Indian government bonds surged on Thursday, as the Reserve Bank of India’s bond purchases along with a rally in U.S. Treasuries following a Federal Reserve rate cut boosted demand.Read More

India’s SIP inflows hit nearly ₹30,000 crore in November despite flat market returns, signalling stronger investor discipline and long-term confidence. Quantum AMC CEO Seemant Shukla discusses rising SIP trends, increasing cancellations, dips in gold fund flows, the frenzy around thematic funds, and renewed interest in midcap–smallcap categories as investors look for diversified growth opportunities.Read More

The RBI bought Rs 500 billion in bonds to ease a liquidity crunch caused by FX interventions and seasonal strains. Despite a recent rate cut, yields continue to rise. Analysts expect further durable liquidity injections ahead, depending on balance-of-payments pressures and the RBI’s FX operations.Read More

Indian equities rebounded on Thursday, with the Sensex and Nifty climbing after the U.S. Federal Reserve’s 25-basis-point rate cut. This recovery occurred despite the rupee hitting a new record low due to concerns over the lack of a U.S. trade agreement.Read More

The rupee plunged 39 paise to close at an all-time low of 90.33 (provisional) against the US dollar on Thursday amid uncertainty over the India-US trade deal.Read More

Silver surged over 2% to ₹1.93 lakh/kg on MCX after the US Fed’s third straight rate cut boosted its already powerful rally driven by strong industrial demand and tight supply. Globally, prices hit a record $63/oz, pushing silver’s gains to 113% this year, supported by robust physical buying and heavy ETF inflows. With futures at...Read More

Emkay Global expects the Nifty to hit 29,000 by CY2026, supported by stronger consumption, softer interest rates, stable policy and rising affordability. The brokerage is bullish on Consumer Discretionary, Industrials, Healthcare and Materials, while remaining cautious on Financials, Staples, IT and Telecom. With liquidity support from the RBI, rural revival and steady domestic flows, Emkay...Read More

Markets staged a strong recovery on Thursday, led by banking stocks, as the Nifty rebounded from intraday lows. Analysts noted a positive technical setup at a crucial support zone, with potential for further upside if the rebound sustains above 25,850. Eicher Motors and Glenmark Pharma were highlighted as potential stock ideas.Read More

European shares were muted on Thursday, as declines in technology stocks following a weak forecast from U.S. cloud firm Oracle outweighed relief over the Federal Reserve’s comments that were less hawkish than expected.Read More

Amidst DII buying and FII outflows, mid- and small-cap corrections are driven by valuation and earnings realities, according to Harsha Upadhyaya. He advises caution in these segments due to rich valuations and decelerating earnings, favoring large and select midcaps with a focus on banking, financials, and consumption.Read More