Indian markets may stay range-bound, but stock-specific opportunities are rising, says market expert Neeraj Dewan. With Q3–Q4 poised for stronger earnings, he is bullish on capital goods, infrastructure, defence, ports, and housing finance. Dewan highlights Adani Ports, Mazagon Dock, BEML, Can Fin Homes and PNB Housing, while cautioning on expensive IPOs and selective valuation risks.Read More
European shares fell to a one-week low on Monday, tracking a broad risk-off mood across global markets, sparked by worries about an overvalued tech sector and diminishing prospects of an imminent interest rate cut from the U.S. Federal Reserve.Read More
Emmvee Photovoltaic Power’s shares launched on Tuesday, maintaining a steady course. Positioned as India’s runner-up in solar PV module and cell production, the firm benefits from its pioneering role in advanced TOPCon cell technology. Recent fiscal results from FY25 show impressive growth, and the funds generated from the IPO will primarily address debt obligations.Read More
Capillary Technologies’ Rs 877 crore IPO saw steady demand on its final day, with overall subscription reaching 1.40 times. The retail and non-institutional investor portions were oversubscribed, while QIBs had subscribed 31% of their quota. Grey market premium suggests a modest listing gain of around 5%.Read More
Japanese government bond yields surged, with super-long yields hitting record highs, as investors anticipate a larger-than-expected stimulus package. This increased spending, coupled with potential delays in central bank rate hikes, has led to a sharp steepening of the yield curve. Markets are also bracing for a significant 20-year JGB auction.Read More
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