Market strategist Chakri Lokapriya identifies selective opportunities in cyclical sectors, railways, defence, and PSU banks, citing strong order books and reasonable valuations for long-term investments. While near-term capex may be subdued due to US Supreme Court ruling uncertainty, these sectors offer compelling growth prospects.Read More

Massive AI investments by US tech giants are unlikely to be a bubble, but could fundamentally disrupt traditional software and IT services, including Indian firms. Arvind Sanger of Geosphere Capital believes AI adoption presents a structural wave of value creation, not speculation. The real risk lies in business model disruption, potentially impacting pricing and revenue...Read More

Mobilise App Lab’s Rs 20.10 crore SME IPO has drawn strong investor interest, with 12x subscription by Day 2 and a grey market premium of Rs 8 signaling a potential Rs 88 listing. The SaaS company aims to fund product development, expansion, and talent acquisition as it prepares to debut on NSE Emerge.Read More

The Indian rupee held steady near 90.92 against the dollar, supported by a weaker greenback and foreign bank sales. Local stocks, particularly IT shares, rebounded, contributing to modest dollar inflows. Global markets were buoyed by AI enthusiasm and anticipation surrounding U.S. President Trump’s address, though trade uncertainty persists.Read More

Indian government bonds saw a rise today. Strong buying from the ‘others’ investor category boosted prices. This group includes insurers, pension funds, and potentially the Reserve Bank of India. Such purchases suggest increased liquidity in the market. This activity could lead to further price gains for bonds. The central bank has been actively infusing liquidity...Read More

Indian stock markets saw a significant rebound on Wednesday. The Sensex and Nifty 50 indices surged, recovering from a previous day’s sharp decline. This rally boosted the market capitalization of BSE-listed firms substantially. Key sectors like IT and Metal led the gains. Several major companies contributed to the upward movement, indicating a positive market sentiment.Read More

US consumer confidence unexpectedly rose in February, driven by younger demographics, yet concerns about job availability persist, reaching a five-year high. This mixed sentiment, influenced by policy uncertainty, presents a complex outlook for the Wall Street as investors weigh improved confidence against potential labor market softening.Read More

Fintech firm One MobiKwik Systems saw its stock surge on BSE’s approval for its subsidiary’s broking operations, though gains were mostly trimmed. The company, which offers digital wallets and payment services, has faced prolonged underperformance since its IPO. MobiKwik returned to profitability in the last quarter, reporting its highest revenue in six quarters.Read More

Gold reclaimed the Rs 1.6 lakh mark while silver surged Rs 7,200 on the MCX amid tariff uncertainty and geopolitical tensions. Experts expect continued volatility, with support from global cues and dollar movement, while advising cautious trading strategies as markets react to evolving macroeconomic and geopolitical developments.Read More

Global markets are witnessing a significant rotation from mega-cap tech to real assets, cyclicals, and industrials. In India, IT faces AI disruption fears, while banking and defensive sectors gain traction. Opportunities are emerging in pharmaceuticals’ GLP-1 generics and attractive metals valuations.Read More