Murthy Nagarajan of Tata Asset Management suggests global bond yields will likely remain high as Japan’s yen carry trade unwinds, impacting capital flows and risk sentiment. Rising developed market yields may deter active foreign inflows into Indian debt, favoring passive flows linked to global bond indices. He advises considering sovereign and corporate bonds for portfolio...Read More

GST rate cuts on cement and construction materials are expected to lower developers’ input costs by 2-4%, potentially boosting housing demand, especially in the affordable and mid-market segments. This, coupled with the festive season’s increased inquiries and stable interest rates, creates favorable conditions for new project launches and improved affordability. Developers aim to pass on...Read More

Nikkei in Japan surpasses 44,000 for the first time. Trade optimism and stimulus hopes boosted market sentiment. U.S. tariffs on Japanese autos are set to decrease. Shigeru Ishiba resigned and Sanae Takaichi is running for leadership. Semiconductor shares saw a rally. Advantest and other chip-related companies experienced significant gains. Sony also showed positive movement in...Read More

Anticipation of a U.S. Federal Reserve rate cut is expected to ease Indian government bond yields and offer slight support to the rupee, which has been pressured by U.S. tariff concerns. The rupee previously hit a record low, while the 10-year benchmark bond yield experienced its largest weekly drop in four months. Upcoming inflation data...Read More

SML Isuzu may be in focus on September 9 after reporting a 15% drop in August sales to 815 units and exports halving to 27, even as production rose 7% to 1,045 units. The update comes as the commercial vehicle maker prepares to rebrand as SML Mahindra, pending shareholder and regulatory approvals.Read More

A significant rise in futures OI indicates growth in the number of active, unexpired contracts for a security.Read More

Indian benchmark indices Sensex and Nifty initiated trading on a positive note, fueled by Infosys’ potential share buyback. Gains in banking and consumer discretionary stocks further bolstered the market. Optimism surrounding anticipated GST cuts and growing expectations of a U.S. rate cut this month also contributed to the upward momentum.Read More

Japanese government bonds experienced a rally on Tuesday as long-term yields, previously at historic highs, attracted buyers. Diminished expectations for central bank rate hikes further supported shorter-dated securities. Sanae Takaichi’s potential leadership, favoring stimulus, fueled concerns about BOJ rate hike reluctance, impacting market expectations and bond performance across different maturities.Read More

A recent Anarock survey reveals that over 90% of prospective Indian homebuyers are worried about soaring property prices, with many ‘very’ or ‘extremely’ concerned. This price surge, averaging over 50% in two years, has impacted buying decisions.Read More

Karbonsteel Engineering is set to launch its Initial Public Offering of Rs 59 crore. The IPO will open on Tuesday and close on September 11. The company aims to list on BSE SME platform on September 16. It plans to use the funds for facility expansion and debt repayment. The IPO includes a fresh issue...Read More