The valuation of Tata Consultancy Services (TCS) tanked Rs 47,415.04 crore to Rs 8,19,062.65 crore and that of Bajaj Finance dived Rs 27,892.28 crore to Rs 5,66,717.74 crore.
Indian markets ended the week sharply lower amid a record rupee slide, surging oil prices and weak global cues. Investors remain cautious as geopolitical tensions, rising US bond yields and foreign outflows weigh on sentiment. The coming week is expected to be volatile, with macro triggers likely to dictate D-Street direction.
As global markets grapple with high valuations, geopolitical risks and AI-driven exuberance, investors are revisiting time-tested strategies like value investing and mean reversion. Tobias Carlisle’s philosophy highlights the importance of patience, discipline and contrarian thinking, especially as the gap between expensive and undervalued sectors widens across global markets.
Delhivery reported a marginal 0.2% year-on-year decline in net profit for Q4FY26 to Rs 72.4 crore, despite a 30% revenue jump to Rs 2,850 crore. The company saw significant growth in express parcel volumes and introduced AI-powered systems. For FY26, Delhivery turned free cash flow positive and achieved a consolidated PAT of Rs 153 crore.
Vodafone Q4 Results: Vodafone Idea reported a net profit of Rs 51,970 crore for Q4 FY26, boosted by a one-time accounting gain from AGR reassessment. Revenue rose 3% to Rs 11,332 crore, with ARPU reaching Rs 190, the highest in the industry. The company also saw its 4G/5G subscriber base grow and launched 5G services in 83 cities.
Nifty ended the week under sharp corrective pressure as selling dominated and volatility spiked. The index remains structurally weak below key moving averages, with support at 23,200–23,000 and resistance near 24,300–24,500. Elevated VIX, weakening momentum indicators and expanding Bollinger Bands signal a volatile, cautious week ahead for traders.
DIIs sharply increased stakes in major banks, IT, telecom and consumer stocks in Q4 even as markets witnessed steep corrections.
An experiment demonstrates how survivorship bias can create the illusion of market genius. By selectively sharing successful predictions and discarding failures, a perfect track record can be manufactured. This bias also influences equity investing, leading investors to chase multi-baggers without considering the underlying conditions that enable such gains.
Global bond markets are experiencing significant interest rate hikes, driven by escalating energy prices from the Iran conflict and persistent inflation. This is impacting everything from homebuying to corporate borrowing, with benchmark U.S. Treasury yields reaching yearly highs. Investors are now anticipating further rate increases from central banks worldwide, a stark shift from earlier expectations of cuts.
In a surprising turn of events, Nabard has pulled the plug on its scheduled bond sale this Friday, citing a lackluster response from investors. The rural development bank aimed to secure ₹7,000 crore but only attracted bids close to ₹3,030 crore. Analysts suggest that the borrowing costs would have ranged between 7.79% and 8.
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