How many assumptions on Trump 2.0 from a market standpoint are real? Nilesh Shah explains

Nilesh Shah emphasizes the need to present a comprehensive trade picture to President Trump, highlighting India’s openness to American tech companies, substantial spending by Indian students and tourists in the US, and the comparatively smaller trade deficit. He suggests leveraging America’s focus on China’s large trade surplus to maintain favorable tariff terms for India.

Adani stocks jump up to 7.5% after group issues clarification on US bribery allegations

Adani Group stocks rallied after the company clarified that its chairman, Gautam Adani, and other executives are not facing bribery charges as per the US Department of Justice. Moody’s, however, revised its outlook on seven Adani companies to negative, citing governance concerns and potential operational disruptions amid ongoing legal proceedings.

C2C Advanced Systems GMP declines to 40% after SEBI action

C2C Advanced Systems’ IPO grey market premium dropped to about 40% after SEBI intervened, prompting a listing postponement and a withdrawal option for investors. Sebi’s action follows concerns and requires an independent audit of the company’s financials. The IPO, initially subscribed nearly 96 times, faces scrutiny similar to Trafiksol ITS Technologies earlier this year.

Hyundai Motor shares surge 2% after Morgan Stanley and JPMorgan initiate coverage

Hyundai Motor India shares rose nearly 2% to Rs 1,926 after Morgan Stanley and JPMorgan initiated coverage with an overweight rating. Both brokerages highlighted the company’s strong growth potential, strategic positioning in the SUV and electric vehicle segments, and attractive valuation metrics as key factors for their positive outlook.