Indian bonds saw gains on Monday. This rise followed potential central bank bond purchases last week. A lower-than-expected state borrowing plan also boosted market sentiment. Investors are now looking towards the Reserve Bank of India’s monetary policy decision. Bond yields eased after a period of increases. The market anticipates interest rates will remain unchanged.Read More

Japan’s government bond yield curve steepened as investors grew cautious ahead of a 30-year debt auction. Rising oil prices and a weaker yen fueled inflation fears, pushing long-term yields higher. The market is also reacting to geopolitical tensions surrounding Iran and strong U.S. payroll data.Read More

India’s central bank is expected to hold interest rates steady amid fallout from the Iran war, focusing instead on calming financial markets. Policymakers will likely assure readiness to support the weakening rupee and inject liquidity to manage bond yields, as economists assess the impact of the energy shock on growth and inflation.Read More

RBL Bank shares rose sharply on Monday after strong Q4 business numbers and the RBI’s nod for Emirates NBD to acquire up to 74% stake in the bank. Robust deposits and loan growth boosted sentiment, with the lender crossing Rs 2.5 lakh crore in total business. Analysts remain positive amid exceptional momentum.Read More

The private credit market, a decade-old alternative to bank lending, is showing early signs of stress with rising investor redemptions and moderating returns. Concerns are mounting over opacity and the impact of AI-driven disruption on heavily financed tech firms, potentially affecting insurers and retirement savings.Read More

The US has slapped up to 100% tariffs on patented drugs, sparing generics and biosimilars but exposing India’s speciality pharma players. Sun Pharma faces the steepest risk, while CDMOs like Sai Lifesciences may see selective impact. Analysts at Jefferies and Nomura expect modest to mid-single-digit earnings pressure.Read More

Despite persistent global uncertainties and foreign outflows, Indian market sentiment is driven by liquidity constraints rather than stretched valuations, with domestic resilience intact. Experts suggest a sharp rebound is possible with liquidity return, while earnings growth and selective opportunities in mid and smallcaps offer compelling prospects.Read More

Market expert Nischal Maheshwari believes current market volatility offers a chance for long-term investors. He advises accumulating stocks gradually, seeing declines as buying opportunities. Banking stocks, especially private lenders, are highlighted for their attractive valuations. While IT offers a short-term trading gain, investors should avoid high-valuation stocks. A disciplined approach is key for navigating the...Read More

Ola Electric shares surged over 7% on Monday, capping a 33% gain in three sessions, driven by robust March sales, PLI certification for its Roadster X+ motorcycle, and improved service operations. The company achieved over 1,000 daily orders and crossed 1 million cumulative registrations, signaling a strong turnaround and renewed investor confidence in India’s EV...Read More

Citigroup has revised its Federal Reserve rate-cut forecast, now anticipating three 25-basis-point reductions starting in September, October, and December. This shift from an earlier June start is attributed to surprisingly robust U.S. job gains and ongoing inflation concerns.Read More