The Bank of Japan is shifting to a more hawkish stance as yen weakness revives inflation concerns and political resistance fades. Markets increasingly expect a December rate hike, supported by rising yields and stronger hawkish voices within the BOJ. Policy normalisation appears closer as economic pressures and government support align.Read More

Fort Capital’s Parag Thakkar says India’s rate-cut cycle, supported by RBI liquidity, will boost credit growth while keeping bank margins largely stable. SBI and other low–CD ratio banks are best placed, while NBFCs will benefit most from falling funding costs. With asset quality strong and consolidation accelerating, both large banks and quality NBFCs are poised...Read More

Multi Commodity Exchange of India shares reached a new peak on Wednesday on the back of strong volumes. Analysts are optimistic, with UBS raising its target price to Rs 12,000. The exchange’s recent performance shows robust growth in profit and trading turnover, particularly in the bullion segment. New product launches are also contributing to its...Read More

India Inc’s optimism for the second half of FY26 is tempered by muted Q2 earnings, with companies focusing on cost control. While markets anticipate a rebound driven by rate cuts and tax rationalization, Dhananjay Sinha of Systematix Group cautions that the expected 14-15% growth next year is partly a statistical effect.Read More

HDFC AMC shares fell nearly 50% in early trade, but the drop is purely technical as the stock turned ex-bonus after a 1:1 bonus issue. The price adjustment reflects the addition of new shares without impacting investor wealth. Shareholders on record as of November 25 will receive bonus shares in the company’s first-ever such issuance.Read More

Maruti Suzuki has surged 47% year-to-date in 2025, outperforming the Nifty Auto index. This marks a significant turnaround after five years of lagging the sector. Analysts see a positive trend despite recent profit-booking. The company’s strong quarterly results and optimistic demand outlook, including potential for increased exports, support this positive sentiment.Read More

Infosys buyback: November 26 marks the final opportunity for eligible shareholders to tender shares in Infosys’ Rs 18,000 crore buyback program. Shareholders can tender shares at Rs 1,800 apiece, with acceptance ratios varying significantly for retail and general categories.Read More

The Indian rupee showed resilience, recovering from early dips to trade slightly stronger against the US dollar. This recovery was bolstered by a weaker greenback globally and a positive trend in domestic stock markets, which also saw foreign capital inflows. Despite rising crude oil prices posing a challenge, the rupee managed to gain ground.Read More

Japanese government bonds experienced a downturn Wednesday, with short-term yields hitting 17-year peaks. Investors are scrutinizing the financial implications of a substantial stimulus package and the possibility of an imminent interest rate hike by the Bank of Japan. Concerns linger over the market’s capacity to absorb increased government debt amidst evolving economic signals.Read More

Apollo Micro Systems is set for active trade following a significant collaboration. The company, along with IIT-Chennai and the Indian Navy, will focus on developing advanced homegrown defence technologies. This partnership aims to meet the operational needs of the Armed Forces through indigenous research and development.Read More