Global funds return to India as earnings outlook improves

Global funds return to India as earnings outlook improves

Foreign investors are returning to Indian stocks at the fastest pace in eight months, supported by stabilizing corporate earnings and a US trade deal that improves the outlook for the months ahead. Global funds have bought nearly $2.1 billion of local shares so far in February, putting inflows on track for the strongest since June. […]

Broker’s call: CIE Automotive (Add)

Broker’s call: CIE Automotive (Add)

Target: ₹520 CMP: ₹498.60 CIE Automotive’s (CAIL) Q4CY25 consolidated revenue at ₹2,390 crore was in line with I-Sec estimate; adjusted EBITDA margin (adjusted for new labour code impact and restructuring costs) at 15.4 per cent was about 60bps higher than I-Sec estimate. India revenue was up 12 per cent y-o-y at about ₹1,540 crore vs. […]

Claude Code shock: Big Blue falls, Indian IT stocks follow

Claude Code shock: Big Blue falls, Indian IT stocks follow

FILE PHOTO: Figurines with computers and smartphones are seen in front of the words “Artificial Intelligence AI” in this illustration taken, February 19, 2024. REUTERS/Dado Ruvic/Illustration/File Photo | Photo Credit: Dado Ruvic Shares of IBM tumbled over 13 per cent on Monday, wiping out more than $30 billion in market capitalisation and dragging Indian IT […]

AI scare trade sinks IBM 13% as disruption fears hit software and payments stocks

AI scare trade sinks IBM 13% as disruption fears hit software and payments stocks

IBM tumbled 13%, its worst fall since 2000, while DoorDash, Visa, Mastercard and private equity firms also declined sharply. | Photo Credit: KYLIE COOPER The artificial intelligence “scare trade” erupted again on Monday as growing concerns about the disruptive power of AI dragged down shares of delivery, payments and software companies, and sent International Business […]

SEBI Board meet on March 23 likely to revisit conflict-of-interest rules

SEBI Board meet on March 23 likely to revisit conflict-of-interest rules

FILE PHOTO: The logo of Securities and Exchange Board of India (SEBI) is seen on its headquarters in Mumbai, India, March 24, 2025. REUTERS/Hemanshi Kamani///File Photo | Photo Credit: HEMANSHI KAMANI The Securities and Exchange Board of India (SEBI) board meeting scheduled for March 23 is expected to discuss the conflict-of-interest framework for senior officials […]