India bond yields seen little changed ahead of heavy state debt supply
Indian government bond yields are likely to remain stable. The 10-year benchmark bond yield will hover around 6.60%. Traders are preparing for a large bond supply from state governments. States aim to raise 316.50 billion rupees through bond sales. This comes amid investor concerns about fiscal policy. The GST council will meet soon.
ETMarkets Smart Talk: Indian bonds to gain global standing after rating upgrade, says Kashyap Javer
Emkay Investment Managers’ Kashyap Javeri believes India’s sovereign rating upgrade and inclusion in global bond indices will attract significant foreign portfolio inflows, enhancing its standing among emerging markets. While short-term allocations depend on global factors, sectors with export exposure and companies benefiting from lower capital costs stand to gain. Automobile, CDMO Pharma, and capital goods […]
Indian investors must look abroad for AI, semiconductors, EV themes: Vaibhav Shah of Mirae Asset
Vaibhav Shah of Mirae Asset Investment Managers (India) advocates for international diversification, citing limited domestic exposure to high-growth themes like AI and semiconductors. He highlights the potential for better risk-adjusted returns and currency diversification through global investments. The Mirae Asset Global Allocation Fund offers a strategic mix of developed and emerging market exposure, leveraging Mirae’s […]
Oil rises as Russia-Ukraine tensions stoke supply concerns
Oil prices experienced an increase due to growing concerns about potential supply disruptions stemming from the escalating conflict between Russia and Ukraine. Ukrainian drone attacks have significantly impacted Russia’s oil processing capacity, leading to heightened anxieties. Geopolitical tensions are further amplified by China’s pursuit of a new global order, challenging the U.S.
Goel Construction IPO opens with 20% GMP. Key details to know before subscribing
Goel Construction’s IPO will open on September 2. The IPO aims to raise Rs 99.77 crore. The price band is set at Rs 249-262 per share. The company will list on the BSE SME platform on September 10. The IPO includes a fresh issue and an offer for sale. Proceeds will fund equipment purchases and […]
Asian stocks edge up, Japan bond auction in focus
Asian stocks saw modest gains, driven by technology and AI sectors, particularly Alibaba’s surge. Investors are eyeing upcoming jobs and inflation data, along with the Federal Reserve’s rate decision, amid historical September market weakness. Meanwhile, Indonesian markets face political risks, and longer-maturity bonds brace for a potentially challenging month.
Can Jubilant Ingrevia sustain its recovery after recent challenges?
Jubilant Ingrevia shares are recovering after a period of decline. Domestic operations and limited US exposure shield it from tariffs. EU’s anti-dumping duty on Chinese choline chloride benefits the company. Capacity expansion and agriculture sector opportunities drive growth. Cost optimization measures are expected to improve margins. The company anticipates higher choline chloride exports to Europe.
Stock market’s fate comes down to next 14 trading sessions
Wall Street faces a crucial period as key economic reports and the Federal Reserve’s interest rate decision loom. The stock market, showing signs of uncertainty after a modest August gain, enters historically weak September. Despite low volatility, analysts predict a potential fall correction before a year-end rebound, creating a tricky environment for investors.
Indian equities back in the green on improved GDP show
Indian equities rebounded strongly on Monday, fueled by encouraging GDP data after a three-day losing streak. The NSE Nifty closed up 0.8% and the BSE Sensex rose 0.7%. However, concerns remain about potential US tariffs, a weaker rupee, and modest earnings growth, which could limit further market gains. Foreign investors continued selling, while domestic investors […]
Indian markets to stay strong, foreign investors will return soon: Mark Mobius
Mark Mobius believes India is still a strong market. He says US tariffs will impact some Indian exports. However, Indian entrepreneurs are finding ways to navigate these challenges. Mobius expects foreign investors to return to India in a few months. The Indian government’s efforts to reduce bureaucracy will also help manufacturers.