The Union Budget on February 1 is shaping up as a litmus test for the capex trade, which has slowed over the past year. With fiscal discipline likely to be maintained, any additional spending is expected to be selective, focusing on sectors such as defence, railways, and infrastructure-linked segments, rather than a broad-based capital expenditure...Read More

Bitcoin surged near $95,000, fueled by stable US inflation data and geopolitical unease driving demand for safe havens. Cryptocurrencies like Ethereum and major altcoins also saw significant gains. Analysts note improving market liquidity and a shift towards risk assets, with on-chain data suggesting easing selling pressure and potential for further upside.Read More

U.S. consumer inflation edged up 0.3% in December, keeping year-on-year CPI at 2.7%, reinforcing expectations that the Federal Reserve will maintain a wait-and-watch approach. While price pressures remain above target, the data suggests a gradual disinflationary trend, providing markets with reassurance without prompting an immediate shift in monetary policy.Read More

Indian shares reached a two-month peak on Wednesday. Heavyweight miners and energy stocks saw gains due to rising commodity prices. However, a sharp fall in major banks limited the overall advance. Top miners BHP and Rio Tinto advanced. Gold miners also closed at a peak. Energy stocks climbed significantly. In New Zealand, the benchmark S&P/NZX...Read More

Sebi has approved six companies, including Kissht, Alcobrew Distilleries and Indo MIM, to raise funds via IPOs over the next year. The offerings include fresh issues and promoter sales, with proceeds aimed at expansion, acquisitions, debt repayment, and corporate purposes. Key IPO dates, price bands, and lot sizes are yet to be announced.Read More

Puravankara shares jumped more than 12% after the real estate developer reported strong double-digit growth in Q3 sales value and collections, aided by higher realisations, steady deliveries and fresh land additions across key markets. The rally snapped a five-day losing streak for the stock, though it remains sharply lower over the past year.Read More

Tata Elxsi’s net profit plunged 45.3% due to a one-time labour law charge. While revenue and margins showed some strength, brokerages remain divided. Some see potential in auto and healthcare recovery, while others cite rich valuations and muted visibility in key segments, leading to cautious or sell ratings.Read More

Geopolitics, not AI, may dominate markets in 2026, says emerging markets expert Geoff Dennis. Despite global tensions, emerging markets are outperforming even as oil prices rise and the dollar strengthens. Dennis expects only limited Fed rate cuts, warns of geopolitical flashpoints, and explains why EMs could remain the “flavour of the year.”Read More

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Indian government bonds declined for a second consecutive day. This follows a surprise decision to exclude Indian debt from a global index. Investors are cautious. Oil prices are also rising due to Middle East developments. The Reserve Bank of India is expected to support bond prices. Other investors have increased their bond purchases.Read More