by ET Markets | February 18, 2026 2:05 pm | Indian Stocks, Market, News
Indian IT stocks face an AI-driven reset, with growth expectations recalibrated. Fund managers see opportunity in banking and financials, citing recovering credit growth and a bottoming NPA cycle. Automobiles, especially commercial vehicles, also show early recovery...
by ET Markets | February 18, 2026 2:04 pm | Indian Stocks, Market, News
Shares of E2E Networks and Netweb Technologies saw significant gains today. Both companies announced collaborations with chip giant Nvidia. E2E Networks is building an Nvidia GPU cluster for sovereign AI development. Netweb Technologies unveiled advanced AI...
by ET Markets | February 18, 2026 1:06 pm | Indian Stocks, Market, News
European Central Bank President Christine Lagarde may step down early, potentially before the 2027 French presidential election, to allow President Macron to influence her successor. This move aims to avoid complications if the far-right wins. While Lagarde’s...
by ET Markets | February 18, 2026 1:05 pm | Indian Stocks, Market, News
Japanese government bond yields saw a slight increase as investor sentiment on the nation’s fiscal health and the Bank of Japan’s future rate hikes remained divided. While super-long bond yields had previously surged due to spending concerns, they have...
by ET Markets | February 18, 2026 1:04 pm | Indian Stocks, Market, News
Australian shares climbed, led by National Australia Bank’s record surge, while New Zealand equities saw a significant boost after the central bank maintained its interest rates. The ASX 200 reclaimed the 9,000 mark, buoyed by strong bank earnings, though...
by ET Markets | February 18, 2026 12:10 pm | Indian Stocks, Market, News
Indian markets show strong performance in PSU banks, capital goods, and infrastructure. Dipan Mehta highlights PSU banks closing valuation gaps with private peers. Capital goods firms benefit from robust order books and capex cycles. FMCG stocks face caution due to...
by ET Markets | February 18, 2026 12:09 pm | Indian Stocks, Market, News
Upstream oil stocks, including ONGC, Oil India and Seamec, fell sharply on Wednesday as crude prices weakened amid progress in US–Iran talks. Lower oil prices hit producers’ realisations and margins, triggering broad declines across upstream names.
by ET Markets | February 18, 2026 12:07 pm | Indian Stocks, Market, News
Despite the steep 63% post-IPO crash in Ola Electric Mobility, it isn’t the worst performer. Over 115 NSE-listed IPOs from 2025–26 now trade below issue price, with several SME listings plunging 70–80%. The broad-based correction underscores deep wealth erosion across...
by ET Markets | February 18, 2026 12:06 pm | Indian Stocks, Market, News
Shares of ITC Ltd, Godfrey Phillips India Ltd and VST Industries Ltd jumped rose sharply on Wednesday after reports of cigarette makers raising prices to absorb higher excise duties. The move sharply narrows expected EBIT pressure to about 2%, versus earlier forecasts...
by ET Markets | February 18, 2026 12:05 pm | Indian Stocks, Market, News
Indian government bonds remained steady Wednesday despite a debt switch aimed at reducing gross borrowing for the upcoming fiscal year. Traders are now anticipating upcoming debt supply and a holiday closure. The benchmark bond yield saw a slight increase after a...
by ET Markets | February 18, 2026 12:05 pm | Indian Stocks, Market, News
Infosys’ AI roadmap, targeting a $300-400 billion market, failed to impress investors, causing shares to tumble despite a bullish outlook from brokerages. While the company highlighted AI as a structural tailwind, market concerns persist over the immediate...
by ET Markets | February 18, 2026 12:04 pm | Indian Stocks, Market, News
The International Monetary Fund said the Japanese yen’s value should be set by market forces, reaffirming support for Japan’s flexible exchange-rate regime amid global currency volatility. IMF mission chief Rahul Anand noted there is no “right” level for the currency,...
by ET Markets | February 18, 2026 11:09 am | Indian Stocks, Market, News
Public sector banks remain attractive for investors even after recent gains. A significant valuation gap persists with private lenders, suggesting further narrowing. Metals are in a strong long-term upcycle driven by global trends. Volatility in commodities is...
by ET Markets | February 18, 2026 11:06 am | Indian Stocks, Market, News
Indian IT firms’ robust business models, honed over decades, are well-equipped to navigate AI disruption, according to analyst Sandip Agarwal. While valuations remain a concern, the sector’s ability to reskill and adapt to client needs, coupled with...
by ET Markets | February 18, 2026 11:05 am | Indian Stocks, Market, News
India’s bond market is defying monetary policy easing, with benchmark yields staying elevated despite a 125bps repo rate cut. Structural liquidity tightness, weak deposit growth, and limited demand for G-Secs are driving this disconnect. The RBI’s proactive liquidity...
by ET Markets | February 18, 2026 11:05 am | Indian Stocks, Market, News
Kevin Warsh, a nominee for Federal Reserve leadership, favors shrinking the central bank’s balance sheet. However, achieving this goal faces significant hurdles, as current financial system rules necessitate substantial bank reserves. Reducing the Fed’s...
by ET Markets | February 18, 2026 11:04 am | Indian Stocks, Market, News
Market expert Sunil Subramaniam suggests consumer staples may lag discretionary spending due to GST impacts and weak rural demand, highlighting monsoon’s importance. He sees technology as a fresh entry point, with AI concerns priced in and IT firms boosting...
by ET Markets | February 18, 2026 10:21 am | Indian Stocks, Market, News
The Indian Rupee saw a slight gain of 5 paise against the US Dollar on Wednesday. This rise was supported by falling global crude oil prices and foreign institutional investor inflows. However, a stronger dollar and a weak start to domestic equity markets limited...
by ET Markets | February 18, 2026 10:20 am | Indian Stocks, Market, News
Private credit blends the discipline of lending with the forward-looking mindset of investing. By offering bespoke, negotiated capital structures across business lifecycles, it provides flexible, growth-oriented financing. As Indian businesses evolve, private credit...
by ET Markets | February 18, 2026 10:20 am | Indian Stocks, Market, News
Ola Electric Mobility shares rose after the Bombay High Court stayed an arrest warrant issued against CEO Bhavish Aggarwal, easing investor concerns following the stock’s recent four-session decline.
