Blog Full Right Sidebar

Howard Marks says AI may be a transformational “inflection bubble,” urging investors to avoid going all-in or all-out. He highlights soaring valuations, circular financing, rising leverage, speculative behaviour and past bubble patterns, advising moderation, prudence and selective exposure amid massive uncertainty.Read More

Park Medi World’s IPO, valuing the hospital chain at Rs 920 crore, saw a 39% subscription on Day 1. Trading at a grey market premium of Rs 21-22, the IPO is seeing decent in the grey market as well. Proceeds from the IPO will be to fund debt repayment, hospital expansion, and acquisitions. Analysts broadly have assigned a “Subscribe” for the IPO with a long-term...Read More

SBI Cap Securities’ Sunny Agrawal assesses the market debuts of Meesho, Aequs and Vidya Wires, calling Meesho’s 45% listing gain strong but advising a tracking position as profitability levers unfold. He sees Aequs as a niche, high-margin long-term aerospace play, while urging investors to book profits in Vidya Wires and wait for earnings clarity before taking long-term exposure.Read More

The S&P BSE Sensex declined 275 points, or 0.32%, to end at 84,391.27, while the NSE Nifty 50 shed 82 points, or 0.32%, closing at 25,758.Read More

Germany’s 10-year borrowing costs hit fresh multi-month highs on Wednesday as traders price out any chance of further European Central Bank rate cuts, while looking ahead to an important Federal Reserve meeting later in the day.Read More