HDFC AMC anticipates positive regulatory changes following Sebi’s revised mutual fund expense rules. Brokerages believe these adjustments will boost earnings and valuations. The new framework, effective April 2026, is less punitive than initially feared. This clarity allows focus to shift back to HDFC AMC’s growth potential and market share.Read More

Indian government bonds held steady Friday as traders awaited new debt sales. The central bank’s substantial liquidity injections previously boosted sentiment. Today’s auctions will gauge demand, with foreign investors showing a cautious stance. Overnight swap rates are expected to trade within a narrow band as the year concludes.Read More

Japan’s benchmark 10-year government bond yield surged past 2% for the first time since 2006, reaching 2.005%. This follows the central bank’s quarter-point rate hike to 0.75%, signalling further policy tightening. The move reflects concerns over rising living costs and the new government’s fiscal stance, rather than economic recovery optimism.Read More

The rupee appreciated 24 paise to 89.96 against the US dollar on Friday, driven by corporate dollar inflows and easing crude oil prices. This gain follows recent record lows, with likely RBI intervention and crude oil hovering around USD 59 per barrel supporting market sentiment. Experts suggest the rupee remains within a 90-90.50 range.Read More

ICICI Prudential AMC debuted at a 20% premium after a heavily subscribed IPO. Brokerages see meaningful upside, citing its strong equity AUM share, robust SIP franchise, and expanding PMS and AIF businesses. While long-term prospects remain positive, experts suggest profit-booking for short-term traders and holding for long-term investors.Read More

We have collated a list of recommendations from top brokerage firms from ETNow and other sources.Read More

Recent US economic data shows inflation and jobless claims are lower than anticipated. However, a government shutdown may have skewed these figures. Experts suggest clarity on the economy will take months. Global central banks are taking different paths, impacting currencies and capital. Economic growth is expected to slow due to trade friction. Markets face uncertainty...Read More

Indian stock markets surged on Friday. The Sensex and Nifty saw significant gains, reversing recent declines. This rally was fueled by encouraging U.S. inflation data. Lower inflation in America boosted global investor confidence. Expectations for Federal Reserve interest rate cuts in the coming year also increased. Asian markets mirrored this positive trend.Read More

Short-sellers are getting trapped in recent Indian startup IPOs. Stocks like Meesho and Groww have seen sharp rallies after listing. This is driven by strong demand and very limited shares available for trading. When short-sellers cannot deliver shares on settlement day, they face forced losses. The exchange’s auction mechanism forces them to buy shares at...Read More

Japan’s Nikkei surged over 1% as the Bank of Japan raised interest rates to a three-decade high of 0.75%, signaling further tightening. The 10-year government bond yields consequently hit a 19-year peak of 2%, a level previously acting as a ceiling against deflation. Equity investors were also buoyed by a positive overnight session on Wall...Read More