debt investors, according to five fund managers.

Indian government bonds rose on Tuesday after the U.S.-India trade-pact sparked fresh buying, but gains were capped as the news created a rare opportunity for profit-taking in a supply-heavy market.

The number of Global Capability Centres (GCCs) in India is estimated to rise to about 2,400 by 2030 while their market size is projected to reach USD 110 billion, according to a report by FIICI and Anarock.

India's exports are poised for a significant boost following the US tariff cut announcement, according to Finance Minister Nirmala Sitharaman. She stated that the agreement, which lowers the reciprocal tariff on Indian goods to 18 percent, is a positive development. This, combined with access to new markets, is expected to drive export growth.

Realty firm TREVOC Group has partnered with Canonicus Capital to set up a Rs 500 crore last-mile funding and execution platform for near-completion real estate projects in Delhi-NCR.

Foreign capital inflows are expected to rise soon. India is experiencing a balanced economic phase with steady growth and easing inflation. The government's focus on public spending and private investment is driving this positive trend. Efforts are underway to attract long-term investments in key sectors. Asset monetisation plans are also progressing, aiming to unlock value from government properties.

Indian markets surged after the India-US trade deal boosted investor sentiment across sectors. Reliance, HDFC Bank, Adani stocks and chemicals led gains, while select stocks like PB Fintech and Bharat Coking Coal lagged despite broader market strength.

The India-US trade truce calms markets with tariff relief, but Trumps terms suggest steep concessions for India on energy, imports and geopolitics. Unclear safeguards, leverage-linked tariffs and silence on services raise concerns over an imbalanced, America-first agreement.

India-US Deal: Union Commerce Minister Piyush Goyal on Tuesday said India has finalised its most advantageous trade deal with the United States, calling it superior to agreements secured by neighbouring countries and other competing nations, while stressing that the pact puts farmers interests first.

The Union Budget proposes changes to the Income Tax rules for provident fund trusts. These changes will align tax laws with the Employees' Provident Funds Act. This aims to simplify rules and reduce confusion for stakeholders. Investment norms will now follow EPF guidelines. A monetary ceiling for employer contributions is introduced.

Bajaj Finance Q3 Results: Bajaj Finance on Tuesday reported a 6% year-on-year (YoY) decline in its consolidated net profit for the third quarter at Rs 4,066 crore. The drop in bottomline was mainly due to an accelerated ECL provision and one-time charge of new labour codes.

The IndiaUS trade deal has restored market confidence, improving exporter sentiment through tariff clarity and a more competitive rupee, says JPMorgans Sanjay Mookim. While the policy shift boosts manufacturing prospects, he cautions that earnings upgrades wont be automatic and maintains that large-caps remain a safer strategic bet than small-cap exporters.

Bharat Coking Coal posted a Q3FY26 net loss as revenue fell sharply year-on-year. Sequential improvement, lower expenses and post-IPO interest offered some relief, though shares slipped on weak earnings despite broader market strength after strong listing and heavy investor demand.

A sharp rally in Indian equities pushed the Sensex up nearly 2,072 points, lifting market sentiment. The broader momentum drove six BSE 100 stocks to fresh 52-week highs, signalling strong bullish momentum. Such breakouts are seen as positive technical indicators, suggesting potential for further upside in select frontline stocks.

Gold and silver surged on Tuesday, marking their strongest single-day rebound since last weeks historic sell-off. Gold rose above Rs 1,51,000, while silver also recovered sharply. Analysts attribute the bounce to technical oversold conditions, short covering, and safe-haven demand, with US economic data and Fed policy likely to influence near-term volatility.

Thirteen NSE midcap companies reported record quarterly net profits over the past ten quarters, reflecting strong earnings momentum, operational improvements and favourable market conditions. The trend highlights improving fundamentals, supports investor confidence and signals the potential for sustained growth across select midcap stocks.

