Bitcoin trades near $71,000 on Friday. Macroeconomic uncertainty and geopolitical risks are capping its momentum. Recent ETF outflows have also impacted buying pressure. Analysts watch the CPI release for potential price movements. Market sentiment has improved to neutral, suggesting a continued upswing. Retail interest remains strong, with significant accumulation observed.Read More

Jefferies strategist Christopher Wood says Pakistan offers high-beta opportunities around IMF bailout cycles, even as India remains his core long-term bet. While Pakistan’s market has soared since the latest IMF programme, Wood notes that India’s structural strength and improved valuations position it for a potential rebound.Read More

U.S. software stocks tumbled as renewed fears over AI’s disruptive impact hit sentiment, with Reuters reporting steep declines across major names. A cautious rollout of a new model from Anthropic heightened concerns that advanced AI could erode traditional software demand, pressuring valuations and exposing vulnerabilities in legacy systems.Read More

Indian government bonds remained steady Friday, impacted by a large sale of the benchmark 10-year note and worries over high oil prices due to a fragile U.S.-Iran ceasefire. Traders awaited the auction results, anticipating potential yield increases. Meanwhile, easing liquidity pushed overnight index swap rates lower, as a temporary truce offered some relief.Read More

TCS’s robust $12 billion Total Contract Value signals stability amidst AI disruption fears, indicating intact client spending. Analysts project 5-6% dollar growth and 16-17% rupee earnings CAGR, suggesting potential stock rerating. IT firms’ system integrator role remains a strong moat, though AI may alter cost-sharing dynamics.Read More

RailTel Corporation of India’s shares surged after securing a Rs 23.18 crore work order from the Goa Building and Other Construction Workers Welfare Board for an online portal. This follows a significant Rs 455 crore infrastructure contract awarded in February. The company’s stock is currently trading below its 52-week high, with a neutral technical momentum.Read More

Gold and silver prices fell on MCX as geopolitical tensions kept investors cautious despite a fragile U.S.–Iran ceasefire. Concerns over the Strait of Hormuz and ongoing regional conflicts weighed on sentiment, with both metals declining modestly in early trade.Read More

China’s factory prices are rising again after three years. This marks a shift from falling prices. Higher global commodity costs, driven by geopolitical tensions, are pushing up costs for Chinese producers. Consumer prices are rising slower, showing limited cost pass-through. This presents a complex challenge for policymakers balancing growth and inflation risks.Read More

Global markets face uncertainty due to trade tensions and geopolitical issues. Aditya Shah of Hercules Advisors advises investors to study quality companies with strong fundamentals. He sees opportunities in HDFC Bank, insurance, and asset management sectors. Chemical and pharma companies may face short-term challenges but are structurally sound. IT stocks are attractive for patient buyers...Read More

Federal Reserve chair as early as May, even as legal complications cloud Jerome Powell’s exit. An ongoing investigation and a judge’s ruling on related subpoenas could delay the transition, adding uncertainty to U.S. monetary policy.Read More