Why the AI rally (and the bubble talk) could continue next year

The AI revolution is fueling a massive investment boom, with some experts warning of an inevitable bubble. Transformative technologies historically lead to asset inflation, and AI’s rapid integration into markets and the economy is no exception. Concerns are rising as AI’s impact on GDP growth and market valuations intensifies.

Reliance Jio, NSE, PhonePe among top 10 IPOs to watch out for in 2026

Even as volatility stayed high across Indian equities in 2025, a handful of Adani Group stocks managed to end the year in the green. While several group companies struggled to regain momentum, five listed Adani stocks delivered positive returns, with gains of up to 36% over the year. Here is a snapshot of the five […]

Metal rally lifts Hind Copper, Hind Zinc to fresh highs

Hindustan Copper and Hindustan Zinc shares reached new highs on Wednesday, driven by global metal rallies. Hindustan Copper’s surge is attributed to tightening global copper supplies and rising demand from new-age sectors, while Hindustan Zinc benefits from a sharp increase in silver prices, a key by-product for the company.

Bitcoin misses out on Wall Street Christmas cheer

As the holiday season approaches, Bitcoin is struggling to capture the festive spirit. While traditional assets like stocks and gold are enjoying a celebratory surge, cryptocurrency enthusiasts find themselves in a state of stagnation. After a tumultuous autumn sell-off, Bitcoin is trading within a confined range, and trading volumes have dropped significantly, reflecting a decline […]

Order pipeline to keep LTIMindtree in good books

LTIMindtree has seen its stock soar by 18% over the last quarter, surpassing the broader IT index. Recently reported new order bookings have exceeded market expectations, leading analysts to adjust their target prices upwards. The company has also demonstrated sequential revenue and net profit growth, alongside enhanced operating margins attributed to efficiency improvements.

Ruble’s world-beating rally poses new risk to Russian economy

Against all odds, the Russian ruble has risen impressively against the dollar, leaving officials astonished. This unexpected improvement is playing a crucial role in the wartime economy, showcasing the impact of reduced foreign currency demand and a stringent monetary policy.

Indian cos bond less with dollar in ’25 as price advantage recedes

Indian companies issued fewer dollar bonds in 2025. They preferred the domestic rupee market for refinancing debt. This shift was driven by cost savings and ample local funds. Major groups like Vedanta and GMR utilized onshore issuance. Offshore issuance is expected to recover in 2026, potentially exceeding $10 billion.

Government bonds rally on RBI’s liquidity push

Government bonds rallied as the central bank announced significant liquidity infusion measures, including ₹2 lakh crore in bond purchases and a $10 billion dollar-rupee swap. This move aims to ease tight liquidity conditions caused by forex market intervention and tax outflows, with the 10-year bond yield dropping sharply.