Chemical stocks surged as the US-India trade deal lowered export tariffs to 18%, boosting margins, volumes and competitiveness. Brokerages cite operating leverage, China-plus-one benefits and rupee strength as key drivers supporting a sharp sector-wide rally.

India and the US have struck a trade deal. This agreement withdraws steep US tariffs on Indian goods. Indian exporters faced significant duties, impacting sectors like textiles and marine products. Details on specific sectors are still emerging.

India's economy may surpass earlier growth projections following the US's sharp tariff reduction on Indian goods. Chief Economic Adviser V. Anantha Nageswaran indicated growth could reach 7.4%, a significant upside to the government's forecast. This move is expected to boost exports, revive investment, and make India more attractive for global firms diversifying production.

Reliance and Adani Group stocks surged after the India-US trade deal slashed tariffs and opened access to Venezuelan crude, triggering a massive short-covering rally. Adani Group firms emerged as the top gainers, while Reliance stands to benefit from heavier crude imports. Analysts say improved trade clarity could revive FPI flows and strengthen market sentiment.

India's Varun Beverages reported a higher quarterly profit on Tuesday as higher sales volumes and lower borrowing costs supported margins, sending shares up 4.9% in afternoon trade.

The Kremlin emphasized the importance of its strategic partnership with India following US President Trump's announcement that India would halt Russian crude purchases as part of a deal to boost US trade. Russia reiterated its commitment to developing ties with New Delhi and its willingness to engage in strategic arms dialogue.

Goldman Sachs sees a brighter economic future for India. A new trade deal with the US lowers American tariffs on Indian goods. This is expected to boost India's GDP by 0.2 percentage points. Trade tensions are easing, which could encourage private investment.

India and the United States have finalized a trade agreement. This deal is set to invigorate India's Micro, Small, and Medium Enterprises. It will enhance their global competitiveness and create more jobs. The agreement also aims to secure new supply chains and improve investment and credit flow. Prime Minister Modi expressed gratitude for this initiative.

India has signed five significant trade agreements in 12 months with the UK, EU, Oman, New Zealand, and the US, marking a rapid acceleration in its trade diplomacy. These targeted partnerships aim to boost exports, attract investment, and secure supply chains by linking India with key global markets and diversifying its economic relationships.

Indias listed REITs and InvITs surged in 2025, outperforming Nifty50 and G-Secs. REITs led on leasing-driven yields, power InvITs stayed resilient, while road InvITs lagged. Strong cash flows and rate dynamics reinforced trusts as preferred yield investments for investors nationwide.

Adani Enterprises Q3 Results: Adani Enterprises reported a 97 times jump in its December quarter consolidated net profit at Rs 5,627 crore compared to Rs 58 crore reported in the year ago period. The profit after tax (PAT) includes one time gain of Rs 5,632 crore on AWL stake sale.

A new India-US trade agreement brings much-needed relief to the gem and jewellery sector. This deal aims to revive exports that suffered due to high American tariffs. The agreement caps reciprocal tariffs, replacing punitive levies that had significantly impacted Indian goods. The US is India's largest market for these exports.

Jefferies revamped its India model portfolio after the India-US trade deal, boosting metals, adding Eternal, and trimming IT, while flagging auto ancillaries, chemicals, textiles, renewables and Adani Group firms as key beneficiaries of lower US tariffs.

Euro zone government bond yields rose on Tuesday, taking the lead from U.S. Treasuries as markets assessed how Kevin Warsh, tapped to be the next Federal Reserve chair, could shape the Fed's policy trajectory.

Aditya Birla Lifestyle Brands Ltd has reported a 14.42 per cent year-on-year increase in its consolidated net profit to Rs 69.01 crore for the December quarter of FY26.

Fintech firm One Mobikwik clocked a consolidated profit of Rs 4 crore for December quarter 2025 as compared to loss a year ago, mainly on account of reduction in payment processing charges, lending operational business and cost optimization.

