Week ending 18 April 2026
# 1 Markets 1.1 Indian markets recovered from an early-week geopolitical shock (US–Iran tensions, crude at $103/bbl) to close last week on a positive note, with the Nifty 50 at 24,354 (+0.7%) and Sensex at 78,494. Domestic buying continues to balance cautious FII sentiment. Outlook remains cautiously bullish, with Nifty upside contingent on breaking current levels, alongside geopolitical and crude price stability. 1.2 US […]
Week ending 11th April 2026
# 1 Markets 1.1 After a shaky start, the market delivered its best weekly performance in over five years, with the Nifty 50 surging nearly 6% to reclaim the 24,000 level and the Sensex jumping over 4,200 points to end near 77,550.The rally was ignited by a sharp shift in global sentiment as hopes of […]
Week ending April 3, 2026
# 1 Markets 1.1 Markets ended March 30 with a steep sell-off, as the Sensex fell 2.22% and the Nifty declined 2.14%, pressured by elevated crude prices, a weakening rupee, and sustained FII outflows. At the start of FY27, markets staged a modest rebound, with the Nifty reclaiming 22,700, supported by easing geopolitical concerns and […]
Week ending 28th March 2026
# 1 Markets 1.1 The Indian equity market experienced a volatile, holiday-shortened week ultimately ending 1.27% lower as the Nifty 50 settled at 22,819.60 and the Sensex at 73,583.22. The week was defined by a “see-saw” sentiment: a massive 2.5% crash on Monday was followed by a mid-week recovery, only for Friday to witness another […]
Week ending 7th March 2026
# 1 Markets 1.1 Indian equities had a volatile week, with the Sensex and Nifty falling ~2–3% amid early sharp selling as West Asia tensions and a spike in crude triggered risk-off sentiment, weighing on broader markets. While domestic institutions offered partial support, persistent FII outflows kept markets choppy and capped any meaningful recovery, suggesting […]
Week ending 28th Feb 2026
# 1 Markets 1.1 Indian markets fell nearly 2% last week amid rising global tensions around US–Iran talks. The Sensex closed at 81,287 and the Nifty at 25,179 — its third-worst weekly performance of the year — erasing post-budget gains. A viral Anthropic blog post claiming Claude Code can automate COBOL legacy modernisation — cutting […]
Week ending 21st Feb 2026
# 1 Markets Indian equities posted mild weekly gains despite IT weakness and elevated volatility, supported by defensive buying. Nifty 50 rose 0.39% to 25,571 and Sensex gained 0.38% to 82,814. Sentiment received a boost after a Feb 20 ruling by the US Supreme Court striking down key Trump-era tariffs, easing pressure on Indian exports; […]
Week ending 3rd January 2026
# 1 Markets 1.1 Markets rose ~1% in the holiday-shortened last week, closing near record highs at 26,328 and 85,762 respectively. Broader markets shone brighter signalling robust risk appetite and broad participation. Year-end flows remained cautious but positive, extending 2025’s momentum into 2026’s first trading week. Indian equity markets are projected to stay range-bound with […]
Week ending 7th Feb 2026
# 1 Markets 1.1 Indian equity benchmarks closed last week higher, supported by post-Budget consolidation, progress on a US–India trade deal, and the RBI’s steady policy stance, even as global geopolitical risks and IT sector weakness capped gains. The Nifty 50 rose to 25,693.70, while the BSE Sensex advanced 1.6% to 83,580. Q3 earnings yet […]
Beyond the Headlines: The Budget Through a Contrarian Lens
Fiscal deficit The centre has brought its fiscal deficit down from 9.2% of GDP in FY21 to 4.8% in FY25, and it’s aiming for 4.4% in FY26. At the same time, capital expenditure has steadily gone up. Between FY20 and FY25, the share of capital spending in total central expenditure rose from 12.5% to 22.6%, […]