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Nykaa will be taking over the India operations of Kiehl’s part of a strategic partnership with L’Oreal Luxe

Beauty and personal care segment company Nykaa will take over the India operations of American brand Kiehl’s. It is part of a strategic partnership with L’Oréal Luxe in India. Under this, Nika will take over the end-to-end responsibility of the India operations of Kiehl’s brand. Under this arrangement, Nykaa will manage Kiehl’s existing and upcoming exclusive brand outlets in India, the brand’s direct-to-consumer platform Kiehls.in, its digital ecosystem and multi-brand retail distribution.

Kiehl’s will be integrated into Nykaa’s omnichannel ecosystem. This will give Nykaa access to more than 4.2 crore consumers across the country. The partnership also brings Kiehl’s to Nykaa Now in select cities. The move marks a strategic deepening of Nike’s decade-old relationship with L’Oréal. Over the past few years, both the companies have worked together on launching global brands and creating new beauty categories in India.

Nike and L’Oreal India built a strong partnership in 10 years

Commenting on the development, Anchit Nair, Executive Director and CEO, Nykaa Beauty, said, “Nyka and L’Oréal India have built a strong partnership over the last ten years, based on execution, trust and a common vision. Together we have played a key role in laying the foundation of a strong beauty ecosystem in India. This integration allows us to go further, harnessing our combined strengths. “Helps take India to the next logical step in its beauty journey.”

Shrestha Jana, General Manager, L’Oréal Luxe, L’Oréal India, said this exclusive distribution partnership will help expand the brand’s presence in India. It further said that this partnership will deepen L’Oreal’s connection with skincare enthusiasts and further strengthen L’Oreal’s position in the luxury category. The L’Oréal Luxe division in India is operational in skincare, makeup and fragrance with brands like Lancôme, Yves Saint Laurent and Kiehl’s. During this transition, Kiehl’s stores and consumer touchpoints in India will continue to operate as usual.

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Market outlook: Delay in India-US trade deal could have adverse impact on market sentiment – CIO of Bharti AXA Life – market outlook delay in india us trade deal could have adverse impact on market sentiment cio of bharti axa life

Market outlook: The market has largely digested the current information about the US trade deal. Investors are now waiting for this formal signing. Although a final deal could act as a fresh trigger for the market, any delay beyond the March 2026 timeline could spoil the market mood. These things were said by Rahul Bhuskute, Chief Investment Officer of Bharti AXA Life Insurance in a conversation with Moneycontrol.

He believes that in the current situation, PSU stocks with good prospects like Defence, PSU Bank, Power Utility and Metal are looking good. In the third quarter, small-medium companies have left large-cap companies behind in terms of earnings. He believes that for value investors, the dividend yield offered by large-cap IT companies also looks attractive.

Do you think small and mid-cap companies have presented better results than large cap companies in Q3?

Overall, it seems that small- and mid-cap companies have outperformed large-cap companies in terms of earnings in Q3. However, this difference in performance largely depends on the composition of the sector. There is a high concentration of mid/small cap space in sectors with high EPS growth in Q3 such as capital goods, construction materials, metals and mining.

In contrast, the large-cap indices are more tilted towards private banks and IT, which have seen below-average growth recently. Looking at all sectors from a general perspective, earnings growth across market caps appears to be similar.

Do you think Q4 numbers will be much better than Q3 after reading the management commentary?

Generally, corporate management sentiment has been better in Q3 than in previous periods. This hope has arisen due to many positive factors. Implementation of GST reforms, successful landmark trade deals with the EU and good interest rate environment have boosted sentiment.

Additionally, the strong capex outlay of Rs 12.2 lakh crore in the Union Budget and improved credit growth have boosted confidence from a longer-term perspective. Strategic international changes, especially China’s gradual withdrawal of export rebates on some products, are also improving the competitive environment for Indian businesses.

However, looking at these structural tailwinds, it seems that no big increase in Q4 earnings is expected. But this has become a strong base for FY27. It is generally believed that Nifty 50 may see a growth of 8-9% in FY26. This means that Q4 EPS growth of more than 5-6% should not be a difficult task.

Given the growth potential and challenges posed by AI, is it better to have mid-cap IT stocks in the portfolio rather than large-cap stocks?

For growth-loving investors, mid-cap IT companies have generally been more attractive than large-cap companies. This is not only because they have a smaller base, but also because they are more agile and run lean operations by specializing in certain domains and taking decisions in less time. Additionally, some of these companies have already shifted from a traditional service-based model to a platform-led approach, leading to stronger and more consistent growth in recent quarters.

