The data compiled by Knight Frank notes that India’s private credit assets under management have seen sharp growth, rising from $0.7 billion in 2010 to $17.8 billion in 2023Read More

The resurgence in bitcoin mining, which has also been corroborated by rig maker Canaan Inc’s fast-rebounding sales in China, could act as a demand and price support for the world’s largest cryptocurrencyRead More

This gap was closer to 156 bps just three months ago, but it has narrowed as investors have priced in just a slim chance of the European Central Bank cutting rates again in the coming 12 months, and a growing possibility of the Fed cutting repeatedly in 2026Read More

Indian stock markets are near record highs. Analysts suggest buying on dips, expecting support around 25,600 to 25,800. The market is outperforming global peers. Banking, auto, and IT sectors are favored. Union Bank and Adani Port are highlighted as potential stock picks. Investors are advised to use volatility for portfolio building.Read More

The rupee hit a record low of 89.66 against the US dollar, pressured by delays in the US–India trade deal, weak PMI data, and a wider trade deficit. Expert Naveen Mathur explains the reasons behind the sharp fall and why RBI intervention is likely to prevent the rupee from breaching the 90 mark, despite continued...Read More

Attractive valuations in the IT sector are drawing investor attention despite patchy short-term fundamentals, with outsourcing opportunities remaining intact. Consumer durables and retail stocks show continued potential driven by urbanization and a growing middle class. Private banks are also appealing due to attractive valuations and stable asset quality, with earnings expected to recover.Read More

New labour reforms are reshaping India’s economic outlook. Manufacturing is seen as a key growth area, benefiting sectors like pharma and autos. Global markets, especially the US, present risks, but emerging markets, including India, offer better entry points. Investors are advised to be selective, focusing on fundamentals and avoiding overvalued sectors like FMCG and power...Read More

India’s solar sector has been a stock market powerhouse, with panel makers, developers and EPC players delivering massive returns amid a clean energy push and rapid manufacturing expansion. KPI Green, Borosil Renewables, Tata Power and Adani Green have surged sharply, while standout performer Waaree Renewable Technologies delivered over 60,000% returns. Websol Energy and Solar Industries...Read More

The Reserve Bank of India has stepped in to support the rupee. The currency faced pressure after crossing a key level. The RBI sold dollars to stabilize the rupee. This action helped lift market sentiment. Bankers noted the rupee’s weakness was due to high dollar demand. A trade deal between India and the US could...Read More

Domestic equities hold firm above 26,000, buoyed by strong quarterly earnings and consumption trends. Market participants anticipate policy easing in India and the US, alongside a potential US tariff agreement. While large-caps show resilience, mid and small-caps are undergoing a necessary valuation reset.Read More