Japan’s Nikkei hits a record high, mirroring Wall Street’s positive trend. Technology stocks led the surge. Investors are closely watching economic data for potential shifts in central bank policies in both the United States and Japan. SoftBank Group and Furukawa Electric saw significant gains. Sumitomo Pharma and Mazda Motor experienced losses. The focus remains on...Read More

Shringar House of Mangalsutra’s Rs 401 crore IPO was subscribed 1.06 times on Day 1, with retail investors bidding 1.59 times their quota and NIIs 1.19 times. The employee portion also saw strong traction, oversubscribed 5.4 times, while QIBs are yet to participate.Read More

Global asset managers from KKR & Co. to Blackstone Inc. are ramping up investments in India and elevating locally-based executives to key regional roles, underscoring the nation’s rise in Asia’s private equity landscape.Read More

CarTrade Tech shares plunged 18.7% after JM Financial downgraded the stock to ‘Sell’ and cut its target price to Rs 1,910, citing rich valuations, B2B revenue dependence, and structural risks from generative AI adoption. Shares partially recovered, trading 10% lower amid volatile market sentiment.Read More

Political unrest in Nepal poses only a minor risk to FMCG firms, says Abneesh Roy, noting exposure is limited. He expects GST cuts and recovering paint demand to drive stronger consumption and margins in H2, cushioning near-term pressures from floods and Nepal’s instability.Read More

Shares of Oracle Financial Services Software (OFSS) rallied over sharply after parent Oracle’s U.S. stock soared on a blockbuster cloud forecast. Oracle’s multi-billion-dollar client wins and aggressive expansion in multi-cloud services boosted optimism that OFSS will benefit from higher license and cloud revenue growth.Read More

Infosys shares experienced a 2% surge, reaching Rs 1,535 on the BSE, ahead of its fifth share buyback meeting. Historically, Infosys shares have generally risen following buyback announcements. Market experts suggest that current valuations are more appealing, with the stock consolidating at lower levels.Read More

U.S. consumers remain financially resilient with strong credit quality and steady spending, even as job growth slows.Read More

Manish Chokhani of Enam Holdings cautions that Indian equities, particularly in FMCG, IT, and pharma, face potential derating without innovation and business model changes. He highlights overvaluation in high-growth sectors like QSR and EMS, while suggesting opportunities in PSU privatization. India needs new growth drivers to avoid a prolonged market consolidation.Read More

US and India trade talks show promise. Donald Trump and Narendra Modi are highlighting progress. A deal may finalize by November. Market expert Chakri Lokapriya sees benefits for IT, pharma, and auto sectors. Export sectors are likely to gain first. GST cuts will boost consumption. Auto and tyre companies are well-positioned.Read More