Additionally, the deal win momentum of these companies remains strong, indicating strong double-digit growth in FY27. While their large-cap counterparts are projected to see high single-digit growth. However, for value investors, the dividend yields offered by large-cap IT companies may look attractive.

Don’t you see a huge rise in gold and silver from here?

The recent rise in gold and silver has come due to several structural reasons. Factors like heavy purchases by central banks, geopolitical hedging and low real rates in the US are included in this. Additionally, the growing de-dollarization narrative (increased by the US’s high fiscal deficit and the alleged “politicization” of the Federal Reserve) has strengthened demand.

However, it is difficult to predict how long such top-down trades will last. But these persistent tailwinds are likely to create more volatility. Given their important role as an inflation hedge, we recommend maintaining a strategic allocation to precious metals (especially gold) in a diversified portfolio.

Do you think it is better to take a bullish view on PSU stocks given the expected increase in dividends and capex?

Investing in PSUs requires careful consideration due to government policy risks and stock overhang related to disinvestment. However, we also believe that some strong and well-functioning PSUs are the vehicle for carrying out major reforms of the government and hence have been good wealth generators for some time. Among PSU stocks with good prospects, stocks like Defence, PSU Bank, Power Utility and Metal are looking good.

Stock market news: Strong action was seen in these stocks amid the news of block deal, do you have any of these?

Disclaimer: The views expressed on Moneycontrol.com are the personal views of the experts. The website or management is not responsible for this. Money Control advises users to seek the advice of a certified expert before taking any investment decision.

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Indian Markets on Monday: US markets surge due to removal of tariffs, will Indian markets gain wings on Monday? – us supreme court verdict us markets surge after supreme court strikes down donald trump tariff know what will be impact on indian markets sensex nifty on mondya 23rd february

Indian Markets on Monday: American stock markets surged on February 20. The reason for this was the US Supreme Court’s decision to cancel the tariffs of US President Donald Trump. Shares of big American companies including Alphabet and Amazon showed a rise. The US Supreme Court announced its decision on Trump’s tariffs on February 20. Now the eyes are on Indian markets. The effect of the US Supreme Court’s decision to cancel the Trump tariffs will be seen on the Indian markets on Monday, February 23. The question is whether Indian markets will see a rise or fall on Monday (February 23) due to the cancellation of Trump tariffs?

Trump’s new 10 percent tariff is much lower than before

Trump has criticized the decision of the US Supreme Court. Frustrated by the Supreme Court’s decision, Trump has imposed a new 10 percent tariff on other countries. He has taken this decision under Section 122 of the Trade Act, 1974. This tariff will remain in force for 150 days. To extend its period, Trump will have to seek the approval of the US Congress. Investors have heaved a sigh of relief that the new tariff of 10 percent is much lower than before. Mike Deutsch, head of research for quantitative strategies at Horizon Investments in North Carolina, said the Supreme Court decision removes some uncertainty. We are now going to enter the next phase.

Tremendous rise in American markets after Supreme Court’s decision

On February 20, the US stock market’s main index S&P 500 rose 0.69 percent and closed at 6,909.51 points. Nasdaq also closed at 22,886.07 points with a jump of 0.90 percent. Dow Jones Industrial Averages closed at 49,625.97 points with a gain of 0.47 percent. Nine out of 11 sector indexes of the S&P 500 closed with gains. Google’s parent company Alphabet saw a rise of 3.7 percent. Amazon shares jumped 2.6 percent. Apple showed a jump of 1.5 percent. This is an indication that American investors have welcomed the end of Trump tariffs. They are happy with the decision of the Supreme Court.

There may be a big jump in Indian stock markets on 23 February

Experts say that due to the end of Trump tariffs, there will be a boom in Indian stock markets on Monday i.e. 23rd February. Especially there will be a big rise in the shares of Indian companies exporting to America. On February 20, Gift Nifty was affected by the decision of the US Supreme Court. It closed with a rise of about 200 points against Nifty 50. The removal of Trump tariffs will have a positive impact on the market in many ways. First, the competitiveness of Indian goods will again increase in the American market. Second, companies from many sectors including renewable, pharma, automobile, leather, textiles will be able to increase their exports to the American market.

There will be a positive impact on the Indian stock market and economy.

In India, textiles, gems and jewellery, automobile are such sectors which provide employment to a large number of people. Increasing business of companies in these sectors means that job opportunities will increase. The business of these companies was affected due to the implementation of American reciprocal tariffs. Many companies were forced to reduce the number of their employees. Now these companies will have to do hiring again. This will increase consumption in the economy. This will also have a positive impact on market sentiment. Indian markets have remained in a limited range for a long time. Experts say that after the decision of the US Supreme Court, Indian markets can make a new all-time high.

