Indian equity markets may be entering a constructive phase as earnings upgrades, supportive macro conditions and attractive valuations align. Siddharth Vora of PL Asset Management says domestic liquidity remains strong, risks are manageable and largecaps and midcaps offer better value than smallcaps, with cyclicals and financials emerging as key portfolio themes for the period ahead.Read More

Retail investors are playing an increasingly influential role in US equity markets, with record inflows projected for 2025. Driven by easier market access, thematic investing trends and expectations of interest rate cuts, individual participation has become a structural force reshaping traditional market dynamics.Read More

Vikran Engineering shares rose sharply on Wednesday after the company secured a Rs 2,035 crore EPC order from Onix Renewables for developing 600 MW AC solar projects in Maharashtra. The turnkey project, to be completed in 12 months, strengthens Vikran’s renewable energy portfolio and boosts its order book.Read More

Varun Saboo of Anand Rathi Shares & Stock Brokers is optimistic about Indian markets for 2026, favoring BFSI and consumer sectors. He sees strong potential in nascent categories within FMCG and believes white goods offer long-term accumulation opportunities despite near-term weather impacts. Real estate also remains attractive due to robust demand and a continuing upcycle.Read More

For HNIs, investing is increasingly focused on capital protection, risk management and long-term sustainability, not just returns. ESG investing has become a key framework globally, shaping how investors assess business quality and influencing capital allocation decisions among U.S. investors, Indian HNIs and family offices.Read More

Hindustan Copper shares hit a fresh all-time high as copper prices surged globally and domestically, driven by tightening supply, green energy demand and improving industrial outlook. Strong price momentum and operational leverage have kept the stock firmly in investor focus.Read More

Housing affordability improved across major Indian cities in 2025, led by Ahmedabad, Pune and Kolkata, thanks to lower home loan rates, Knight Frank said. Mumbai saw affordability fall below the crucial 50% EMI-to-income mark for the first time, signalling a more sustainable environment for homebuyers amid strong demand.Read More

Websol Energy System shares jumped as much as 14% after the company won a key tax appeal, with authorities setting aside a Rs 73.04 crore demand for FY18. The ruling removes a major contingent liability from the solar firm’s books, triggering a sharp relief rally despite the stock being down 46% so far in 2025.Read More

Japan’s long-term bond yields hit record highs as investors worry about government stimulus funded by new debt. The 30-year JGB yield climbed to 3.45%, while the 40-year yield reached 3.715%. This surge follows speculation about Prime Minister Takaichi’s fiscal plans and the Bank of Japan’s potential rate hikes. The benchmark 10-year yield, however, saw a...Read More

Vietnam’s stock market hit a record high, extending its weekly rally as investors reacted positively to signs of political stability. A senior Communist Party meeting agreed on candidates for the next leadership, with party chief To Lam widely expected to retain his powerful post.Read More