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%, […]
Week ending 31st Jan 2026
# 1 Markets 1.1 Indian equity markets traded calmly but within a narrow range last week ahead of the Union Budget, with benchmark indices gaining about 1% as investors remained cautious. The Nifty 50 closed near the 25,320–25,340 range after early dips were met with steady recoveries. The Sensex ended higher by around 320 points […]
Week ending 24th Jan 2026
# 1 Market 1.1 Indian equity markets came under sustained pressure last week, with benchmark indices retreating amid escalating global trade tensions, heavy foreign institutional investor (FII) outflows of over ₹14,652 crore, and subdued Q3 earnings. The BSE Sensex declined 2.4% to close at 81,537.70, while the Nifty 50 fell 2.36% to 25,048, capping a […]
Week ending 17th January 2026
# 1 Markets Indian equity markets weakened last week, as global uncertainties and profit-taking weighed on sentiment. The Nifty 50 slipped below the 25,700 mark, registering a weekly decline of around 2.5%, while the Sensex shed approximately 605 points. Pressure stemmed largely from renewed US–India tariff concerns and sustained FII outflows, with broader markets—mid- and […]