Shares of these Indian companies can now become rockets

Shares of many Indian companies can become rocket on 23rd February. These include companies like Goldian Intenational, Rajesh Exports, Titan, Kalyan Jewelers India, Sun Pharma, Cipla, Dr, Reddy’s, TCS, Infosys, HCL Tech, welsupn Living, Arvind Mills, Gokaldas Exports, Bharat Forge, Tata Motors. Investors need to keep an eye on the shares of these companies. These are such companies, whose US market has a significant share in their total revenue. American tariffs also had a greater impact on these companies.

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Market This week: Amid volatility, the market saw a slight increase last week, IT was under pressure for the third consecutive week – market this week amid volatility the market saw a slight increase last week with it under pressure for the third consecutive week

Market This week: Despite Thursday’s sharp selloff, Indian benchmark indices ended the volatile week with modest gains amid continued selling in IT stocks and rising crude oil prices due to rising tensions in the Middle East. In the week ending February 20, BSE Sensex closed at 82,814.71 with a gain of 187.95 points or 0.22 percent. Whereas Nifty closed at 25,571.25 with a gain of 100.15 points or 0.39 percent.

Last week, Nifty Midcap index closed with a gain of 0.35 percent. Thermax, Indian Bank, Godrej Industries, Hitachi Energy India, Bank of India, GMR Airports, Petronet LNG, Bharat Dynamics, and Bank of Maharashtra were the top midcap gainers. On the other hand, Brainbees Solutions, Ola Electric Mobility, Hexaware Technologies, Persistent Systems, Vedant Fashions, and Clean Science & Technology saw a decline of 6-18 percent.

BSE’s Largecap index closed with a gain of 0.4 percent. Punjab National Bank, Canara Bank, Union Bank of India, Cummins India, Bank of Baroda, and Hyundai Motor India were the top gainers. Waaree Energies, Info Edge (India), Eternal, SRF, Tech Mahindra, LTIMindtree, and Swiggy were the top losers.

At the same time, BSE’s smallcap index saw a decline of 0.5 percent. Aqylon Nexus, Filatex Fashions, Transworld Shipping Lines, Zaggle Prepaid Ocean Services, Stallion India Fluorochemicals, SEPC, Shoppers Stop, and Pennar Industries saw a decline of 16-22 percent.

On the other hand, VL E-Governance and IT Solutions, Novartis India, RACL Geartech, KRN Heat Exchanger and Refrigeration, Godfrey Phillips India, Aeroflex Industries, Netweb Technologies India, Jyoti Structures, Newgen Software Technologies, Sadhana Nitrochem, and Jindal Poly Investment and Finance Company saw a gain of 16-28 percent.

This week, the biggest increase was seen in the market capitalization of Larsen & Toubro. It was followed by Asian Paints, Titan Company, and Axis Bank. On the other hand, State Bank of India, Maruti Suzuki India, UltraTech Cement and Trent saw a decline in market capitalization.

Sectoral performance was mixed this week. The Nifty PSU Bank index rose 5.5 per cent, while the Nifty Energy index rose 2.4 per cent and the Nifty FMCG index rose 1.7 per cent. Nifty Pharma, Healthcare and Defense indices gained about 1 per cent each. However, Nifty Auto, IT and Media indices declined by 1.3–2.5 per cent during this period.

Foreign institutional investors (FIIs) continued their selling for the second consecutive week, selling equities worth ₹637.68 crore this week. In contrast, Domestic Institutional Investors (DIIs) continued their buying, buying equities worth ₹6,883.81 crore.

The Indian rupee snapped its two-week-long gains and closed 34 paise lower at 90.98 against the US dollar on February 20, compared to 90.64 on February 13. During the week, the domestic currency traded between 90.59 and 90.99.

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Why did defense shares suddenly rise? – which factor led to sudden rise in defense stocks watch video to know

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French President Emmanuel Macron said on February 19 that India and France will jointly produce Rafale jets and helicopters. Its effect was seen on the shares of Indian defense companies on 20 February.

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Stock Market: How can the market move on 23rd February – stock market outlook for 23rd February 2026 which stocks are top gainers and losers today

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SHARE MARKET TODAY: Indian stock markets made a great comeback on Friday, February 20. After the initial fall, buying returned in the market and Nifty closed above 25,550. The day had started with pressure.

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Smallcap Stocks: Shares fell by 40% from all-time high, is now a golden opportunity to increase investment? – smallcap stocks have corrected up to 40 percent from all time high is this right time to invest

Smallcap stocks fall more when the market falls. They rise more when the market is bullish. The market has shown consolidation after making an all-time high at the end of September 2024. This has affected smallcap stocks. A study by Abacus Mutual Fund shows that shares of almost half of the small-cap companies (2,000 to 34,700 market capitalization) are down about 40 per cent from their all-time high. The question is, is this the right time to invest in smallcap stocks?

