Sensex rises over 150 points, Nifty above 23,900 as investors weigh Iran tensions, weak monsoon concerns

Indian stock markets opened the second half of 2026 with modest gains after recent declines. Investors are closely watching escalating US-Iran tensions, which are impacting oil prices, and a concerningly weak monsoon season. Analysts suggest adjusting portfolios towards fixed income and monsoon-proof sectors like healthcare and defense to mitigate potential fallout from the dry spell.

Railtel Corp shares gain over 2% after firm wins Rs 108 crore order from Mahanadi Coalfields

Railtel Corporation’s shares surged after announcing a significant Rs 107.61 crore order from Mahanadi Coalfields for an MPLS VPN network. This follows another recent win from Thane Municipal Corporation for a citizen engagement platform and a Goa Labour Welfare Board portal. Despite recent short-term dips, the company shows strong long-term returns and robust quarterly earnings…

KPIT Tech shares hit 10% lower circuit as company expects Q1 revenue decline, sharp hit to margins

KPIT Technologies shares plunged 10% after the company warned of a revenue drop in Q1 FY27, citing unexpected actions from European automakers. While short-term performance is expected to be weak, KPIT remains optimistic about long-term growth driven by outsourcing and automation. The company anticipates a strong rebound in the second half of FY27, building a…

NRI Talk| Equities at 45%, gold at 10-12%: Shiv Gupta of Sanctum Wealth’s ideal India portfolio for NRIs

Despite recent flat equity returns and rupee depreciation, India’s long-term growth story remains robust, according to Sanctum Wealth’s Shiv Gupta. He advises NRIs to maintain their India allocation, highlighting financialization and manufacturing as key drivers. Gupta emphasizes understanding India’s role within a global portfolio and evaluating returns based on long-term earnings growth rather than short-term…