Indian equities are poised for growth after 15 months of stagnation, according to Motilal Oswal’s Gautam Duggad. Improving earnings, stabilising valuations, and policy support are creating a strong foundation. The market has seen a shift from staples to discretionary consumption and new-age tech, with investors advised to stay invested and maintain disciplined asset allocation.Read More

The rupee’s breach of 90 per dollar has amplified concerns over sustained foreign selling in Indian equities, with Uday Kotak warning that while overseas investors appear “smarter” for now, the long game remains uncertain. Heavy outflows, hedging demand, and weakening FDI have pushed the currency to its most fragile point in years.Read More

A global memory-chip shortage is disrupting the tech sector as AI firms, smartphone makers, and electronics companies battle for limited supplies. Prices for DRAM, flash, and HBM have surged, squeezing inventories and pushing up consumer device costs. Experts warn the crunch may persist until 2027, delaying major digital infrastructure projects.Read More

Despite Nifty’s record highs, market sentiment has cooled due to weak broader participation. Expert Sandip Sabharwal highlights relentless foreign selling and a massive IPO pipeline absorbing domestic liquidity as key drivers. While foreign investors are exiting the secondary market, they are investing in IPOs.Read More

Vietnam’s State Treasury successfully raised 7.85 trillion dong in a recent government bond auction, a significant increase from the previous week. This auction boosted total government bond sales for 2025 to 300.7 trillion dong, meeting 60% of the year’s target. While 10-year bonds saw strong demand, other maturities remained unsold. Corporate bond issuances also remain...Read More

Japanese government bond yields climbed as investors anticipate further interest rate hikes from the Bank of Japan beyond the expected December increase. Concerns are mounting over the BOJ’s future policy path, with the two-year yield reaching 1.015%. Governor Ueda’s hints of rate hikes have already triggered significant JGB sell-offs, impacting stocks and strengthening the yen.Read More

Aequs, a niche aerospace manufacturer, is attracting attention with its Rs 922 crore IPO amid strong growth in India’s aircraft component sector and shifting global supply chains. Analysts highlight its advantage from timing, positioning, and long-standing relationships, while its Karnataka SEZ campus offers a rare fully integrated ecosystem covering machining, forging, surface treatment, and assembly.Read More

Silver prices surged to a record Rs 1,84,727 per kilogram on Wednesday. Gold futures also advanced to Rs 1,30,766 per 10 grams. A steep fall in the rupee to an all-time low against the US dollar further pushed up bullion prices. Global trends of expected US Federal Reserve interest rate cuts supported the rise.Read More

Wall Street remains largely bullish for 2026, but optimism is tempered by an unusual economic scenario unseen in over 60 years. Despite the AI investment boom driving capital spending, it hasn’t boosted job creation, creating an unprecedented mix of strong market activity alongside a stalling U.S. labor market, according to JPMorgan economists.Read More

Meesho’s Rs 5,421-crore IPO saw a strong start, with retail investors fully subscribing within the first hour while overall subscription reached 42% by 11:20 AM. The GMP of Rs 49 signals an expected listing near Rs 160. Analysts highlight Meesho’s rapid user growth, deep Tier-2/3 penetration, improving unit economics, and positive free cash flow, though...Read More