Despite market volatility, TCG AMC’s Chakri Lokapriya sees growth in capital goods, metals, pharma, and banking, supported by government policies and global shifts. He highlights infrastructure spending benefiting companies like ABB India and Siemens. China’s production cuts and rising Indian demand favor Tata Steel. Pharma benefits from eased tariff concerns and US FDA approvals.Read More

The Indian rupee plummeted to a record low of 88.76 against the US dollar following President Trump’s H-1B visa fee hike, sparking concerns about remittances and IT sector equity outflows. This double blow, coupled with already weak foreign inflows, intensified pressure on the currency.Read More

South Korean shares reached a record high on Tuesday. Chipmakers saw gains due to optimism surrounding Micron Technology’s upcoming results. Celltrion’s shares surged following its acquisition of a US factory from Eli Lilly. Samsung Electronics and SK Hynix also experienced increases. Foreign investors were net buyers of Korean shares. The Korean won weakened slightly against...Read More

Oil prices continued their decline for a fifth session due to oversupply concerns, exacerbated by a preliminary agreement to restart an Iraqi-Kurdish oil pipeline. The potential resumption of 230,000 barrels per day from Iraqi Kurdistan adds pressure amid uncertain demand and rising global supply. Traders are also monitoring potential sanctions on Russian oil and geopolitical...Read More

Shrikant Badve of Belrise Industries joins India’s billionaire club as shares hit ₹162.70, up 81% since May, valuing his 59.56% stake at ₹8,623 crore.Read More

Ganesh Consumer Products’ Rs 409 crore IPO was 18% subscribed on Day 2, led by retail investors (31%). GMP indicates a modest 3.4% premium. Proceeds will fund debt repayment, new production facilities, and promoter stake reduction, with analysts recommending a long-term subscription.Read More

Nine SME IPOs are open for subscription, with GMPs signaling up to 24% potential listing gains, led by strong interest in True Colors IPO.Read More

Netweb Technologies has seen its stock more than double in six months, fueled by order wins, government digital initiatives, and India’s growing data center market. Brokerages anticipate continued revenue growth driven by AI adoption, data localization, and expanding compute infrastructure.Read More

Mayuresh Joshi notes sectoral volatility in India’s stock market, but expects consumption and capital expenditure to drive growth. Key sectors include FMCG, consumer durables, infrastructure, manufacturing, and select NBFCs.Read More

Airfloa Rail Technology, a key player in India’s rail sector, is diversifying into aerospace, defense, and drone technologies after a successful SME IPO. The company aims to leverage its expertise to become a technology-driven solutions provider, targeting significant growth in electronic warfare, drones, and advanced rail systems.Read More