Indian equity markets show resilience despite global trends, with strategist Aman Chowhan highlighting US market influence as the primary external risk. Chowhan favors financials, metals, and pharma, while adopting a value-conscious approach to consumer stocks. He prefers private banks and larger NBFCs, acknowledging froth in defense and new-age companies.Read More

Bajaj Finserv Asset Management introduces a new fund focused on the banking and financial services sector. This fund aims to benefit from India’s economic growth and key structural trends. Investors have a window to participate in this sector, which is expected to deliver multi-year compounding.Read More

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Indian equity markets are seeing a strong rotation into largecaps as investors seek safety, value and steady earnings. MOFSL’s Rahul Shah expects further upside in Reliance, banks, telecom and metals, supported by attractive valuations and improving fundamentals. Large IT names are also back in favour as demand stabilises. Here’s what’s driving the rally and sectors...Read More

Capillary Technologies rebounded sharply after a weak stock market debut, with shares jumping up to 13% intraday despite listing at a discount to the IPO price. Strong buying interest offset initial caution and a missed grey market premium. Market experts advise IPO allottees to hold the stock for the medium to long term, with a...Read More

SEBI Chairman Tuhin Kanta Pandey announced a calibrated approach to including REITs in indices and expanding liquid mutual funds to include REITs and InvITs. He emphasized that governance and investor protection are paramount as the market grows, highlighting India’s yield advantage as a compelling investment opportunity.Read More

Tokyo’s Nikkei index plummeted Friday, mirroring Wall Street’s tech stock decline amid AI valuation worries after Nvidia’s results. Japanese investors also eyed a looming holiday and government stimulus, sparking fiscal concerns. The yen weakened, and bond yields neared highs. Advantest and SoftBank Group saw significant drops, while M3 and Obayashi gained.Read More

Market strategist Matt Orton observes global risk-off sentiment impacting Japan, with potential for opportunities once stability returns. He favors gold as a portfolio balance and sees Bitcoin nearing capitulation. India remains a strong diversifier, while US rate hikes are likely paused, with cuts potentially resuming in 2025.Read More

India’s capital markets are experiencing a significant boom. The Nifty Capital Markets Index has surged by nearly 40% in FY26. This growth is fueled by strong performances from brokerages, asset managers, and exchanges. New digital platforms like Groww are also making a notable impact. This transformation highlights a deepening financial sector and increasing investor confidence...Read More

Bitcoin retreated to around $85,000 after a brief spike to $92,000 on Nvidia-driven optimism, with broader crypto markets sliding amid weakening expectations of a near-term Fed rate cut. Analysts say rising U.S. macro uncertainty, long liquidations and persistent caution are driving the pullback, though key support levels suggest a reset rather than a structural downturn.Read More