India’s markets navigate optimism and caution amidst a shifting global macro environment, with a potential trade deal and Fed rate cut injecting liquidity. While GDP growth supports earnings, currency pressures and sluggish portfolio flows present vulnerabilities. A favourable trade deal could bolster FDI and exports, easing these concerns.Read More

Emkay Global’s Seshadri Sen projects the Nifty at 29,000 by December 2026, backed by strong FY27 earnings, a broad consumption revival, rising credit growth, and supportive monetary policy. He expects small and midcaps to outperform despite near-term volatility, while remaining cautious on large private banks due to slower growth and valuation resets.Read More

HCC shares fell sharply to a 52-week low as its Rs 1,000 crore rights issue opened on Friday, triggering investor caution. The offer includes nearly 80 crore new shares at Rs 12.50 each and remains open until December 22. Post-issue, HCC’s outstanding share count will rise significantly, assuming full subscription.Read More

InterGlobe Aviation’s issues highlight aviation’s tough nature. Expert Sandip Sabharwal sees opportunities in InterGlobe’s stock. He warns about Kaynes Technology due to governance concerns. The EMS sector faces margin risks. ICICI Prudential AMC is viewed positively but with high valuation. Infrastructure players NCC and Ahluwalia Contracts are favored. Paints are expected to recover, while cement...Read More

Japanese stocks surged on Friday, marking a third consecutive weekly gain, buoyed by positive Wall Street sentiment following a less hawkish US Federal Reserve. The Nikkei 225 closed higher, with the Topix reaching a record. Investors now await the Bank of Japan’s policy decision next week, with caution expected early on. Tech stocks saw mixed...Read More

The head of India’s markets regulator said on Friday the agency is grappling with privacy concerns as it weighs a panel’s proposal requiring senior officers, including the chairperson, to disclose their financial assets and liabilities.Read More

Broadcom shares dropped 4.7% in Frankfurt on Friday a day after the company projected first-quarter revenue above Wall Street estimates, but said margins would fall due to a higher mix of AI revenue.Read More

Market expert Sandip Sabharwal offers a cautious outlook on various asset classes, advising investors to be selective in capital markets and real estate. He warns against chasing parabolic rallies in silver and expresses skepticism about steel, while finding selective optimism in new-age stocks like Nykaa. Sabharwal anticipates broader market momentum to improve in 2026.Read More

Refex Industries shares plummeted 20% after the Income Tax Department launched search operations at its registered office and group locations. The company stated its operations are unaffected and it’s cooperating fully. This news follows recent order wins and steady September-quarter earnings, despite the stock’s significant year-to-date decline.Read More

Hindustan Zinc shares surged in four days to Rs 547, driven by soaring silver prices following the US Fed’s rate cuts. As silver more than doubles this year, analysts say the market is still underestimating Hindustan Zinc’s leverage to the metal, which contributes nearly half its EBIT. With strong global positioning, improving margins and rising...Read More