Midcaps and smallcaps stole the show as broad-based revenue growth returned across the board. SBI Capital Markets breaks it down. India’s corporate earnings season for the third quarter of FY26 has come in stronger than anticipated with recovery spreading across market-cap segments rather than being confined to a handful of large-cap names. According to a … Read more
Record Rs 40,900 crore quarterly inflows and 52% YoY growth ABB India delivered a textbook example of how strong growth can coexist with weak profitability, posting its highest-ever quarterly order inflow of Rs 40,900 crore in Q4CY25 while watching operating margins collapse 410 basis points year-on-year. ABB’s Q4CY25 revenue came in at Rs 35,600 crore, … Read more
Global memory supercycle threatens to upend India’s electronics ambitions The global memory chip market is in the grip of what analysts are calling a supercycle — and India’s electronics manufacturers may be caught badly off guard. The culprit? A seismic shift in global memory economics, driven by artificial intelligence’s insatiable appetite for bandwidth. “The memory … Read more
Motilal Oswal’s Nifty-500 review shows broad-based profit recovery — here’s what investors need to know India’s corporate earnings machine is back in gear. The Nifty-500 universe — the broadest gauge of Indian listed company performance — delivered profit-after-tax growth of 19% year-on-year in the third quarter of FY26, the strongest quarterly showing in two years, … Read more
The India-U.S. trade deal offers breathing room for a currency that’s been on the ropes. But can improved sentiment overcome the structural headwinds that have plagued the rupee for over a year? The Indian rupee rebounded to around 90.5 per dollar on Monday, pulling back from 92 touched just last week. The catalyst of course, … Read more
Capital expenditure to surge as New Delhi bets on domestic manufacturers to build military might amid rising geopolitical tensions New Delhi is writing the biggest check in Indian defense history—and this time, the money is staying home. The Union Budget for FY2026-27 has earmarked Rs 7.84 lakh crore for defense, a 15% year-on-year increase. But … Read more
Multi-asset funds with precious metal allocations crushed pure equity strategies as small-caps lost money and mid-caps barely registered gains Fund houses love to tout their range. Walk into any distributor’s office and you’ll get the full buffet: small-cap for aggressive growth, large-cap for stability, flexi-cap for flexibility, value for the patient investor. There’s a fund … Read more
Inflows came together in 2025 that Indian markets have never seen before. The question is whether it’s enough Right at this moment, fund managers in India are sitting on Rs 2.08 lakh crore in ready cash. That’s a massive pile by any measure. But here’s the thing—when you stack it against India’s total market cap … Read more
Analysts say companies with strong delivery track records will outperform as Rs 9 lakh crore backlog puts spotlight on execution capability India’s defence sector is entering a new phase where the ability to deliver matters more than order books, according to Nuvama’s latest sector update. After three years of aggressive ordering worth Rs 9 lakh … Read more
A REIT is a company that owns, operates or finances income-producing real estate. Modeled after mutual funds, REITs provide all investors the chance to own valuable real estate, present the opportunity to access dividend-based income and total returns, and help communities grow, thrive and revitalize. REITs allow anyone to invest in portfolios of real estate … Read more