BTG Pactual updates its October small-cap portfolio, replacing OceanPact and Inter with Dexco and Banco Pine, citing turnaround and momentum potentials respectively, as it aims to capitalise on undervaluation and growth in Brazil’s niche markets. BTG Pactual has reshuffled its…
Several Tata Group companies have fallen significantly below their 52-week peaks, reflecting a widespread cooling of investor optimism across the conglomerate’s diverse portfolio amid valuation concerns and shifting sentiment. Several Tata Group companies are trading well below their 52-week highs,…
As Indian IT stocks prepare for the September quarter results, analysts predict a mixed picture marked by cautious client spending, AI-driven pricing pressures, and a stark divide between larger and mid-cap companies, with some firms poised to outperform despite challenging…
Over 50% of the Nifty 500 stocks have fallen into bear-market territory amid a broad sell-off driven by global geopolitical tensions, rising borrowing costs, and changing macroeconomic conditions, signalling a significant shift in India’s equity landscape. More than half of…
Asian markets showed mixed performance on Friday amid a sharp rise in global bond yields and anticipation of the US monthly jobs data, prompting concerns over equity valuations and interest rate hikes. Asian equities were mixed on Friday as a…
Adani Airport Holdings’ recent rupee bond offering, with an 8.15% yield and quarterly payouts, is drawing attention for its attractive terms amidst a rising appetite for medium-term fixed-income investments. Adani Airport Holdings Limited has a rupee bond on offer that…
Despite AI-driven gains, Australian and US shares faced declines amid rising bond yields and energy costs, highlighting underlying economic challenges and market concentration risks. Artificial intelligence remained the market’s main support in September, but it was not enough to hide…
Accenture’s shares surged after its fiscal fourth-quarter results exceeded expectations, driven by broad-based growth and ongoing demand for digital transformation and AI services, underscoring its resilience amid industry concerns. Accenture shares surged on 1 October after the consulting and technology…
Michael Belkin, a veteran quant strategist, warns that the bond market’s current stress levels resemble those before the 1987 crash, signalling potential risks for equities amid rising yields and global bond weakness. Michael Belkin is warning investors that the bond…
Shares of UP Fintech Holding, also known as Tiger Brokers, declined by 7.4% amid a mixed analyst sentiment and ongoing reassessment of its valuation, highlighting the volatility faced by Chinese online brokers on the US stock market. UP Fintech Holding…
S&P Global commends India’s robust growth, surpassing forecasts amid global turbulence, yet highlights looming challenges in energy demand and investment revival that could impact future prospects. S&P Global has struck an upbeat note on India’s economy, describing the country as…
Jio Platforms is finalising its public offering papers after a successful global roadshow, aiming to raise $3.8 billion and mark India’s biggest listing, with key presentations led by the Ambani family. Jio Platforms is putting the final touches on its…
