Japan’s Nikkei index surged 4% on Thursday, fueled by Nvidia’s strong earnings and exceptionally high demand for its AI chips, lifting market sentiment.Read More

Edelweiss AMC CIO Trideep Bhattacharya says India’s markets are entering a fresh earnings upcycle after the first upgrades in over a year, with valuations now far more reasonable. Consumer discretionary, financials and select IT names are turning stronger, while easing global trade headwinds and potential India-US deal momentum could drive markets higher over the next...Read More

Fujiyama Power Systems shares debuted on Dalal Street with a discount. The solar solutions company’s IPO saw moderate interest. Fujiyama manufactures and sells a wide range of rooftop solar products. The company has a strong distribution network. Financials show robust growth. Analysts believe the issue is fully priced. Much will depend on market conditions.Read More

Nvidia’s strong performance and bullish long-term AI vision boost confidence, but analysts caution that heavy customer reliance, infrastructure constraints, and rising competition pose significant risks.Read More

Despite a recent Nifty IT index surge, a market expert warns the rally lacks fundamental support, citing declining effort-based billing as a core concern. Valuations appear stretched, with limited triggers for significant growth expected in the coming quarters. While Q2 earnings met low expectations, future volume growth and margin expansion are unlikely to justify current...Read More

JP Power News: Jaiprakash Power Ventures surged nearly 30% in two sessions after the Adani Group secured Committee of Creditors approval to acquire Jaiprakash Associates. The $1.5-billion deal marks a major step in the Jaypee Group’s insolvency process. Adani Enterprises received a Letter of Intent (LoI) from the Resolution Professional on November 19, 2025.Read More

Private sector banks are struggling to keep pace with market value, as their valuations are already high, leaving little room for error. In contrast, public sector banks are benefiting from reforms, potential capital limit increases, and consolidation, positioning them well for the upcoming private capex cycle.Read More

Sula Vineyards’ opened in the red after ICRA revised its outlook to negative while reaffirming key ratings. The company posted weaker Q2 results, with profit, revenue and margins declining. Management attributed the softness to Telangana market disruptions but expects H2 improvement, supported by better margins, wine tourism growth and easing inventory pressures.Read More

Nvidia’s stunning quarterly performance sent a wave of relief through global markets. Analysts said the chipmaker’s powerful guidance restored confidence in the broader AI ecosystem, even as they warned that sentiment could reverse if future growth fails to keep pace. Indian equities, buoyed by IT strength and an upcoming Rs 18,000 crore Infosys buyback, are...Read More

Infosys’ Rs 18,000 crore share buyback, offering a 17% premium, opened today, closing November 26. Experts see it as a psychological floor for long-term investors and a profit-booking opportunity, signaling management confidence amid uncertain IT demand. While providing modest financial metric boosts, its impact is incremental, not transformative.Read More