Indian regulators are considering easing strict rules on currency derivatives after a significant market shift offshore. The Reserve Bank of India’s 2024 enforcement of requiring underlying exposures for derivative positions led to a sharp decline in domestic trading, while overseas markets saw a surge. Discussions are underway to potentially revive the market for individual traders...Read More

Vodafone Idea Telecom Infrastructure is reducing its bond sale to 32 billion rupees. The company seeks cheaper funding from lenders. It plans to raise debt through two-year and three-year bonds. The funds will support expansion. The company expects to secure cheaper bank funding in 2026. This follows a Supreme Court order on adjusted gross revenue...Read More

Indian markets have hit a new record high. Investors are now looking ahead to future opportunities. Earnings strength and visibility are key factors for investment decisions. A turnaround in earnings is expected from early 2026. This will be supported by government priorities and potential RBI rate cuts. Select sectors show earnings improvement. Large banks are...Read More

Japan plans to boost short- and medium-term bond issuance to fund a massive 21.3 trillion yen stimulus package. This move comes amid concerns over rising super-long yields and potential risks to the nation’s “A” sovereign debt rating, as highlighted by Fitch Ratings. The government will increase scheduled JGB sales, focusing on two- and five-year maturities.Read More

The Nifty50 index reached a record high of 26,310.45. Strong buying in financial, IT, infrastructure, and consumption stocks fueled the rally. Domestic institutional flows and sector-specific momentum supported the gains. Bajaj Finance and Larsen & Toubro were among the top performers. Despite some declines, the overall market sentiment remained positive.Read More

Gujarat Mineral Development Corporation (GMDC) shares surged 7% for a third consecutive day following a Rs 7,280-crore government incentive scheme to boost domestic production of critical minerals. This initiative aims to reduce reliance on China and create significant production capacity for rare earth magnets, benefiting companies like GMDC.Read More

Natco Pharma shares fell as investors booked profits after a sharp rally in the previous session. The stock has been volatile this week, slipping earlier after the US FDA issued seven Form-483 observations at its Manali API plant, which the company said were manageable.Read More

Seasoned voices like Dinshaw Irani expressed unwavering confidence in the market’s trajectory, anticipating new highs this year. He dismissed valuation concerns, highlighting strong earnings growth across market caps as the primary driver. Irani is particularly excited about smallcaps, seeing significant potential for growth once foreign investors rejoin the rally.Read More

Ashok Leyland shares surged to a 52-week high following its subsidiary Hinduja Leyland Finance’s approval to merge with NDL Ventures. This strategic absorption, effective April 2026 pending approvals, involves a 25:10 share exchange ratio. The move is part of a broader realignment of Ashok Leyland’s key subsidiaries.Read More

Trent, a top Tata Group retailer, faces a tough year. Its stock is down 40% in 2025. Growth is slowing, and expansion worries investors. Analysts are cautious. However, long-term prospects remain, with strong brands and investments in technology. The company is navigating a challenging phase.Read More