BSE Sensex closed at 75,398.72, up 789.74 points or 1.06 per cent. Nifty50 settled at 23,689.6, up 277 points or 1.18 per cent. 

The crime index of Noida city currently stands at 55.67 as per the Numbeo report, while the safety rate is at 44.33. A study conducted by Ghaziabad police has found a significant decline in street crime during the winter season of 2025-26, with overall incidents dropping by about 43% compared to the previous year.

The city registered 10,530 criminal cases in 2024, down 7.5% from 11,384 in 2023. The figure was 13,207 in 2022 and 16,495 in 2021, indicating a steady fall in overall crime in the past four years. Sexual harassment cases in Noida reportedly dropped from 107 in 2022 to 56 in 2024. Rape cases also declined from 29-31 annually to 16 in 2024.

One of brands helping is Staqu, via it's AI powered platform YAKSH. YAKSH is an AI-powered policing and criminal intelligence platform developed by Staqu Technologies for Uttar Pradesh Police. Powered by Staqu's JARVIS multimodal AI engine, YAKSH combines facial recognition, voice recognition, CrimeGPT, gang-network analysis, CCTV analytics, and criminal intelligence into a unified policing platform. It is designed to strengthen beat policing, criminal verification, investigation speed, and proactive surveillance across Uttar Pradesh.

India's import bill for replaceable products such as LNG, methanol, ammonia, ammonium nitrate and others was Rs 2.77 lakh crore in FY25. Coal gasification directly targets this bill. Read full report here

Arsenal Football Club today announced that Deel, the leading global payroll and HR platform, will become the club's Official Sleeve Partner from the 2026/27 season in a multi-year agreement.  

Deel's logo will appear on the left sleeve of Arsenal's home, away, and third kit shirts from the start of the 2026/27 season. In doing so, Deel will be the second global brand to have featured on the sleeve of one of football's most recognisable shirts.  

The agreement deepens the relationship between the two after Deel joined the Arsenal family as the club's Official HR Platform Partner in December 2025. 

The announcement is accompanied by a new film, Patchmaker, featuring Arsenal star Viktor Gyökeres and club legend Patrick Vieira. Set in the workshop of a master patch-maker putting the finishing touches to the new kit sleeve, the film is a portrait of the craft, care and attention to detail behind every action. 

Hanish Gupta, Founder & Managing Director, Sunkind India Limited

"The Indian solar industry is currently witnessing an important structural transition. While delays in solar cell manufacturing capacity and the ALMM rollout may create temporary operational challenges for certain players, I see this as part of a larger and necessary evolution toward self- reliance.

Whenever transformative infrastructure is built, there is a phase of adjustment. During the construction of Delhi Metro corridors, people faced congestion and disruptions, but the long-term outcome completely changed urban mobility in the region. The solar manufacturing ecosystem is undergoing a similar phase today.

Similarly, the implementation of ALMM norms and the push toward domestic solar cell manufacturing may create short-term stress for certain market participants, especially smaller companies

I strongly appreciate the Government's commitment to Make in India and energy self-reliance. In my view, backward integration is not merely desirable; it is a strategic imperative for India's long- term competitiveness. India could emerge not only as one of the world's largest solar markets, but also as a globally competitive manufacturing powerhouse. While temporary bottlenecks are inevitable during such a transition, they should be seen as part of the price of building lasting national capability. The direction is not only right - it is critical for India's future."

Vinay Rustagi, Chief Business Officer, Premier Energies Limited

The move to domestically made cells is a major milestone in achieving self-sufficiency and resilience for India's booming solar sector. Indian companies have now developed world-class manufacturing expertise  in this area with over Rs 50,000 crores of current and planned investments. Total production capacity has increased by over 180 per cent to 33 GW in just 15 months.

India wants 100 million tonnes per annum (MTPA) of coal gasification by 2030. Gasification is more efficient and cleaner than direct burning. Read full report here

Gurugram-based SPH Aviation Pvt Ltd., today announced the launch of iQuantara, its dedicated defence-focused brand aimed at advancing indigenous drone technologies for India's evolving security and surveillance needs. With this strategic move, SPH marks its expansion into the defence and aerospace domain, aligning with the national vision of self-reliance in critical defence technologies.

iQuantara evolves from SPH's defence-focused initiatives, delivering earlier under the SPH Aviation name. The transition to iQuantara reflects a renewed strategic focus, a sharper brand identity and an expanded vision to scale indigenous drone technologies for defence applications in India.

