Saurabh Mukherjea believes India’s long-standing economic model is concluding. He anticipates rising inflation and a weakening rupee impacting consumer spending. Interest rate hikes are also expected, posing challenges for lenders. The focus is shifting towards manufacturing exports, benefiting from global trends. This transition presents new investment opportunities in specific export-oriented sectors.Read More

Auraska Ventures has launched its first fund, the Rs 500 crore Auraska Opportunities Fund, to invest in India’s growing “orange economy.” The Category II AIF will back 10–15 early- to growth-stage companies across sectors like consumer, media, sports, gaming, fashion, and IP-led businesses.Read More

South Korean shares climbed to their highest close since February as optimism over renewed US-Iran talks boosted global risk sentiment and lifted investor confidence.Read More

Australian shares edged higher as renewed U.S.-Iran peace talks offered optimism, though oil supply worries persisted due to the Strait of Hormuz closure. Miners and gold stocks reached one-month highs, while the energy sub-index declined. Virgin Australia saw a significant jump following its forecast adjustments.Read More

Markets are rallying but investor Dipan Mehta urges caution. He believes fundamentals are weakening. A poor monsoon could impact rural businesses and inflation. Banks face challenges with rising deposit costs. Largecap IT stocks remain uncertain due to AI. Defence stocks are overvalued. This earnings season may not drive markets higher. Investors should watch the June...Read More

Japan’s Nikkei closed at a one-month high as optimism over fresh US-Iran talks eased oil prices and boosted risk sentiment across global markets.Read More

OMC stocks surged as easing oil prices, driven by renewed hopes of US-Iran peace talks, lifted sentiment. Crude remained below the key $100 mark, reducing margin pressure concerns. Improved geopolitical outlook and steady vessel movement through Hormuz supported gains, while refiners also traded higher amid broader optimism in energy markets.Read More

Indian banks are expected to ​report a steady profit rise ​in the January-March quarter, four brokers said, aided by credit ​growth and liquidity buffers, while higher bond yields and forex arbitrage curbs weighed on treasury income.Read More

Securities and Exchange Board of India has eased norms allowing firms to reduce IPO sizes amid weak market sentiment triggered by the Iran conflict, giving issuers flexibility to navigate volatility and investor caution.Read More

Pakistan’s stock markets surged for a second consecutive session, with the KSE-100 index gaining significantly amid hopes of renewed US-Iran peace talks. Hopes for a resolution to the conflict, potentially restoring oil flows, have boosted investor confidence. This follows a period of high volatility, with the market showing sharp returns during phases of macro stabilization...Read More