ETMarkets Smart Talk | Bonds aren’t boring: Where Devang Shah sees the best fixed-income opportunities
At the same time, the RBI remains watchful of risks from geopolitics, crude oil prices and global monetary policy developments.
5 world market themes for the week ahead
The Jackson Hole symposium is just around the corner, bringing together central bank chiefs to tackle the pressing issue of global inflation amidst soaring oil prices. Nvidia’s earnings report is anticipated to unveil key trends in AI expenditure. Meanwhile, South Korea’s central bank might deliberate a fresh interest rate hike, and Icelanders face an important […]
ETMarkets Smart Talk | India’s diverse earnings story could bring FIIs back: Bandhan Life’s Avinash Agarwal
While foreign institutional investors (FIIs) have remained net sellers over the past two years amid India’s premium valuations and an earnings slowdown, Avinash Agarwal, Senior Vice President & Head – Equity at Bandhan Life, believes the tide could turn as India offers a diverse pool of large companies with consistent growth and greater earnings visibility.
Dubai office boom drives commercial real estate growth; transaction value triples in H1 2026
Dubai’s commercial real estate market remained resilient in H1 2026, with transaction value rising 8.5% to AED 65.23 billion. Offices led growth, driven by strong Grade A demand and limited supply, while retail also gained momentum. Investors increasingly favored income-generating assets over land, supporting a positive outlook despite geopolitical tensions and Q2 moderation.
Delayed, Not Denied: India’s BGAI Entry Waits on Market Access
India’s potential inclusion in the Bloomberg Global Aggregate Bond Index remains delayed, not denied, with operational accessibility the key hurdle. Inclusion could attract $15–25 billion in foreign inflows, diversify India’s bond investor base, ease borrowing pressures, and strengthen its global investment appeal. A phased inclusion remains likely, supporting India’s long-term bond-market integration.
Gold regains momentum as weak Dollar, safe haven demand and seasonal buying support prices
Gold prices have surged sharply in August, supported by a weaker U.S. dollar, expectations of monetary easing, geopolitical tensions, and sustained central-bank purchases. Strong Chinese demand and India’s upcoming festive and wedding season add further support. Despite potential short-term corrections, structural factors including reserve diversification, inflation concerns, and de-dollarisation keep gold’s long-term outlook bullish.
Can Skyways Air Services IPO deliver long-term growth for high-risk investors?
Skyways Air Services plans a ₹399 crore IPO to repay debt and fund working capital. The company’s promoter stake will decrease significantly after the initial public offering. Revenue and profits have shown strong annual growth between FY24 and FY26. Skyways Air Services has been the leading air freight forwarder for four years. The issue is […]
India bond yields hit two-month high as rate hike fears intensify
India’s 10-year benchmark bond yield climbed to a two-month high of 6.88% before closing at 6.85%, posting its biggest weekly rise this fiscal. Hawkish MPC minutes, potential rate hikes and escalating West Asia tensions drove cautious sentiment among bond traders.
Memory stocks face headwinds as ‘smart money’ walks out
Memory stocks showed initial promise but are now faltering, weighed down by anxiety surrounding the artificial intelligence market. Sandisk and Western Digital reported declines, while Micron and Seagate experienced modest increases. Despite solid fundamentals and last year’s booming AI infrastructure demand, investors focusing on momentum are shifting their attention to different sectors for potential gains.
Banks ride RBI swap wave to raise $12 billion via overseas debt
This week was the busiest for forex debt issuance by Indian lenders. ICICI Bank, Kotak Mahindra Bank, IDFC First Bank, HDFC Bank and Bank of Baroda together raised a massive $4.4 billion, and the bulk of the proceeds may be used to help fund the leverage for foreign currency non-resident (bank) [FCNR (B)] deposits.