Global markets are surging on hopes of a US-China trade deal. Sudip Bandyopadhyay believes this rally is sentiment-driven, with both nations needing an agreement. However, he urges caution as only the US has spoken. A deal could impact India’s ‘China-plus-one’ strategy, requiring India to sharpen its competitive edge and leverage its large domestic market.Read More
Global markets rallied as U.S.–China trade talks raised hopes of a truce. Investors remain optimistic yet cautious, recalling past breakdowns and warning that optimism may fade if talks disappoint.Read More
Lenskart’s ₹7,278 crore IPO opens on October 31, with strong investor demand reflected in a 27% grey market premium and backed by global investors like SoftBank and Temasek. The eyewear major plans to use fresh funds for expansion and technology upgrades. Analysts foresee strong listing gains and sustained growth momentum.Read More
Indian stock markets are showing signs of recovery. Corporate earnings are improving, and foreign investors are showing renewed interest. This shift follows a period of underperformance compared to global markets. Experts believe India is set for a turnaround. Valuations have eased, making it an attractive destination. A potential rotation from other emerging markets could further boost Indian equities.Read More
Orkla India’s Rs 1,667 crore IPO opens October 29, 2025, with a grey market premium of Rs 106 per share, indicating a potential 14.5% listing gain. The 100% Offer for Sale will see existing shareholders monetize holdings, with shares expected to list on November 6, 2025.Read More
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