British 10-year ​government bond yields ​rose on Monday to ​their highest since July 2008 at 5.065%, up 6 basis points ‌on the ⁠day, ⁠as markets priced in four ​Bank of England interest rate rises ​for this year.Read More

Zomato has increased its platform fee, aiming for better profits. This move puts it ahead of rival Swiggy in charges. Analysts believe this will boost Zomato’s earnings without hurting customer demand significantly. Competition in quick commerce is also intense, but players are focusing on expansion rather than just price wars. Demand for food delivery remains...Read More

Escalating Iran tensions and oil above $110 have triggered a risk-off selloff in Indian markets, with Sensex crashing and Rs 13 lakh crore wiped out amid FII outflows, rupee weakness, and rising inflation fears.Read More

Indian households now own gold worth nearly $5 trillion, a scale that Kotak Institutional Equities warns could distort savings patterns and weaken financial intermediation. As more wealth shifts to bullion over bank deposits, Reserve Bank of India may face tighter liquidity and added pressure on India’s external balances.Read More

Indian stock markets are experiencing significant volatility. Investors are advised to remain cautious in the short term. Experts suggest a staggered approach to buying quality stocks for long-term gains. The IT sector shows relative strength, with Tech Mahindra highlighted as a stock to watch. Conversely, Bharat Forge is seen as bearish.Read More

Amidst global uncertainty, CIO Mihir Vora advises caution, suggesting “doing nothing” might be best due to numerous moving parts. However, he notes sharp corrections present opportunities for long-term investors with cash, particularly in financials, while warning of potential pain for MSMEs and small businesses if stress prolongs.Read More

Market expert Nischal Maheshwari advises patience amidst geopolitical and corporate governance concerns, highlighting HDFC Bank’s attractive valuation but urging caution. He sees long-term gains for L&T from Middle East reconstruction and believes IndiGo’s stock reflects most of its headwinds. Maheshwari also favors established distributors for GLP-1 drugs and larger players in the microfinance sector.Read More

Geopolitical tensions and surging energy prices are forcing investors to prioritize liquidity and cash over traditional safe havens like gold. Oil prices are now the central market driver, with a structural supply imbalance and potential Strait of Hormuz disruptions posing significant macroeconomic risks. Emerging markets face varied impacts, with energy exporters better positioned than importers.Read More

Despite recent stock dips, Jefferies maintains a positive outlook on Paytm and Pine Labs, citing strong growth forecasts and attractive valuations. Both companies are targeting over 20% revenue growth and margin expansion, driven by network expansion and new initiatives. Jefferies reiterates ‘Buy’ ratings, though target prices are adjusted.Read More

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