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The rupee hit record lows last week as the US dollar strengthened on robust economic data and Fed caution. Experts cite capital outflows, tariffs, and domestic macro pressures as key drivers, urging investors to stay disciplined amid volatility.
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Market veteran Madhusudan Kela says India’s markets are set for an earnings-led upmove as liquidity, policy support, and AI-driven growth kick in. He’s bullish on AI, power, manufacturing, NBFCs, and SME entrepreneurship, urging investors to stay patient and selective for the next phase of India’s equity story in Samvat 2082.
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India’s office market has seen 56.8 mn sq. ft. of YTD absorption, on track to exceed the previous annual peak. Strong demand from GCCs, IT-BPM, BFSI, and flexible workspaces, alongside controlled new supply, positions the sector for robust growth and continued Grade A leasing momentum in 2025.
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India’s primary market shows signs of fatigue in 2025 despite record IPO activity. Kotak Institutional Equities reports rising fundraising but declining post-listing returns as investors turn valuation-conscious and selective, preferring large and mid-cap issues over smaller ones.
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Tata Communications reported a 27% year-on-year fall in profit to Rs 183 crore in Q2 FY26, despite a 6.5% rise in revenue to Rs 6,100 crore. EBITDA grew modestly, while margins declined slightly due to higher costs.
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