Divya Prata

Doraiswamy said LIC, as a long-duration investor, remains unfazed by short-term market reactions and views periods of weakness as additional investment opportunities.

Finance Minister Nirmala Sitharaman raised the government's infrastructure push in the Union Budget, proposing capital expenditure of Rs 12.2 lakh crore for FY27.

Finance Minister Nirmala Sitharaman said India's debt-to-GDP ratio is estimated to decline to 55.6% in 2026-27 from 56.1% in 2025-26.

Railway shares moved higher after Finance Minister Nirmala Sitharaman unveiled plans to develop seven high-speed rail corridors, with Quadrant Future Tek, Jupiter Wagons, IRFC and RITES among the top gainers.

Textile shares rallied after Finance Minister Nirmala Sitharaman announced fresh measures for the sector in Budget 2026, with Kitex Garment, Pearl Global and Arvind leading gains amid optimism on policy continuity and export support.

Defence shares see surge ahead of the Union Budget.

NDTV Profit brings you all the latest numbers from January auto sales.

Despite a lower capex allocation of Rs 10.2 lakh crore in Budget 202526, the Economic Survey underscored sustained momentum in roads and highways, with a strong push on high-speed corridors, PPP projects and digital execution—keeping infra stocks in focus.

Railway-linked stocks are expected to remain stock-specific plays in Budget 2026, with investors tracking execution visibility, safety upgrades and capacity expansion rather than headline allocations, amid expectations of a 15% rise in railway capex.

Market participants expect the defence budget to grow 810% year-on-year in Budget 2026, broadly in line with recent trends. Analysts say stock performance will depend more on execution and contract awards than on higher allocations alone.

Warsh served on the Feds Board of Governors from 2006 to 2011, a period that spanned the global financial crisis.

Acknowledging that fund managers can be wrong at times, Shah said precious metals have been one area where their calls have held up. Kotaks monthly outlooks as well as its multi-asset allocation funds and fund-of-funds have consistently remained constructive on gold.

More than 150 companies released their December quarter results on Jan. 30.

Hindustan Copper and Vedanta led losses, sliding 7%.

Citi expects growth and margin improvement to continue in the fourth quarter and into FY27, noting that the first and fourth quarters account for nearly two-thirds of Voltas annual revenue.

While strong metals prices, improving balance-sheet metrics and the upcoming demerger have led brokerages like Citi and Emkay to turn more bullish, others such as Motilal Oswal remain cautious, citing limited near-term upside from current levels.

Unlike the Nifty 50 or the Sensex, which track stock price movements, the India VIX measures the cost of hedging market risk.

Major companies like Marico, Tata Consumer Products, Asian Paints and Raymond have announced their Q3 results so far today.

DCB Bank rallied to a six-year high as strong growth in advances and deposits, improving asset quality and record quarterly profit boosted investor sentiment.

The private sector bank on January 23 reported an 89% year-on-year decline in standalone net profit for the December quarter to Rs 161 crore, compared with Rs 1,401 crore in the same period last year.