Japan’s Nikkei index reversed early gains, closing down 0.14% as investors cashed in on a tech rally. While AI shares initially surged, profit-taking dominated the afternoon session. SoftBank Group and Sony Group saw significant movements, with SoftBank announcing a stock split and strong profits after market close. The broader Topix managed a slight increase.Read More

SoftBank sold its Nvidia stake for $5.8 billion, contributing to a surprise ¥2.5 trillion net income. The company is aggressively investing in AI, with stakes in OpenAI and Oracle, and plans for a $30 billion investment in OpenAI and a $1 trillion AI manufacturing hub. Despite strong performance, concerns remain about AI company valuations and...Read More

Japan’s SoftBank Group has announced a remarkable net profit of 2.5 trillion yen for the July-September quarter, driven significantly by its stake in OpenAI, the creator of ChatGPT. This marks their third consecutive profitable quarter, with investment gains from the Vision Fund soaring.Read More

With Delhi’s air quality deteriorating to the “severe” category (AQI 425) and Stage III of GRAP imposed, air purifier manufacturers have come into focus. As toxic smog grips North India, demand for air purification products is rising, potentially benefiting investors in this sector.Read More

Bank of America Global Research has initiated coverage on Adani Group’s dollar bonds. They have given an ‘Overweight’ rating to select issuances. This is due to solid fundamentals and strong funding access. The group has shown operational resilience amid global scrutiny. Ratings agencies have maintained investment-grade ratings. Leverage is improving across key entities.Read More

Asian Paints is expected to post a muted Q2 performance as extended monsoons and weak demand hurt sales. Revenue is likely to stay flat year-on-year, while profit may rise just 1%. Lower raw material costs should cushion margins, but higher trade spends and an unfavourable product mix may limit upside, say analysts.Read More

Japanese government bond yields saw a significant rise, particularly for longer-term bonds, as markets reacted to Prime Minister Sanae Takaichi’s push for flexible fiscal spending. This move, coupled with a weak auction for 30-year bonds, suggests investor caution.Read More

India’s Grade A office space demand is projected to reach 70 million square feet by 2025, despite global trade challenges. Corporate occupiers are prioritizing quality, hybrid models, and inclusivity, with a strong emphasis on sustainability and green-certified buildings. Flex spaces are also playing a crucial role, expected to drive significant demand and reshape future Indian...Read More

PFC share price has seen a decline over 2 days after reporting Q2 FY26 results, as modest 2% profit growth failed to impress investors. While NII jumped 20% year-on-year and revenue rose 12%, sequential profit decline and weak sentiment kept the stock under pressure.Read More

The S&P 500’s rally, driven by AI enthusiasm, strong corporate profits, and lower rate expectations, continues to boost global sentiment. UBS forecasts faster earnings growth in 2026, led by Big Tech. While short-term risks persist, improving global demand and easing policies in emerging markets support an overall optimistic market outlook.Read More