Kevin Warsh, a nominee for Federal Reserve leadership, favors shrinking the central bank’s balance sheet. However, achieving this goal faces significant hurdles, as current financial system rules necessitate substantial bank reserves. Reducing the Fed’s footprint too aggressively risks market volatility and loss of control over interest rates.Read More

Shares of ITC Ltd, Godfrey Phillips India Ltd and VST Industries Ltd jumped rose sharply on Wednesday after reports of cigarette makers raising prices to absorb higher excise duties. The move sharply narrows expected EBIT pressure to about 2%, versus earlier forecasts of 8–15%.Read More

Indian government bonds remained steady Wednesday despite a debt switch aimed at reducing gross borrowing for the upcoming fiscal year. Traders are now anticipating upcoming debt supply and a holiday closure. The benchmark bond yield saw a slight increase after a recent decline. Investors await Friday’s significant bond sale, with overnight swap rates showing mixed...Read More

Infosys’ AI roadmap, targeting a $300-400 billion market, failed to impress investors, causing shares to tumble despite a bullish outlook from brokerages. While the company highlighted AI as a structural tailwind, market concerns persist over the immediate deflationary impact on legacy revenues versus the long-term benefits.Read More

The International Monetary Fund said the Japanese yen’s value should be set by market forces, reaffirming support for Japan’s flexible exchange-rate regime amid global currency volatility. IMF mission chief Rahul Anand noted there is no “right” level for the currency, as exchange-rate movements help economies adjust to global shifts.Read More

Public sector banks remain attractive for investors even after recent gains. A significant valuation gap persists with private lenders, suggesting further narrowing. Metals are in a strong long-term upcycle driven by global trends. Volatility in commodities is natural, but the outlook is positive. Investors can still selectively enter PSU banks and metals for future growth.Read More

Despite the steep 63% post-IPO crash in Ola Electric Mobility, it isn’t the worst performer. Over 115 NSE-listed IPOs from 2025–26 now trade below issue price, with several SME listings plunging 70–80%. The broad-based correction underscores deep wealth erosion across sectors amid weak market sentiment.Read More

Indian benchmark indices Nifty and Sensex opened higher for a third consecutive session, boosted by gains in metal and PSU stocks. However, a significant selloff in IT stocks capped the overall market rise. Kwality Wall’s India and Tech Mahindra were among the top decliners on the Sensex.Read More

Private credit blends the discipline of lending with the forward-looking mindset of investing. By offering bespoke, negotiated capital structures across business lifecycles, it provides flexible, growth-oriented financing. As Indian businesses evolve, private credit is emerging as a vital, permanent component of modern capital structures rather than an alternative.Read More

Ola Electric Mobility shares rose after the Bombay High Court stayed an arrest warrant issued against CEO Bhavish Aggarwal, easing investor concerns following the stock’s recent four-session decline.Read More