This gap was closer to 156 bps just three months ago, but it has narrowed as investors have priced in just a slim chance of the European Central Bank cutting rates again in the coming 12 months, and a growing possibility of the Fed cutting repeatedly in 2026Read More

The resurgence in bitcoin mining, which has also been corroborated by rig maker Canaan Inc’s fast-rebounding sales in China, could act as a demand and price support for the world’s largest cryptocurrencyRead More

Attractive valuations in the IT sector are drawing investor attention despite patchy short-term fundamentals, with outsourcing opportunities remaining intact. Consumer durables and retail stocks show continued potential driven by urbanization and a growing middle class. Private banks are also appealing due to attractive valuations and stable asset quality, with earnings expected to recover.Read More

The rupee hit a record low of 89.66 against the US dollar, pressured by delays in the US–India trade deal, weak PMI data, and a wider trade deficit. Expert Naveen Mathur explains the reasons behind the sharp fall and why RBI intervention is likely to prevent the rupee from breaching the 90 mark, despite continued...Read More

New labour reforms are reshaping India’s economic outlook. Manufacturing is seen as a key growth area, benefiting sectors like pharma and autos. Global markets, especially the US, present risks, but emerging markets, including India, offer better entry points. Investors are advised to be selective, focusing on fundamentals and avoiding overvalued sectors like FMCG and power...Read More

2025 has defied conventional market trends, with safe assets outperforming riskier ones. Gold surged nearly 50%, while equities remained volatile following a three-year bull run. After peaking in September 2024, markets corrected multiple times, including during the Indo-Pak skirmish. With the Sensex up just 7% over one year, investors now face crucial decisions on short-term...Read More

Jefferies anticipates a strong earnings recovery for Indian companies. The firm expects growth to accelerate from the second half of FY26 through FY27. Cement and telecom sectors are projected to lead this rebound with significant growth rates. This positive outlook follows a challenging period marked by various economic headwinds.Read More

India’s food delivery and quick commerce sectors face cost adjustments due to new gig worker regulations. Analysts anticipate a modest financial impact, unlikely to derail long-term investment theses for major platforms like Zomato and Swiggy. Companies have largely prepared for these changes, with costs potentially shared across customers, restaurants, and operational efficiencies.Read More

Indian investor portfolios experienced significant declines in the July-September quarter. Many top investors saw double-digit drops as markets turned volatile. Ashish Dhawan’s portfolio fell the most, down 29%. However, some investors like Nemish Shah and Vijay Kedia saw their portfolios grow. Market indices also reflected this weakness during the period.Read More

Gallard Steel’s IPO allotment concludes today after extraordinary demand, with subscription touching record levels across categories. Strong GMP indicates optimism for listing gains, though allotment is expected to be extremely tight. The company’s rapid financial growth and specialised engineering capabilities add to investor interest ahead of its BSE SME debut.Read More