Anirudh Saligrama

Indian carriers added 3.1% more premium seats in Winter Schedule 2026, with IndiGo accounting for the biggest expansion even as Air India and Air India Express cut capacity.

Several Indian mutual fund schemes hold Nvidia shares, including diversified equity funds, as the chipmaker faces a potential $470 billion erosion in market value over two trading sessions.

NVIDIA's independent directors have appointed former acting US attorney Joon H Kim and law firm Wachtell, Lipton, Rosen & Katz to lead the probe into reports that CEO Jensen Huang was targeted by a foreign intelligence effort.

Nilesh Shah of Kotak Mahindra AMC expects the pay revision to support premium consumption, with around 20 million government employees and pensioners potentially receiving salary arrears and higher pay.

Kerala has begun random inspections at petrol pumps to check ethanol content in E20 fuel after Karnataka reported levels of 26% to 31.2% in samples collected from certain retail outlets.

Dixon's operating cash flow turned negative as inventory and receivables absorbed nearly Rs 9,100 crore in H1FY27, even as revenue rose 35% and expansion plans gathered pace.

Siemens India's new orders rose 37.8% year on year to Rs 6,228 crore, while its order backlog increased 12% to Rs 47,034 crore. Brokerages see infrastructure spending and private sector capex supporting growth, but flag commodity and foreign exchange pressures on margins.

Jubilant FoodWorks' like-for-like growth at Domino's India improved to 4.1% in Q2FY27 from 2.5% in the previous quarter, while Popeyes revenue more than doubled.

Hindalco reported record consolidated revenue and net profit in Q2FY27, with strong contributions from upstream aluminium, downstream operations and copper.

Divi's Laboratories, Gland Pharma, Honasa Consumer, Hindalco Industries and Voltas are among the stocks drawing attention.

The Nvidia founder faces an independent board investigation and congressional scrutiny following allegations of a Chinese intelligence operation.

Crude oil extended its steepest weekly decline since April 2020 as traders weighed prospects of a US-Iran peace deal against fresh attacks in the Middle East. Brent futures slipped below $98 a barrel, while WTI hovered near $90.

Asian equities traded mixed on Monday, with Japan leading gains and South Korea extending its decline. US stock futures came under pressure after reports of an investigation involving Nvidia CEO Jensen Huang.

From banks and consumer stocks to export-led manufacturing, mid-cap IT and digital businesses, six market veterans explain where they see opportunities, what could drive India's next market cycle and how investors should approach Samvat 2083.

Brokerages revise target prices and earnings estimates after Q2 results, with differing views on growth, valuations and margin prospects across sectors.

Indian markets open for a special Muhurat trading session on Sunday as Samvat 2083 begins. Here are the key global cues, market developments and trading timings to watch.

The Mumbai bench of NCLT appointed Asish Narayan as bankruptcy trustee after creditors rejected Dhoot's Rs 600 crore repayment proposal linked to a proposed real estate project in Siliguri.

Asian markets deepen their losses as the US technology rout triggers a fresh sell-off in semiconductor stocks, pushing four major regional markets into bear-market territory.

Samvardhana Motherson's Q2 net profit rose 42.1% year on year, while revenue increased 26.9%. Jefferies expects a 25% EPS CAGR through FY29 and raised its target price, but Citi flagged global vehicle demand and rising debt risks.

Mahindra & Mahindra's automotive business drove growth in Q2, with SUV volumes rising 25%. Brokerages expect new launches and electric vehicles to support the next leg of growth, but weaker monsoons have prompted cuts to tractor industry forecasts.