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Motilal Oswal has included Groww’s parent company (Billionbrains Garage Ventures) and Dixon Technologies among its bullish stock ideas in its latest coverage, reflecting confidence in secular growth themes beyond the core index. The brokerage’s Buy call on Groww underscores its dominant retail broking market share and diversified revenue expansion potential, while Dixon Tech features as a high-conviction pick in the electronics manufacturing services (EMS) space...Read More

Australian shares climbed on Tuesday. BHP surged to a record, boosting the resources sector. This set the tone as earnings season began. The S&P/ASX 200 extended gains. Focus remained on domestic earnings due to market closures elsewhere. Investors watched for signals on iron ore demand and the sector outlook. Jobs data is now a key focus.Read More

Nitin Raheja of Julius Baer believes the IT sector selloff is overdone, with AI disruption unfolding gradually. He sees strong cash flows enabling IT firms to invest in AI acquisitions and data centers. Raheja also highlights India’s low household equity allocation as a long-term growth driver for capital markets, favoring asset managers for now.Read More

Japanese government bond yields dropped significantly on Tuesday. Trading was light due to Lunar New Year holidays in several Asian markets. Super-long-dated bond yields saw sharp declines. A five-year bond auction had a weak outcome. The benchmark 10-year JGB yield also reached its lowest point since mid-January. The yen strengthened against the dollar.Read More

Indian government bonds remained largely flat as market participants awaited a significant debt supply from states. Despite a slight decline in the benchmark 2035 bond yield over the past week, sustained easing may require central bank or government intervention. Meanwhile, U.S. Treasury yields fell on slower retail inflation, boosting rate cut expectations.Read More