Saudia Aramco has initiated the sale of a U.S. dollar Islamic bond. The offering includes five- and ten-year tranches. This move occurs amidst a surge in bond issuance from the Gulf region. The sale aims to leverage Aramco s balance sheet due to weaker oil prices. However, regional tensions, including recent events involving Israel and Qatar, could influence investor interest.

Oracle s shares experienced a significant surge, climbing 31% in Frankfurt following the company s projection of its Oracle Cloud Infrastructure business exceeding half a trillion dollars in booked revenue. This positive outlook also influenced European markets, with German software maker SAP seeing a 2% increase. Oracle s stock has demonstrated substantial growth this year, rising 45%.

PhysicsWallah, an Indian ed-tech unicorn, is launching a Rs 3,820 crore IPO amidst industry scrutiny. While peers face struggles, PhysicsWallah, backed by WestBridge and Hornbill Capital, reports revenue growth and narrowed losses.

Indian real estate is experiencing a surge. Delhi and Mumbai are becoming global contenders. Residential prices are rising significantly. Infrastructure upgrades are reshaping the investment landscape. Developers are focusing on integrated urban communities. The focus is shifting to well-connected suburbs. India presents a compelling story of affordability and scale. The role of visionary developers is crucial for India s urban ascent.

Adani Power s stock is rising. This is due to a new hydroelectric project in Bhutan and the company s first stock split. Adani Power signed an agreement with Druk Green Power Corp for the Bhutan project. The stock split aims to improve liquidity. GST reforms are also expected to boost Adani Power s margins. Technical indicators suggest short-term strength for the stock.

Investor enthusiasm has surged in the Indian IT sector, spurred by buyback announcements. Experts believe the downside is limited, with potential for improvement in the second half, particularly in BFSI. Mid-cap IT stocks are favored over large caps due to attractive valuations.

Equity markets remain range-bound at 24,800–25,000, with short-term pullbacks amid foreign investor selling and tariff concerns. Anshul Saigal of Saigal Capital says long-term growth remains intact, advising investors to focus on strong businesses. While IT valuations appear expensive with weak growth, opportunities are better in defence, renewables, banking, capital goods, and manufacturing.

US and India trade talks show promise. Donald Trump and Narendra Modi are highlighting progress. A deal may finalize by November. Market expert Chakri Lokapriya sees benefits for IT, pharma, and auto sectors. Export sectors are likely to gain first. GST cuts will boost consumption. Auto and tyre companies are well-positioned.

Manish Chokhani of Enam Holdings cautions that Indian equities, particularly in FMCG, IT, and pharma, face potential derating without innovation and business model changes. He highlights overvaluation in high-growth sectors like QSR and EMS, while suggesting opportunities in PSU privatization. India needs new growth drivers to avoid a prolonged market consolidation.

U.S. consumers remain financially resilient with strong credit quality and steady spending, even as job growth slows.