Strong Q3 credit growth signals an improving economic cycle in India, with large banks outperforming smaller lenders. Market expert Sandip Sabharwal highlights Axis, ICICI, Kotak and State Bank of India as preferred picks, shares caution on retail and ITC after tax hikes, and outlines opportunities in autos, FMCG and power equipment stocks.Read More

Cement prices saw a slight dip last quarter, but robust demand and increasing volumes offer strong sector support. Despite short-term price volatility due to capacity additions and cost pressures, the medium-term outlook is positive. Price hikes are emerging in March, especially in non-trade segments, signaling a volume-driven cycle.Read More

Japan’s Nikkei share average marked ​a record closing high on Tuesday as ⁠the outlook for domestic company’s profits improved.Read More

DSP Mutual Fund’s latest NETRA report debunks 12 widely held market myths, challenging assumptions around gold, equity returns, GDP growth, fund performance, index targets and SIP timing, and urges investors to rely on data, diversification and valuation discipline.Read More

Oil prices fell on Tuesday, further ​easing inflation concerns, as the market ​weighed the prospect of higher Venezuelan crude output ‌following the ‍U.S. capture of President Nicolas Maduro.Read More

Rekha Jhunjhunwala has likely exited Canara Bank after her stake fell below 1% in Q3, ending a highly profitable multiyear investment. The move follows a sharp rally in the stock, which gained nearly 60% over the past year amid improving asset quality, strong credit growth and renewed investor interest in PSU banks.Read More

Mid-tier IT firms are set to outperform largecaps in Q3 as brokerages expect stronger sequential growth for players like Coforge, Persistent and LTIMindtree despite seasonal furloughs. While deal momentum in cloud, data and AI remains healthy, guidance suggests Infosys may raise its FY26 outlook, with Wipro staying subdued.Read More

Indian government bonds saw little movement today. This cautious trading comes as a large state debt sale is scheduled. The sale is expected to test demand in a market with fewer buyers. State governments plan to borrow a significant amount. This borrowing is part of a larger debt issuance for the quarter. Traders anticipate higher...Read More

Japan’s 10-year government bond yield increased on Tuesday. This followed a bond auction with a moderately firm outcome. Market participants are concerned the Bank of Japan is not acting fast enough on inflation. They expect further interest rate hikes. Longer-dated bond yields also saw an upward movement. Shorter-dated yields experienced a slight decrease.Read More

Global markets showed muted reactions to the U.S. announcement of taking control over Venezuela, despite rising geopolitical risks. Asian equities rose, oil prices dipped slightly, and gold saw modest gains as investors sought safe-haven assets. Analysts attribute the calm to Venezuela’s relatively small current oil output and the long-term nature of any production recovery.Read More