Growing doubts over the pace of AI spending are restoring government debt’s defensive appeal, while rising issuance threatens to push up the cost of holding longer-dated bonds. A wobble in enthusiasm for artificial intelligence has helped revive demand for bonds…
Technology still dominates Asia’s market gains, but defence, infrastructure, energy and industrial shares are gaining momentum as governments raise spending and investors seek opportunities beyond AI. Asia’s artificial intelligence boom is still doing much of the heavy lifting in regional…
India’s gold-silver ratio has widened to about 72 as firmer US yields, a stronger dollar and expectations of further Federal Reserve tightening weigh more heavily on silver. Gold and silver prices in India are still under pressure, with both metals…
Jio Platforms’ offer draws investor interest with market leadership, pricing power and a growing digital ecosystem, but its premium valuation makes execution and tariff increases critical to future returns. Jio Platforms is heading into the market with a valuation that…
Kellton Tech Solutions has approved a rights issue of up to Rs 160 crore, but is yet to announce the price, entitlement ratio or record date. Kellton Tech Solutions has won board approval to raise as much as Rs 160…
With the Buffett Indicator flashing at historically elevated levels, Pfizer, Alphabet and Brookfield Renewable offer investors a mix of income, defensive strength and long-term growth. Warren Buffett’s long-standing caution about market valuation is once again drawing attention as US equities…
A broadening sell-off and warnings from the IMF are intensifying fears that the AI boom has become a source of systemic risk for investors and the wider economy. The latest warning signs in US markets have sharpened concerns that the…
Indian Bank has raised its FY27 guidance for advances and deposits after stronger-than-expected first-half growth, while preparing for a projected Rs 3,500 crore impact from the RBI’s expected credit loss framework. Indian Bank has lifted its growth ambitions for the…
Kotak Institutional Equities and J.P. Morgan raised their Punjab National Bank targets after stronger quarterly profit, improved margins and steady loan growth, while Federal Bank and Crompton retained bullish broker views. Brokerages turned more positive on Punjab National Bank after…
Listed jewellery retailers posted strong September-quarter growth despite Navratri moving into the December period, with resilient gold and studded jewellery demand driving higher sales. India’s listed jewellery chains reported a strong September quarter, with revenue rising roughly 22% to 28%…
A sharp share-price correction has coincided with stronger quarterly profits at companies including Deepak Nitrite, Oil India, V-Guard Industries and Waaree Energies, though investors still face questions over the durability of growth. Sharp declines in share prices do not always…
Himadri Speciality Chemical’s consolidated net profit rose to ₹231.32 crore in the September quarter as total income climbed sharply, although higher costs compressed operating margins. Himadri Speciality Chemical reported a sharp rise in profit for the September quarter, as higher…
