Indian government bonds saw a decline on Monday. Traders adjusted positions ahead of the Reserve Bank of India’s policy decision. Stronger-than-expected economic growth data for the July-September quarter has clouded the outlook for interest rate reductions. The benchmark 10-year yield increased. Market participants are now debating the timing of the next rate cut.Read More
Strategist Vincent Nichols sees smallcaps as a strong complement to largecap tech, potentially adding alpha as interest rate cuts continue. While largecap tech fundamentals remain robust, a shift could favor smallcaps, though timing is uncertain. Nichols also noted that while tech capex is strong, a digestion period is likely in the medium term.Read More
Indian bond yields softened in October. The Reserve Bank of India’s dovish stance lowered expectations for interest rates. Inflation dropped significantly, boosting sentiment. However, the longer end of the bond market faced pressure. Foreign investors showed strong interest in Indian debt. The RBI is expected to conduct Open Market Operations to manage liquidity and stabilize...Read More
India’s benchmark indices, Nifty and Sensex, surged to fresh all-time highs, propelled by a stronger-than-expected 8.2% GDP growth in the second quarter. Nifty Bank also hit a record, with broad market gains reflecting renewed confidence in domestic demand amidst uneven global cues.Read More
Bitcoin dropped sharply on Monday amid a broad risk-off move that erased $140 billion from the crypto market. Ethereum and major altcoins tumbled sharply, while analysts noted heavy liquidations, weakening technicals, and macro uncertainty. Still, experts say the decline appears more like a leverage flush-out than a structural breakdown.Read More
The Indian Rupee began December on a quiet note. Strong GDP figures did not boost the currency. Importer demand for dollars and outflows from foreign investors pressured the Rupee. The Reserve Bank of India is expected to hold interest rates steady. State-run banks intervened as the Rupee neared an all-time low. Asian currencies showed mixed...Read More
Meesho’s Rs 5,421-crore IPO is drawing strong interest, with GMP indicating a possible 40% listing premium. Backed by improving fundamentals, rising user growth, and a defensible value-ecommerce position, analysts see medium-term potential despite near-term profitability risks. The IPO opens on December 3.Read More
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