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Global investors are increasingly shifting capital to Chinese AI stocks as stretched U.S. tech valuations raise bubble concerns. Strong policy support, blockbuster chipmaker listings and China’s push for technological self-reliance are boosting interest, with firms like Alibaba, Baidu and Tencent emerging as key beneficiaries of the growing AI investment pivot.
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Railway stocks are back in focus as RVNL, IRCTC, Jupiter Wagons and other rail-linked names rally ahead of the Union Budget 2026. Investors are eyeing potential increases in railway allocations, but analysts caution that pre-Budget spikes may be short-lived without sustained fundamentals.
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Anchor lock-ins for GK Energy and Saatvik Green Energy end today, releasing over 8 million shares into the market. Both stocks have fallen below their IPO prices despite strong listings and high subscription levels. GK Energy’s IPO was subscribed 93.6 times, while Saatvik Green drew nearly 7 times the overall demand.
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Jefferies has initiated coverage on Pine Labs with a Buy rating, citing an earnings inflection point, strong revenue growth prospects, and improving profitability. Expansion across digital payments and operating leverage could drive a potential valuation re-rating.
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India’s REIT market has surged to a Rs 2.3 lakh crore scale, surpassing Hong Kong and emerging as a global powerhouse, ANAROCK Capital said. With five listed REITs, strong occupancies, robust yields, rising distributions and SEBI’s new equity reclassification, the sector is poised for accelerated growth and broader investor participation.
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