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Sanae Takaichi wins Japan’s leadership race, raising hopes for pro-growth policies. Markets rally, but fiscal challenges, inflation, and global uncertainties limit aggressive stimulus, keeping investors cautiously optimistic.
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Global markets face political turmoil in Japan, France, and the United States. This uncertainty is driving investors towards gold, which has reached record prices. French political instability is pressuring the euro, while the Japanese yen has weakened significantly. Investors are closely watching economic data from Germany for further market direction.
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Bank of India is boosting growth in the second half of FY26. The bank is partnering with fintech firms for digital banking and wealth management. New features like face recognition will simplify customer processes. Initiatives to onboard self-help group women will expand financial inclusion. Strong Q2 performance sets the stage for continued momentum.
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Tata Capital IPO: The grey market premium (GMP) for Tata Capital’s IPO remains modest, hovering around ₹6–8 above the ₹326 issue price, suggesting a probable listing price of about ₹332, or a slight premium of roughly 1.8%.
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Geojit says valuations at 35× FY25 earnings are justified given LG’s dominant market position and superior return ratios.
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