economictimes.indiatimes.com
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Investor angst turns to earnings after trade clouds clear
Indian stocks are navigating challenges despite trade agreements. Corporate earnings growth is lagging, and foreign investors are looking elsewhere. Recent AI advancements also impact tech giants. While trade deals offer some relief, the focus remains on stra…
Where does the capex focus lie in Union Budget 2026?
Headline capex understates the Union Budget’s infrastructure push. Adjusting for equity infusions, state and private spending, and extra-budgetary resources shows effective Centre infrastructure spending rose 18% year-on-year, led by defence, transport, housi…
120 smallcaps deliver double-digit returns in a week. Is this the recovery everyone's looking for?
Over 120 smallcap stocks posted double-digit gains in a single week, signalling a sharp rebound after months of selling pressure. While valuations have corrected and earnings remain stable in pockets, experts are divided on whether the rally marks a durable r…
ETMarkets Smart Talk | Why the Budget’s 4.3% fiscal deficit target is a positive for markets: Sunil Sanghai
NovaaOne Capital’s Sunil Sanghai explains why the government’s 4.3% fiscal deficit target reassures markets despite revenue constraints. In this ETMarkets Smart Talk, he highlights the importance of capex-led growth, fiscal discipline, and lesser-noticed stru…
Quant Small Cap Fund exits ONGC and 3 others, adds Gillette India in its portfolio in January
Quant Small Cap Fund reshuffled its portfolio in January 2026, exiting ONGC and three other stocks while adding Gillette India. The fund increased exposure to select small cap names, reduced stakes in a few holdings, and maintained positions across 83 stocks,…
Bullion’s biggest selloff: How macro shocks triggered a healthy correction in gold, silver
Gold and silver saw their sharpest selloff in months as macro shocks, including a stronger US dollar, CME margin hikes and profit booking, triggered a technical correction. Experts say the fall reflects a healthy reset rather than weakening fundamentals, with…