Markets may open strong after the US Supreme Court struck down Trump’s tariffs, with GIFT Nifty signalling gains. However, a new 10% global tariff introduces uncertainty. Export sectors, metals and pharma remain in focus, while investors track policy responses and global cues for direction in the coming sessions.Read More

Bitcoin held steady near $68,000 on Saturday, showing resilience despite new U.S. tariff developments and ongoing ETF outflows. Major altcoins also posted gains as market sentiment improved. Analysts note strengthening technical structure, with Bitcoin testing key resistance levels and Ethereum consolidating near $1,960, positioning both assets for potential upside moves.Read More

India’s AI revolution will rely less on code and more on massive infrastructure—power, fibre, cooling, chips, data centres and long-term capital. With a ₹200 lakh crore investment opportunity ahead, India’s maturing capital markets, REITs, InvITs and global investor appetite position the country to finance this next big private-sector-led buildout.Read More

Legendary investor Peter Lynch’s stock-picking framework remains relevant in today’s volatile markets. By categorising companies into slow growers, stalwarts, fast growers, cyclicals, turnarounds, and asset plays, investors can better assess risks, valuations, and earnings strength. His approach helps cut through noise and focus on long-term opportunity.Read More

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Aparna Karnik, Fund Manager at DSP Mutual Fund, says multi-asset funds focus on balance, not chasing short-term gains in gold or equities. Disciplined diversification, calibrated equity exposure, systematic rebalancing, and selective allocations to REITs, InvITs, and commodities aim to deliver smoother, risk-adjusted returns across market cycles.Read More

Bitcoin’s integration with American finance brought stability but created a new weakness. Institutional investors expected Bitcoin to hedge against inflation and market stress. However, it fell with other assets. This has led to reduced demand and a market that struggles to react to positive news. The structure of trading products has also amplified volatility.Read More

Sunil Singhania’s Abakkus portfolio shows a mixed FY26 performance, with seven stocks gaining over 30% and some declining sharply. The portfolio value has moderated, while two new additions were made in Q3. The analysis highlights key winners, laggards and evolving investment trends among prominent Dalal Street investors.Read More

Rising tensions between the United States and Iran risk disrupting crude flows through the strategic Strait of Hormuz, potentially spiking global benchmarks and raising India’s fuel and inflation pressures. Even limited disruption could widen volatility as import-dependent economies brace for higher energy costs.Read More

Markets ended higher despite volatility, with Nifty consolidating in a narrow range. FII positioning shows gradual short covering but remains cautious. IT stocks stay under pressure, while banking and PSU sectors show strength. Analysts expect sideways movement with stock-specific action and highlight key technical levels for the coming week.Read More