by ET Markets | February 4, 2026 5:04 pm | Indian Stocks, Market, News
Sebi has proposed a major revamp of its ‘fit and proper person’ framework to enhance clarity, fairness and reduce regulatory uncertainty. Key changes include codifying the right to a hearing, narrowing disqualifications, easing ineligibility norms, redefining...
by ET Markets | February 4, 2026 4:09 pm | Indian Stocks, Market, News
The Indian rupee ended modestly weaker on Wednesday, as companies hedged their dollar exposures and as traders assessed the stronger outlook for the Asian currency a day after a trade deal with the U.S. led to its sharpest rally in over 7 years.
by ET Markets | February 4, 2026 4:06 pm | Indian Stocks, Market, News
Shares of IT companies were battered on Dalal Street on Wednesday, with the Nifty IT index plunging as much as 7%, with nearly Rs 2 lakh crore in market value being wiped out. This marked the sector’s worst single-day fall since the March 2020 Covid-19 crash.
by ET Markets | February 4, 2026 4:06 pm | Indian Stocks, Market, News
JPMorgan says the recent global IT selloff amid AI disruption fears has veered from rational concern to outright panic. Analyst Mark Murphy noted that markets are “overwhelmingly” focused on AI headlines, ignoring enterprise software resilience. The IGV tech-software...
by ET Markets | February 4, 2026 4:05 pm | Indian Stocks, Market, News
Emami shares rose sharply after the FMCG major reported a 15% YoY rise in Q3 net profit to Rs 319 crore and a 10% revenue increase. Strong gross margins, improved EBITDA, resilient rural demand and a favourable winter boosted performance. The company also announced a...
by ET Markets | February 4, 2026 4:04 pm | Indian Stocks, Market, News
Indian stock markets saw a significant rally of nearly 1,800 points over Monday and Tuesday. This surge was driven by positive sentiment following the India-US trade deal. Analysts highlight strong technical recovery signals and a bullish outlook. The Nifty index is...
by ET Markets | February 4, 2026 4:04 pm | Indian Stocks, Market, News
Nine companies from the Nifty500 universe have posted consistent quarter-on-quarter growth in earnings per share up to the December 2025 quarter, indicating improving profitability and operational efficiency. Stocks such as IIFL Finance, Shriram Finance, Craftsman...
by ET Markets | February 4, 2026 3:06 pm | Indian Stocks, Market, News
Tata Motors PV Q3FY26 may show resilient India passenger vehicle demand but weak consolidated results as Jaguar Land Rover faces production disruption and margin stress after a cyber-attack, with most brokerages forecasting revenue decline and losses despite steady...
by ET Markets | February 4, 2026 3:06 pm | Indian Stocks, Market, News
Fractal Analytics is set to launch India’s first pure-play AI IPO next week, aiming to raise Rs 2,834 crore amid rising global investor interest in AI-driven businesses. The issue is drawing strong grey market interest with a 21% premium, supported by the company’s...
by ET Markets | February 4, 2026 3:05 pm | Indian Stocks, Market, News
Aluminium prices rose on the MCX, supported by gains in Asian markets and limited global supply after China capped output. Analysts say the metal has corrected from recent highs but remains in an upward trend, with strong support near Rs 305–310 and potential upside...
by ET Markets | February 4, 2026 3:04 pm | Indian Stocks, Market, News
Bharti Airtel is expected to deliver steady Q3 results, with brokerages forecasting up to 18% YoY revenue growth and a 35% jump in profit. ARPU expansion, strong home broadband momentum, and sustained gains in Airtel Africa are seen driving performance, while...
by ET Markets | February 4, 2026 3:04 pm | Indian Stocks, Market, News
Zoho founder Sridhar Vembu has warned that AI is bursting the “inflated” SaaS bubble, as automation threatens core coding and professional tasks. He said the SaaS sector was already “ripe for consolidation,” citing a business model overly reliant on sales and...
by ET Markets | February 4, 2026 2:07 pm | Indian Stocks, Market, News
Pricing and product mix are expected to offer incremental support. HSBC notes that discounts were flat sequentially, while the company took a price hike of about 50 basis points during the quarter. Kotak expects average selling prices to rise 2–2.5% YoY, helped by a...
by ET Markets | February 4, 2026 2:06 pm | Indian Stocks, Market, News
Bajaj Finserv Q3 Results: Bajaj Finserv reported a flat consolidated net profit of Rs 2,229 crore for Q3FY26, while revenue rose 24% to Rs 39,708 crore. Interest income and insurance operations supported growth, even as emerging businesses posted losses. Bajaj...
by ET Markets | February 4, 2026 2:06 pm | Indian Stocks, Market, News
Finance Minister Nirmala Sitharaman defended the STT hike on F&O trading, citing heavy retail losses and aiming to curb speculation. She highlighted increased spending on health and education, not cuts, and outlined a target of 50% debt-to-GDP by 2030-31. The...
by ET Markets | February 4, 2026 2:05 pm | Indian Stocks, Market, News
by ET Markets | February 4, 2026 2:04 pm | Indian Stocks, Market, News
Over the past 15 years, the worst single-day crash in the Nifty IT index was recorded on April 12, 2013, when it plunged a staggering 12%, according to ACE Equity data. The closest comparable selloff came in 2022, when the index fell 6% in a single session, making...
by ET Markets | February 4, 2026 1:06 pm | Indian Stocks, Market, News
Nvidia CEO Jensen Huang dismissed fears that artificial intelligence will replace software and related tools, calling the idea “illogical”, after a significant selloff in global software stocks on Tuesday.
by ET Markets | February 4, 2026 1:05 pm | Indian Stocks, Market, News
India’s markets regulator is taking a methodical approach to regulating equity derivatives and is not contemplating any immediate measures, Chairman Tuhin Kanta Pandey said on Wednesday.
by ET Markets | February 4, 2026 1:05 pm | Indian Stocks, Market, News
Bank of America expects the rupee to strengthen to 88.60–89.00 by March-end after a landmark U.S.–India trade deal triggered its sharpest gain in seven years. The Rupee’s rebound follows months of pressure from foreign outflows, though BofA says RBI is unlikely to...
