Geopolitics, not AI, may dominate markets in 2026, says emerging markets expert Geoff Dennis. Despite global tensions, emerging markets are outperforming even as oil prices rise and the dollar strengthens. Dennis expects only limited Fed rate cuts, warns of geopolitical flashpoints, and explains why EMs could remain the “flavour of the year.”Read More

Tata Elxsi’s net profit plunged 45.3% due to a one-time labour law charge. While revenue and margins showed some strength, brokerages remain divided. Some see potential in auto and healthcare recovery, while others cite rich valuations and muted visibility in key segments, leading to cautious or sell ratings.Read More

Puravankara shares jumped more than 12% after the real estate developer reported strong double-digit growth in Q3 sales value and collections, aided by higher realisations, steady deliveries and fresh land additions across key markets. The rally snapped a five-day losing streak for the stock, though it remains sharply lower over the past year.Read More

Sebi has approved six companies, including Kissht, Alcobrew Distilleries and Indo MIM, to raise funds via IPOs over the next year. The offerings include fresh issues and promoter sales, with proceeds aimed at expansion, acquisitions, debt repayment, and corporate purposes. Key IPO dates, price bands, and lot sizes are yet to be announced.Read More

Indian shares reached a two-month peak on Wednesday. Heavyweight miners and energy stocks saw gains due to rising commodity prices. However, a sharp fall in major banks limited the overall advance. Top miners BHP and Rio Tinto advanced. Gold miners also closed at a peak. Energy stocks climbed significantly. In New Zealand, the benchmark S&P/NZX...Read More

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Gold financiers have seen strong gains but investors should manage risk. IT sector earnings may offer short-term surprises, but sustained growth is uncertain. Larsen & Toubro presents a long-term buying opportunity on dips. Footwear stocks are not recommended at this time. Market sentiment remains cautious with a focus on valuations.Read More

Nomura has initiated coverage on ITC Hotels and Indian Hotels Company with a Buy rating, citing strong demand trends and asset-light expansion. The brokerage expects healthy growth in revenue, margins and cash flows over the medium term, supported by favourable demand–supply dynamics and improving return ratios.Read More

Polycab India shares fell nearly 3% after a Rs 590 crore block deal involving 7.98 lakh shares, with reports suggesting a domestic mutual fund sold its stake. The stock has shown mixed performance across recent timeframes.Read More

Indian government bonds declined for a second consecutive day. This follows a surprise decision to exclude Indian debt from a global index. Investors are cautious. Oil prices are also rising due to Middle East developments. The Reserve Bank of India is expected to support bond prices. Other investors have increased their bond purchases.Read More