Equity markets remain range-bound at 24,800–25,000, with short-term pullbacks amid foreign investor selling and tariff concerns. Anshul Saigal of Saigal Capital says long-term growth remains intact, advising investors to focus on strong businesses. While IT valuations appear expensive with weak growth, opportunities are better in defence, renewables, banking, capital goods, and manufacturing.Read More

Investor enthusiasm has surged in the Indian IT sector, spurred by buyback announcements. Experts believe the downside is limited, with potential for improvement in the second half, particularly in BFSI. Mid-cap IT stocks are favored over large caps due to attractive valuations.Read More

Airfloa Rail Technology’s Rs 91 crore IPO opens September 11 on BSE SME, closing September 15, with listing on September 18. The company, a supplier to Indian Railways, manufactures rolling stock components and interiors. Strong GMP and robust financial growth highlight investor interest in this seasoned OEM.Read More

PhysicsWallah, an Indian ed-tech unicorn, is launching a Rs 3,820 crore IPO amidst industry scrutiny. While peers face struggles, PhysicsWallah, backed by WestBridge and Hornbill Capital, reports revenue growth and narrowed losses.Read More

Oracle’s shares experienced a significant surge, climbing 31% in Frankfurt following the company’s projection of its Oracle Cloud Infrastructure business exceeding half a trillion dollars in booked revenue. This positive outlook also influenced European markets, with German software maker SAP seeing a 2% increase. Oracle’s stock has demonstrated substantial growth this year, rising 45%.Read More

Saudia Aramco has initiated the sale of a U.S. dollar Islamic bond. The offering includes five- and ten-year tranches. This move occurs amidst a surge in bond issuance from the Gulf region. The sale aims to leverage Aramco’s balance sheet due to weaker oil prices. However, regional tensions, including recent events involving Israel and Qatar,...Read More

Economist Ed Yardeni suggests the Fed’s September rate cut hinges on upcoming inflation data; hotter data points to a 25 basis point cut, while cooler data could prompt a 50 basis point reduction. He cautions lower rates won’t solve labor shortages and might inflate the market. Yardeni also highlights India’s strategic importance amid global trade...Read More

Dev Accelerator’s Rs 143.35 crore IPO was fully subscribed within hours on Day 1, driven by strong retail demand. The company’s shares are trading at a grey market premium of 13%, highlighting robust investor interest in the flexible workspace solutions provider ahead of its September 12 subscription close.Read More

September’s crypto market shows cautious optimism. Key picks include AERO, PUMP, LDO, ETH, and ETHFI, driven by adoption, staking growth, ETF inflows, and real-world utility, offering varying risk-return opportunities.Read More

InCred Asset’s Aditya Sood suggests Indian markets are poised for a comeback, hinging on earnings growth. Despite recent flat returns, potential US Federal Reserve rate cuts and a favorable bond spread create a supportive environment. Sood is cautiously optimistic, favoring healthcare, rural-focused consumer stocks, and select IT firms like Infosys for steady compounding.Read More