China’s yuan hit a 14-month peak against the dollar, buoyed by seasonal corporate demand and a weaker U.S. currency. Despite economic slowdown concerns, exporters’ foreign exchange conversions are supporting the yuan. However, authorities appear to be managing its appreciation to avoid rapid gains, with analysts expecting it to hover around 7.05 by year-end.Read More

Indian equities are poised for a constructive phase, with strategists anticipating earnings acceleration and a potential revival in foreign investor interest. While near-term earnings surprises are limited, FY27 is projected to see significant growth. Pharma is favored over IT, with selective opportunities in midcaps and other sectors.Read More

The Reserve Bank of India’s dollar-rupee swap will absorb $5 billion. Bankers expect full subscription. However, rising hedging costs are likely to reduce corporate interest. This swap aims to ensure ample banking liquidity. The transaction will reverse in three years. The rupee’s weakness may further curb corporate participation.Read More

Indian equity markets rebounded on Monday, led by banking stocks, after testing key support levels. While the near-term bias remains positive, the market is expected to trade within a narrow range. Experts see improving technical signals in broader markets and recommend a selective buy-on-dips strategy, highlighting opportunities in IDFC First Bank and Britannia.Read More

Foreign investors offloaded Indian government bonds significantly last week, marking the largest selloff in over six months. This caution stems from fading interest rate cut expectations, persistent bond supply, and a weakening rupee. Despite this, some experts see potential for future inflows, especially with improved trade relations and index inclusion possibilities.Read More

Mebigo Labs Pvt., the operator of India’s audio platform Kuku FM, has hired banks for an initial public offering that could raise as much as $200 million, according to people familiar with the matter.Read More

ETMarkets identified 23 stocks held exclusively by a single mutual fund scheme with holdings above Rs 10 crore as of November 2025. While 17 stocks posted losses of 25–66% in CY25, a few, led by Cupid, surged up to 420%, highlighting high-risk, high-reward opportunities in exclusive MF portfolios.Read More

Matrimony.com announces a share buyback worth up to Rs 58.5 crore, planning to repurchase 8,93,129 shares at Rs 655 each via the tender offer route. The buyback, representing nearly 25% of paid-up capital and reserves, aims to return surplus funds to shareholders, with promoters opting out.Read More

Global fund managers are increasingly looking to India for equity diversification as concerns over an AI bubble grow. India’s consumption-driven economy, with its low correlation to AI trade and attractive valuations, offers a hedge against tech-heavy global markets. The country’s domestic growth story, supported by policy reforms and stable corporate earnings, is drawing renewed investor...Read More

India’s move to raise the insurance FDI cap to 100% could attract fresh global capital, new entrants and greater innovation, says Aditya Birla Health CEO Mayank Bathwal. He expects the composite licence regime and wider distribution reforms to boost insurance penetration without triggering unsustainable price cuts, making coverage more affordable over time.Read More