Morningstar Wealth’s Mike Coop urges investors to ignore the macro noise all around and instead focus on price discipline and value. He warns that behavioural biases — especially recency and confirmation bias — cause investors to underperform. Coop also flags Korea and Brazil as more attractive than India in current emerging-market valuations.Read More

Japan’s Nikkei share average surged over 1% on Thursday, recovering from Wednesday’s sharp losses, as a strong Wall Street performance boosted investor confidence. Advantest and SoftBank Group led the gains, though Tokyo Electron dipped. Konica Minolta jumped significantly after raising its profit forecast, while Nippon Steel fell on a projected profit decline.Read More

Morgan Stanley raised Adani Power’s target price to Rs 185, citing strong earnings visibility, new PPAs, and capacity expansion. The brokerage expects a 20% EBITDA CAGR over FY25–FY33, backed by a robust balance sheet and regulatory clarity. Adani Power’s 41.9 GW portfolio positions it to gain from India’s rising power demand.Read More

Nissan has sold its Yokohama headquarters for ¥97 billion ($630 million) to MJI Godo Kaisha, leasing it back to fund AI-driven upgrades and digital modernisation as part of its turnaround strategy.Read More

Shapoorji Pallonji Real Estate unveils a handcrafted mural at VANAHA’s sales gallery, celebrating its nature-first philosophy. This immersive art piece showcases the township’s commitment to blending modernity with biodiversity, featuring over 350 acres of green spaces and a rich ecosystem. VANAHA aims to offer residents a harmonious living experience.Read More

Port Shelter Investment CEO Richard Harris warns that high valuations, US tariffs, and prolonged government shutdowns could threaten global growth. He says markets are being driven by fear of missing out (FOMO), not fundamentals, and remain fragile to sudden shocks. Harris also cautions that political uncertainty is eroding US credibility.Read More

Bitcoin hovered around $103,000 on Thursday as traders awaited key U.S. jobs data. Despite a brief rebound, sentiment remains cautious. Analysts say bulls are defending the $100K level, but resistance near $105K could cap gains amid subdued liquidity and a broader risk-off macro environment.Read More

Motilal Oswal initiated coverage on Waaree Energies with a ‘Buy’ rating and Rs 4,000 target, citing strong capacity expansion, integration across the solar value chain, and robust renewable energy growth outlook.Read More

Indian government bonds saw gains early Thursday. The benchmark 10-year yield briefly fell under 6.50%. This rise followed continued central bank buying, boosting market sentiment. Investors are steadily increasing their bond positions. Traders are now anticipating new debt supply on Friday. Overnight index swap rates moved higher, tracking US Treasury yields.Read More

Nykaa is expected to post strong Q2FY26 results with 25–27% YoY revenue growth, led by festive demand, robust beauty segment performance, and improving fashion margins. Analysts see EBITDA margin expansion and a sharp profit surge driven by premiumisation, cost control, and improved operating leverage.Read More