Mar 2 2026 February 2026: Where the Action Was; A Combined View of Sector Trends and Stock Level Winners & Losers February 2026 extended the volatile trend seen in January but with a notable shift in market character. While January was defined by broad based correction, February saw selective recovery driven by d... Losers Winners february return nifty IT Read More Mar 2, 2026 Market Blogs
Feb 27 2026 Bihar MFI Bill 2026: A Wake-Up Call for NBFC Investors The sharp correction in microfinance linked stocks on February 27, 2026, is not just a knee jerk market reaction it signals a deeper structural risk emerging in India’s unsecured lending ecosystem. St... 2008 Crisis Micro finance NBFC Read More Feb 27, 2026 Market Blogs
Feb 26 2026 Realty Stocks Under Pressure: Correction or Early Warning Sign? The real estate sector, which was one of the strongest outperformers over the past two years, has entered a phase of sharp correction in 2026. The Nifty Realty index has declined nearly 12 per cent ye... DLF Lodha Developers Ltd Oberoi Realty Ltd Reality Stocks Read More Feb 26, 2026 Market Blogs
Feb 23 2026 IDFC First Bank: Strong Fundamentals Tested by Governance Shock IDFC First Bank has been one of the most closely tracked turnaround stories in the Indian banking space. Over the last few years, the bank has demonstrated consistent improvement in asset quality, str... IDFC Fraud Case IDFC share price Lower Circuit Stock Why IDFC First shares fall today? Read More Feb 23, 2026
Feb 21 2026 Biggest Fortnight FPI Buying Since April 2025; Capital Goods Tops While IT Sees Rs 10,956 Crore Outflow Foreign portfolio investors (FPIs) invested Rs 33,487 crore across 15 sectors during February 1–15, marking the highest fortnightly purchases since the second half of April 2025. The latest flow patte... Capital Goods FPI FPIs Financial Services IT Read More Feb 21, 2026
Feb 19 2026 Bloodbath on D-Street: What Triggered the 1,200-Point Fall in Sensex? Indian equity markets witnessed a sharp corrective session on February 19, 2026, as benchmark indices reversed early gains and closed deep in the red amid broad-based selling pressure. The fall was no... Bloodbath on D-Street Nifty-50 Sensex Why stock market fall today Read More Feb 19, 2026
Feb 18 2026 India’s Bond Market: The Next Big Story for Equity Investors For most equity investors, bond markets remain invisible. Stock prices move daily, earnings are debated endlessly, but bond yields, arguably the most powerful pricing tool in finance, are rarely discu... Bond Market Bond Yield Equity Investors Market Valuations Next Equity Cycle Read More Feb 18, 2026
Feb 17 2026 Trade Deficit Trends and Market Implications Why the Trade Deficit Is Back in Focus India’s trade deficit has widened in recent months, largely driven by a sharp increase in gold and silver imports alongside steady crude oil purchases. While the... Indian stock market Market Implications Trade Deficit Trade Surplus Read More Feb 17, 2026
Feb 16 2026 Order Books vs Cash Flows: The Real Test for Infra & EPC Companies India’s infrastructure cycle is in full momentum. With public capital expenditure crossing Rs 12 lakh crore and large allocations continuing in the Union Budget 2026–27, engineering and construction c... Cash Flows EPC Company Infra Company Order Book Union Budget 2026 Read More Feb 16, 2026
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 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