Global Market | Japan’s tightening cycle could redraw the map of global market liquidity
https://economictimes.indiatimes.com/markets/stocks/news/global-market-japans-tightening-cycle-could-redraw-the-map-of-global-market-liquidity/articleshow/128590571.cms
Japan's interest rates are climbing towards 1%, prompting global investors to watch closely. This shift from ultra-easy policy could see Japanese households move savings into deposits, potentially altering global capital flows. Higher domestic yields might lead to fund repatriation, impacting international bond yields, currencies, and equity valuations worldwide.
https://economictimes.indiatimes.com/markets/stocks/news/global-market-japans-tightening-cycle-could-redraw-the-map-of-global-market-liquidity/articleshow/128590571.cms
Japan's interest rates are climbing towards 1%, prompting global investors to watch closely. This shift from ultra-easy policy could see Japanese households move savings into deposits, potentially altering global capital flows. Higher domestic yields might lead to fund repatriation, impacting international bond yields, currencies, and equity valuations worldwide.
Asian Paints Share Price Live Updates: Asian Paints stock price falls to Rs 2432.1
https://economictimes.indiatimes.com/markets/stocks/stock-liveblog/asian-paints-share-price-today-live-updates-20-feb-2026/liveblog/128590611.cms
https://economictimes.indiatimes.com/markets/stocks/stock-liveblog/asian-paints-share-price-today-live-updates-20-feb-2026/liveblog/128590611.cms
US Market | Credit Concerns Mount: Blue Owl shake-up weighs on US financial stocks
https://economictimes.indiatimes.com/markets/stocks/news/us-market-credit-concerns-mount-blue-owl-shake-up-weighs-on-us-financial-stocks/articleshow/128590928.cms
Blue Owl Capital’s $1.4 billion asset sale and halted fund redemptions rattled US financial stocks, highlighting mounting private credit stress. Investors are cautious over software-linked loans, liquidity, and valuations, underscoring how vulnerabilities in private markets can quickly ripple into public equities, particularly in financials and technology sectors..
https://economictimes.indiatimes.com/markets/stocks/news/us-market-credit-concerns-mount-blue-owl-shake-up-weighs-on-us-financial-stocks/articleshow/128590928.cms
Blue Owl Capital’s $1.4 billion asset sale and halted fund redemptions rattled US financial stocks, highlighting mounting private credit stress. Investors are cautious over software-linked loans, liquidity, and valuations, underscoring how vulnerabilities in private markets can quickly ripple into public equities, particularly in financials and technology sectors..
Tata Investment Corp. shares rises 18% in 5 days on N Chandrasekaran’s likely third term at Tata Sons
https://economictimes.indiatimes.com/markets/stocks/news/tata-investment-corp-shares-rises-18-in-5-days-on-n-chandrasekarans-likely-third-term-at-tata-sons/articleshow/128591738.cms
Tata Investment Corporation shares have surged over 18% in five days, driven by speculation that N Chandrasekaran will secure a third term as Tata Sons Chairman. This development is significant as Tata Sons holds a majority stake in the company. The stock's rally is supported by strong technical indicators and growing retail investor interest.
https://economictimes.indiatimes.com/markets/stocks/news/tata-investment-corp-shares-rises-18-in-5-days-on-n-chandrasekarans-likely-third-term-at-tata-sons/articleshow/128591738.cms
Tata Investment Corporation shares have surged over 18% in five days, driven by speculation that N Chandrasekaran will secure a third term as Tata Sons Chairman. This development is significant as Tata Sons holds a majority stake in the company. The stock's rally is supported by strong technical indicators and growing retail investor interest.
Why global capital is looking at India differently this year
https://economictimes.indiatimes.com/markets/stocks/news/why-global-capital-is-looking-at-india-differently-this-year/articleshow/128591894.cms
India's economic resilience, fueled by digital infrastructure and evolving regulations, is attracting global capital. The latest budget reinforces this, with initiatives like GIFT City offering fiscal clarity and regulatory certainty. This focus on long-term institutional choices and data integrity signals India's readiness for global financial integration, moving beyond 'emerging market' status.
https://economictimes.indiatimes.com/markets/stocks/news/why-global-capital-is-looking-at-india-differently-this-year/articleshow/128591894.cms
India's economic resilience, fueled by digital infrastructure and evolving regulations, is attracting global capital. The latest budget reinforces this, with initiatives like GIFT City offering fiscal clarity and regulatory certainty. This focus on long-term institutional choices and data integrity signals India's readiness for global financial integration, moving beyond 'emerging market' status.
