US 10-year Treasury bonds hit 19-year high ahead of Fed rate decision

Treasury yields climbed significantly on Tuesday, reaching their highest levels since 2007. Rising oil prices and global inflation pressures are fueling these market movements. Investors anticipate the Federal Reserve will soon implement its first interest rate increase. This potential hike aims to address persistent inflation concerns across the economy. Bond markets worldwide are experiencing similar […]

70% NSE revenue under Sebi shadow: Is F&O risk a key overhang for IPO investors?

NSE’s IPO comes with a strong market position but also a key regulatory overhang, with options contributing nearly 60% of operating revenue in FY26. While Sebi’s tightening of derivatives rules could pressure speculative volumes and transaction income, NSE says its dependence on weekly options has declined. Experts expect activity to shift towards cash equities rather […]

Rs 1.13 lakh crore boom in one corner, a bust in another: What changed in the AI trade?

Indian IT stocks surged as calls for a slower pace of frontier AI development eased concerns over disruption to traditional software services. The Nifty IT Index gained 5% on Tuesday, adding Rs 1.13 lakh crore in market value, while power and infrastructure stocks tied to AI buildout declined sharply, highlighting a shift in investor positioning.