India’s leading helmet and two-wheeler accessories maker, Studds Accessories Ltd, is launching its Rs 455.49 crore IPO from October 30 to November 3 with a price band of Rs 557–585 per share. With strong FY25 profit growth and a dominant market share, it carries a “Subscribe” rating.

Nvidia will invest $1 billion for a 2.9% stake in Nokia, partnering to develop AI-driven telecom and 6G infrastructure, strengthening both firms’ positions in the rapidly expanding data centre market.

India s IT sector faces stress as AI reshapes jobs. Slower hiring and wage growth impact urban employment and consumer spending. While AI boosts productivity, it threatens labor-intensive roles. India must prioritize reskilling and R&D. Rising household debt adds financial risk. Export sectors also face headwinds. Swift action is needed to adapt to the technology revolution and ensure workforce evolution.

Ace investor Sunil Singhania s Abakkus Asset Management has reshuffled its Rs 2,700 crore portfolio, adding six new stocks including All Time Plastics and Suven Life Sciences. The fund also reduced holdings in Sarda Energy & Minerals, Ion Exchange, and Rupa & Company during the September quarter.

Shares of major AMCs and capital market firms slumped up to 10% on Wednesday after SEBI proposed a major revamp of mutual fund fee structures. HDFC AMC fell 6.4%, Nippon Life India AMC 7%, and Nuvama Wealth 9%, as investors reacted to potential cuts in expense ratios and brokerage commissions under the new proposal.

Brokerages are selectively positive on five stocks after strong Q2 earnings. Latent View Analytics, SBI Life, Kotak Mahindra Bank, Chennai Petroleum, and Supreme Industries show potential for significant upside. Analysts highlight growth visibility and margin discipline. These companies reported healthy results, prompting positive outlooks from financial experts.

Kamal Ahmed shares insights on global capital deployment. Technology and defense sectors are seeing significant investment. India s economy shows strong long-term growth potential. Manufacturing is diversifying beyond IT services. This positions India as a key player in the global economic landscape.

Japanese government bonds held steady as concerns over fiscal finances eased ahead of the Bank of Japan s rate decision. Investors are awaiting the central bank s announcement, with most expecting rates to remain unchanged. Prime Minister Takaichi s commitment to bolstering defense spending, while significant, is not expected to cause a budget blowout.

U.S. Treasury Secretary Scott Bessent urged Japan to grant the BOJ autonomy to raise rates, highlighting global concerns over yen weakness and signalling potential policy shifts in Japan’s post-Abenomics era.

Real estate investment trust BXP surpassed third-quarter revenue expectations, reporting $871.5 million driven by robust leasing trends as companies increase their office space. This surge in demand for workspaces in major U.S. cities reflects a shift away from pandemic-era work-from-home policies. Shares saw a positive uptick in after-hours trading following the announcement.