South Korea’s KOSPI index is surging towards historic highs, driven by tech leadership in AI and semiconductors, alongside policy reforms aimed at improving corporate governance and shareholder returns. This rally, exceeding 40% this year, is sparking debate on its sustainability, with some investors expressing caution amid short-selling activity and global macro concerns.Read More

Jamie Dimon warned markets resemble pre-2008 conditions, citing risky behaviour, elevated asset prices and AI-driven disruption. He said people are doing “dumb things” to make money, warned of cyclical downturns ahead, and cautioned that enthusiasm around artificial intelligence could destabilise software and technology sectors globally over time.Read More

Vedanta Ltd shares surged upto 5% on Wednesday after BofA Securities upgraded the stock to “Buy” from “Neutral” and raised its target price sharply to Rs 840 from Rs 480. The brokerage turned positive on the back of a stronger outlook for aluminium and supportive silver prices, along with an estimated FY27 dividend yield of...Read More

Market strategist Chakri Lokapriya identifies selective opportunities in cyclical sectors, railways, defence, and PSU banks, citing strong order books and reasonable valuations for long-term investments. While near-term capex may be subdued due to US Supreme Court ruling uncertainty, these sectors offer compelling growth prospects.Read More

Massive AI investments by US tech giants are unlikely to be a bubble, but could fundamentally disrupt traditional software and IT services, including Indian firms. Arvind Sanger of Geosphere Capital believes AI adoption presents a structural wave of value creation, not speculation. The real risk lies in business model disruption, potentially impacting pricing and revenue...Read More

Mobilise App Lab’s Rs 20.10 crore SME IPO has drawn strong investor interest, with 12x subscription by Day 2 and a grey market premium of Rs 8 signaling a potential Rs 88 listing. The SaaS company aims to fund product development, expansion, and talent acquisition as it prepares to debut on NSE Emerge.Read More

The Indian rupee held steady near 90.92 against the dollar, supported by a weaker greenback and foreign bank sales. Local stocks, particularly IT shares, rebounded, contributing to modest dollar inflows. Global markets were buoyed by AI enthusiasm and anticipation surrounding U.S. President Trump’s address, though trade uncertainty persists.Read More

Indian government bonds saw a rise today. Strong buying from the ‘others’ investor category boosted prices. This group includes insurers, pension funds, and potentially the Reserve Bank of India. Such purchases suggest increased liquidity in the market. This activity could lead to further price gains for bonds. The central bank has been actively infusing liquidity...Read More

Indian stock markets saw a significant rebound on Wednesday. The Sensex and Nifty 50 indices surged, recovering from a previous day’s sharp decline. This rally boosted the market capitalization of BSE-listed firms substantially. Key sectors like IT and Metal led the gains. Several major companies contributed to the upward movement, indicating a positive market sentiment.Read More

US consumer confidence unexpectedly rose in February, driven by younger demographics, yet concerns about job availability persist, reaching a five-year high. This mixed sentiment, influenced by policy uncertainty, presents a complex outlook for the Wall Street as investors weigh improved confidence against potential labor market softening.Read More