Bond investors are preparing for a prolonged Federal Reserve pause, selectively adding risk as expectations for only shallow rate cuts grow. With markets eyeing Jerome Powell’s guidance and speculation over his possible successor, investors are extending duration cautiously amid resilient economic conditions, tight credit spreads and ongoing geopolitical and fiscal uncertainties.Read More

The Indian Rupee has recovered from its historic low against the US Dollar. This rebound comes as the dollar index weakened. Forex traders noted broad dollar weakness contributed to the Rupee’s gain. Geopolitical uncertainties and capital outflows continue to pressure the Rupee. A pending trade agreement with the US remains a key stabilizing factor.Read More

Shares of Indian textile and shrimp companies surged following the conclusion of a free trade agreement with the European Union. This pact, a result of 18 years of negotiations, is expected to boost bilateral trade. Additionally, renewed optimism for an India-US trade deal emerged after US President Donald Trump’s positive remarks. These developments signal potential...Read More

Geojit Financial Services’ Gaurang Shah sees a mixed earnings season for banks, with some near-term challenges but long-term opportunities. Despite weaker results from IndusInd Bank, Shah remains positive on the BFSI sector’s overall loan growth and outlook for the upcoming financial year, recommending several private and public sector banks, as well as NBFCs.Read More

Adani Green Energy shares rebounded 6% as investors bought the dip after a sharp sell-off triggered by regulatory concerns and weak Q3 results. Sentiment improved following company clarification and updates on capacity additions.Read More

Indian government bonds reversed early gains as a significant state debt issuance overshadowed the Reserve Bank of India’s liquidity injection plan. Traders scaled back buying due to concerns about absorbing the substantial bond supply, despite the central bank’s efforts to support the banking system.Read More

The US dollar is under fresh pressure in early 2026 as investors reassess its strength amid shifting US policies, geopolitical risks and central bank moves. Signals that Washington may prefer a weaker currency have added to the strain.Read More

President Trump’s $5 billion lawsuit against JPMorgan Chase over alleged politically motivated account closures highlights the complex interplay between his administration’s policies and the financial sector. While banks benefit from deregulation, they face uncertainty from proposed caps on credit card interest. Increased lobbying and cautious strategies are emerging as institutions navigate these challenges and opportunities.Read More

Vodafone Idea is expected to report a weak December-quarter showing, with revenue growth remaining muted and losses widening as modest ARPU gains are offset by continued subscriber erosion. An average of five brokerages forecasts revenue growth of about 1% YoY in Q3, while losses are seen expanding to around Rs 6,700-7,000 crore.Read More

Kotak Mahindra Bank shares fell on Tuesday, January 27, even as the lender reported a 4% year-on-year rise in net profit for the third quarter of FY26. Net profit reached Rs 3,446 crore. Net interest income also saw a 5% increase. Consolidated profit after tax grew 5% year-on-year. Asset quality improved with a lower gross...Read More