Japan’s economy contracted in Q3 due to tariff-related export declines and regulatory shifts, though the downturn was milder than expected. Economists see the weakness as temporary, with private consumption and capital spending showing resilience. A government stimulus and improved household income are expected to support a recovery in the coming quarters.Read More

Groww parent Billionbrains Garage Ventures extended its post-listing rally for a third session, jumping up to 8% to ₹160, now delivering 60% gains over its ₹100 IPO price. The ₹6,632-crore IPO was strongly subscribed 17x, driven by QIB demand, with retail at 9x and NIIs at 14x.Read More

Indian government bonds experienced a dip as traders awaited the Reserve Bank of India’s next supportive move, with rising U.S. Treasury yields adding pressure. While state debt supply is reduced, slowing RBI bond purchases are impacting sentiment. This cautious market sentiment is influenced by global rate expectations, potentially affecting India’s own rate-easing path.Read More

The global economy is entering a new era of regional trade and advanced technology. Innovation is no longer confined to the West, with China and India emerging as key players. Despite recent foreign investor exits, India’s long-term structural story remains strong.Read More

IRB Infrastructure shares rose sharply on Monday after the company bagged NHAI’s Rs 9,270-crore TOT-17 project, its highest-valued 20-year monetisation award. The award covers 366 kilometres across the Lucknow–Ayodhya–Gorakhpur corridor on NH-27, along with a section of the Lucknow–Varanasi route on NH-731. The order win is being seen as a major boost to IRB’s portfolio,...Read More

Stephen Dover cautioned investors about over-concentration in Mag-7 stocks, noting overseas markets have also performed well. He explained the current multi-asset rally is driven by central bank asset inflation, benefiting asset owners.Read More

Motilal Oswal Financial Services has identified high-conviction stock picks with return potential up to 28% post Q2 earnings. The brokerage firm recommends stocks across various sectors including solar, telecom, banking, autos, aviation, and ports, citing strong fundamentals and growth prospects.Read More

Fujiyama Power IPO: BSE data shows the Fujiyama Power IPO was subscribed 40% by the end of Day 2, reflecting a cautious investor response with much of the bidding yet to come.Read More

Nomura Holdings has launched an internal probe into its India fixed-income business to examine whether profits in its rates division were overstated in recent years, according to people familiar with the matter. The compliance-led investigation focuses on how traders valued transactions in Strips—bonds created by separating principal and interest payments from Indian sovereign securities. Senior...Read More

Honasa Consumer, parent of Mamaearth, shows a 47% rally from its lows, driven by a strong Q2 performance and distribution revamp. Analysts are upgrading ratings, with JM Financial and ICICI Securities seeing a positive outlook and potential for further gains, targeting Rs 330 and Rs 400, respectively.Read More