South India’s cement sector is witnessing a promising price recovery, with sustained hikes and a shift towards value over volume. Experts anticipate significant price increases in the coming months, driven by a focus on profitability and a projected 7-8% volume growth next fiscal year, largely fueled by rural demand. This trend signals a potential for...Read More

Gold prices are experiencing significant volatility, driven by narratives of global risk and uncertainty rather than traditional fundamentals. Central bank purchases and investor demand, particularly from China, have fueled this surge. Traditional valuation models are now irrelevant as gold trades at a significant premium. The rally’s continuation depends on ongoing liquidity and investor belief in...Read More

Shree Ram Twistex IPO was subscribed 30% on Day 2, with the retail portion oversubscribed more than two times while QIBs remained absent. The grey market premium rose to 9%, indicating a potential listing around Rs 113. The Rs 110 crore issue closes on February 25.Read More

Corporate earnings in India are poised for a stronger FY27, driven by nominal GDP growth and rupee depreciation, according to Manish Gunwani. While AI disruption is currently influencing market sentiment more than earnings, domestic and export-oriented sectors are expected to benefit from the overall economic uptick.Read More

Bitcoin hovered around $63,000 as global risk aversion impacted crypto markets, with Bitcoin and Ethereum seeing declines. Major altcoins also slipped, contributing to a 2% drop in the global crypto market cap. Analysts suggest consolidation is underway, with institutional caution and liquidations in derivatives markets reflecting ongoing uncertainty.Read More

Cybersecurity stocks in India and the US fell sharply after Anthropic launched Claude Code Security, raising concerns about AI-driven disruption in legacy systems and vulnerability management. Indian counters dropped up to 20%, while global peers also declined, as analysts cautioned that the sell-off may be narrative-driven.Read More

Shares of four companies backed by ace investor Vijay Kedia tumbled up to 20% on Tuesday after investors reacted to AI startup Anthropic’s new security tool, Claude Code Security, which detects and fixes vulnerabilities in open-source software. TAC Infosec, where Kedia holds a 9.58% stake, hit a 20% lower circuit, while TechD Cybersecurity fell over...Read More

Australian shares saw little change as cautious investors awaited key domestic inflation data and clarity on trade tariffs. Losses in heavyweight banks offset gains in miners, with financials, technology, and real estate sectors declining. Miners and energy stocks provided support, with BHP hitting a record high.Read More

A top Federal Reserve official sees little impact on monetary policy from the Supreme Court’s tariff ruling, despite acknowledging new economic uncertainties. While potential cost relief could modestly aid growth, ongoing trade policy shifts and upcoming labor data will heavily influence interest rate decisions, keeping markets on edge.Read More

Shares of textile companies, including Gokaldas Exports, Pearl Global, and Trident, dropped sharply on Tuesday after the government cut RoDTEP duty benefits by 50%. Exporters urged the government to review the decison citing higher costs and slowing demand. The RoDTEP scheme refunds taxes and duties that are not rebated under any other scheme.Read More