Global markets signal resilience despite Middle East geopolitical tensions and uncertain ceasefire talks. Market strategist Ed Yardeni notes that while the ground reality remains volatile, markets are looking beyond current disruptions, anticipating a resolution within months. The bond market’s calm, however, raises questions about inflation and defense spending.
TCS deal wins signal stability despite AI concerns: Sandip Agarwal
TCS’s robust $12 billion Total Contract Value signals stability amidst AI disruption fears, indicating intact client spending. Analysts project 5-6% dollar growth and 16-17% rupee