Auto stocks face earnings risk as CLSA cuts estimates on crude, supply disruptions

The brokerage said the key uncertainty is whether the impact remains limited to the near term or evolves into a broader earnings downgrade cycle. It noted that during the first Covid wave, auto OEM stocks corrected 30–45 percent over a 40-day period, indicating that a further 15 percent decline from current levels cannot be ruled…

Nifty Capital Market index jumps 2%; Angel One, MOFSL, KFin zoom up to 9%

However, at current levels, MOFSL, CDSL, KFIN Technologies, Nuvama Wealth Management, CAMS and Angel One quote up to 26 to 36 per cent lower when compared to their respective 52-week highs. Nifty Capital Market index movement today   Shares of capital market related companies like stock broking, asset management companies (AMCs), and depositories clearing houses…

SIP inflows rise 15% to ₹29,845 crore in February despite market volatility

On a month-on-month basis, however, SIP contributions came down by 3.73 per cent from Rs 31,002 crore in January 2026. Retail investors continued to pour money into mutual funds through systematic investment plans (SIPs) despite ongoing market volatility, highlighting the growing adoption of disciplined long-term investing.    SIP inflows in February 2026 rose 14.79% year-on-year…

India’s wholesale inflation rises to 2.13% in February

Price pressures remain modest despite higher primary article and manufactured goods costs, while fuel and power prices stay in deflation. NEW DELHI: India’s wholesale price inflation rose to 2.13% in February, driven largely by higher prices of basic metals and other manufactured food and non-food items, as well as textiles, according to data released by…

Sensex crashes 4,350 points for the week, investors lose ₹20 lakh crore. Key factors behind the market selloff explained

Both the Sensex and the Nifty extended losses for the third consecutive week. For this week, the Sensex shed 4,355 points, or 5.5%, while the Nifty 50 lost 1,300 points, or 5.3%. Investors lost ₹20 lakh crore.  The Indian stock market continued reeling under intense selling pressure for the third consecutive session on Friday, March…

QSR stocks in a soup on LPG shortage: Don’t sell in a panic, say analysts

LPG shortage triggered by Strait of Hormuz disruption is forcing QSR kitchens to shut or cut menus. Analysts say earnings may take a hit in Q4FY26 but advise investors not to panic QSR stocks slide on LPG shortage India quick service restaurants (QSRs) are in a soup as choked supply chains, due to the closure…

Stock Market crash: Sensex, Nifty fall more than 1% each; key reasons here

Stock market crash: India VIX, the fear gauge index, spiked nearly 9 per cent to go past 20, indicating elevated uncertainty among traders and investors Benchmark indices Sensex and Nifty fell on Wednesday after a day’s breather amid the ongoing tensions in West Asia and sustained foreign fund outflows. The BSE Sensex opened on a…

Cabinet eases Press Note 3 rules, sets 60-day timeline for investment approvals from land-bordering countries

Amendments allow up to 10 percent non-controlling beneficial ownership under automatic route; aim to boost manufacturing, deep-tech investment   The Union Cabinet has approved changes to India’s foreign direct investment (FDI) policy governing investments from countries that share a land border with India, introducing clearer rules on beneficial ownership and a defined timeline for approvals…

Crude oil rally & sector-wise impact: Past oil shocks suggest it may be time for stock rotation

Historically, said Axis Securities, periods of sharp crude oil price increases have triggered inflation spikes, rupee depreciation, and pressure on oil-dependent sectors, while benefiting upstream energy companies. Axis Securities on Monday said crude oil cycles often create sector rotation opportunities, making portfolio positioning critical. It cited past oil shocks, including the global financial crisis (GFC)…