U.S. equities have seen a choppier-than-usual December, defying the typical year-end rally even as major indices remain on track for solid full-year gains in 2025. Recent volatility has been driven by concerns over heavy AI-related capital spending and uncertainty around the Federal Reserve’s interest-rate outlook.Read More

As the year-end approaches, global markets remain volatile amid mixed U.S. economic signals, geopolitical risks and uncertainty over a Santa rally. Investors are closely tracking key data releases, oil-market developments and central bank cues in Asia as a turbulent year draws to a close.Read More

GE Vernova T&D India shares rose sharply after the company secured a large HVDC transmission project from AESL Projects Limited. While the order strengthens long-term growth visibility and underscores technical capabilities, the stock is trading near its peak with rich valuations, suggesting optimism may already be priced in.Read More

The Indian Rupee gained 22 paise against the US Dollar in early trade on Monday. This appreciation was driven by foreign fund inflows and a positive trend in domestic stock markets. Corporate dollar inflows and stable crude oil prices also boosted investor sentiment. The Rupee’s rise reflects lower trade deficit and increased foreign investor interest...Read More

Gold and silver prices surged to record highs globally, driven by strong investor demand, central bank buying and expectations of interest rate cuts. Silver outperformed sharply, while gold remained near historic peaks. Despite mixed domestic cues, bullish global sentiment and broker outlooks continue to support precious metal prices.Read More

Historical data reveals smallcap stocks have consistently outperformed during the year-end Santa rally, averaging 3.55% returns with a 100% success rate. Technical indicators suggest smaller stocks are poised for a comeback, with market breadth already tilting in their favor. The Nifty also shows potential for an upward move, aligning with the repeatable seasonal pattern.Read More

Sachin Gupta, Chief Rating Officer at CareEdge Ratings, shares his approach to maintaining peak performance. He highlights how mindful routines, yoga, and family activities help him stay calm and focused. Strategic games also sharpen his decision-making skills. These practices are crucial for navigating demanding professional environments and making sound judgments.Read More

Strategic investor MUFG’s proposed equity infusion into Shriram Finance is a strong vote of confidence in India’s NBFC sector, said Gurmeet Chadha of Complete Circle Consultants. The deal could lower Shriram’s cost of funds, trigger a rating upgrade, support growth capital needs and lead to a rerating, with positive spillovers for well-run NBFCs.Read More

Indian investors are increasingly looking beyond domestic markets for portfolio diversification, with global investing gaining traction. Experts suggest allocating 10-30% to global assets by 2026 to manage risk and unlock opportunities, driven by themes like AI and currency hedging.Read More

Nomura initiates coverage on Tata Motors Commercial Vehicles (TMCV) with a ‘Buy’ rating and a Rs 481 target price, anticipating a 22% upside. The brokerage believes TMCV is poised to benefit from an upcoming upcycle in the Indian MHCV segment, driven by favorable economic conditions and strategic global expansion through the Iveco acquisition.Read More