Nearly $100 billion has been wiped off TCS’ market value from its 2021 peak amid fears of AI-led disruption that have dragged down the broader IT pack. However, brokerage Nuvama believes the selloff is overdone, saying Gen AI poses no existential threat to the sector and could eventually expand the industry’s opportunity, prompting it to...Read More

West Asian geopolitical tensions and volatile oil prices are making investors cautious. Gautam Trivedi of Nepean Capital sees no immediate buying opportunity due to ongoing conflict. The crisis impacts global energy supplies and economies like India. Trivedi focuses on long-term structural demand sectors like data centers, AI, and the power sector, emphasizing company-specific changes over...Read More

India’s capital markets stocks delivered strong gains in FY26, with the Nifty Capital Markets Index rising 35%, making it the second-best performing sector after PSU banks. Multi Commodity Exchange of India led the rally with a 143% surge, while brokerages, exchanges, and wealth management firms benefited from rising investor participation.Read More

The Union Cabinet’s approval to extend the Jal Jeevan Mission until 2028, with a boosted outlay of Rs 8.69 lakh crore, is set to benefit around 25 stocks. This significant push for rural water infrastructure and service delivery will drive demand for companies in pipes, pumps, construction, and water treatment sectors, aiming for universal tap...Read More

Market participants are closely watching evolving factors impacting sectors. Leadership shifts at InterGlobe Aviation and supply chain disruptions are key concerns. Electronics manufacturing shows promise with new policies. Energy stocks are seen as trading plays. Steel producers stand out with strong price appreciation. Investors face a dynamic landscape with selective opportunities.Read More

A unit of Adani Group raised about $500 million through a bond privately placed with funds managed by Apollo Global Management Inc., according to people familiar with the matter, highlighting the Indian conglomerate’s ongoing effort to tap funding outside the public dollar bond market.Read More

Flipkart IPO: Flipkart is moving towards a public listing. Banks will be invited to pitch for work on its potential initial public offering as soon as next month. The e-commerce giant, backed by Walmart, is gauging investor appetite for a listing in Mumbai. An IPO could occur later this year or in early 2027. Proceeds...Read More

Indian stock markets are facing pressure. Benchmark indices are struggling to move higher. Experts believe the market trend is still downwards. Traders are cautious about investing fresh capital. Some sectors like sugar and pharmaceuticals may offer opportunities. These sectors are seen as potentially resilient during this period of market uncertainty.Read More

Japanese ​shares extended their rally for a ​second session on Wednesday, as investors bought beaten-down stocks, ​and worries eased about global oil supplies amid the Middle East conflict.Read More

Australian shares rose for a second consecutive session on Wednesday, clawing back some losses from a conflict-driven selloff earlier this week, led by miners as investors weighed the ‌chances of ⁠an interest ⁠rate hike next week.Read More