Dollar bears seize on notion of crumbling US exceptionalism

The expanding chorus of greenback bears includes asset managers Invesco and Columbia Threadneedle and hedge fund Mount Lucas Management. On Wall Street, Morgan Stanley and Societe Generale are warning clients that going long the dollar is an overcrowded trade that may not hold up.

Oversold Nifty may see a technical bounce: Analysts

Stocks like HDFC Bank, Bajaj Finance, Hindalco, Ashok Leyland, NTPC, BEL, Chola Finance, JSW Energy, Narayana Hrudayalaya, and SBI Cards look promising on the charts, with potential returns of 5–8%, analysts said.

High F&O rollovers in these stocks signal contrarian bets

After having dropped 32% from the all-time high, stock futures of the consumer goods manufacturer are seeing a bullish build-up. “The stock is now showing signs of a gradual recovery and has reclaimed its short-term moving average, the 20-day EMA (exponential moving average), in the last trading session.

Ex-SoftBank biggie looks to bet big on Shapoorji Group

Rajeev Misra, former SoftBank executive, is planning a significant investment in the Shapoorji Pallonji Group through his venture One Investment Management and a consortium of global funds. The funds will help refinance the group’s high-cost debt, leveraging their stake in Tata Sons.

GST mopup rises 9.1 per cent in February on strong local play

India’s gross GST collections rose by 9.1% year-on-year in February, reaching ₹1.83 lakh crore, reflecting an economic rebound. Domestic transactions surged by 10.2% to ₹1.41 lakh crore, while growth from imports moderated to 5.4%. Experts foresee further increases in GST collections ahead.