European shares hit a record high on Tuesday, as a global rout in commodity markets appeared to stabilize, while the focus shifted to corporate earnings from the likes of Amundi and Siltronic.

The Indian stock market surged, nearing all-time highs following the announcement of a significant India-US trade deal. This agreement, which includes tariff reductions on Indian imports, is expected to boost exports, accelerate corporate earnings, and strengthen the rupee, signaling the start of a potential economic boom.

India and the United States have announced a historic trade deal. This agreement is expected to create vast new opportunities for both nations. Officials from both countries have lauded the deal as a significant victory. The agreement comes as India's External Affairs Minister S Jaishankar is set to hold talks with US Secretary of State Marco Rubio.

Adani Ports Q3 results: The company's revenue from operations stood at Rs 9,704 crore in Q3FY26, up 22% over Rs 7,963 crore posted in the corresponding period of the last financial year.

The Union Budget 2026 brings new tax rules for investors and businesses. Accident compensation interest is now tax-free. Retail investors will see simpler Form 15G/15H filings. Small businesses get an extended tax deadline. Dividend income deductions are withdrawn. Sovereign Gold Bond tax benefits are restricted. Share buybacks are now taxed as capital gains, benefiting individual investors.

India-US trade deal has put agriculture in the spotlight. While US officials highlight significant agricultural exports, Indian officials emphasize broader opportunities. Details remain scarce, particularly regarding specific agricultural products and quantities India will import. This lack of clarity fuels speculation about the actual concessions made by India, especially concerning sensitive sectors like dairy.

Japan's Nikkei share average climbed nearly 4% to close at a record high on Tuesday, rebounding from a decline posted in the previous session, after the sell-off of precious metals paused.

India has finalized a trade agreement with the United States. This deal was achieved through a strategy of patience and strategic negotiation. India resisted pressure and artificial deadlines, prioritizing its national interests. This approach has now paid off, securing a balanced outcome. The agreement marks a significant achievement for India's trade policy.

Reliance Industries shares rose after a new IndiaUS trade deal cut tariffs to 18% and opened the possibility of Venezuelan crude resuming to India. Reliances heavy crude processing capacity positions it as a key beneficiary amid shifting global oil sourcing.

Veteran investor Ashish Kacholia sees Indias smallcap bear market ending after the India-US trade deal. Following tariff cuts and clarity on trade ties, Indian equities, the rupee, and bonds rallied sharply, with the Nifty surging up to 5%, highlighting renewed investor confidence and potential inflows into smallcap and midcap stocks.

Eternal shares surged9% after global brokerage Jefferies added it to its India model portfolio, citing strong growth and improving margins. Jefferies highlighted Eternal's quick commerce success and set a street-high target price, anticipating significant upside. The company's Q3 results showed robust profit and revenue growth, with food delivery demand recovering.

Former RBI Deputy Governor R Gandhi backs the Union Budget 2026's long-term economic vision. He highlights tax stability as key for investor confidence. Gandhi also explains the Securities Transaction Tax hike aims to curb speculation, not hinder price discovery. This approach supports India's Viksit Bharat 2047 goals, fostering a sustainable investment climate.

India-US trade deal: India and the United States have reached a significant trade agreement. This deal concludes months of intense negotiations. The agreement includes reduced tariffs on Indian goods. It also sees the removal of punitive tariffs. This marks a major milestone for both nations. The pact is expected to boost Indian exports. It underscores India's strategic approach to international trade.

India-US trade deal: India and the US have reached a breakthrough trade deal, significantly easing global uncertainty for India's trade outlook. The agreement, announced by President Trump, includes a sharp reduction in US tariffs on Indian goods to 18% and withdrawal of penal levies on Russian oil purchases.

India and the United States have announced a significant trade deal. This agreement opens up extensive new opportunities for both economies and their citizens. The deal offers India lower tariff rates compared to Pakistan. External Affairs Minister S Jaishankar is in Washington for talks and a critical minerals summit.