Goldman Sachs predicts the Indian rupee could weaken to 95 against the dollar within a year due to the Iran conflict’s impact. While inflation is currently stable, rising oil prices and a depreciating rupee might force the Reserve Bank of India to tighten monetary policy later.Read More

PVR Inox shares have rallied as strong early trends for Dhurandhar: The Revenge raise expectations of a box office blockbuster. Analysts believe the film could significantly boost quarterly earnings, with robust advance bookings and multi-language release supporting higher footfalls and potentially lifting overall industry collections in a weak quarter.Read More

Foreign investors are favoring other emerging markets due to stronger growth and lower geopolitical risks, despite India’s moderating valuations. While domestic investors benefit from financialization, a lack of supportive earnings and a need for sustained fiscal stimulus are key concerns for India’s market outlook.Read More

The National Stock Exchange of India is setting a modest advisory fee of around 0.65% for its upcoming IPO, potentially totaling $16.25 million. This contrasts sharply with higher averages paid by other companies, reflecting a trend of cost control in quasi-sovereign deals. Key banks have been appointed for the significant listing.Read More

ETMarkets identified 24 stocks held exclusively by single mutual fund schemes, most declining sharply in FY26, while a few delivered strong gains, highlighting concentrated ownership risks and divergent performance trends.Read More

Bitcoin hovers around $74,000, buoyed by short liquidations and derivatives. Major cryptocurrencies like Ethereum and altcoins are also seeing gains. Traders are paying to maintain long positions above $73,000. All eyes are now on Federal Reserve Chair Jerome Powell’s upcoming speech. The global crypto market capitalization has increased. Investors are watching for potential breakouts.Read More

Jio Platforms has appointed 17 global and domestic investment banks, including Goldman Sachs and Morgan Stanley, to begin work on its mega IPO. With valuation estimates near $180 billion, even a 2.5% float could become India’s largest-ever public offering.Read More

Australian shares closed higher, marking a weekly peak, as mining stocks rallied. Investor sentiment remained cautious following the Reserve Bank of Australia’s recent rate hike and warnings about inflation. Markets are now split on the likelihood of further rate increases, with upcoming employment data eyed closely. Major companies like BHP and Woodside announced new leadership.Read More

Markets show a tentative rebound, but sustainability hinges on external factors like oil prices and news flow. Experts caution against definitive bottom calls, emphasizing structural shifts for a sustained uptrend. Sector-specific insights reveal resilience in pharma, long-term potential in auto, and a shift towards cash flow discipline in real estate.Read More

Adani Power shares declined after a recent rally as investors booked profits despite strong momentum in power stocks. The company continues to secure long-term power supply agreements and expand capacity. However, recent quarterly results showed a decline in profit and revenue, even as management remains optimistic about growth and execution.Read More