Google bigger than India GDP? Sanjeev Bikhchandani exposes the flaw in that viral claim
https://economictimes.indiatimes.com/markets/stocks/news/google-bigger-than-india-gdp-sanjeev-bikhchandani-exposes-the-flaw-in-that-viral-claim/articleshow/128592508.cms
A viral post claiming Google is “bigger” than India drew a sharp rebuttal from Sanjeev Bikhchandani, who explained that comparing market cap with GDP is fundamentally flawed. He noted that a valid comparison would use Google’s revenue, not its valuation, to assess scale.
https://economictimes.indiatimes.com/markets/stocks/news/google-bigger-than-india-gdp-sanjeev-bikhchandani-exposes-the-flaw-in-that-viral-claim/articleshow/128592508.cms
A viral post claiming Google is “bigger” than India drew a sharp rebuttal from Sanjeev Bikhchandani, who explained that comparing market cap with GDP is fundamentally flawed. He noted that a valid comparison would use Google’s revenue, not its valuation, to assess scale.
FirstCry operator Brainbees Solutions shares surge 13% after 4-day slide
https://economictimes.indiatimes.com/markets/stocks/news/firstcry-operator-brainbees-solutions-shares-surge-13-after-4-day-slide/articleshow/128592851.cms
Brainbees Solutions shares jumped after a four-day decline post-Q3 earnings, backed by strong trading volumes. The rebound follows a 52-week low a day earlier, though the stock remains down 40% over the past year and trades below key moving averages.
https://economictimes.indiatimes.com/markets/stocks/news/firstcry-operator-brainbees-solutions-shares-surge-13-after-4-day-slide/articleshow/128592851.cms
Brainbees Solutions shares jumped after a four-day decline post-Q3 earnings, backed by strong trading volumes. The rebound follows a 52-week low a day earlier, though the stock remains down 40% over the past year and trades below key moving averages.
ABB India shares jump 7% on record orders, strong Q4 demand
https://economictimes.indiatimes.com/markets/stocks/news/abb-india-shares-jump-7-on-record-orders-strong-q4-demand/articleshow/128593040.cms
ABB India shares saw a significant jump following the announcement of its financial results. The company reported its highest-ever orders and revenue for the full financial year 2025. Order inflows in the December quarter were particularly strong, marking a five-year high.
https://economictimes.indiatimes.com/markets/stocks/news/abb-india-shares-jump-7-on-record-orders-strong-q4-demand/articleshow/128593040.cms
ABB India shares saw a significant jump following the announcement of its financial results. The company reported its highest-ever orders and revenue for the full financial year 2025. Order inflows in the December quarter were particularly strong, marking a five-year high.
Indian IT companies returned Rs 4.8 lakh crore cash to shareholders, spent little on R&D. Will the AI cost prove existential?
https://economictimes.indiatimes.com/markets/stocks/news/indian-it-companies-returned-rs-4-8-lakh-crore-cash-to-shareholders-spent-little-on-rd-will-the-ai-cost-prove-existential/articleshow/128601186.cms
Indian IT stocks face a sharp correction amid concerns over AI disruption and low R&D investment. Aequitas highlights heavy shareholder payouts over reinvestment, raising long-term competitiveness questions. While risks to revenue and margins persist, experts remain divided on whether AI poses an existential threat or a transformative opportunity for the sector.
https://economictimes.indiatimes.com/markets/stocks/news/indian-it-companies-returned-rs-4-8-lakh-crore-cash-to-shareholders-spent-little-on-rd-will-the-ai-cost-prove-existential/articleshow/128601186.cms
Indian IT stocks face a sharp correction amid concerns over AI disruption and low R&D investment. Aequitas highlights heavy shareholder payouts over reinvestment, raising long-term competitiveness questions. While risks to revenue and margins persist, experts remain divided on whether AI poses an existential threat or a transformative opportunity for the sector.
Nestle, Britannia among 4 high-conviction FMCG and retail picks from Axis Direct, here’s why
https://economictimes.indiatimes.com/markets/stocks/news/nestle-britannia-among-4-high-conviction-fmcg-and-retail-picks-from-axis-direct-heres-why/slideshow/128602153.cms
Axis Direct has recommended four high-conviction FMCG and retail stocks post Q3 earnings, including Nestle India, Britannia, DOMS Industries and V-Mart Retail. The brokerage sees up to 32% upside, driven by strong demand recovery, expansion strategies, improving margins and favourable macro factors such as GST reforms and rural consumption trends.
https://economictimes.indiatimes.com/markets/stocks/news/nestle-britannia-among-4-high-conviction-fmcg-and-retail-picks-from-axis-direct-heres-why/slideshow/128602153.cms
Axis Direct has recommended four high-conviction FMCG and retail stocks post Q3 earnings, including Nestle India, Britannia, DOMS Industries and V-Mart Retail. The brokerage sees up to 32% upside, driven by strong demand recovery, expansion strategies, improving margins and favourable macro factors such as GST reforms and rural consumption trends.
