India’s gold consumption is projected to drop to 650–700 tonnes this year as a sharp price rally hurts jewellery demand. Investment buying remains strong, with consumers preferring lightweight 22-carat jewellery and bars despite record-high prices.Read More

Nike is running out of time to prove its China playbook works as its sixth straight quarterly decline in sales in the country underscores how a market once seen as a growth engine has become the biggest pressure point for the U.S. sportswear giant.Read More

Federal Reserve President John Williams told CNBC on Friday he does ⁠not see an imminent need to follow last week’s interest rate cut with another reduction in borrowing costs, adding that new inflation data is being buffeted by distortions.Read More

Uday Kotak welcomed MUFG Bank’s Rs 39,618 crore investment in Shriram Finance, questioning whether it should remain an NBFC or eventually seek a banking licence amid regulatory trade-offs and growth opportunities.Read More

India’s defence shipbuilding sector is entering a long-term growth phase driven by policy support and manufacturing focus. Prabhudas Lilladher sees strong rerating potential in Mazagon Dock, Cochin Shipyard and GRSE after recent corrections.Read More

RBI has not softened its regulatory stance on banks and NBFCs, and approvals for large stake acquisitions—especially by foreign investors—will continue to depend on strict “fit and proper” checks, says former RBI deputy governor R Gandhi. While foreign interest in India’s financial sector is rising, approval timelines and standards will remain unchanged.Read More

Citigroup set its 12-month forecasts for bitcoin ‍and ether at $143,000 ​and $4,304, respectively, betting on regulatory easing and increased ⁠adoption.Read More

ICICI Pru AMC, Ola Electric, BLS International, GPT Infraprojects, Meesho and HDFC AMC were in focus on Friday amid IPO listing action, court rulings, large order wins and profit booking.Read More

Zerodha founder Nithin Kamath has warned traders that poor position sizing is one of the biggest causes of market losses. He said even traders who are right most of the time can be wiped out by a single oversized bet, stressing that risk management is critical for long-term survival.Read More

Indian equities may face prolonged consolidation as high valuations, weak earnings visibility and rupee depreciation weigh on sentiment, says Ajay Srivastava of Dimensions Corporate. He remains bullish on autos and US technology stocks, cautions against new-age platform companies, and expects capital to gradually shift toward global equities and precious metals.Read More