Indian households now own gold worth nearly $5 trillion, a scale that Kotak Institutional Equities warns could distort savings patterns and weaken financial intermediation. As more wealth shifts to bullion over bank deposits, Reserve Bank of India may face tighter liquidity and added pressure on India’s external balances.Read More
Escalating Iran tensions and oil above $110 have triggered a risk-off selloff in Indian markets, with Sensex crashing and Rs 13 lakh crore wiped out amid FII outflows, rupee weakness, and rising inflation fears.Read More
Zomato has increased its platform fee, aiming for better profits. This move puts it ahead of rival Swiggy in charges. Analysts believe this will boost Zomato’s earnings without hurting customer demand significantly. Competition in quick commerce is also intense, but players are focusing on expansion rather than just price wars. Demand for food delivery remains...Read More
British 10-year government bond yields rose on Monday to their highest since July 2008 at 5.065%, up 6 basis points on the day, as markets priced in four Bank of England interest rate rises for this year.Read More
Despite recent stock dips, Jefferies maintains a positive outlook on Paytm and Pine Labs, citing strong growth forecasts and attractive valuations. Both companies are targeting over 20% revenue growth and margin expansion, driven by network expansion and new initiatives. Jefferies reiterates ‘Buy’ ratings, though target prices are adjusted.Read More
Geopolitical tensions and surging energy prices are forcing investors to prioritize liquidity and cash over traditional safe havens like gold. Oil prices are now the central market driver, with a structural supply imbalance and potential Strait of Hormuz disruptions posing significant macroeconomic risks. Emerging markets face varied impacts, with energy exporters better positioned than importers.Read More
HDFC Bank’s chairman resigned over “ethical” differences, sparking market turmoil. The rift reportedly stemmed from disagreements on accountability for client losses tied to Credit Suisse bonds and Dubai branch restrictions. The former chairman sought greater responsibility for senior officials, clashing with management’s approach.Read More
Gold has dropped 18% despite the West Asia conflict, as a surging dollar, rising oil prices and liquidity-driven selling overpower its safe-haven appeal. A hawkish US Federal Reserve stance, profit-taking after last year’s rally and higher bond yields have further weighed on sentiment, keeping investors on the sidelines.Read More
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