Hitachi Energy emerges as potential ‘buy’ on strong order inflows, earnings visibility

Hitachi Energy shares have surged significantly this year on robust revenue growth. The company secured new orders for battery storage and data centers. Its substantial order book provides a strong near-term earnings driver. Future growth is anticipated from high-voltage direct current projects and capacity expansion. Analysts have revised price targets upwards, reflecting strong future prospects.

Gold treads water ahead of US nonfarm payrolls report

Gold prices held steady during the early hours of Thursday’s Asian trading. Investors are closely monitoring the upcoming U.S. nonfarm payrolls data, as it may impact the Federal Reserve’s policy directions. Additionally, ongoing geopolitical tensions in the Middle East are adding to market volatility. Other precious metals displayed varied performance as trading commenced.

Global bond slump looks painful, but its nothing like the 2022 rout

Global bond markets are experiencing a selloff, though less severe than four years ago. Current yield increases are smaller, providing some market reassurance and new opportunities. Heavy government spending and AI financing are adding pressure to bond markets. Higher yields offer investors a better income cushion against falling prices. Bond yields may still rise due […]

MSCI to drop Swiggy from global indices on September 7

Global index providers MSCI and FTSE are set to revise Swiggy’s index treatment shortly. MSCI is removing Swiggy from global indices, which will lead to considerable passive outflows. Additionally, FTSE has modified Swiggy’s investability weight due to foreign ownership limits. Together, these alterations are projected to trigger passive outflows surpassing $350 million, causing Swiggy shares […]

Happiest Minds shares fall for 5th day as merger concerns weigh

The stock of Happiest Minds Technologies has experienced a significant downturn due to uncertainty related to the ITC Infotech integration. Promoters will cash in, whereas minority shareholders are set to receive shares in the merger. The merger is expected to enhance long-term profitability. Yet, HDFC Securities has downgraded the stock, pointing out the lack of […]

Multi-asset funds score big as gold, REITs and InvITs boost returns

Multi-asset funds have outperformed the Nifty over recent one and three-year periods. Strong returns from precious metals and REITs aided this category’s performance. These funds offer flexibility to shift allocations based on market conditions. Retail investor interest has surged, making them a fast-growing mutual fund category. Fund managers’ track record in rebalancing assets is crucial […]

ICICI Bank raises $17.9 billion through FCNR(B) window, boosts lending liquidity

ICICI Bank secured approximately $17.88 billion via the RBI’s special swap facility. This mobilization provides the bank with substantial foreign-currency funding for loans. Loans extended against these deposits and supported by SBLCs reached over seventy percent. Indian banks collectively gathered $65.4 billion through FCNR(B) deposits by August twenty-first.

Small finance banks’ asset quality to improve, GNPA to drop by 120 basis points by March 2027: Crisil

Small finance banks anticipate improved asset quality this financial year. Gross non-performing assets are projected to decline significantly by March 2027. This improvement stems from microfinance portfolio recovery and stable non-microfinance growth. Tighter underwriting practices have strengthened borrower selection in microfinance portfolios. Borrower over-indebtedness caused past credit stress in microfinance books.