The rupee hit record lows last week as the US dollar strengthened on robust economic data and Fed caution. Experts cite capital outflows, tariffs, and domestic macro pressures as key drivers, urging investors to stay disciplined amid volatility.Read More

Market veteran Madhusudan Kela says India’s markets are set for an earnings-led upmove as liquidity, policy support, and AI-driven growth kick in. He’s bullish on AI, power, manufacturing, NBFCs, and SME entrepreneurship, urging investors to stay patient and selective for the next phase of India’s equity story in Samvat 2082.Read More

India’s office market has seen 56.8 mn sq. ft. of YTD absorption, on track to exceed the previous annual peak. Strong demand from GCCs, IT-BPM, BFSI, and flexible workspaces, alongside controlled new supply, positions the sector for robust growth and continued Grade A leasing momentum in 2025.Read More

India’s primary market shows signs of fatigue in 2025 despite record IPO activity. Kotak Institutional Equities reports rising fundraising but declining post-listing returns as investors turn valuation-conscious and selective, preferring large and mid-cap issues over smaller ones.Read More

Tata Communications reported a 27% year-on-year fall in profit to Rs 183 crore in Q2 FY26, despite a 6.5% rise in revenue to Rs 6,100 crore. EBITDA grew modestly, while margins declined slightly due to higher costs.Read More

US luxury watchmaker Fossil Group is reportedly exploring an Initial Public Offering (IPO) for its Indian subsidiary, aiming to raise between $300 million and $400 million. This move aligns with a surge of multinational firms listing their Indian operations to tap into robust investor demand. The company manages popular brands like Fossil and Skagen, alongside...Read More

Ecognosis Advisory CEO Andrew Freris warns investors to stay away from overvalued US equities inflated by AI hype, calling US-China trade talks “meaningless” amid tariff turmoil. He says inflation pressures are tariff-driven, gold and Bitcoin aren’t true safe havens, and Asian markets — except India — offer stronger value amid global uncertainty and geopolitical tensions.Read More

Infosys Q2FY26 profit is expected to rise 10% YoY with revenue growth of 10%, supported by large-deal momentum, stable BFSI demand, and cost efficiencies. Investors will watch margin trends, GenAI adoption, and management guidance amid cautious discretionary IT spending.Read More

Japan’s Nikkei share gauge rebounded on Wednesday from its steepest drop since April, as investors piled back into tech stocks that were pummelled on concerns over China-U.S. trade friction.Read More

European stocks climbed on Wednesday as upbeat results from France’s LVMH sparked a rally in luxury groups and quelled concerns that slowing global growth and tariff wars are taking a toll on corporate health.Read More