Fixed income investors should recalibrate strategies as RBI nears the end of its rate-cut cycle. With comfortable liquidity and low rate hike probability, short-term AAA corporate bonds above 7% offer better risk-reward. Accrual-oriented strategies in the short to medium segment are favored over long-duration bets. Potential Bloomberg index inclusion could boost government bonds.Read More
Markets are entering a discerning phase, shifting from narratives to performance. Investors are cautioned against chasing high-P/E small and mid-caps without earnings visibility, as multiple compression is likely. India’s medium-term outlook remains constructive, driven by earnings delivery, global liquidity, and FII flows.Read More
Indian stock markets, Nifty and Sensex, continued their decline for a fourth consecutive session on Monday. Metal stocks contributed to the downturn. Earlier, IT stocks faced a sell-off due to AI disruption fears. Experts suggest IT sector weakness may persist. Funds are expected to shift towards financials, automobiles, capital goods, telecom, and pharma.Read More
Indian IT giants are actively reinventing their strategies to counter fears of AI-driven disruption, which has led to a significant market value sell-off. Companies are embedding AI into transformation programs, focusing on outcome-led growth, and leveraging internal AI tools to maintain margins and deliver value to clients.Read More
The IPO is currently quoting at a negative grey market premium (GMP), indicating that shares are trading below the issue price of Rs 129 per share in the unofficial market.Read More
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