Foreign inflows into Asian local currency bonds remained steady in January, marking a fourth straight month of buying as improving growth prospects and resilient exports boosted sentiment. South Korea, Thailand and Malaysia led the gains, while India saw sharp outflows after its expected inclusion in a global bond index was deferred.Read More

Naturals, a leading Indian salon chain, continues discussions with Reliance for a stake sale. Talks have slowed due to disagreements on deal structure. Naturals plans an IPO by 2028 if the Reliance deal does not materialize. The company is not currently negotiating with other investors. Reliance’s entry would complement its beauty retail ventures.Read More

Indian stock markets are poised for a stronger performance in the upcoming financial year. Corporate earnings are expected to accelerate, supported by stable macro fundamentals. Key sectors like private capex, manufacturing, private banks, and consumption are set for growth. The IT sector remains under observation pending clearer earnings visibility. Overall, the outlook for Indian equities...Read More

Information technology stocks rebounded after a steep two-week selloff, with Infosys, TCS and Wipro rising up to 3%. Investor concerns over AI-driven disruption eased slightly, even as brokerages warned that advances in agentic AI could challenge traditional IT services models. Analysts, however, see scope for business-model evolution and selective opportunities.Read More

US tech giants are facing a sharp valuation reset in 2026 as investors question whether massive AI spending can deliver adequate returns. Stocks like Microsoft, Amazon, Nvidia and Alphabet have fallen, while firms with stronger earnings visibility, such as TSMC and Samsung, have gained, signalling a shift in market sentiment.Read More

Infosys shares rose on Tuesday after the IT major announced a strategic partnership with AI firm Anthropic to build enterprise-ready AI solutions. The collaboration will integrate Claude models with Infosys Topaz to automate workflows, boost software development and scale AI adoption across sectors, lifting investor sentiment and the stock price.Read More

State Bank of India’s (SBI) stock has surged nearly 70% in the past year, narrowing its valuation gap with private sector giants like HDFC Bank and ICICI Bank. Experts suggest SBI is now fairly valued, with strong fundamentals and earnings visibility supporting its current price, though further significant upside may be limited.Read More

The rupee edged up by 1 paisa to 90.73 against the US dollar in early trade on Tuesday, supported by falling global crude oil prices. However, a stronger dollar and foreign institutional investor outflows limited the local unit’s gains. The rupee had settled lower on Monday, with suspected RBI intervention preventing it from crossing 91.Read More

New RBI regulations will significantly alter how banks sell financial products, fund acquisitions, and lend to market intermediaries. Former SBI Chairman Dinesh Kumar Khara believes these moves, particularly stricter mis-selling norms and revised M&A financing rules, aim to enhance customer trust and domestic market development.Read More

Global markets are experiencing turbulence as investors weigh the immense potential of AI against the massive costs of its development. While AI’s disruptive power across industries is undeniable, the timeline for significant returns on colossal investments remains uncertain. This duality is fueling market volatility, prompting a cautious approach as the AI revolution unfolds.Read More