Sensex and Nifty hit record highs, but nearly half of Nifty50 stocks remain below all-time peaks, highlighting a narrow rally led by a few largecaps. Retail investors are exiting secondary markets for IPOs, while analysts advise caution, selective buying, and tight risk management amid high valuations and market concentration.Read More

BOJ board member Asahi Noguchi emphasised a measured, step-by-step approach to interest rate hikes to balance growth and inflation. Rapid increases risk slowing wages, while slow hikes may destabilise the economy. Policy will consider price stability, exchange rates, and asset prices, with the rate serving as a flexible tool.Read More

Despite the small-cap index showing minimal movement, several individual small-cap stocks have delivered exceptional returns. Twelve names gained more than 50% in three months, with Indo Thai Securities soaring nearly 200%. These performances stand out against the Sensex’s steady rise, revealing strong pockets of momentum within the broader small-cap universe.Read More

Markets are poised for new highs as strong Q3 demand, GST cuts and improved liquidity boost sentiment, says Prabhudas Lilladher’s Amnish Aggarwal. Largecaps are expected to lead the next rally, autos and jewellery remain bright spots, while Paytm’s regulatory approvals lift long-term sentiment. Aggarwal remains cautious on infrastructure, capital goods and global cyclicals amid slower...Read More

Japan plans to boost short- and medium-term bond issuance to fund a massive 21.3 trillion yen stimulus package. This move comes amid concerns over rising super-long yields and potential risks to the nation’s “A” sovereign debt rating, as highlighted by Fitch Ratings. The government will increase scheduled JGB sales, focusing on two- and five-year maturities.Read More

Indian markets have hit a new record high. Investors are now looking ahead to future opportunities. Earnings strength and visibility are key factors for investment decisions. A turnaround in earnings is expected from early 2026. This will be supported by government priorities and potential RBI rate cuts. Select sectors show earnings improvement. Large banks are...Read More

Vodafone Idea Telecom Infrastructure is reducing its bond sale to 32 billion rupees. The company seeks cheaper funding from lenders. It plans to raise debt through two-year and three-year bonds. The funds will support expansion. The company expects to secure cheaper bank funding in 2026. This follows a Supreme Court order on adjusted gross revenue...Read More

Indian regulators are considering easing strict rules on currency derivatives after a significant market shift offshore. The Reserve Bank of India’s 2024 enforcement of requiring underlying exposures for derivative positions led to a sharp decline in domestic trading, while overseas markets saw a surge. Discussions are underway to potentially revive the market for individual traders...Read More

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IREDA shares have witnessed volaityly in the recent past, surging 632% in 13 months before tumbling 42% in just 50 sessions. Despite strong Q2FY26 earnings and long-term growth potential, analysts warn of ongoing bearish momentum, margin pressures, and sectoral headwinds. Investors are advised to hold near support levels of Rs 137–140.Read More