India’s Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narrative around AI’s productivity gains and impact on jobs is exaggerated. Global investors have poured billions into AI-linked companies, driving record valuations for firms like Nvidia. Concerns are rising about a potential market correction as investor...Read More

Markets rallied sharply as easing US–Iran tensions and softer crude prices boosted sentiment. Sensex and Nifty surged 2%, adding Rs 10 lakh crore in market value. Broader markets outperformed, volatility eased, and technical indicators turned bullish. Analysts expect momentum to continue, with geopolitical developments and oil prices remaining key triggers.Read More

Also, 23700 is a stiff barrier that had troubled May for several days, and is expected to pose a stiff challenge to further upside. And so will 24,000. In other words, despite the enthusiastic run up on Friday, several hurdles appear in the way of continuation of the same.Read More

RBI’s FCNR(B) and ECB swap windows aim to boost liquidity, stabilise the rupee and ease funding costs for banks. Attractive returns for NRIs and lower hedging costs for lenders create a win-win. Strong inflows could support credit growth, margins and offset persistent FPI outflows from Indian banking stocks.Read More

A similar trend has been reflected in India’s MCX futures market, where silver prices tumbled from a record ₹4.28 lakh per kg to around ₹2.39 lakh. This steep fall has unsettled investors, raising concerns about whether the rally was driven by speculative excesses and whether further downside risks remain.Read More

Several Nifty500 stocks may deliver strong returns over the next year, with analyst estimates indicating upside potential of up to 60%. Based on Trendlyne data, these companies show consistent revenue growth, strong analyst coverage and favourable ratings, making them key candidates for investors tracking high-growth opportunities in Indian equities.Read More

Indian equity markets ended a volatile week on a strong note. Eight of the top-10 most valued firms saw their market valuation surge by Rs 1.90 lakh crore. ICICI Bank led the gains, adding Rs 56,223 crore. This rally was supported by improving global sentiment and RBI measures. Investor confidence grew on optimism surrounding a...Read More

In an interaction with Kshitij Anand of ETMarkets, Dhawal Dalal, President & CIO – Fixed Income at Edelweiss Mutual Fund, said the combination of regulatory easing and potential inclusion in widely tracked global bond indices could bring up to $20–25 billion in incremental debt inflows over the next 12–24 months.Read More

Twelve penny stocks have plunged between 25% and 70% over the past three months, highlighting the risks in low-priced equities. Screened based on market cap, price and liquidity, these stocks faced heavy selling pressure, reinforcing concerns around volatility, weak transparency and susceptibility to sharp corrections in the segment.Read More

Jefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, crowded positioning and upcoming mega IPOs. While AI spending remains strong, concerns over valuations, liquidity shifts and uncertain returns suggest increased volatility in global technology stocks.Read More