Indian bonds will not be joining Bloomberg’s Global Aggregate Index as planned. The index provider cited operational and market infrastructure concerns requiring further assessment, promising an update by mid-2026. This decision led to a slight increase in India’s 10-year benchmark bond yield, which rose to 6.63% following the announcement.Read More

Metal stocks have seen a significant rally, with precious metals driven by geopolitical concerns and industrial metals like copper poised for growth due to AI investments. However, steel faces caution due to weak demand from China. The IT sector is bifurcated, with digital platforms showing long-term promise and traditional IT services anticipating AI-driven growth and...Read More

A proposed one-year cap on US credit card interest rates could help borrowers now. However, experts warn that this might reduce credit availability and hurt bank profits. The plan faces significant hurdles in Congress.Read More

Proposed insurance commission reforms aim to align incentives with consumer interests, potentially causing near-term disruption for distributors but strengthening the sector long-term. Meanwhile, India’s listed retailers face challenges sustaining high valuations as slowing growth is offset by margin improvements, driven by increased competition and shifting consumer purchasing habits.Read More

Infosys’ Q3 results are anticipated to show modest growth, with brokerages predicting a slight uptick in net profit and revenue. While near-term momentum might be tempered by seasonal factors, the focus will be on management’s outlook for FY26, deal execution, and client spending trends amidst global economic uncertainties.Read More

The Federal Reserve chair is under a Justice Department criminal investigation concerning a $2.5 billion headquarters renovation. Prosecutors are examining if Jerome Powell misled Congress about the project’s cost and scope. This development escalates White House tensions with the central bank and raises concerns about its independence.Read More

Axis Mutual Fund’s Karthik Kumar says recent market volatility is driven by global uncertainty and FII selling, but earnings trends are stabilising. He sees valuations normalising and expects growth-led sectors to regain leadership. Autos, financials, telecom and industrials remain key overweight bets, while IT and discretionary consumption need earnings confirmation to turn positive.Read More

Indian bond markets are shifting after a strong rally. Investors should now focus on stable returns from attractive yields and selective credit. Aggressive duration bets are less advisable. Opportunities exist in money markets, State Development Loans, and short-term corporate bonds. Currency stability and global developments will also shape investor interest in 2026.Read More

Gold prices eased on MCX after hitting record highs, while silver remained firm amid geopolitical tensions. Analysts cite profit booking, strong safe-haven demand and expectations of US rate cuts, with experts advising buying on dips despite elevated volatility.Read More

Five stocks in the NSE F&O segment, including Premier Energies and Swiggy, saw a sharp rise in futures open interest on January 12, indicating increased trader participation and fresh positioning in the derivatives market.Read More