European stock markets experienced a decline on Friday. This was influenced by cautious remarks from US policymakers regarding interest rate cuts. Despite this dip, the main European index was on track for its best weekly gain since late September. Luxury group Richemont and Siemens Energy saw significant gains. UK stocks lagged due to rising gilt...Read More

Market voice Samir Arora advised newly listed companies on maintaining investor trust. He urged them to delay IPOs if Q1 results might disappoint, avoid separating earnings announcements from commentary, and ensure business updates align with reality to prevent misleading shareholders and eroding confidence.Read More

Japan’s Nikkei share average fell 1.8% on Friday, with AI-linked tech stocks leading the decline due to concerns over sky-high valuations. Investors are taking profits and rotating into companies with strong earnings, such as TOPPAN Holdings and Tokyo Tatemono. The Nikkei managed a slight weekly gain, but global valuation worries persist ahead of Nvidia’s earnings.Read More

Market expert Dipan Mehta stated that the defense sector is mature, with stock prices reflecting order book strength. He advised underweight investors to seek entry points during quarterly disappointments, emphasizing a buy-and-hold strategy. Regarding gold financing, Mehta praised Muthoot Finance’s focus and risk management, suggesting temporary uncertainty could offer attractive entry points for long-term investors.Read More

Seven small-cap stocks have plunged over 50% in FY26, raising concerns for investors amid an otherwise strong market.Read More

Asian Paints’ sharp rally, Biocon’s biosimilar boost, and improving valuations in private banks are reshaping market sentiment, says Nuvama’s CIO Nikhil Ranka. He explains why Biocon still has 10–15% upside, why Asian Paints may consolidate, and why large private banks now look attractive despite short-term NIM pressures. Read the full market outlook and sector-wise insights.Read More

The rupee weakened by 5 paise to 88.75 against the US dollar on Friday, influenced by a downturn in domestic equities and foreign fund outflows. Investors are adopting a cautious stance due to the delayed announcement of the India-US trade deal, while RBI’s market interventions also impact the currency’s movement.Read More

Indian government bonds experienced a further decline on Friday. Traders are anticipating a significant supply of debt. The Reserve Bank of India’s unexpected cash withdrawal operation has surprised the market. This has led to increased yields on benchmark notes. New Delhi plans to raise substantial funds through bond sales. Demand for long-term bonds has weakened,...Read More

India has become the “reverse AI trade” in emerging markets, underperforming the MSCI Emerging Markets Index by 27 percentage points year-to-date, according to Jefferies’ Chris Wood. While the rupee has fallen 3.4% to Rs 88.7, India’s lower exposure to the AI-driven rally in Taiwan, Korea, and China positions it as a contrarian play for long-term...Read More

Paras Defence and Space Technologies shares surged following strong September quarter results, with net profit jumping 50% and revenue climbing 22%. The company also secured a significant Rs 35.68 crore order from the Ministry of Defence for Portable Counter-Drone Systems, alongside a Rs 3.95 crore order for Radio Frequency Jammers. This positive news has propelled...Read More