Japan’s Nikkei share average closed 0.9% lower, led by a sharp 7.69% decline in SoftBank Group. This fall mirrored Oracle’s significant drop after missing U.S. earnings forecasts, raising concerns about their joint AI data center project. Other tech and bank shares also declined, though Advantest and Mitsui & Co bucked the trend.Read More

The Federal Reserve will soon begin purchasing approximately $40 billion monthly in short-dated government bonds to manage market liquidity and maintain control over its interest rate target. This move, aimed at ensuring ample reserves, follows the recent halt of quantitative tightening and aims to prevent a repeat of 2019’s market volatility.Read More

Japanese government bonds saw a rise on Thursday, driven by a strong 20-year bond auction that attracted the highest demand in over five years. This robust demand led to a decline in 20-year JGB yields, reaching their lowest point since early December.Read More

U.S. Treasuries rallied Thursday after the Federal Reserve’s less hawkish outlook and announcement of imminent Treasury bill purchases. The Fed’s move, larger and earlier than expected, aims to ease money market strain. This, coupled with a dovish tone from Chair Powell, reinforced expectations of future rate cuts, pushing bond yields lower across the curve.Read More

Sowilo Investment Managers’ Sandip Agarwal says the Fed’s rate cut removes uncertainty for IT budgets, but AI-driven effort reductions will keep Indian IT growth muted for the next 12 months. He expects FY26 to remain soft, with FY27 improving if client budgets rise. Agarwal says valuations across large IT, midcaps and ER&D remain stretched, and...Read More

Analysts project further gains for U.S. equities in 2026, supported by earnings growth, AI-driven capital expenditure, and a constructive policy backdrop. Forecasts signal potential double-digit returns, but elevated valuations and macro uncertainties mean investors may need a selective, diversified approach to navigate possible volatility.Read More

ICICI Prudential Asset Management secured Rs4,900 crore from 26 investors in a pre-IPO share sale. This included prominent names like Lunate and Premji Invest. ICICI Bank contributed Rs2,225 crore. The company’s Rs10,600 crore IPO opens December 12. This is an offer for sale, with Prudential Corporation Holdings offloading shares. The price band is Rs2,061-2,165.Read More

Dixon Technologies’ shares rebounded after a three-day fall, even as the stock remains in a broader downtrend with steep declines over the past months. Despite strong quarterly earnings and increased institutional holdings, technical indicators show the stock is oversold. This mix of weak price action and improving fundamentals suggests the potential for a short-term recovery.Read More

The Indian rupee weakened today due to corporate dollar payments, overshadowing the Federal Reserve’s rate cut. Traders are watching for a potential trade deal with the U.S. and a significant Reserve Bank of India swap next week, which could influence the currency’s trajectory amidst ongoing external sector challenges.Read More

Indian government bonds rallied early Thursday, mirroring a surge in U.S. Treasuries following the Federal Reserve’s 25 basis point rate cut. Despite the initial boost, traders anticipate the rally may not sustain, awaiting the Reserve Bank of India’s bond purchases for further market direction.Read More