Market capitalization to quintuple between 2019 and 2025

Between 2019 and 2025, the market capitalization of small cap companies increased from about Rs 16 lakh crore to Rs 83 lakh crore. This is more than the growth of market capitalization of midcap companies and largecap companies. During this period, the share of small cap companies in the stock market increased from 11 percent to almost 19 percent.

17 percent CAG return from 2026 till now

Long term returns of small cap stocks are also strong. The returns from SIP investment in Nifty Smallcap 250 have been around 17 per cent CAGR since 2016. This is more than the 12 percent CAGR return of Nifty 50 during this period. This means that even though small cap stocks may be more volatile in the short term, they perform better in the long term.

Weakness in small cap stocks since last one and a half year

According to Gautam Kalia, Chief Investment Solutions Officer, Mirae Asset Sharekhan, both time and price corrections have been seen in small cap stocks for some time. It is rare to see both types of correction together. He said, “Smallcap stocks have not seen a rise in the last one and a half years. The prices started falling from October-November. Right now the sentiment is weak but the earnings data is encouraging. At the current prices, valuations look fair. They are neither cheap nor expensive right now.”

Advice to avoid hasty and lump sum investment

“The allocation has gone up to around 15 per cent to 25 per cent. But, it is not much. This is the time to slowly invest in smallcap stocks as there could be further downside,” he said. This means that investors should not rush to invest in small cap stocks but should invest slowly and thoughtfully.

SIP investment advice in a disciplined manner

Vijay Maheshwari, CWM and Founder, Stocktick Capital, said that investors can invest in a disciplined manner through SIP without paying attention to the fluctuations in the market. Investing in smallcap stocks increases growth. But their stake in the portfolio should be balanced. He said that large cap stocks provide stability in case of decline. Growth gets support from midcaps. Smallcaps enhance returns with their limited stake in the portfolio.

Invest for at least 7-10 years

Experts say that valuations have come down recently and investment opportunities are visible in many smallcap stocks. But, it would be better to invest gradually rather than lump sum. Smallcap stocks reward patience and discipline. Kalia said that investors can invest for long term through SIP. Long term means investment for at least 7-10 years.

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Defense Stocks Rally: Stormy rise in defense stocks, BDL and Data Patterns top gainers, know the reason – defense stocks rally french president emmanuel macron annonces deep defense cooperation bdl data patterns nifty india defense index

There was a strong rise in the shares of defense companies on 20 February. Shares of Bharat Dynamics and Data Patterns rose up to 6 per cent. The reason for this is the increasing cooperation between India and France in the defense sector. French President Emmanuel Macron said on February 19 that India and France will jointly produce Rafale jets and helicopters. Its effect was seen on the shares of Indian defense companies on 20 February.

Rise in Nifty India Defense Index

Nifty India Defense Index At one time it had gone up to 1.3 percent. Later the pace slowed down a bit. At 1:09 pm it was at 8,114 points with a rise of 0.97 percent. Most of the stocks included in the index were in the green. Data Patterns (India) At one time the share had risen by 6 percent. Around 1 o’clock its speed had reduced to 3.35 percent. Bharat Dynamics Its shares had risen by about 3 percent. Around 1 o’clock its price was rising by 2.82 percent.

Shares of these defense companies also rose

Paras Defense And Bharat Electronics Shares also saw a rise of up to 2.5 percent. HAL And GRSE Shares also showed a rise of up to 1.5 percent. A new era of cooperation in the defense sector is about to begin between India and France. India is going to buy 114 more Rafale jets from France. Both the countries are ready to work together in the field of submarines also. Macron had told the media about this at the end of his three-day visit to India.

French President made a big announcement

Macron said, “In the case of Rafale, we want to expand cooperation. India has confirmed a few days ago that it wants to buy another 114 Rafale jets… It wants to jointly produce them in India.” Last week, the Defense Acquisition Council approved the proposal to purchase 114 more Rafales for the Air Force. Apart from this, both the countries also want to increase cooperation in the field of other ships and missiles.

Tremendous recovery in stock market on 20th February

On February 20, a tremendous recovery was seen in the stock market. Trading started with weakness in the morning. But, later the major indices came into the green. At 1:24 pm, Nifty was up 0.35 percent or 92 points at 25,550 points. The Sensex was at 82,732 points with a rise of 029 percent or 224 points. A jump of 8.73 percent, Siemens 5.4 percent, Canara Bank 3 percent were seen.

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