India’s Q2 earnings season showed cautious optimism with decent results despite tariff concerns. Corporate capex revival and potential rate cuts are influencing investors, while autos, healthcare, and engineering sectors present attractive opportunities. The market is currently tactical, but sustained trends in healthcare, smaller banks, and autos suggest a potential shift towards broader market strength.Read More

Indian government bonds traded in a tight range as investors awaited new state debt supply and clarity on RBI bond purchases. Yields on longer-duration bonds hit record highs due to supply concerns. Market participants are paring positions, anticipating rangebound trading unless RBI purchases increase significantly.Read More

New World Development is set to slash over a billion dollars in debt. The company launched an early bond exchange offer to reduce its financial burden. This move aims to boost cashflow and prevent defaults in a tough market. Bondholders had an early incentive to participate. The offer targets perpetual bonds and senior notes.Read More

PhysicsWallah share price: PhysicsWallah shares debuted with a significant premium on Tuesday, listing at 33% on the NSE and 31% on the BSE. The Rs 3,481 crore IPO saw strong QIB subscription, though NII participation was weak. The company aims to expand its hybrid model with IPO proceeds funding offline centers, marketing, and acquisitions.Read More

The Indian rupee faced pressure, weakening by 8 paise to 88.67 against the US dollar amid equity market declines and global trade concerns. Despite a weaker dollar and lower crude oil prices, rising import bills and a widening trade deficit, particularly due to gold and silver imports, are impacting the currency. Investors await trade deal...Read More

Peter Thiel’s hedge fund, Thiel Macro, has fully exited its Nvidia stake, selling about 537,742 shares worth nearly $100 million. The move, following SoftBank’s exit, has intensified concerns over an AI stock bubble. Investors are now watching Nvidia’s Q3 earnings as a key gauge of AI demand, while Thiel Macro shifts focus to Apple, Microsoft,...Read More

Japanese government bonds faced significant pressure Tuesday, with 20-year yields hitting a 26-year peak. Investors are anticipating a larger-than-expected stimulus package, potentially funded by substantial new bond issuance. This, coupled with potential delays in central bank rate hikes, is driving yields higher and creating market uncertainty ahead of a key bond auction.Read More

Billionbrains Garage Ventures, parent of Groww, extended its post-listing rally, hitting a record Rs 194 after strong IPO demand and rapid platform growth. Analysts cite user scale, low acquisition costs and AUM strength as positives, though valuations and regulation remain risks. Allottees are advised to hold, while others await meaningful corrections.Read More

Morgan Stanley expects the Indian market to regain momentum by 2026 and has set a bull-case Sensex target of 1,07,000 by December 2026. With a 30% probability, this optimistic scenario assumes low oil prices, favourable global trade shifts, supportive policies, and strong economic growth, which could drive Sensex earnings to grow 19% annually through FY25–28.Read More

Bitcoin has fallen below ninety thousand dollars for the first time in seven months. This drop indicates a decline in investor willingness to take risks across financial markets. Doubts about future U.S. interest rate cuts and broader market jitters are impacting cryptocurrencies. Major crypto players and technology shares are also experiencing pressure. This trend could...Read More