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Indian stocks are navigating challenges despite trade agreements. Corporate earnings growth is lagging, and foreign investors are looking elsewhere. Recent AI advancements also impact tech giants. While trade deals offer some relief, the focus remains on strategic growth areas. Investors are cautiously optimistic about the Indian market's future.

Over 120 smallcap stocks posted double-digit gains in a single week, signalling a sharp rebound after months of selling pressure. While valuations have corrected and earnings remain stable in pockets, experts are divided on whether the rally marks a durable recovery or a tactical bounce driven by sentiment shifts.

NovaaOne Capital’s Sunil Sanghai explains why the government’s 4.3% fiscal deficit target reassures markets despite revenue constraints. In this ETMarkets Smart Talk, he highlights the importance of capex-led growth, fiscal discipline, and lesser-noticed structural reforms that could support long-term capital formation.

In a surprising turn of events, Indian stock markets rebounded on Friday after starting the day in the red. Traders reacted to optimistic developments surrounding a US-India trade agreement, even as apprehensions loomed over the global tech industry. Both the Nifty and Sensex climbed slightly, though the IT sector faced downturns.

Indian equities witnessed strong momentum as the Sensex surged 3.54% over five sessions ending February 6. Amid the rally, 33 BSE 500 stocks gained consistently, with 13 delivering uninterrupted five-day advances. These stocks posted cumulative returns ranging from 10% to 21%, highlighting broad-based market strength.

Europe's benchmark share index rebounded on Friday, with the STOXX 600 up 0.9% as investors digested mixed corporate earnings. Stellantis plunged on EV development charges, while defence stocks surged on strong results and orders. The index closed the week with a 1% gain, navigating AI-driven market shifts and ECB decisions.

The company is making inroads on two potential growth segments: driverless cars and solar energy.

The weekend brings fresh Iran sanctions and risks of a U.S. move against Tehran.

Procurement ample to face any unforeseen situation, especially with El Nino likely to emerge after June

Morgan Stanley expects Sensex to hit 95,000; FPI turns buyers

InCred Holdings, a new-age NBFC, plans to raise ₹3,000–4,000 crore, with a diversified lending portfolio and AUM of over ₹12,585 crore as of FY25

Based on a valuation scan by StockEdge.com, we have identified the top nine stocks from the Nifty200 segment with PE ratios below their respective industry averages.

Indian markets closed higher as buying in consumer and private banks offset losses in auto, IT and pharma. Stock-specific moves in BEML, LIC, Hitachi Energy and others drove action across the board.

Anand Rathi Share and Stock Brokers on Friday informed the exchanges that its Internal Inquiry Committee has discovered a Rs 13 crore fraud. The brokerage said that the crime has been committed by certain unknown individuals in connivance with employees of group company Anand Rathi IT Private Limited.

A popular software ETF is now at extremely oversold levels, according to one measure

Sensex, Nifty, Stock Price Live Updates 6 February: Sensex advanced 266.47 points or 0.32% to settle at 83,580.40; Nifty climbed 50.90 points or 0.20% to end at 25,693.70 in a volatile session

Sensex advanced 266.47 points or 0.32% to settle at 83,580.40; Nifty climbed 50.90 points or 0.20% to end at 25,693.70 in a volatile session

SBI is set to post steady Q3FY26 results with healthy loan growth and resilient net interest income, but sequential profit may dip as margins compress, provisions rise and one-off gains are absent, keeping focus on asset quality and management commentary.

At the interbank foreign exchange, the rupee eventually settled at 90.70 (provisional), down 36 paise from its previous close

Indian stock markets, Nifty and Sensex, ended Friday higher. The Reserve Bank of India maintained its policy repo rate at 5.25 percent. Cigarette stocks saw a significant surge following price increases. Global markets retreated, impacted by a Wall Street selloff and AI concerns. Crude oil futures extended losses.

About 170 BSE-listed companies sustained profit margins above 10% for four straight quarters to December 2025. From these, 14 non-financial midcaps and largecaps delivered 50–430% one-year returns, highlighting operational efficiency, scale, and disciplined profitability amid volatile markets and investor wealth.

UPI stocks Paytm and Mobikwik fell up to 4% after the RBI proposed a framework to compensate customers for small value fraudulent transactions. The central bank plans to cap compensation at Rs 25,000 while tightening customer liability norms and enhancing digital payments safety through stricter safeguards.

Cigarette company shares saw a significant jump on Friday. This surge followed reports of price increases, with firms like ITC, Godfrey Phillips, and VST Industries passing on higher costs to consumers. The market also saw value buying after a recent tax overhaul. Higher priced cigarette packets have been introduced, with price hikes ranging from 15% to 30%.

Tyre maker MRF announced a second interim dividend of Rs 3 per share for the financial year ending March 31, 2026. This follows a robust Q3 earnings report. Net profit surged significantly, driven by strong operational performance and improved business execution. Revenue saw a healthy increase, with EBITDA jumping considerably. Margins also expanded sharply, reflecting efficient operations.

The impact of earnings, recent sharp share declines, and the weekend's impending election contributed ‍to a ⁠sense of tug-of-war in ⁠Tokyo's equity markets, said Maki Sawada, an equities strategist at Nomura Securities.

Extending its previous day’s decline, the 30-share BSE Sensex further edged lower by 368.37 points to 82,945.56 in morning trade. The 50-share NSE Nifty dropped 146.7 points to 25,496.10.

Morgan Stanley sees Indian equities entering a rare phase that supports a valuation re-rating, driven by policy stimulus, improving earnings, weak foreign positioning and attractive relative valuations. With macro stability improving and growth accelerating, the firm forecasts meaningful upside for the Sensex through 2026 under its base and bull case scenarios.

The Reserve Bank of India maintained the repo rate at 5.25% and will proactively manage liquidity to ensure effective monetary policy transmission. The central bank also plans to remove the Rs 2.5 lakh crore limit for investments under the Voluntary Retention Route, while projecting comfortable inflation for FY26.

At 9.56 am on Friday, April Brent oil futures were at $67.93, up by 0.56%, and March crude oil futures on WTI were at $63.67, up by 0.60%

The sub-index was the biggest sectoral loser on ‌the day, with all ‌10 constituents trading in ‍the red

FII outflows, rise in crude oil prices and a marginally stronger greenback capped sharper gains in the local unit, according to forex traders

In a dramatic turn of events, Indian software shares fell sharply this Friday, leading to their toughest week in over four months. The spotlight is on artificial intelligence anxieties, which are weighing heavy on the high-margin income of IT companies.

A recent hike in Securities Transaction Tax on derivatives aims to curb excessive speculation. Experts believe this move will impact high-frequency, low-margin trades. Long-term investors are unlikely to be affected. Valuations, earnings, and currency stability are key factors for foreign investor flows. The market faces a challenging period requiring balanced preparation.

Indian stock markets, Nifty and Sensex, began Friday trading with slight declines. This marks a second consecutive session of losses for the benchmark indices. Investors are adopting a cautious stance. This is due to the upcoming Reserve Bank of India's Monetary Policy Committee policy announcement later today. Global market sentiment also appears subdued.

BofA Global Research’s Amish Shah is booking profits in defence stocks after a sharp rally, citing stretched valuations despite a strong Budget capex push. Shah prefers rotating into rate-sensitive cyclicals and sees Nifty at 29,000 by December 2026, with earnings growth expected to accelerate in FY27.