Inflation concerns prevailed in Kevin Warsh’s first FOMC meeting: Fed minutes

During its June meeting, the Federal Reserve decided to keep interest rates unchanged. Committee members expressed concerns about rising inflation and ongoing supply chain disruptions. Economic indicators for the second quarter showed robust growth, and the job market appeared resilient. Although inflation forecasts were adjusted upward, a decline is anticipated later this year, with the […]

59% of large and midcap stocks are at least 20% below their record highs

Around 59% of large and midcap stocks are trading at least 20% below their all-time highs after the recent market correction, creating attractive long-term investment opportunities, according to Abakkus Mutual Fund. The fund house believes improving earnings, reasonable valuations and active stock selection could drive the next phase of returns.

AI selloff drives quant funds’ worst performance since August

Hedge funds have recently faced substantial setbacks, primarily due to widespread trades within unstable markets. Systematic managers lost about 25% of their returns for the year, significantly affecting their overall performance. This downturn arose from substantial bets on U.S. and Asian equities, both of which faced dramatic price fluctuations. Additionally, fundamental managers also reported losses […]

India’s listed new-age companies may hit $1 trillion market value by 2030: Redseer

India’s new-age firms are set to hit a valuation of one trillion dollars by 2030, with approximately 210 companies preparing to enter public markets within the next two years. There’s a noticeable uptick in participation from domestic institutional investors in the IPO arena. Today’s investors are emphasizing companies that exhibit profitable growth and resilience, resulting […]

Value buyers lift India bonds; US-Iran war jitters, oil risks weigh

On Thursday, Indian government bonds rebounded following a selloff in the previous session. However, rising oil prices and U.S. Treasury yields limited the market’s overall progress. Notably, foreign lenders significantly invested in Indian bonds in June, signaling robust inflows. Furthermore, overseas investors showed interest in Fully Accessible Route bonds, anticipating potential index inclusion, while overnight […]

SBI MF confident of IPO despite volatilities; aims to double foreign book in 3 years

SBI Funds Management is confident its Rs 11,600-crore IPO will succeed despite market volatilities. The asset manager aims to double its international book to USD 5 billion within three years. This revenue augmentation plan includes expanding global presence and staff. The company is also focusing on its alternatives business and potential acquisitions. Parent SBI contributes […]

Dr Reddy’s shares slide 7% after delay in semaglutide supplies over quality concerns

Dr Reddy’s shares fell sharply on Thursday after the company delayed commercial supplies of its semaglutide product due to a quality issue involving the active pharmaceutical ingredient (API). The company said patient safety and regulatory filings remain unaffected, while an investigation is underway to identify the root cause and restore supplies.