Indian IT stocks face pressure from global AI advancements and China’s innovation, triggering sentiment-driven selling. While short-term pain is expected, experts believe the sector’s long-term fundamentals remain strong due to its implementation and customization expertise in cloud and data services.Read More

Tata Consultancy Services’ stock has plunged, pushing its market value below Rs 10 lakh crore. Fears of artificial intelligence disrupting the IT sector are growing. Stronger-than-expected US jobs data also dampened investor sentiment. This has led to a broad sell-off in the Nifty IT index. Experts suggest the Indian IT sector will continue to face...Read More

Japan’s Nikkei share average surpassed 58,000 for the first time. Government bonds and the yen also saw gains. This rally follows Prime Minister Sanae Takaichi’s election victory. Markets are reacting to her fiscal policy commitments. Strong earnings and the LDP’s win are boosting domestic shares. Investors are watching for potential overheating and profit-taking movements.Read More

Foreign institutional investors are returning to India following the US-India trade agreement, but concerns over earnings growth persist. Artificial intelligence is emerging as a significant risk, impacting jobs and business models, particularly in white-collar industries and IT services, leading to potential consolidation and job reductions.Read More

Market expert Neeraj Dewan remains constructive on PSU banks, citing strong earnings and reasonable valuations, suggesting SBI is a buy-on-dips opportunity. He is optimistic about the commercial vehicle sector due to improving capex trends. However, Dewan advises caution on the IT sector due to volatility and potential structural impacts from AI.Read More

Indian government bonds saw a slight dip early Thursday. This move followed a rise in U.S. Treasury yields. Investors are now keenly awaiting India’s inflation data later today. The 10-year bond yield is expected to hover around 6.75% levels. This comes after stronger than expected U.S. jobs numbers. India’s consumer inflation is projected to reach...Read More

Bill Ackman’s Pershing Square has taken a major new position in Meta, investing $2 billion on the confidence that AI adoption will unlock long-term value. The hedge fund exited Hilton, arguing Meta remains undervalued despite recent volatility, and sees AI boosting recommendations, advertising efficiency and future engagement across Meta’s platforms.Read More

HUL Q3 Results: The company’s revenue from continuing operations stood at Rs 16,441 crore, up 5.6% YoY from Rs 15,556 crore in the corresponding quarter of the previous financial year, HUL said in a regulatory filing.​Read More

The Federal Reserve held policy rates steady in January, citing a resilient labor market and inflation above its 2% target. This decision revealed a split within the FOMC, with some officials prioritizing growth and employment concerns while others emphasize continued vigilance against persistent inflation before considering further rate cuts.Read More

Indian IT services stocks have seen a significant selloff driven by AI concerns. However, experts believe AI will enhance efficiency and boost profit margins, not harm the sector. Platform companies are highlighted as a decade-long opportunity. The jewellery sector shows strong consumer demand. Current IT valuations offer attractive entry points for investors.Read More