Dr. Preet Sandhu, Founder & Managing Director, AVPL International & Promoter, iQuantara, added: " The launch of iQuantara marks a significant step at AITMC Venture's journey as we expand from agricultural drone applications into the defence sector. With our strong foundation in drone technology and skilling, we see this as a natural progression towards supporting India's self-reliance in deep-tech areas while building a future-ready innovation ecosystem. Over the next 5 years, we aim to invest Rs 75 crores and expand our reach to 15% of defence markets."

NPST has secured orders from three cooperative banks for its Bank-in-a-Box platform ,enabling them to quickly roll out digital banking and payment services. The deployment includes its offline acquiring solution Qynx, helping banks manage end-to-end merchant payments without heavy infrastructure investment. These wins are expected to drive long-term, recurring revenue growth for the company.

Project InnerSpace, in partnership with the Council on Energy, Environment and Water (CEEW), today released The Future of Geothermal in India, finding that India holds significant technical potential for geothermal: 11,000 gigawatts (GW) of industrial heat, more than 1,500 GW of cooling, and 450 GW of electricity-nearly equal to India's current installed capacity. Even partial deployment could significantly reduce pressure on India's power system and diversify how industry meets its growing energy demand. The report identifies geothermal as a critical resource for the sectors driving demand-data centres, cities, and industry-while strengthening energy security, enhancing resilience, cutting emissions, and creating hundreds of thousands of jobs. In India, where cooling demand is rising rapidly and industrial energy use remains heavily fuel-based, it offers a practical pathway to deliver reliable energy while easing pressure on the grid.

Indian Institute of Technology Jodhpur, one of India's most prestigious and globally recognised technical institutions, is collaborating with Masai, India's fastest-growing outcome-driven education platform, to launch two degree programs: a BS in Management and Technology and an MBA Technology. The partnership marks one of the few instances where an IIT joins hands with a private platform to co-offer degree programs, reflecting IIT Jodhpur's commitment to making high-quality, interdisciplinary education more accessible and relevant.

The BS in Management & Technology bridges technology, management, and societal insight across 141 credits over eight semesters. Unlike conventional tech programs, it welcomes students from any academic stream, with admission through a qualifying test, making an IIT-affiliated degree broadly accessible. Built-in exit options after one, two, or three years align with the NEP, giving learners the flexibility to enter the workforce at the right time.

Karan Aggarwal, Co-founder & CIO, Ametra PMS

''Markets are still working on assumption that elevated oil prices is a short-term development and would not impact EPS in next few quarters. Broader markets are trading at 30x or higher PE which has already factored in business-as-usual in next few quarters and leave limited room for earnings downgrades on higher oil prices in next few quarters. Even on global side of things, few AI stocks are accounting for 60%-70% of upside seen since early 2025 across Asian and US markets. Historically, whether in 1929 or in 2000, deadly combination of low liquidity and extreme concentration has resulted in a Multi-year bear market. As happened in Internet boom in 1990s, AI would thrive but 90% of AI investments would go bad without making any money. We are in AI late cycle and there is high probability that index investors might not any money across markets for till 2028. We would advise investors to 75% mowny in cash with 5% monthly shfot to equities''.

Trump-Xi Summit: American firms will have broader prospects in China, said Xi Jinping during a meeting with US business leaders. Read full report here

Cyble Research and Intelligence Labs (CRIL) today released its Asia and Pacific Threat Landscape Report for Q1 2026, revealing a significant escalation in cyber threats across the region. The report identified 277 major cyber incidents during the quarter, including ransomware attacks, compromised access sales, data breaches, vulnerability exploitation, and hacktivist campaigns impacting organizations across Asia and the Pacific.

India emerged as the most targeted country in the APAC region for ransomware attacks, recording 45 incidents during Q1 2026 -- representing a 165% increase compared to Q1 2025 and a 55% rise over the previous quarter.

BTC struggled to break above the $81K level as stronger-than-expected US inflation data weighed on market sentiment. April's producer inflation rose 6% year-over-year, its highest level since 2022, raising concerns that interest rates could stay elevated for longer than expected. This led traders to reduce short-term risk exposure across crypto markets. Despite this, traditional markets remained firm, with the S&P 500 and Nasdaq both advancing, supported by continued strength in technology stocks. BTC is now trading near a key support zone around $79K, and a drop below this level could push prices toward the upper-$78K range.

