Industrials and utilities lead the 2026 market as software faces pressure and AI capex-geddon risks drive sector rotation. Read why the bull market persists.

The proposed capital expenditure for 2026 is Rs 12.20 lakh crore with Rs 1.40 lakh crore allocated to states Key allocations include Rs 40,000 crore for semiconductors and Rs 10,000 crore for SMEs ...

As John Templeton once said, believing that “this time is different” can be one of the costliest ideas in investing. So why should we think the AI boom is any different? Futuriom’s research service, ...

Union Budget 2026: Akshat Garg of Choice Broking recommended dialling up quality consumption proxies like leading auto OEMs, FMCG bellwethers, and select realty names with strong balance ...

John Olaisen, ABG: Inquired about Johan Sverdrup decline and M&A. Opedal indicated a decline above 10% but below 20% for 2026, with growth still expected company-wide. On M&A, Opedal stated they ...