Ray Dalio warns that the AI-driven market surge has entered bubble territory, even as Nvidia’s strong earnings reignite global tech optimism. Dalio says it’s too early to sell, noting bubbles need a catalyst to burst. With volatility rising and India watching global swings closely, investors face a tug-of-war between AI exuberance and valuation fearsRead More

The STOXX is on track for weekly losses of nearly 3%, its biggest weekly drop since the unveiling of U.S. tariffs sent global markets into a tailspin between late March and early April. Among individual stocks, French water and waste management group Veolia VIE.PA lost 1% after agreeing to buy U.S.-based hazardous waste company Clean...Read More

The Indian rupee hit a new lifetime low against the dollar on Friday, weakening to 89.45. This decline was driven by reduced risk appetite due to fading hopes of a Federal Reserve rate cut and ongoing U.S.-India trade tensions. Foreign investors have also pulled $16.5 billion from Indian equities this year.Read More

Kotak Mahindra Bank’s board has greenlit a 1:5 stock split, dividing each existing share into five. This move aims to make shares more accessible and boost trading, particularly for retail investors. The bank, celebrating its 40th foundation day, will announce the record date for this significant corporate action soon, enhancing market participation.Read More

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Bajaj Finserv Asset Management introduces a new fund focused on the banking and financial services sector. This fund aims to benefit from India’s economic growth and key structural trends. Investors have a window to participate in this sector, which is expected to deliver multi-year compounding.Read More

Indian equity markets show resilience despite global trends, with strategist Aman Chowhan highlighting US market influence as the primary external risk. Chowhan favors financials, metals, and pharma, while adopting a value-conscious approach to consumer stocks. He prefers private banks and larger NBFCs, acknowledging froth in defense and new-age companies.Read More

Indian equities showed resilience, with the Nifty nearing 26,100 despite global weakness. While headline indices hit all-time highs, broader market sentiment remains cautious. Experts advise a defensive approach, reducing leverage, and focusing on capital protection amidst divergent market signals.Read More

The Indian real estate sector is at an inflection point with low debt and potential peak, while sales velocity is key for company valuations. Chemicals and banking sectors showed strong Q2 earnings, with auto results meeting expectations. Growth in two-wheelers is positive, but direct auto exposure is avoided due to valuations and EV transition concerns.Read More

Tokyo’s Nikkei index plummeted Friday, mirroring Wall Street’s tech stock decline amid AI valuation worries after Nvidia’s results. Japanese investors also eyed a looming holiday and government stimulus, sparking fiscal concerns. The yen weakened, and bond yields neared highs. Advantest and SoftBank Group saw significant drops, while M3 and Obayashi gained.Read More