Market Wrap: Sensex ends 317 points higher, Nifty above 25,550 aided by L&T, RIL
https://economictimes.indiatimes.com/markets/stocks/news/market-wrap-sensex-ends-317-points-higher-nifty-above-25550-aided-by-lt-ril/articleshow/128603029.cms
India’s markets rebounded from early losses, ending the session on a positive note. Broad-based buying supported gains, led by major industrial, energy, and consumer stocks. Public sector banks, auto, and FMCG sectors outperformed, while IT and select media stocks faced selling pressure. Market sentiment remained firm despite volatility.
https://economictimes.indiatimes.com/markets/stocks/news/market-wrap-sensex-ends-317-points-higher-nifty-above-25550-aided-by-lt-ril/articleshow/128603029.cms
India’s markets rebounded from early losses, ending the session on a positive note. Broad-based buying supported gains, led by major industrial, energy, and consumer stocks. Public sector banks, auto, and FMCG sectors outperformed, while IT and select media stocks faced selling pressure. Market sentiment remained firm despite volatility.
Hitachi Energy among 4 stocks that hit 52-week high; rally up to 43% in a month
https://economictimes.indiatimes.com/markets/stocks/news/hitachi-energy-among-4-stocks-that-hit-52-week-high-rally-up-to-43-in-a-month/slideshow/128604997.cms
https://economictimes.indiatimes.com/markets/stocks/news/hitachi-energy-among-4-stocks-that-hit-52-week-high-rally-up-to-43-in-a-month/slideshow/128604997.cms
Gainers & Losers: Novartis India and GMDC among 6 stocks in focus on Friday. Here’s why
https://economictimes.indiatimes.com/markets/stocks/news/gainers-amp-losers-novartis-india-and-gmdc-among-6-stocks-in-focus-on-friday-heres-why/slideshow/128606705.cms
Novartis India and GMDC led market action on Friday as broader indices recovered, while select stocks saw sharp gains and profit booking.
https://economictimes.indiatimes.com/markets/stocks/news/gainers-amp-losers-novartis-india-and-gmdc-among-6-stocks-in-focus-on-friday-heres-why/slideshow/128606705.cms
Novartis India and GMDC led market action on Friday as broader indices recovered, while select stocks saw sharp gains and profit booking.
UPL to spin off crop protection arm into a separate listed entity
https://economictimes.indiatimes.com/markets/stocks/news/upl-to-spin-off-crop-protection-arm-into-a-separate-listed-entity/articleshow/128609084.cms
UPL approved a group reorganisation to separate its India and global crop protection businesses into a newly listed UPL Global Sustainable Agri Solutions. The move aims to unlock value, streamline operations, enhance capital flexibility, and create a focused pure-play crop protection platform.
https://economictimes.indiatimes.com/markets/stocks/news/upl-to-spin-off-crop-protection-arm-into-a-separate-listed-entity/articleshow/128609084.cms
UPL approved a group reorganisation to separate its India and global crop protection businesses into a newly listed UPL Global Sustainable Agri Solutions. The move aims to unlock value, streamline operations, enhance capital flexibility, and create a focused pure-play crop protection platform.
​Gift Nifty jumps 400 points from lows after US Supreme Court strikes down Trump tariffs
https://economictimes.indiatimes.com/markets/stocks/news/gift-nifty-jumps-400-points-from-lows-after-us-supreme-court-strikes-down-trump-tariffs/articleshow/128616502.cms
A significant US Supreme Court ruling has dismantled former President Trump's broad tariffs, sparking a rally in global markets, including India's Gift Nifty. This decision, rejecting the use of emergency powers for trade policy, offers a potential reset for international trade tensions. For India, it arrives as markets grapple with volatility, potentially easing existing tariff pressures with the US.
https://economictimes.indiatimes.com/markets/stocks/news/gift-nifty-jumps-400-points-from-lows-after-us-supreme-court-strikes-down-trump-tariffs/articleshow/128616502.cms
A significant US Supreme Court ruling has dismantled former President Trump's broad tariffs, sparking a rally in global markets, including India's Gift Nifty. This decision, rejecting the use of emergency powers for trade policy, offers a potential reset for international trade tensions. For India, it arrives as markets grapple with volatility, potentially easing existing tariff pressures with the US.
