Emerging Markets led global returns in 2025, but India lagged due to outflows and weaker earnings. With valuations correcting and domestic fundamentals strengthening, including policy support and rising retail participation, India is positioned for a potential rebound. Structural drivers suggest the underperformance could set the stage for stronger market performance in 2026.Read More

Jane Street Group surged to the top of Wall Street with record trading revenue and $9.38 billion in compensation. Its unconventional structure, AI investments, and capital strength fueled growth, far outpacing rivals like Goldman Sachs and Citadel Securities.Read More

Tom Gayner highlights how ego undermines investment success in volatile, AI-driven markets. His four-point framework—understanding businesses, evaluating management, valuing correctly, and staying humble—helps investors avoid overconfidence, focus on discipline, and make rational long-term decisions.Read More

Indian markets corrected amid volatility, with Nifty entering a consolidation phase after a sharp April rally. Technical indicators suggest a range-bound trend with key support and resistance levels in focus. Weakness in banking stocks persists, while smallcaps continue to outperform, offering selective opportunities for investors in the near term.Read More

In a groundbreaking shift, retail investors are now harnessing artificial intelligence to facilitate their trading endeavors. Many see this as a revolutionary step in the investment landscape, with enthusiastic supporters touting the potential for significantly enhanced returns. Emerging platforms enable users to seamlessly integrate AI-driven models into their trading strategies through straightforward commands.Read More

In a strategic pivot, the Reserve Bank of India has cut down its deposits with other central banks and is now channeling more resources into US Treasury bills. This decision underscores a growing preference for assets that hold global liquidity, prompted by rising geopolitical tensions. Notably, India’s foreign exchange reserves have also been strengthened through...Read More

In a bold call to action, Reserve Bank of India Governor Sanjay Malhotra challenged Indian banks to step up as global market-makers for the rupee. This move aims to reclaim the offshore rupee trading space. He pointed out the current deficiencies in rupee derivatives and emphasized the recent tightening of foreign exchange market regulations to...Read More

Global markets steadied as investors tracked sharp yen movements following suspected Japanese intervention. The dollar briefly slid before stabilising, while equities remained supported by strong tech earnings. Central banks held rates, but hawkish signals from the Fed and ECB kept markets cautious. Rising oil prices and geopolitical tensions added to inflation concerns.Read More

In the previous fiscal year, bank lending to Non-Banking Finance Companies (NBFCs) witnessed an impressive 26 percent increase, fueled by the Reserve Bank of India’s easing of risk weights. This favorable shift, along with more lenient regulations and attractively lower lending rates, has propelled a surge in NBFC financing.Read More

London’s FTSE 100 edged lower as losses in energy majors and AstraZeneca weighed on the index amid thin holiday trading. Weak crude prices dragged Shell and BP, while NatWest slipped despite profit growth. Gains in Unilever, Rolls-Royce and Pearson offered some support, but overall sentiment remained subdued after mixed earnings.Read More