Jim Walker, Chief Economist at Aletheia Capital, highlights India s exceptional policy stability and macroeconomic foundation, making it an ideal long-term investment hub. He also emphasizes Vietnam s promising economic and political stability, predicting substantial growth in the coming years, making it another attractive destination for investors.

ICICI Securities advises holding Inventurus Knowledge Solutions with a target price of Rs 1,820. The company s growth hinges on cross-selling to Aquity s 800 new clients and reducing Aquity s client count to focus on enterprise clients. Key risks include M&A delays and AI disruptions. Revenue and EPS CAGRs for FY25-28 are modeled at 20% and 34% respectively.

Adani Enterprises will be in focus after its real estate arm, Adani Properties Pvt Ltd, secured the contract for the redevelopment of Motilal Nagar in Mumbai, one of the city s largest housing projects, worth Rs 36,000 crore. This win follows their involvement in the Dharavi slum redevelopment. Shares closed 0.9% higher at Rs 2250.35 on Tuesday.

The Indian stock market experienced a significant downturn in February 2025. This decline has brought the index down approximately 16% from its September 2024 peak.

Gold prices fell slightly on Wednesday amid talks of a Ukraine ceasefire and anticipation of U.S. inflation data. Investors are focused on the Federal Reserve s interest rate decisions, influenced by economic tensions and tariff policies. Rising inflation could affect gold s appeal as a non-yielding asset. Silver, platinum, and palladium also showed mixed movements.

Oil prices rose slightly on Wednesday, supported by a weaker dollar. However, concerns about a potential U.S. economic slowdown and the impact of tariffs on global growth limited the gains. U.S. crude oil production is set to reach a new record this year, while U.S. stockpiles increased last week. Investors await further data and OPEC+ plans.

Wall Street struggles to recover from recent losses despite potential Russia-Ukraine ceasefire news, with President Trump s tariff hikes on Canada adding pressure. Major indexes hit five-month lows and the market faces increasing uncertainty, affecting spending, investment, and sentiment.

The dollar hovered near a five-month low amid concerns about the U.S. economy under Trump s trade policies. The euro remained strong due to optimism over Ukraine-Russia ceasefire talks. Volatility hit the Canadian dollar with Trump s tariff reversal. Market attention is on the U.S. CPI report. Bitcoin stabilized after recovering from a four-month low.