IndiGo faces short-term headwinds due to operational disruptions and regulatory scrutiny, impacting its current fiscal year’s performance. Moody’s downgraded its human capital score, citing leadership concerns and pilot bargaining power, though the airline’s long-term Baa3 rating remains stable due to its market dominance and India’s aviation growth.Read More

Jefferies updates its India model portfolio for 2026, adding six stocks including Axis Bank, AU Small Finance Bank, BPCL, JSW Energy, Godrej Properties, and SAMIL, while removing ICICI Bank, NTPC, Tata Steel, Crompton Consumer, Belrise, and IndiGo.Read More

IndiGo’s worst operational meltdown led to thousands of cancellations, rising costs and reputational strain, but HSBC says the airline’s long-term fundamentals remain intact. The brokerage cut its target price but kept a ‘Buy’ rating, arguing that despite new pilot-duty rules and short-term disruptions, IndiGo’s cost advantage and market position are unchanged as operations begin to...Read More

China’s securities watchdog is urging the rapid expansion of the public REIT market, advocating for commercial properties like hotels and offices to be listed soon. This move aims to ease developer liquidity pressures and meet investor demand for yield amid a sluggish property market.Read More

Dubai’s Danube Properties is investing Rs 3,500 crore in a 55-storey commercial tower named after Bollywood star Shah Rukh Khan. Launched last month, the project has seen an overwhelming response, with sales expected to exceed Rs 4,000 crore. This landmark development aims to address the strong demand for Grade A office space from global corporations...Read More

Indian government bonds found stability Tuesday after a sharp decline, following the central bank’s decision to exclude the key 10-year benchmark from its bond purchases. This move, coupled with market sentiment that the RBI’s rate easing cycle is nearing its end, has led to increased yields. Traders are also watching the U.S. Federal Reserve’s upcoming...Read More

Swiggy opened its Rs 10,000-crore QIP on Tuesday, a day after shareholders cleared the plan with 99.47% approval. The fundraise—its first since the 2024 IPO—comes as the company boosts spending in quick commerce to rival Blinkit and Zepto while strengthening its balance sheet.Read More

Kaynes Technology rebounded 5% on Tuesday after a 30% drop in four days, raising the question: buy, sell, or hold? The sell-off followed a Kotak report flagging disclosure gaps, but the company says issues are resolved. Analysts see value, with JPMorgan assigning a fair value of Rs 4,900, citing stable fundamentals and improving working capital.Read More

Financial analysts expect a dovish Fed leader aligned with Trump, yet markets imply only modest easing ahead. With inflation elevated, prior rate cuts largely priced in, and fiscal expansion limiting flexibility, aggressive policy shifts look unlikely. A split FOMC with hawkish voters further reduces the scope for deeper monetary accommodation.Read More

Despite a broad market dip, investor Sameer Dalal sees significant opportunities in individual stocks trading at 52-week lows. He highlights Titagarh Rail Systems for its multi-year strength, banks like IDFC First and IndusInd, and consumption plays such as Westlife Developers. Dalal also finds Sammaan Capital compelling despite regulatory concerns, while maintaining his long-held caution on...Read More