Indian benchmark indices, Nifty50, and Sensex, rallied for the fourth consecutive session, driven by gains in banking and IT stocks. The U.S. Federal Reserve’s decision to maintain its rate-cut projections and the subsequent fall in U.S. bond yields boosted market sentiment, attracting foreign investment.

India’s market correction has impacted fundraising, with IPO and QIP activity slowing. However, a strong pipeline of PSU deals and government divestments is expected to boost investment banking, supported by steady SIP inflows and rising domestic institutional investor participation.

The Indian rupee has reached its highest point in nearly two months, driven by dollar sales from foreign banks and seasonal inflows. The currency gained 1.2% over seven trading sessions, aided by increased corporate flows and weaker dollar amid U.S. economic concerns.

5 small and mid-cap stocks from the Nifty 500 index hit fresh 52-week highs

Gautam Trivedi discusses market correction, investment opportunities in power, real estate, and tourism, AI s impact on IT, EV adoption challenges, and FII trends, emphasizing cautious optimism amid global uncertainties.

Adrian Mowat predicts US markets have peaked and will have a tough year, offering opportunities for selective investment in emerging markets, especially in China and Mexico. He highlights China s growth in AI and technology, which attracts global investors. Some emerging markets like Korea and Taiwan may not perform well due to their correlation with Nasdaq.

​This company used to be a 70-crore pat company in FY24. And if I were to annualise the FY25 number, they will end up with a 1600-1700 crore profit in FY25, that is a fantastic scale up.

In a recent investor meeting, Adani officials stated that the reduction in borrowing costs is due to several credit rating upgrades, a more stable earnings profile, and a resilient business model that has weathered external volatility.

The market is witnessing a broad-based recovery, led by banking, midcap capital goods, and power sectors. Hemang Jani highlights opportunities in white goods amid heatwave demand, while cautioning on autos due to margin pressures. He remains selective on Paytm and aviation stocks.

Bitcoin reserves are gaining traction globally, with nations like the US and El Salvador integrating crypto into financial policies. India could benefit by diversifying reserves, enhancing financial resilience, and fostering blockchain innovation while carefully managing volatility and regulatory concerns.