Global Market | Global cash is fuelling LatAm stock rally
Latin American stocks are experiencing their strongest investor inflow in a decade, propelling markets in Brazil, Colombia, and Mexico to multi-year highs. This surge, driven by anticipation of policy shifts and potential interest rate cuts ahead of presidential elections, has pushed the MSCI EM Latin America Index to an eleven-year peak.
Some short covering likely, but tariff flip-flop to weigh
Indian markets approach Monday with cautious optimism following a US Supreme Court ruling on tariffs. While new levies are lower than initially feared, ongoing trade uncertainties and geopolitical tensions with Iran are expected to temper any significant gains. Analysts anticipate a modest rally, with investors now focusing on earnings and currency movements for future direction.
Bearish bets on local IT counters surge as AI fears spook investors
Indian IT stocks face increased bearish bets. Traders are positioning for future declines, with significant open interest build-up in IT stock futures. This trend intensifies following AI automation tool launches. The sector’s growth trajectory is under scrutiny. Investors are closely watching upcoming contract expiries for further directional cues.
IDFC First points to connivance of staff and outsiders in branch fraud
IDFC First branch fraud case: The transactions were executed using forged cheques and manually carried out at the branch, managing director and chief executive V Vaidyanathan told ET.
RBI likely to infuse Rs 5 lakh crore into market in FY27
Economists anticipate the Reserve Bank of India will inject at least ₹5 lakh crore through liquidity operations next fiscal year. This move aims to balance a significant supply-demand imbalance in the bond market, facilitating effective transmission of past rate cuts and controlling borrowing costs amid substantial issuances.
Bulls may lose vigour near 26,000; support at 25,200: Analysts
Nifty is poised for a range-bound week, facing strong support near 25,200. Analysts suggest gains may be limited around 25,650. Traders are advised to watch for a decisive breakout. Specific stock recommendations include Bajaj Finance, Dixon Technologies, Bharat Electronics, Tata Steel, Navin Fluorine, and Colgate Palmolive. Strategies focus on navigating this anticipated market movement.
REITs, InvITs to play larger role in enhancing portfolio returns: Radhavi Deshpande
Radhavi Deshpande of Kotak Mahindra Life Insurance says REITs and InvITs offer stable cash flows and portfolio diversification, while fixed income is anchored to asset-liability matching amid rate-cycle uncertainty. For FY27, she sees selective opportunities in large-cap financials, industrials, and consumption, emphasizing earnings quality, capital efficiency, and risk-adjusted returns over momentum or liquidity-driven plays.
M-cap of six of top 10 most valued firms climbs Rs 63,000 crore; L&T, SBI biggest gainers
Top Indian firms saw a significant market valuation surge last week, with Larsen & Toubro and State Bank of India leading the gains. Six of the top-10 valued companies collectively added over Rs 63,000 crore, while others experienced a decline in their market capitalization.
IPO frenzy returns!
Primary markets are set for one of the busiest weeks of 2026 with nine IPOs, spanning mainboard and SME platforms, opening for subscription. Grey market trends indicate potential listing gains of up to 36%, though premiums remain selective and largely concentrated in a few SME names. Here is a snapshot of what investors are tracking.
Tiny Titans
In FY26, 10 penny stocks have posted sharp gains, delivering returns ranging from 50% to as high as 205%. Notably, four of them have emerged as multibaggers. These standout performers were selected based on specific criteria: a market capitalisation below Rs 1,000 crore, a share price under Rs 20, and a minimum recent trading volume […]