IT stocks under pressure: How investors should restructure their tech portfolio in 2026 amid AI disruption

As AI reshapes the tech landscape, investors may consider diversifying their portfolios beyond traditional IT stocks. Experts emphasise a balanced approach that includes AI enablers and U.S. tech giants, while also preparing for potential volatility in the sector.  Technology stocks worldwide are experiencing sharp volatility amid concerns over rapid advancements in artificial intelligence (AI) and…

NBFCs in “sweet spot”, says Kotak Inst, sees stronger loan growth in FY27

Kotak Institutional Equities believes non-banking financial company (NBFC) are in a “sweet spot”, noting that companies under its coverage performed well in the December quarter (Q3FY26), characterised by accelerating disbursements, expanding net interest margins (NIMs), and a decline in stressed loans. While the recent rally has limited immediate upside for many stocks, the brokerage views…

War or a nuclear deal? Why Trump is pushing the US toward a possible clash with Iran and what lies ahead

The US and Iran have held two rounds of indirect talks in Oman and Switzerland, with little progress. Talks are scheduled to resume on Thursday in Switzerland. The United States is edging closer to a potential military confrontation with Iran after President Donald Trump ordered a large-scale deployment of American military forces to West Asia.…

Nifty levels to watch as volatility may rise next week; eyes on US–Iran tensions

Nifty on Friday formed lower-high lower low and a bullish candle on the daily chart with long upper wick, suggesting selling at higher levels. Analysts are cautious and see higher volatility next week. They said the index is positioned in a cluster of key short-term moving averages namely 20-, 50- and 100-EMAs in the 25,580–25,680…

LIC Mutual Fund NFO opens tomorrow: Price, date, review, and other details in 10 points

LIC MF Technology Fund aims to allocate capital across a wide spectrum of technology-driven sectors, including semiconductor–linked companies, data centre operators, digital commerce platforms, internet businesses, and emerging technology enterprises.   LIC Mutual Fund NFO: LIC Mutual Fund has announced the launch of a new fund offer (NFO), LIC MF Technology Fund, to tap the…

AU Bank, Torrent Pharma among 3 breakout stocks; strategy, key levels here

Om Mehra, tech analyst at SAMCO Securities highlights that Torrent Pharmaceuticals after a recent consolidation phase, has witnessed a strong breakout above ₹4,200 levels.   Equity markets in India have witnessed a roller-coaster ride thus in February, with the Nifty 50 index swinging in a near 1,800-point range. The Nifty thus far has touched a…

Technical View: Nifty rises for 2nd day, move above 25,850 can extend to 26,000, say experts

The Bank Nifty continued to outperform, ending near the 61,200 mark with a gain of 0.37 percent, added Shah.   The equity benchmark indices settled higher for the second straight session on Tuesday amid volatile trade and selective buying on the weekly expiry day. The Nifty opened weak tracking subdued global cues but recovered during…

FPI inflows rebound after US-India trade deal, touch ₹19,675 crore in first fortnight of Feb

The inflows follow three consecutive months of heavy selling, with FPIs pulling out ₹35,962 crore in January, ₹22,611 crore in December, and ₹3,765 crore in November, according to data from depositories.   Foreign Portfolio Investors (FPIs) staged a sharp turnaround in early February, pumping ₹19,675 crore into Indian equities in the first fortnight, supported by…

NSE trading accounts cross 25 crore; unique investors at 12.7 crore

  The exchange, in a release, said the most recent one crore accounts were added in just two months, signalling accelerating onboarding momentum. Notably, the last five crore accounts — nearly 20 per cent of the total base — have been added in the past 16 months alone.   National Stock Exchange of India (NSE)…

India’s retail inflation inches up to 2.75% in January under new CPI 2024 series

The first set of data based on the new consumer price index series with 2024 as the base year showed that inflation firmed up owing to a moderation in negative food inflation and an uptick in core inflation. India’s retail inflation rose for the third successive month in January, data released by the statistics ministry…