Counting on Domestic Consumption

On likely weak exports, growth to be driven by farm income, GST reforms and government spending

Editorial  Rising Nifty, Falling Confidence Global indices are partying, Indian markets are sulking, small caps are sliding, and investors are praying for divine intervention	Cover Story  Q2 of FY 2026 Encouraging show Profit increases on steady growth in revenue amid challenges and stable input costs
Sector  Banking Margins to improve in H2FY26 Lower cost of deposits, the sharp 100 bps CRR cut, improving loan growth and stable Casa to aid margins improvement	Sector  Automobiles Gaining momentum Looks at non-US exports to escape from US tariffs
Sector  Capital Goods A decent Show Expects strong execution in H2FY2026	Sector  Cement Realization improves Growth momentum to remain positive in Q2FY2026
Sector  FMCG Volume growth ahead Consumers prioritize health, convenience and quality	Sector  Paints Gradual recovery Extended monsoon and early Diwali impact sales
Sector  Oil Refineries Improving dynamics Refining margins likely to remain healthy	Sector  Software Demand stabilizing Large deal activity remains strong
Sector  Steel Cautiously optimistic Domestic prices turn soft in Q2FY2026	Market watch  Market Report Strong push of soft rates Hopes of cheaper credit in India and the US and cooling crude propel large- and mid-caps to record highs
Corporate Scoreboard  All important financial and market data of 2000 companies, on consolidated-first priority basis, classified under leading sectors.	Bulletin  Corporate action by companies
Stock Watch  Archive of interesting ideas, with new ideas added every fortnight.	Stock Watch  An interesting idea worth tracking.
Market watch  Market Report Strong push of soft rates Hopes of cheaper credit in India and the US and cooling crude propel large- and mid-caps to record highs	IPO Centre  Corona Remedies Domestic pharma player Targeting high-potential therapeutic areas to drive growth
IPO Centre  Wakefit innovations Costly comfort IPO is to fund store expansion and for marketing initiatives	Capitaline Corner  Spotlight on our choicest idea.