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India Defense Stocks Rally 24% as HAL Delivers Tejas Mk1A

New Delhi, Aug. 27 -- The first Tejas Mk1A fighter jet HAL delivered to the Indian Air Force in August 2026 cost the government approximately INR 310 crore. What it cost HAL's stock was nothing. The d... Read More


Voltas Sells a Million ACs in 81 Days as Consumer Durables Stocks Hit New Highs

MUMBAI, Aug. 27 -- Voltas sold its one-millionth room air conditioner in 81 days, a milestone India's cooling industry has never produced so fast. The company that made that happen also posted a 51% j... Read More


Nifty FMCG Holds Post-Jackson Hole as Rural Volume Recovery Makes the Rate-Cut Thesis Real

MUMBAI, Aug. 27 -- The village kirana stores are restocking faster than they were six months ago. That is the signal the Nifty FMCG index has been waiting for since inflation punished rural discretion... Read More


Nifty IT Falls 1.47% as H-1B Fee Hike and Nvidia Watch Rattle India's Tech Giants

New Delhi, Aug. 27 -- On the day that sent India's private banks sharply higher, the technology sector moved in the other direction. Nifty IT fell 1.47% Thursday in a session where the broader Nifty 5... Read More


Nifty Midcap 150 Outpaces Large Caps Post-Jackson Hole, but the Gap Is Closing

New Delhi, Aug. 27 -- The rally that followed Jerome Powell's Jackson Hole address last week did not land evenly across India's equity market. The Nifty Midcap 150 gained 2.1% in the three trading ses... Read More


Nifty Realty Gains as Rate Cut Bets and Festive Season Set Up Strongest Q3 in Three Years

New Delhi, Aug. 27 -- For India's homebuilders, the arithmetic of Jackson Hole arrived weeks ahead of Diwali. The Federal Reserve's clearest signal yet of a September rate cut has redrawn the market f... Read More


India's Pharma Giants Brace for Margin Squeeze as Trump's Drug Import Order Sets 25% Tariff Ceiling

New Delhi, Aug. 27 -- Three weeks before India's pharmaceutical sector was supposed to benefit from Federal Reserve rate cuts and a more accommodating dollar, an executive order signed at the White Ho... Read More


India 10-Year G-Sec Yield Falls to 6.82% as Fed Pivot Reshapes EM Bond Appetite

New Delhi, Aug. 27 -- The Indian government borrowed at its lowest rate in 18 months this week, as foreign portfolio investors returned to rupee-denominated bonds with an appetite absent through most ... Read More


India FPI Inflows Cross $340 Million in August as Jackson Hole Pivot Lifts Emerging Market Appetite

MUMBAI, Aug. 27 -- The question India's equity market spent six months asking - when would foreign money come back - got a partial answer in August. Foreign portfolio investors have added a net $340 ... Read More


Nifty Bank Climbs 1% as Private Lenders Lead Market on Jackson Hole Rate Cut Bets

New Delhi, Aug. 27 -- When Federal Reserve Chair Jerome Powell said last weekend at Jackson Hole that the time had come to adjust monetary policy, the clearest beneficiaries in India were not the soft... Read More