Morgan Stanley maintains a bullish outlook on Indian equities despite global uncertainties, projecting the Sensex could reach 89,000 by mid-2027 driven by earnings recovery, macro stability, and policy reforms. Morgan Stanley made its call for Indian equities at an awkward…
Iran’s exchange-traded gold funds have experienced rapid expansion, reaching nearly 800 trillion tomans in assets as investors seek liquidity and protection against currency and inflation risks, despite contested performance figures and macroeconomic tensions. Iran’s rush into exchange-traded gold funds has…
Despite strong quarterly profits and economic expansion, Nuvama cautions that rising oil costs, global AI investment cooling, and demand weaknesses threaten the sustainability of India’s recent recovery, prompting a more defensive investment stance. Nuvama’s warning on India is less about…
India’s newly implemented closing auction system, introduced after the MSCI index rebalance, is under scrutiny amid record trading volumes but persistent price swings and liquidity concerns. Regulators and exchanges seek solutions to stabilise the mechanism and improve reliability of market…
India’s central bank is navigating unprecedented foreign-currency inflows, prompting longer-dated liquidity operations and raising concerns over market stability and policy effectiveness. The Reserve Bank of India is already being pushed into longer-dated liquidity operations after a record wave of foreign-currency…
Sterlite Technologies experiences a surge in market confidence following a significant Rs 3,000 crore capacity expansion plan and bullish revenue forecasts driven by booming AI and data centre demand, positioning itself as a key player in AI infrastructure growth by…
The resurgence of confidence in enterprise software stocks signals a shift in investor perception, with AI integration emerging as key to future growth for giants like Salesforce, Microsoft, and Palantir amid rising cybersecurity and defence demands. By the end of…
A robust US jobs report has complicated the Federal Reserve’s upcoming decision, as inflation fears grow amid geopolitical uncertainties and resilient economic data. A surprisingly firm US jobs report has put the Federal Reserve’s September meeting back on a knife…
India’s commercial vehicle sales surged ahead of the festival season, driven by freight demand and infrastructure growth, with industry experts now viewing the recovery as more durable than expected, signalling a shift from passenger vehicle focus. August’s sales data suggest…
A recent ₹200 crore equity raise has significantly boosted foreign ownership in Globus Spirits, highlighting a strategic shift that combines capital infusion with operational growth ahead of broader institutional engagement. What looked at first glance like a sudden burst of…
Styrenix Performance Materials reports a remarkable first quarter for FY27 with profits soaring despite a 26% decline in sales volumes, highlighting the impact of volatile raw material and product prices influenced by Middle East tensions. Styrenix Performance Materials posted a…
India’s National Stock Exchange gains regulatory approval for its long-anticipated Rs 30,000-crore initial public offering, paving the way for one of the country’s biggest market debuts later this month, amid concerns over legal, regulatory, and revenue dependencies. India’s markets regulator…
