Feb 13 2026 Why IT Stocks Are Falling and Why This Time Feels Different Between 30 January 2026 and 13 February 2026, the Nifty IT index fell from 38,036 to 32,681, a decline of ~14% in just two weeks. This is not a routine pullback. While global technology stocks have co... IT Stocks Infosys Ltd TCS Why IT stocks are falling Read More Feb 13, 2026
Feb 12 2026 Why Management Commentary Matters More Than Results Today For years equity markets were driven by a simple equation: beat estimates, raise guidance, stock goes up. Miss numbers, stock goes down. Management commentary mattered but largely as a footnote to the... Management Commentary Results Stock Market Results language behind them Read More Feb 12, 2026
Feb 11 2026 Markets Are Still Pricing a World That No Longer Exists For decades global markets operated on a simple assumption: the world, despite political noise, was broadly integrated. Capital flowed freely, supply chains optimised for efficiency, energy moved with... Global Markets Market Updates Pricing Power U.S.–Europe Relationship Read More Feb 11, 2026
Feb 10 2026 Why Cash Flows Matter More Than Growth For years, growth has been treated as the single most important objective in business. Revenue expansion, market share gains and user additions, these metrics dominate earnings calls, investor present... Cash Flows Create Wealth Growth Investing What is Cash Flows Read More Feb 10, 2026
Feb 9 2026 How Capital Allocation Has Become the Real Competitive Advantage For much of the past decade, investors were conditioned to search for competitive advantage in products, platforms and sectors. The assumption was simple: identify the right industry or the most excit... Capital Allocation Deploy Cash Real Competitive Advantage Stock Market Read More Feb 9, 2026
Feb 7 2026 India-U.S. Trade Deal: Who Gains, What Changes, What is in the Deal? India and the United States have taken a major step towards resetting and deepening their economic relationship by finalising a framework for an interim trade agreement. Announced through a joint stat... Read More Feb 7, 2026
Feb 6 2026 RBI Concludes Its Final MPC of FY26: A Pause That Signals Comfort, Not Complacency The Reserve Bank of India concluded its final Monetary Policy Committee (MPC) meeting of FY26 on February 6, 2026, choosing to keep policy rates unchanged and maintain a neutral stance. The decision m... RBI Policy RBI Rate Cut Rate Cut Stock Market Read More Feb 6, 2026
Feb 5 2026 SpaceX–xAI Merger: How Elon Musk Just Redefined the Economics of Artificial Intelligence In February 2026, Elon Musk quietly pulled off one of the most consequential corporate restructurings of the decade. SpaceX acquired Musk’s artificial intelligence venture xAI, creating a combined pri... Elon Musk Investment SpaceC xAI Read More Feb 5, 2026
Feb 4 2026 AI Shockwaves Hit Indian IT & BPO Stocks: What the Anthropic AI Trigger Really Means Indian IT and BPO stocks saw a sharp sell-off today as fears around accelerated white-collar automation resurfaced. The trigger was not earnings, guidance, or macro data but a technology release. The ... AI Company Anthropic AI BPO Stocks IT Index Crash IT Stocks Read More Feb 4, 2026
Feb 3 2026 India–U.S. Trade Deal: Why Markets Care, What Changes on the Ground and Where the Real Opportunities Lie After months of uncertainty and tariff-related overhang, India and the United States have finally announced a trade agreement that lowers reciprocal tariffs on Indian goods to 18 per cent from the ear... India–U.S. Trade Deal Sectoral Updates Stock Market Why Stock Market is Up Today Read More Feb 3, 2026
Feb 2 2026 January 2026: Where the Action Was; A Combined View of Sector Trends and Stock Level Winners & Losers January 2026 marked a decisive shift in market tone. After months of resilience and selective rallies, Indian equity markets entered a corrective phase as global risk-off sentiment, geopolitical uncer... Losers Top Gainers Top Losers Union Budget 2026 Winners Read More Feb 2, 2026
Jan 31 2026 Budget-to-Budget Performance of the Small-Cap Index: Top 3 Performers From Union Budget 2025 to 2026 The Union Budget 2025-26 was presented on 1 February 2025 by Finance Minister Nirmala Sitharaman for the fiscal year 2025-26. As markets approach the 2026-27 Budget scheduled on 1 February 2026, it he... Budget-to-Budget Performance GRSE Hindustan Copper MCX Small-Cap Small-Cap Index Read More Jan 31, 2026