The Daily

The big rotation away from tech and growth stocks in 2026 has created several opportunities elsewhere in the stock market. Value, dividends, small-cap, international, and defensive stocks have all outpaced the S&P 500 by fairly wide margins this year.

How well tech and growth have done over the past several years means that these areas could be in line for an extended stretch of outperformance and catching up.

 » Read more about: 3 ETFs Beating the Market in 2026 and Why They Could Keep Going  »

A growing diplomatic rift between Ecuador and Colombia escalated on Thursday after Bogotá recalled its ambassador in response to Quito’s decision to impose a 100 per cent tariff on imports from Colombia.

The latest development marks a sharp turn in the months-long trade dispute between the neighbouring countries, driven by accusations over insecurity along their shared border.

 » Read more about: Trade War Deepens As Colombia Recalls Ambassador, Slams Tariffs On Ecuador  »

 » Read more about: Could Investing $500 a Month in MAGS Make You a Millionaire?  »

Last week, Nifty 50 gained 5.89%, its biggest weekly gain in five years, snapping its six-week losing streak. The index formed a bullish candle with higher highs and higher lows on the weekly chart.

“The broader market structure remains positive, and a further short-covering rally could push the Nifty 50 index towards the 24,300-24,500 zone in the near term.

 » Read more about: Stock Market Update: Nifty 50, Sensex Likely to Open Lower amid Failed US-Iran Talks  »

Motilal Oswal Mutual Fund cut its cash holdings to ₹3,124 crore from ₹6,722 crore, while Quant Mutual Fund lowered its cash to ₹10,000 crore from ₹13,000 crore. HDFC Mutual Fund also reduced its holdings to ₹21,352 crore from ₹23,579 crore.

 » Read more about: Mutual Fund Cash Hits 16-Month Low Amid Aggressive Buying in Market Fall  »

Key Points

• IonQ is a quantum computing leader.

• SoundHound AI could make a big splash in the AI realm.

• Nebius is seeing huge demand for its platform.

If you’re looking for some smaller companies with massive upside,

 » Read more about: 3 Under-the-Radar AI Stock Picks That Could Be Incredible Buys  »

Indian equity markets are expected to open on a gap-down note on Monday, tracking weak global cues and a sharp decline in GIFT Nifty.

GIFT Nifty is currently trading around 23,750 down -335 points, indicating a negative start for domestic indices.

The weakness comes amid renewed geopolitical concerns after failed US–Iran talks and rising crude oil prices,

 » Read more about: Sensex Today | Stock Market Live: Nifty below 23,700, Sensex slips 1,300 pts; India VIX up 13%, all sectors in the red  »

The stock market crashed 2% on Monday after United States President Donald Trump on Sunday announced a blockade of the strategic Strait of Hormuz after talks with Iran collapsed.

The blockade, which will take effect at 7.30 pm Indian time on Monday, is expected to further disrupt oil and gas supplies.

 » Read more about: Stock market crashes 2% as US announces Hormuz blockade  »

The failure of US-Iran peace talks leaves President Donald Trump with a set of unattractive options that are unlikely to hand him a decisive or swift victory.

But he’s doubling down with a plan to impose a blockade on the Strait of Hormuz that comes with its own risks of serious and unforeseen consequences.

 » Read more about: Trump’s strait blockade risks another serious blow to the global economy  »

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 » Read more about: Evergreen Private Equity Investing In Retirement Plans: Key Benefits Of A Direct, Multimanager Approach  »