Bitcoin and Ethereum are trading near recent peaks. Bitcoin shows strong monthly performance and increasing dominance. Major altcoins saw mixed movements. Global crypto market capitalization slightly decreased. Geopolitical tensions and monetary policy uncertainty are influencing markets. Bitcoin is seen as an alternative macro asset. Capital remains concentrated in major cryptocurrencies.Read More

Foreign institutional investors offloaded Indian equities worth Rs 17,140 crore last week, extending April’s outflows to Rs 43,967 crore. This massive selling, driven by geopolitical concerns and a lack of clear sectoral leadership, led to sharp cuts in domestic indices. Global news flows, including US FOMC and Bank of Japan rate decisions, are expected to...Read More

Copper prices remain near record levels, supported by AI-driven data centre demand, global electrification, tight mine supply and geopolitical disruptions. Despite recent volatility and correction from highs, prices are consolidating at elevated levels. Structural demand from EVs, renewables and infrastructure continues to keep the long-term outlook firmly bullish.Read More

The RBI has cancelled Paytm Payments Bank’s license due to regulatory non-compliance, citing detrimental operations and prejudiced management. While Bernstein views this as incrementally negative for parent One 97 Communications, they maintain an ‘Outperform’ rating, seeing potential for new licenses. Paytm assures stakeholders its core services remain unaffected.Read More

Markets often climb despite worries. In 2020, markets rose before economic recovery. Now, in 2026, markets are recovering amid geopolitical tensions. Investor behavior shows learning from past experiences. Capital is entering markets during fear. While risks remain, markets may have already priced in much of the uncertainty. Markets lead sentiment, adjusting prices before clarity emerges.Read More

Global investors are shifting focus from FAANG and Magnificent 7 to broader innovation, embracing the BATMMAAN acronym for AI, semiconductors, and digital ecosystems. Niteen Dongare advises staying invested in US markets, emphasizing proven earnings and stable management amidst geopolitical volatility. He also highlights the growing trend of Indian investors diversifying globally, with AI and semiconductors...Read More

Despite a falling Sensex, twelve BSE 500 stocks delivered consistent gains across five sessions, led by Onesource Specialty Pharma and Welspun Corp, showing resilience amid broader market weakness and declines.Read More

Geopolitical tensions, rising crude oil, and a weakening rupee are fueling market volatility, according to Rupak De of LKP Securities. He notes bearish pressure on Nifty and IT sectors, advising caution. However, De identifies short-term trading opportunities in NMDC, RBL, and Piramal Pharma due to emerging technical momentum.Read More

JPMorgan downgraded India to Neutral, citing high valuations, earnings risks, dilution, limited tech exposure, and monsoon concerns, warning Nifty could fall sharply, with better opportunities seen in other emerging markets.Read More

Jane Street, a leading market maker, achieved a record $39.6 billion in net trading revenue last year, surpassing rivals like Citadel Securities and Hudson River Trading. This surge was fueled by market volatility and a significant boost from its investments in private startups, including AI firm Anthropic.Read More