Stocks in News & Key Economic Updates 16th Feb 2026 by GEPL Capital Ltd
Stocks in News
* DIXON: The company has entered into a JV with Longcheer Intelligence and Dixtel Infocom (a wholly owned subsidiary of Dixon) to manufacture and supply smartphones, tablets, TWS devices, smartwatches, AI PCs, automotive electronics, and healthcare devices.
* MCX: Mr. Rishi Nathany has been appointed as MD & CEO of wholly owned subsidiary Multi Commodity Exchange Clearing Corporation Ltd and will step down as Chief Business Officer (KMP) of the company effective March 31, 2026.
* GMR AIRPORTS: Delhi airport reported January passenger traffic of 7.23 million, up 4.7% YoY, while total traffic across GMR Airports stood at 11.13 million (+3.9% YoY); for Apr–Jan, GMR handled 100.96 million passengers, reflecting 1.2% YoY growth.
* ASHOKA BUILDCON: Gets LOA of $45 million for upgradation of road from Ministry of Public Works, Liberia.
• NATCO PHARMA: The company has received approval from the CDSCO to manufacture and market generic semaglutide injection in India.
* ZYDUS LIFESCIENES: The company has received final USFDA approval for Ammonium Lactate Cream 12%, used to treat dry and scaly skin; the product has annual U.S. sales of ~$15 million (IQVIA MAT Dec 2025)
* SIGATURE GLOBAL(INDIA): The company has signed an agreement with RMZ to form a 50:50 joint venture, under which RMZ will invest ?1,283 crore to acquire a 50% equity stake in the project
* INFDIAN HOTEL: The company has received an additional ?4.3 crore penalty claim from BMC, increasing its total outstanding property tax penalties to ?97.6 crore.
* SPML INFRA: The company has secured a ?345 crore order from the Chennai Metropolitan Water Supply and Sewerage Board to develop water supply systems for two key stations in Chennai
* GUJARAT ALKALIES: The company has inaugurated a hydrogen supply pipeline at Dahej to supply 20,000 Nm³/day of hydrogen to NOCIL.
*Economic News
• RBI’s tighter funding norms may squeeze broker liquidity, raising costs and impacting market depth: Brokers have flagged that the Reserve Bank of India’s stricter lending norms mandating near-100% collateral and curbing bank funding for proprietary and intraday trading could sharply raise funding costs, reduce proprietary liquidity, widen spreads, and hurt market volumes. Industry argues existing safeguards under exchanges and Securities and Exchange Board of India are already robust, and is seeking a phased, calibrated rollout before implementation from April 1, 2026.
Global News
• Japan’s Q4 growth misses estimates, highlighting fragile recovery amid weak demand and cost pressures: Japan’s economy barely returned to growth in Q4, expanding just 0.2% annualised (0.1% QoQ), sharply below expectations, as weak consumption, soft capital spending and flat net exports underscored fragile recovery momentum. Despite a recent election win for Prime Minister Sanae Takaichi, rising living costs continue to weigh on domestic demand, while economists say sustainable growth hinges on real wage gains. The weak data is unlikely to alter the tightening path of the Bank of Japan, which remains focused on normalising policy and containing inflation.
* Government Security Market:
? The Inter-bank call money rate traded in the range of 4.50%- 5.10% on Friday ended at 5.00%.
? The 10 year benchmark closed at 6.6799% on Friday Vs 6.6833% on Thursday
* Global Debt Market:
U.S. Treasury yields were higher on Friday as investors anticipated the release of January’s delayed consumer inflation report. At 4:55 a.m. ET, the 10-year Treasury yield was up 1 basis point to 4.121%, and 30-year Treasury bond rose 2 basis points to 4.749%. The 2-year Treasury note yield was 1 basis point higher at 3.476%. The January consumer price index report is to be published at 8:30 a.m. ET, and economists polled by Dow Jones expect it to show a 2.5% increase on a yearly basis, and 0.3% on a monthly basis. The report was delayed by a few days due to the partial U.S. government shutdown last week. Those figures would bring the CPI back to May 2025 levels — a month after President Donald Trump first announced tariffs.“ This is an important one, because markets are still expecting further rate cuts under a new Fed Chair, but stronger data like the jobs report on Wednesday has led to a bit more doubt as to whether that’s still possible,” Deutsche Bank analysts said in a note on Friday. “So another hawkish print today would further push in that direction, particularly given this quarter is already seeing a decent fiscal impulse from the Trump tax cuts,” they added.
* 10 Year Benchmark Technical View :
The 10 year Benchmark (6.48% GS 2035) yield likely to move in the range of 6.66% to 6.69% level on Monday.
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