Trump-Xi Summit: The US President wants China to stop weaponising supply chains, especially rare earths that power US tech and defence industries. Read full report here

Move reflects the real estate sector's commitment to national priorities, economic self-reliance, and contributing to India's economic resilience

New Delhi, 13th May 2026: In a strong endorsement of Hon'ble Prime Minister Shri Narendra Modi's recent appeal to prioritise national interest amid the evolving geopolitical situation in West Asia - including reducing non-essential foreign travel, conserving fuel and foreign exchange, and promoting domestic spending - the Confederation of Real Estate Developers' Associations of India (CREDAI) has decided to shift the 23rd edition of its flagship convention, NATCON 2026, from Amsterdam to India.

The decision has been taken in the spirit of national solidarity and in alignment with the larger sentiment of standing firmly with the nation and the vision articulated by Hon'ble Prime Minister. At a time when India is moving forward with confidence, self-belief, and a renewed spirit of national pride, CREDAI believes that institutions representing key sectors of the economy must also reflect the same commitment towards the country and its priorities.

The Thesis

The metals cluster dominates today's conviction book - seven of fifteen high-conviction names are commodity producers. With copper at all-time highs, aluminium near a four-year peak, and yesterday's gold/silver import duty hike fattening domestic producer margins, this is a continuation bet on a rally that has already broken out. Pharma forms the defensive sleeve against VIX above 19.

Where We're Concentrated

Metals & mining anchor nearly half the conviction list, with pharma as the dollar-revenue hedge and oil & gas capturing Brent's $107 geopolitical premium. DII record buying (+₹7,990cr) is funding the metals leadership while FII selling decelerates. The book breaks if copper rolls over or duty signaling reverses - both low-probability in the near term.

Conviction Picks

Vodafone IdeaHIGHEST CONVICTION

Five-model cluster on telecom turnaround as tariff hike pass-through accelerates; benefits from rotation out of expensive defensives.

BioconHIGHEST CONVICTION

Dollar-revenue biosimilar defensive - a textbook hedge against elevated VIX and crude-driven margin pressure elsewhere.

VedantaMETALS ANCHOR

Diversified metals exposure - direct beneficiary of yesterday's precious metals duty hike and copper's record run.

National Aluminium

Pure aluminium leverage as LME prices approach a four-year high on Middle East supply disruption.

SAIL

Steel cycle catch-up as the metals rally broadens from non-ferrous; DII flows favour deep-cyclical PSU names.

One Thing to Watch

Nifty 23,500 resistance. A clean breach with VIX cooling below 19 confirms metals leadership broadens into a sustained move; failure here keeps the book defensive and pharma carries the tape.

UiPath (NYSE: PATH), a global leader in agentic business orchestration, today announced UiPath for Coding Agents, platform wide integration enabling every coding agent to become enterprise deployable, an industry first. By combining coding agents with the visual orchestration of the UiPath platform, builders of any technical level can create, test, deploy, operate, and govern enterprise automations through a natural language conversation with their coding agent of choice.  

Despite the popularity of coding agents, they still exist largely in isolation, disconnected from enterprise development workflows, security policies, code review processes, and deployment pipelines. Connecting one agent to another, and to the enterprise systems they need to act on, remains a manual, brittle process for most teams. Without orchestration capable of connecting agents to existing CI/CD infrastructure, testing frameworks, and governance controls, any coding agent outputs require manual handoffs and human intervention at almost every step. Hoped-for productivity gains stay trapped inside silos and development sandboxes, never reaching the end-to-end enterprise processes where real impact lives.

HDFC Life, one of India's leading life insurers, has announced a bonus of Rs 4,596 crore in the Company's board meeting held on 16th April, 2026, reinforcing its promise of delivering long-term value to policyholders. This is HDFC Life's highest bonus declared till date and will benefit 22.2 lakh participating policyholders, reflecting the Company's policyholder-first approach, consistent performance and prudent financial management.

Out of the total bonus declared an estimated Rs 3,761 crore will be paid out in FY'27, in the form of maturity or survival payouts. The remaining bonus will accrue to policyholders and be payable in the future, as per policy terms and conditions.

Asian markets were trading on a mixed note on Thursday morning. The Nikkei 225 and the Hang Seng gained 0.27 per cent and 0.84 per cent, respectively. Bucking the trend, the CSI 300 was down 1.10 per cent. 

FY26 saw a record Rs 1.79 lakh crore raised via 108+ IPOs. Yet, nearly 66 per cent of these stocks now trade below issue price. Read full report here

The order specifies that the ban applies to raw, white and refined sugar. It also marks a shift in policy from "restricted" to "prohibited". Read full report here

At the close on Wednesday (May 13), the total market cap of all BSE Sensex companies stood at Rs 4,58,32,927.