MSCI's broadest index of Asia-Pacific shares outside Japan firmed 0.4 per cent, to be up almost 4 per cent for the month
India's equity story hinges on consumption, selective midcap bets, and FII flows, while IT faces headwinds and banks offer steady value, says Mukherjee
Indian markets fell for a fifth day on sustained FPI selling and weak IT outlook after US visa fee hike, eroding Rs 3.2 trillion in investor wealth and testing key support levels
More than 300 BSE 500 stocks are 20% or more below peaks as an earnings slowdown and US trade tariffs weigh, even as Sensex and BSE 500 trade near record highs
The rush into tech has been a boon for chip sectors in many Asian markets, with South Korean stocks up 0.2 per cent, having surged almost 9 per cent this month
India's $283 billion IT sector, which generates about 57 per cent of its total revenue from the US, has long gained from American work visa programmes and outsourcing of software and business services
What NSE and BSE are to the equity market, CCIL is far more than that for the govt bond, foreign exchange and OTC derivative markets
Adani Group demands accountability after SEBI cleared it of Hindenburg's charges that triggered a $150 billion market loss and rattled investor confidence in 2023
So far, retail investors haven't driven the rally - local institutions and foreign inflows have, according to Goldman Sachs Group Inc
The Eternal Food Delivery business (EFD) is also seeing improving profitability in the duopoly FD market
Replace underperformers with quality, well-researched stocks
MSCI's broadest index of Asia-Pacific shares outside Japan slipped 0.3 per cent on Friday but is still set for a weekly rise of 0.5 per cent, hovering not far from its four-year tops
Order wins, strong pipeline, and long-term defence projects drive optimism in Bharat Electronics, with revenue growth visibility and major contracts like QRSAM and Project Kusha ahead
Investor interest in the company was evident from its blockbuster initial public offering (IPO)
Indian equities rose to two-month highs on optimism around India-US trade talks and expectations of a US Fed rate cut, with strong FPI and DII inflows supporting sentiment
Nifty's winning run faces Fed test, cash turnover slides as big caps dominate, and Sebi widens crackdown on finfluencer ads with Meta and Google compliance
Seven global funds now have their Asia private equity heads or co-heads based in Mumbai, including Blackstone's Amit Dixit and KKR's Gaurav Trehan
Glass Walls Systems (India), a Mumbai-based premium façade solutions and fenestration provider, has filed a DRHP with the Sebi for its maiden public issue
Asian shares declined Wednesday, echoing a fall on Wall Street, as political uncertainty took centrestage in Japan, making for cautious trading on the Tokyo Stock Exchange. Japan's benchmark Nikkei 225 shed 0.2 per cent in morning trading to 42,222.36. The fate of Japanese Prime Minister Shigeru Ishiba has been uncertain for weeks, with calls growing both for him to resign and to remain, after a recent election defeat and the rise of fringe parties have shaken public faith in the ruling Liberal Democratic Party. Confidence was rocked further by a recent comment from Ishiba's ally, Hiroshi Moriyama, who said he was stepping down as party secretary general. The political tremor is domestic, with Prime Minister Ishiba's key power broker signalling his resignation, shaking the foundations of the ruling party, said Stephen Innes, managing partner at SPI Asset Management. Australia's S&P/ASX200 slipped 1.1 per cent to 8,800.60. South Korea's Kospi edged up 0.3 per cent to 3,181.37. Hong
Sebi has tightened rules for index options, capping intraday limits at Rs 5,000 crore per entity and requiring exchanges to monitor positions with random checks during trading