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Chipmakers’ market value increased. Investors sought artificial intelligence exposure. Tech stocks reached new highs. OpenAI deals and Intel talks fueled this market. Korean chip stocks gained. European chip equipment makers also advanced. Investors showed fear of missing out. Valuations rose, nearing record levels. This rally reflects a scramble for AI technology.Read More

Consumption and financial services stocks are in focus due to recent GST boosts and RBI policy changes. Analysts highlight several stocks, including United Spirits, Aditya Birla Capital, and Axis Bank, which saw above-average rollovers to the October series. Based on technical and derivatives data, experts recommend fresh long positions and anticipate potential northward moves for...Read More

Larger banks with established capital markets divisions, such as ICICI Securities and SBI Capital Markets, will be better placed than mid-sized lenders. For financing deals, banks will need to develop a more nuanced assessment than steady-state projections of financial statements.Read More

Global equities reached new records as optimism around artificial intelligence propelled Asian stocks and US tech shares higher. The S&P 500 and Nasdaq 100 hit new highs, with Alibaba also surging. This strong tech momentum overshadowed concerns about a US government shutdown and potential federal job cuts.Read More

Indian equity markets staged a strong rebound on Wednesday after eight consecutive sessions of decline, with analysts expecting positive momentum to sustain on Friday. This outlook is supported by an accommodative monetary policy, favorable monsoon, festive demand, a fall in India VIX, and a recovering rupee.Read More

Markets rebounded on Wednesday after an eight-session losing streak. The Reserve Bank of India kept the repo rate unchanged. This signaled confidence in the economic outlook. Tata Motors, Adani Green, and PVR Inox were in focus. Tata Motors sales surged. Adani Green faced a deal challenge. PVR Inox received a CCI probe order.Read More

WeWork India is set to launch a ₹3,000 crore IPO, which will reduce the promoter’s stake to 48.1%. Despite higher revenue and Ebitda than competitors, the company’s recent FY25 profit of ₹128 crore is primarily attributed to a deferred tax credit. Geographic concentration and lower occupancy rates in mature centres compared to peers are noted.Read More

India’s credit growth, currently below 10%, is poised to accelerate as new RBI measures could unleash ₹5 lakh crore in demand. Easing corporate exposure norms and allowing M&A financing are key drivers for this potential surge. While these relaxations are positive, weak credit demand remains a significant hurdle for faster economic expansion.Read More

LG Electronics India’s upcoming IPO values the company at $8.7 billion, nearly matching its South Korean parent’s market capitalization. Priced at ₹1,080-1,140 per share, analysts find its 35.1x P/E ratio attractive and cheaper than local peers like Whirlpool and IFB. SBI Securities has assigned a ‘Subscribe’ rating due to its superior return profile.Read More