India’s housing finance sector is set for a historic boom, with projections indicating Rs 150 trillion in home loan disbursements over the next decade. Demographics, urbanization, and government policies are fueling this growth, with mortgage penetration still significantly low. This presents a substantial, multi-year opportunity for sustained expansion.Read More

Indian markets ended mostly flat on Thursday, with the Sensex down 78 points and Nifty 50 nearly unchanged. IT and financial stocks led gains, while metals, pharma, and energy lagged. Mid- and small-caps outperformed. The rupee strengthened slightly, global cues remained mixed, and investors eyed central bank decisions and U.S.–India trade talks.Read More

Pernod Ricard’s new Xclamat!on spirits launch is set to intensify competition in India’s premium alcohol market, says Karan Taurani, Executive Vice-President at Elara Securities. While innovation boosts premiumisation, Radico Khaitan remains the top stock pick. The India-UK FTA could further accelerate luxury spirit demand and improve margins across the alcobev sector.Read More

Markets are bracing for volatility ahead of the Bank of Japan’s policy decision, as a potential unwind of the yen carry trade could trigger foreign selling, pressure emerging markets and test Indian equities, though strong domestic participation may limit deeper downside risks.Read More

The Indian rupee saw a slight gain on Thursday, recovering from a record low after the Reserve Bank of India’s market intervention. Traders noted increased dollar sales and reduced speculative bets against the rupee. Analysts at HSBC recommend selling USD/INR, forecasting the rupee to reach 88 against the dollar by March 2026.Read More

Japan’s Sumitomo Realty and Development is making a unique foray into India’s real estate market, focusing solely on Mumbai. Instead of selling properties, the developer plans to manage and rent out apartments in its upcoming “super-high-rise” projects. This strategy aims to capitalize on Mumbai’s rising rents and its perceived stability, differentiating Sumitomo from other international...Read More

European shares were muted on Thursday as investors adopted a largely cautious stance ahead of a series of central bank announcements across the region and crucial U.S. inflation data.Read More

Jefferies has said that the Indian rupee, though down sharply, is undervalued and fundamentals remain strong. With contained current account risks, recovering FDI, ample reserves, and stable macro buffers, the brokerage expects INR to stabilise around 90–91, urging investors not to panic amid recent volatility.Read More

ICICI Securities sees Nifty’s recent correction as mean reversion, not weakness, projecting a potential rise to 29,500 by 2026, supported by historical support levels, easing US rates, possible trade clarity and sectoral rotation improving foreign investor flowsRead More

Japan’s Nikkei share average ended at a three-week low on Thursday, pressured by heavyweight tech stocks as investors weighed the outlook for artificial intelligence and data centre businesses.Read More