Investor Vijay Kedia outlines AI’s evolution in investing, from LLMs offering insights to agentic and multi-agent systems executing trades, culminating in AGI and superintelligence capable of autonomous, superior decision-making, transforming investing from tips to intelligent, adaptive systems in modern marketsRead More

Indian government bonds ended their ​best week in six-and-a-half ​years on Friday, as a fragile truce between U.S. ​and Iran cooled oil prices and a neutral central bank policy aided sentiment.Read More

Axis Bank Chief Economist Neelkanth Mishra warned that India should brace for geopolitical shocks every 1–2 years, calling current tensions part of a broader US–China “grand war.” While markets stabilised after a ceasefire push, Mishra cautioned that disruptions to supply chains, energy and trade could intensify, demanding faster reforms and resilience-building.Read More

High crude oil prices and global tensions are creating market volatility. However, fund manager Sunil Singhania sees this as a buying opportunity. He believes the current oil price premium is unsustainable. Singhania highlights India’s relative insulation from direct conflict. He points to strategic investments entering India quietly. Singhania advises investors to stay connected to resilient...Read More

India plans to move ahead with a proposal mandating that banks report ​offshore rupee derivative trades despite objections from ​lenders, two sources familiar with the matter said, in an attempt to bring ​transparency to a market that has amplified pressure on the currency.Read More

The Indian rupee closed out a second consecutive ​week of gains against the ​dollar, a feat it last achieved six months ago, supported ​by flows from the unwinding of residual arbitrage positions, as well as a plunge in crude oil prices after a short-term ceasefire between U.S. and Iran.Read More

Ace investor Ashish Kacholia increased his stakes in smallcaps SG Finserv and Aeroflex Industries during the March quarter. Both stocks have delivered strong returns, outperforming weak broader markets, with Aeroflex posting particularly sharp gains.Read More

Shares of select Tata group companies moved sharply higher after Shapoorji Pallonji Mistry backed the case for listing Tata Sons, calling it a “necessary revolution” rather than a regulatory compulsion. Tata Chemicals rose as much as 8%, while Tata Investment Corporation gained around 6%, reflecting renewed investor interest in holding company and group-linked plays.Read More

TCS CEO K Krithivasan dismisses fears of IT giants faltering in an AI-first era, asserting the company is actively leading the AI transition. He argues system integrators remain crucial for integrating new tech, driving transformative projects, and redesigning business processes. Enterprise AI spending is now focused on operational efficiency, modernization, and AI transformation itself, with...Read More

TCS CEO K Krithivasan dismisses fears of IT giants faltering in an AI-first era, asserting the company is actively leading the AI transition. He argues system integrators remain crucial for integrating new tech, driving transformative projects, and redesigning business processes. Enterprise AI spending is now focused on operational efficiency, modernization, and AI transformation itself, with...Read More