Indian markets closed strongly after the IndiaUS trade deal, snapping Niftys losing streak. Lower volatility, firm technical supports and selective sector strength support cautious optimism, though earnings visibility, FII consistency and IT sector weakness warrant consolidation and stock-specific strategies next week.
Alphabet-backed Aye Finance has raised Rs 454 crore from anchor investors ahead of its Rs 1,010 crore IPO opening on February 9. The anchor book includes Goldman Sachs and other global institutions, signalling strong confidence in the MSME-focused NBFCs scalable and profitable lending model.
Investors often track the portfolios of seasoned market veterans for insights. In this context, ETMarkets reviewed the investment holdings of veteran investor Vijay Kedia. According to the latest available data for the December 2025 quarter, Kedia has publicly disclosed stakes in around 17 companies, with a combined market value of approximately Rs 1,118 crore as of February 6, 2026. This marks a decline of nearly 19% from Rs 1,378 crore recorded in March 2025.
ETMarkets analyses ace investor Vijay Kedias portfolio for FY26, highlighting seven stocks that declined up to 50% and two strong gainers that surged over 50%. The review also tracks two fresh additions made during the December quarter and examines overall portfolio performance amid market volatility.
Commodity-focused ETFs have delivered strong three-year returns, led by gold and silver funds. Edelweiss and Motilal Oswal top the list, while UTI, SBI and Quantum offerings provide diversified exposure for investors with a medium-term horizon seeking stability and inflation protection.
India's National Stock Exchange has approved a new unit to manage a national coal trading platform. This platform will allow electronic trading of physical coal using standardized contracts. It aims to address price inefficiencies and improve access for smaller participants. The exchange will facilitate physical delivery and potentially derivative products in the future.
Big tech's planned $600 billion AI spending surge in 2026 is fueling investor unease, impacting shares of Amazon and Alphabet. While Nvidia and Microsoft saw gains, data analytics firms like Thomson Reuters and RELX faced significant selling pressure due to existential threats from AI models.
A monthly SIP of Rs 25,000 invested over 25 years can help investors build a substantial corpus through disciplined investing. This analysis explains how investment horizon, expected returns and regular contributions shape long-term wealth creation, while highlighting the importance of goal-based planning before starting a SIP.
Headline capex understates the Union Budgets infrastructure push. Adjusting for equity infusions, state and private spending, and extra-budgetary resources shows effective Centre infrastructure spending rose 18% year-on-year, led by defence, transport, housing, and water, alongside PLI and targeted tax incentives.
NovaaOne Capitals Sunil Sanghai explains why the governments 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.
