David Chao, Global Market Strategist–Asia Pacific at Invesco, believes India’s investment case is improving, supported by lower crude oil prices, strengthening earnings expectations and expanding corporate margins. While valuations remain relatively expensive, he expects Indian equities to deliver strong performance…
In the Treasury market, the 10-year note yield will likely stay in the range of 4% to 4.5%, Martin noted. Bond yields move inversely to prices.
Japan 20 year bond auction sees weakest demand since May 2025, bid to cover falls to 2.97 as concerns over inflation, BOJ rate path and PM Sanae Takaichi fiscal plans hit super long JGBs
According to BofA, modernisation of legacy technology systems could become one of the earliest large-scale commercial applications of AI for IT services firms. The brokerage expects success in this segment to be driven by the effective deployment of AI-powered coding…
Anthropic says Alibaba used thousands of proxy accounts for 28.8 million Claude queries to copy its AI, urges US sanctions on Chinese firms as Alibaba shares fall and scrutiny grows.
SBI is one among the few Nifty 50 stocks that do not have a “sell” recommendation among the analysts who track the stock. 49 analysts have coverage on SBI, of which 43 have a “buy” rating, while six others say…
Goldman Sachs said that the ₹1,110 crore Helina launcher order is ahead of its estimates and is expected to increase its FY29 revenue and earnings forecasts by 1.4%, resulting in a similar increase in earnings per share (EPS).
Brokerage firm HSBC has a “buy” rating on the Travel Food Services stock with a target price of ₹1,540 per share, an upside of 14.8% from its previous close.
InCred believes that the West Asia disruption due to the Iran war also appears to be a temporary phenomenon compared to a structural supply shock, as the supply from both Qatar Aluminium and Alba, could normalize relatively quickly.
Indian rupee opens stronger at 94.30 against US dollar, boosted by falling Brent crude prices and likely RBI intervention, as global dollar strength persists.