Indian equities are navigating uncertainties, with strong fundamentals and a supportive macro environment. Despite a disconnect between on-paper strength and market tickers, experts anticipate double-digit GDP and earnings growth by FY27. Investors are advised to focus on bottom-up stock selection, particularly in financials and select mid-caps, as the market matures.Read More
India’s economic resilience, fueled by digital infrastructure and evolving regulations, is attracting global capital. The latest budget reinforces this, with initiatives like GIFT City offering fiscal clarity and regulatory certainty. This focus on long-term institutional choices and data integrity signals India’s readiness for global financial integration, moving beyond ’emerging market’ status.Read More
India’s government bond yields climbed Friday as escalating U.S.-Iran tensions pushed oil prices to a six-month high, dampening risk appetite. Traders remained cautious ahead of the weekly debt auction, with rising crude prices and supply concerns adding pressure. Long-term overnight index swap rates also increased due to heightened risk aversion.Read More
A viral post claiming Google is “bigger” than India drew a sharp rebuttal from Sanjeev Bikhchandani, who explained that comparing market cap with GDP is fundamentally flawed. He noted that a valid comparison would use Google’s revenue, not its valuation, to assess scale.Read More
Brainbees Solutions shares jumped after a four-day decline post-Q3 earnings, backed by strong trading volumes. The rebound follows a 52-week low a day earlier, though the stock remains down 40% over the past year and trades below key moving averages.Read More
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