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Artificial intelligence is rapidly transforming capital markets by automating trading, research and portfolio management functions once handled manually. While AI is improving efficiency and productivity across finance, experts believe human judgment, relationships and strategic decision-making will remain essential in investment banking, sales and client advisory roles.

CSK faces a bowling crisis with MS Dhoni absent and Mohammed Shami posing a threat. LSG, on the other hand, have nothing but pride to play for. We asked ChatGPT who'll win.
Indian markets face rising macro risks from global shocks, currency pressure, and energy prices, impacting domestic consumption and corporate earnings. Ajay Srivastava advises aggressive diversification, favoring legacy and promoter-driven companies, while suggesting caution on Indian IT and highlighting selective opportunities in the export-oriented pharma sector.
Silver prices tumbled up to Rs 17,500 on the MCX, slipping below pre-duty hike levels as demand weakened at elevated prices and industrial sentiment softened. A sharp import duty jump, global growth concerns, and fading safe-haven buying have erased all post-hike gains, pushing silver into a highly volatile phase.
Zerodha CEO Nithin Kamath highlighted the challenges NRIs face while investing in India, calling the process unnecessarily difficult despite strong diaspora interest. While Ashish Kacholia supported his concerns over regulatory friction and capital flow hurdles, veteran investor Shankar Sharma disagreed, describing the investment process for NRIs as smooth and seamless.

Rahul Gandhi's attack came after the Centre increased petrol and diesel prices by ₹3 per litre across the country. Following the revision, petrol prices in New Delhi rose from ₹94.77 to ₹97.77 per litre, while diesel prices increased from ₹87.67 to ₹90.67 per litre.
Nazara Technologies shares surged 18% following a significant block deal involving nearly 4.9% of the company's equity. Nikhil Kamath and Axana Estates are reportedly buyers, with founder Nitish Mittersain as the likely seller. The company reported a Q4FY26 revenue of Rs 398 crore, a 23% decrease year-on-year, but saw net profit jump over 13-fold to Rs 56 crore.
President Donald Trump's financial filings reveal a massive trading spree in early 2026. Significant investments were made in AI giants like NVIDIA and Microsoft. Boeing also saw major purchases amid trade talks with China. The disclosures highlight active portfolio adjustments and renewed focus on technology and defense sectors.


Dr Ketan Bhatikar, renowned physiotherapist, was the Congress candidate for the Ponda by-election, which was cancelled following a high court verdict. He had moved the Supreme Court against the HC order through a Special Leave Petition, which is pending before the apex court.
The Indian rupee weakened on Friday, nearing a record low due to elevated oil prices and rising U.S. bond yields. State-run banks' dollar sales provided some support, preventing a historic dip. India's recent fuel price hike and expectations of Fed rate hikes further pressured the currency, while potential measures to boost foreign capital inflows offer a glimmer of hope.

Shares of HPCL and BPCL fell up to 3% despite the first fuel price hike since 2022, as investors worried the increase would not offset mounting losses. Analysts estimate OMCs could still lose nearly Rs 500 crore daily at current crude prices. With Brent crude above $100 and West Asia tensions persisting, markets fear another quarter of heavy financial pressure for state-run fuel retailers.
Indian equity markets recovered despite early volatility, with fuel price hikes and easing Adani concerns providing support. Market expert Sandip Sabharwal emphasizes that global macro factors like commodity prices, inflation, and Middle East tensions will now dictate market direction, overshadowing corporate earnings.
HUDCO shares plunged over 8% despite the company reporting a sharp rise in Q4FY26 net profit, driven mainly by a deferred tax gain. While revenue and interest income improved strongly, profit before tax declined and expenses rose sharply, raising concerns over the sustainability and quality of earnings growth.
Tata Motors CV shares jumped 3% on Friday, recovering from previous losses despite Q4 earnings that failed to impress markets. The company reported a 70% YoY increase in standalone net profit to Rs 2,406 crore. Brokerages remain cautious, with Nomura downgrading to 'Neutral' due to global risks and IVECO concerns.



India's oil marketing companies received a modest Rs 3 per litre fuel price hike, which analysts say is insufficient to cover daily losses. While this offers some relief, a further Rs 11 per litre increase is needed to eliminate under-recoveries, as the government balances inflation concerns with retailer financial health.
Shares of Data Patterns tumbled 11% after Q4 revenue fell 13% YoY to Rs 345 crore. Despite the decline, the company posted a 21% rise in net profit and reported a record order book nearing Rs 2,062 crore, reinforcing strong visibility for future growth.

The Union Minister's comments came after opposition parties criticised Modi government for increasing petrol and diesel prices by ₹3 per litre, ending a prolonged freeze on fuel rate revisions. CNG prices in Delhi were also raised by ₹2 per kg.
Kevin Warsh’s appointment as the next US Federal Reserve chair signals a major shift in global monetary policy leadership. Known for his conservative policy stance and focus on inflation control, Warsh takes charge during heightened economic uncertainty, with markets closely watching his approach to interest rates, liquidity and balance sheet reforms.