Indian defence stocks rallied as Middle East tensions rose after Iran's Supreme Leader was killed. HAL and BDL saw modest gains despite year‑to‑date declines of over 11% and 15% respectively. The recent India‑Israel defence pact and Prime Minister Modi’s visit to Israel have heightened export expectations. Analysts caution that broader market sentiment may stay pressured, with oil price movements remaining a key driver.
Following US and Israeli airstrikes on Iran and the death of Supreme Leader Ayatollah Khamenei, crude oil prices surged, with WTI at $67.29 and Brent at $72.87. Barclays raised its Brent forecast to $100 per barrel, citing heightened supply‑disruption risk...
Artificial intelligence is moving from hype to tangible disruption, with AI‑driven code generation eroding the market value of traditional IT services firms such as IBM, which saw a 13% drop in market capitalisation. The technology is also bypassing established middlemen...
Foreign Institutional Investors (FIIs) turned net buyers in February, pouring Rs 22,615 crore into Indian equities, with Rs 19,782 crore going to secondary markets and Rs 2,832 crore to primary issues. However, a sharp sell‑off on February 28 saw FIIs dump Rs 7,536 crore, dragging the Nifty and Sensex...
Vanguard Fund’s India portfolio surged, now valued at ₹69,100 crore, a 60% jump from the March quarter. The fund holds stakes in 48 BSE‑listed companies, placing it among the top three active foreign institutional investors in the country. Twelve of its...
The recent pre‑emptive Israeli strike on Iran has reignited geopolitical tension, prompting a sharp rally in precious metals. While Indian MCX gold and silver futures slipped modestly on Friday, COMEX prices surged, with gold up 2% to $5,296 per ounce...
Barclays shares slipped 1.6% after reports it faces roughly £600 million exposure to the collapsed UK specialist mortgage lender Market Financial Solutions (MFS). The fallout also highlighted potential losses for Santander and Jefferies, underscoring broader concerns about the fast‑growing private‑credit market....
Federal Reserve officials signaled that the current policy rate is appropriately balanced, with St. Louis Fed President Albert Musalem noting no immediate need for cuts. Musalem warned that a rise in layoffs combined with weak job creation could tip the labor...
Investor demand for U.S. corporate bonds has surged to historic levels, making new issuances harder to access and allocations tighter. Barclays’ analysis of TRACE data shows competition in investment‑grade debt is up 15% and high‑yield debt up 30% compared with...
The Ministry of Railways has launched an offer‑for‑sale (OFS) to off‑load up to 4 % of Indian Railway Finance Corporation (IRFC) equity, equivalent to 26.13 crore shares, with a green‑shoe option for an additional equal tranche. The floor price is fixed at...
Schaeffler India announced a Rs 35 per share dividend for FY 25, payable within 30 days of its AGM on 30 April 2026. The company posted a 36% jump in Q4 net profit to Rs 322 crore and revenue rose 28% YoY to Rs 2,724 crore. Profit after...
India plans to raise 1.79 trillion rupees (about $19.7 billion) by selling stakes in state‑run firms through IPOs by the 2029/30 fiscal year. The effort is part of a broader $183.7 billion asset‑monetisation drive announced by NITI Aayog, following an earlier phase that fell...
Hindustan Aeronautics Limited (HAL) slipped 3‑4% amid order‑book optimism, prompting investors to adopt a wait‑and‑watch stance. The stock trades near 30‑times trailing earnings, making it pricey despite strong defence pipeline visibility. Mid‑cap IT names such as KPIT Technologies, Mphasis and...
Sebi chair Tuhin Kanta Pandey announced a sweeping review of portfolio‑management‑services (PMS) regulations, citing the sector’s Rs 10.5 lakh‑crore asset base and 17% CAGR growth. The draft overhaul will prioritize investor suitability, governance, and technology, with a public consultation slated before the...
India's benchmark indices rallied after the U.S. Supreme Court struck down Trump’s global tariffs, but the Nifty stayed confined between the 21‑EMA (25,641) and the 50‑DMA (25,737). Technical analysts highlighted elevated VIX and indecisive RSI, suggesting a sideways short‑term range....
Indian fashion brand Kiaasa Retail announced a Rs 70 crore fresh-issue IPO of 54.90 lakh shares priced between Rs 121-127 per share, opening for subscription on Monday, Feb 23 2026. The issue, with a 0% GMP, allocates 56.03% to retail...
CleanMax announced an anchor round of Rs 921 crore as part of its upcoming IPO, with strategic investors Temasek and Tata Investment among the backers. The funding will support the company's growth and preparation for the public offering.
Nine Indian firms, including Clean Max and PNGS Reva, are set to launch IPOs next week, collectively targeting about Rs 4,300 crore in proceeds. The flurry of listings underscores strong market appetite for new capital raises.
Omnitech Engineering announced an IPO to raise Rs 583 crore, with a price band of Rs 216‑227 per share. The offering includes a fresh issue of Rs 418 crore and an offer‑for‑sale of Rs 165 crore, open to the public from Feb 25 to Feb 27, with anchor bidding...
Milky Mist, the Indian dairy brand, announced that it remains on track to launch its initial public offering in 2026 despite recent market volatility. The company's CEO expressed confidence in the firm's growth prospects and readiness for the listing. No...
Manilam Industries has filed for an initial public offering, releasing details on the global minimum price (GMP), price band, and subscription process. The IPO is slated for the near term, and investors can review the offering particulars on the stock...
India's securities regulator SEBI has approved four initial public offerings, including Integris Medtech, Alpine Texworld and Anjali Labtech, clearing the path for their upcoming listings.
UPL announced plans to spin off its crop protection division into a separate listed company, aiming to create a focused entity for the crop protection market. The spin‑off will be listed independently, though details on valuation and timeline were not...
India's bond market rallied after a state debt sale attracted robust demand, pushing yields lower. The strong appetite for the newly issued bonds underscores investor confidence in Indian sovereign and sub‑sovereign debt.
India's top asset manager, SBI Funds Management, announced plans to file for an initial public offering in March, targeting a $1.5 billion raise. The filing is expected to be submitted in March, marking a significant expansion of the company's capital base.
The Supreme Court has permitted Aakash Educational Services to move forward with a rights issue, enabling the company to raise additional capital from existing shareholders. The approval removes a regulatory hurdle and sets the stage for the fundraising, though the...
Gaudium IVF and Women Health announced a Rs 165 crore public issue, marking the first IPO in India's fertility care sector. The offering is set to open on February 20, 2026, providing investors with exposure to the growing fertility market.
PhonePe, the Indian digital payments platform, is planning an initial public offering with a target valuation of $15 billion. The IPO, announced in February 2026, could reshape the competitive landscape with rival Paytm and trigger a sector re‑rating. The filing signals...
Carlsberg announced plans to list its Indian business via an initial public offering, aiming to capitalize on rising sales in the market. The IPO, slated for later this year, will raise capital to fund further expansion, though the valuation and...
Hindustan Unilever Ltd received listing and trading approvals for its demerged ice‑cream business, allowing Kwality Wall's (India) to debut on the BSE and NSE on Feb 16, 2026. The spin‑off gives HUL shareholders one Kwality Wall's share for each HUL share held,...
Sebi granted observation letters to Duroflex Limited, Premier Industrial Corporation, Virupaksha Organics, Hexagon Nutrition and Om Power Transmission, clearing them to launch their initial public offerings. The firms span manufacturing, pharma, nutrition, power EPC and sleep solutions, with fresh issue...