Indian Renewable Energy Development Agency (IREDA) shares dipped nearly 3% after announcing an interim dividend of Rs 0.60 per equity share for FY26. The record date for this dividend has been set for April 2. The company also recently increased its borrowing plan for FY26 and FY27.Read More

Jefferies’ Christopher Wood exits HDFC Bank from key portfolios following concerns triggered by chairman Atanu Chakraborty’s resignation. The move comes amid governance questions, regulatory scrutiny and a broader reduction in India exposure. Global brokerages have also turned cautious, citing macro risks and potential earnings downgrades in the market.Read More

Japanese government bond yields surged Friday, with five-year yields reaching a record high. Escalating Middle East conflict and revised Bank of Japan data indicating persistent inflation concerns prompted investors to anticipate faster and higher rate hikes. This led to a broad increase across various JGB maturities.Read More

Amir Chand Jagdish Kumar Exports’ Rs 440 crore IPO concludes today. The offering is seeing robust demand, particularly from Non-Institutional Investors. The grey market suggests a listing price around Rs 220. The company plans to use the funds for working capital. This IPO aims to strengthen its position in the basmati rice and FMCG sectors.Read More

Indian government bonds experienced a significant decline as a fuel excise duty cut by New Delhi clouded the fiscal outlook. This, coupled with war-driven oil price surges and substantial debt supply, pushed the benchmark 2035 bond yield to its highest since July 2024, reflecting market anxiety.Read More

Global stock markets, including Dalal Street, experienced sharp downturns in March due to the Iran-US war and soaring oil prices. Ten stocks, including BPCL and IDBI Bank, have seen significant drops, with some falling up to 54% as geopolitical tensions impact various sectors.Read More

Federal Reserve Governor Stephen Miran proposed a framework to shrink the central bank’s balance sheet, potentially allowing for more accommodative monetary policy. His plan involves regulatory adjustments and normalizing liquidity facilities, aiming to reduce the Fed’s holdings by $1-2 trillion over several years without excessively tightening financial conditions.Read More

Goldman Sachs has identified seven quality stocks with stable earnings and strong balance sheets that appear attractively priced. These selections are within the brokerage’s preferred sectors. However, Goldman Sachs has adopted a cautious stance on Indian equities overall, downgrading its market view.Read More

Traditional safe havens are failing as geopolitical tensions disrupt market correlations. A market strategist identifies short-term government bonds as the “least dangerous” trade, noting that rate hike expectations are already priced in. The US dollar’s resilience is attributed to its insulation from oil dependency, making it a default refuge currency amid global uncertainty.Read More

Chinese banking stocks showed resilience as regulators consider relaxing shareholder restrictions, potentially allowing investors to hold major stakes in up to four banks. This move aims to bolster capital raising efforts and attract institutional investment, offering a supportive backdrop for the sector despite broader market weakness.Read More