D-Street rebounds despite rising US-Iran tensions
https://economictimes.indiatimes.com/markets/stocks/news/d-street-rebounds-despite-rising-us-iran-tensions/articleshow/128633709.cms
On Friday, Indian stock markets experienced a notable bounce back, partially reversing previous losses. Nevertheless, escalating global tensions, especially those involving the US and Iran, led to a more cautious approach among investors. By the end of the week, both the Nifty and Sensex showed positive gains. Crude oil prices saw an uptick amidst concerns of potential military conflict.
https://economictimes.indiatimes.com/markets/stocks/news/d-street-rebounds-despite-rising-us-iran-tensions/articleshow/128633709.cms
On Friday, Indian stock markets experienced a notable bounce back, partially reversing previous losses. Nevertheless, escalating global tensions, especially those involving the US and Iran, led to a more cautious approach among investors. By the end of the week, both the Nifty and Sensex showed positive gains. Crude oil prices saw an uptick amidst concerns of potential military conflict.
F&O Talk | What the current long-short ratio tells about FII positioning? Sudeep Shah on Ola, Newgen, 4 more top weekly movers
https://economictimes.indiatimes.com/markets/stocks/news/fo-talk-what-the-current-long-short-ratio-tells-about-fii-positioning-sudeep-shah-on-ola-newgen-4-more-top-weekly-movers/articleshow/128635975.cms
Markets ended higher despite volatility, with Nifty consolidating in a narrow range. FII positioning shows gradual short covering but remains cautious. IT stocks stay under pressure, while banking and PSU sectors show strength. Analysts expect sideways movement with stock-specific action and highlight key technical levels for the coming week.
https://economictimes.indiatimes.com/markets/stocks/news/fo-talk-what-the-current-long-short-ratio-tells-about-fii-positioning-sudeep-shah-on-ola-newgen-4-more-top-weekly-movers/articleshow/128635975.cms
Markets ended higher despite volatility, with Nifty consolidating in a narrow range. FII positioning shows gradual short covering but remains cautious. IT stocks stay under pressure, while banking and PSU sectors show strength. Analysts expect sideways movement with stock-specific action and highlight key technical levels for the coming week.
Record dates for Angel One stock split, NBCC dividend next week. Check corporate actions in 4 more stocks
https://economictimes.indiatimes.com/markets/stocks/news/record-dates-for-angel-one-stock-split-nbcc-dividend-next-week-check-corporate-actions-in-4-more-stocks/slideshow/128636862.cms
https://economictimes.indiatimes.com/markets/stocks/news/record-dates-for-angel-one-stock-split-nbcc-dividend-next-week-check-corporate-actions-in-4-more-stocks/slideshow/128636862.cms
Powering the AI revolution: A Rs 200 lakh crore opportunity for capital markets
https://economictimes.indiatimes.com/markets/stocks/news/powering-the-ai-revolution-a-rs-200-lakh-crore-opportunity-for-capital-markets/articleshow/128637716.cms
India’s AI revolution will rely less on code and more on massive infrastructure—power, fibre, cooling, chips, data centres and long-term capital. With a ₹200 lakh crore investment opportunity ahead, India’s maturing capital markets, REITs, InvITs and global investor appetite position the country to finance this next big private-sector-led buildout.
https://economictimes.indiatimes.com/markets/stocks/news/powering-the-ai-revolution-a-rs-200-lakh-crore-opportunity-for-capital-markets/articleshow/128637716.cms
India’s AI revolution will rely less on code and more on massive infrastructure—power, fibre, cooling, chips, data centres and long-term capital. With a ₹200 lakh crore investment opportunity ahead, India’s maturing capital markets, REITs, InvITs and global investor appetite position the country to finance this next big private-sector-led buildout.
Sweeping tariffs gone but Trump's 10% global tariffs on. What to expect from markets on Monday?
https://economictimes.indiatimes.com/markets/stocks/news/sweeping-tariffs-gone-but-trumps-10-global-tariffs-on-what-to-expect-from-markets-on-monday/articleshow/128638352.cms
Markets may open strong after the US Supreme Court struck down Trump’s tariffs, with GIFT Nifty signalling gains. However, a new 10% global tariff introduces uncertainty. Export sectors, metals and pharma remain in focus, while investors track policy responses and global cues for direction in the coming sessions.
https://economictimes.indiatimes.com/markets/stocks/news/sweeping-tariffs-gone-but-trumps-10-global-tariffs-on-what-to-expect-from-markets-on-monday/articleshow/128638352.cms
Markets may open strong after the US Supreme Court struck down Trump’s tariffs, with GIFT Nifty signalling gains. However, a new 10% global tariff introduces uncertainty. Export sectors, metals and pharma remain in focus, while investors track policy responses and global cues for direction in the coming sessions.