Geosphere Capital’s Arvind Sanger says the AI pullback is not a bubble but a healthy correction, with long-term adoption firmly intact. US markets are rallying on rising odds of a December Fed rate cut, though it may be a hawkish one. He adds that India needs stronger earnings growth to regain FII attention, while crude...Read More

Japan’s Nikkei index closed nearly flat Tuesday, with SoftBank Group plunging nearly 10% due to concerns over competition between OpenAI’s ChatGPT and Google’s Gemini. While chip-related stocks like Advantest and Tokyo Electron saw gains, mirroring Wall Street’s tech rally, SoftBank’s significant drop weighed heavily on the market.Read More

As a result, India Inc.’s credit metrics are poised for a marginal improvement, with the interest coverage ratio estimated at 5.3-5.5 times in Q3, up from 5 times in the previous quarter.Hospitals in some regions reported cancellations of planned surgeries, reflecting the broad impact of extended rainsRead More

Analysts at Deutsche Bank and HSBC have turned increasingly bullish on the S&P 500, citing strong earnings momentum and AI-driven investment cycles. Forecasts for 2026 range from 7,500 to 8,000, supported by tech-led gains, solid profitability and favourable investor positioning, with expectations that AI-related market strength will continue.Read More

JP Morgan predicts Brent crude could plunge into the $30s by FY27-end as non-OPEC+ supply surges sharply outpace demand. Robust offshore projects, expanding shale output, and a rapid inventory build are expected to deepen the global glut. The bank warns that without supply cuts, surpluses may widen through 2027, pressuring prices despite steady demand growth.Read More

As the Nifty nears record highs, a market shift sees investors moving from mid- and small-cap stocks to safer large-cap names. This narrowing market breadth historically precedes corrections, with stretched valuations offering little cushion for many stocks. Despite near-term valuation hurdles, optimism remains for the food delivery segment’s long-term profitability.Read More

Motilal Oswal initiated coverage on Blue Star with a Neutral rating, expecting up to 10% upside with a ₹1,950 target price. The brokerage highlighted Blue Star’s steady market share gains in room air conditioners—from 7% in FY14 to 14% in FY25—and its aim for 15% by FY27.Read More

Experts warn of a potential AI bubble due to inflated valuations and excessive money pouring into the sector. Gold’s value is expected to rise significantly, driven by central bank purchases as countries build new trade networks. Bitcoin faces a bleak outlook with no intrinsic value. Geopolitical tensions remain high, with little hope for a Russia-Ukraine...Read More

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DAMAC, a Dubai realty firm, is expanding its operations in India. The company has opened a Global Capability Center in Noida and plans another in Pune. These centers will handle key business functions and create over 350 jobs. DAMAC aims to leverage India’s talent pool to support its global growth ambitions.Read More