The Trump administration is set to buy mortgage-backed securities. This move aims to counter the Federal Reserve’s reduction of its bond holdings. The goal is to stabilize the mortgage market. The Federal Housing Finance Agency will purchase bonds from Fannie Mae and Freddie Mac. This initiative seeks to ease housing affordability pressures.Read More

India’s IT sector faces a modest December quarter. Investors should focus on management outlook rather than just numbers. Deal wins are expected to be around one. Smaller companies are now competing for deals. Artificial intelligence will support margins, not growth. Investors should prefer smaller IT firms and watch valuations closely.Read More

Manappuram Finance shares rose nearly 4% after the company clarified that its proposed Bain Capital deal is progressing as planned, with most RBI approvals already in place and final regulatory clearance awaited, easing investor concerns.Read More

Indian government bonds saw gains early Monday. Traders welcomed a lower-than-expected supply in this week’s state debt sale. This eased fears of a supply glut. States will raise less than previously scheduled. This offers near-term relief on supply. Longer-duration overnight index swap rates also fell. This tracked lower US Treasury and Indian government bond yields.Read More

Hindustan Zinc shares surged on Monday, mirroring a significant jump in silver prices driven by global tensions and Federal Reserve concerns. The company, a major silver producer, is benefiting from rising metal prices and improved cost efficiency. Analysts remain optimistic, citing a constructive technical outlook and strong earnings potential, with a target price suggesting further...Read More

India’s Financial Intelligence Unit has tightened KYC and AML norms for crypto platforms, mandating live selfie verification, geo-location checks and enhanced due diligence to curb money laundering and illicit transactions, significantly raising compliance requirements for exchanges and users.Read More

Shares of Waaree Energies and Premier Energies jumped up to 5% on January 12 after China announced plans to cancel or cut export tax rebates on solar and battery products, a move that could ease global pricing pressure. The rebound comes after sharp corrections in both stocks amid sustained underperformance.Read More

India’s equity markets experienced their worst start to a year in a decade as the BSE Sensex fell 1.93% in the first ten days of 2026. Geopolitical tensions, trade deal uncertainties, and sustained foreign institutional investor selling contributed to a broad-based sell-off, particularly impacting cyclical sectors. Analysts advise caution, focusing on quality large-cap stocks amidst...Read More

Bharat Heavy Electricals Ltd (BHEL) shares dropped significantly as India considers easing restrictions on Chinese firms bidding for government contracts, raising concerns about increased competition. While some experts see this as a negative development, others believe component-level easing could benefit BHEL by reducing import costs and improving execution.Read More

Markets turned volatile after Fed Chair Jerome Powell flagged political pressure from the White House, reviving concerns over central bank independence. The episode weighed on the dollar, boosted safe-haven assets and raised fears of rising institutional and governance risks.Read More