This shift matters for the market. IT, at roughly 9% weight, remains the second-largest sector in the benchmark Nifty 50 index, while BFSI dominates with about 37% weight. In theory, BFSI’s expanding profit share and heavier index presence should have cushioned broader market weakness. In practice, however, IT’s slide has exerted an outsized drag on…
The Tata group was among the weakest performers, with its combined market value falling 15% in 2025. This came after gains of 10% in 2024 and 34% in 2023, following a decline in 2022. Of its 24 listed companies, only four managed to outperform the Sensex. Several key names, including Tata Consultancy Services, Tata Motors,…
Experts suggest a two-phased year where global volatility and US policy uncertainty initially cap gains, eventually giving way to a more buoyant second half as India’s growth premium becomes too attractive for foreign capital to ignore. Source
