Indian defence stocks are on a roll, fueled by a potential Rs 2 lakh crore Rafale fighter jet deal and long-term growth optimism. Cochin Shipyard and GRSE surged, while HAL and Mazagon Dock also saw gains. Analysts are bullish on the sector’s future, driven by government initiatives, but caution against stretched valuations and execution challenges.Read More

Hong Kong stocks hit a four-year high, driven by tech companies. Confidence in China’s AI and a potential TikTok deal boosted the market. Mainland Chinese stocks also saw gains. Tech giants like Baidu and Alibaba surged. Developments in China’s AI infrastructure and new AI models are noteworthy. Alibaba and Baidu are using internally designed chips.Read More

Analysts warn that a ruling overturning the tariff regime could disrupt Corporate America and raise questions about fiscal stability.Read More

Motilal Oswal initiated coverage on NSDL with a ‘Neutral’ rating, setting a target price of Rs 1,200. While acknowledging NSDL’s strong market position and growth potential in India’s expanding capital markets, the brokerage suggests the current stock price largely reflects these positives.Read More

Shares of Shringar House of Mangalsutra eased over 2% after debuting at a nearly 14% premium earlier in the session. Analysts recommend booking partial profits while holding the rest. The jewellery maker is a key player in India’s organised Mangalsutra market with a strong B2B presence.Read More

US and India are having trade discussions. David Roche suggests caution. He thinks the US is eager for a deal. Trump uses tariffs as leverage. Oil tariff is important to watch. Removing the oil tariff would be the first sign of progress. Capital flows depend on the Fed and US asset views. Risks remain in...Read More

Accel’s early investment in Urban Company turned Rs 14.3 crore into a Rs 390 crore payout after the home services platform debuted with a 57.5% premium over its Rs 103 IPO. Accel first backed the home services startup over a decade ago, buying shares at an average price of Rs 3.77 apiece. The firm still...Read More

VMS TMT’s ₹149 crore IPO was fully subscribed within hours, with strong demand from QIBs at 6.83 times. The GMP is 23%, signaling expected listing gains amid robust investor interest.Read More

The Indian market shows optimism due to GST changes and GDP data. Investors are watching consumption trends and corporate results. Market expert Karthik Kumar says GST restructuring is positive. Future market direction depends on consumption and external factors. He notes the market is structurally positive long-term. Festival season spending, tariffs, and earnings will be monitored.Read More

Robert Kiyosaki criticises mutual funds and ETFs, calling them “for losers,” while welcoming Trump’s executive order allowing 401(k) investors to access alternative assets like gold, silver, Bitcoin, real estate, and private equity, which he says will increase the value of his preferred investments.Read More