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US markets are driven by strong corporate earnings and a stable labor market, defying global geopolitical tensions. While investors hope for negotiation, unpredictable political rhetoric and potential oil price spikes pose risks, especially for emerging markets like India. Economies are better equipped to absorb shocks than in past decades, but caution remains advised.Read More

OnEMI Technology Solutions’ Rs 926 crore IPO saw 27% subscription on Day 2, with QIBs leading demand. GMP remains modest at 2%, indicating cautious sentiment. While improving profitability and reasonable valuations support the case, high unsecured lending exposure and regulatory risks suggest investors should approach the issue with measured expectations.Read More

India’s markets regulator, SEBI, will not permit banks and insurance companies to invest in commodity derivatives, according to its chairman. While SEBI had previously explored enabling pension funds to trade commodities, a decision remains undisclosed. The announcement led to a decline in Multi Commodity Exchange of India shares.Read More

Despite market swings, seasoned investors find comfort in reasonable valuations and historical trends, according to Kotak AMC’s Shibani Sircar Kurian. She highlights banking as a standout sector with strong growth and stable asset quality, while telecom shows improving fundamentals. Kurian advises using market dips to add equities, favoring private banks due to valuation comfort.Read More

Jefferies has raised target prices on Adani Power, Adani Ports and Adani Enterprises, maintaining ‘Buy’ ratings on strong operational performance, capacity expansions and improving realisations. Adani Ports saw EBITDA beat estimates, supported by higher domestic port realisations and upcoming capacity additions. The brokerage expects steady volume growth and strong EBITDA momentum across the Adani group.Read More