Category: Uncategorized

AI memory demand propels Kioxia to world’s best-performing stock

Japanese memory chipmaker Kioxia Holdings Corp has seen its stock surge by an astonishing 540% this year, becoming the top performer on Japan’s Topix index. This remarkable gain is fueled by the insatiable demand for data storage driven by the AI boom, with Kioxia’s NAND flash memory chips being crucial for AI training and data […]

Analysts see better risk-reward in 2026 even as near-term headwinds persist

Indian equities begin 2026 with cautious optimism, despite liquidity concerns and global uncertainties. Market participants anticipate a better risk-reward balance, with reasonable valuations and projected index gains. Sustained returns will depend on a strong earnings rebound in FY27, following a subdued FY26. Experts suggest staggered investment and diversified equity allocations.

FII flows could return in 2026, markets not pricing in the upside yet: Vikas Khemani

Seasoned investors are prioritizing bottom-up stock selection over broad themes amid market consolidation. Vikas Khemani highlights constructive views on PSU banks and IT services, emphasizing long-term earnings growth and valuation comfort. He expects improved foreign investor flows as global conditions evolve, potentially leading to a market rerating.

Financials, consumption and manufacturing to lead next market upcycle: Vikas Khemani

Veteran market participant Vikas Khemani anticipates a constructive phase for Indian equities in the coming year, driven by converging factors of earnings growth, valuation comfort, and policy support. He believes the market is poised for a rebound after a period of consolidation, with banking, financial services, and consumption-led themes expected to lead the charge.

India set to end 2025 on strong economic footing with high growth, low inflation: Govt

India is poised for a significant economic year in 2025, with real GDP expanding at an 8.2% rate in Q2 FY25-26, a six-quarter high. Inflation remained low, with CPI softening to 0.71% in November, while unemployment dropped to 4.7%. Strong export performance and robust foreign exchange reserves further bolster the economy, now the world’s fourth-largest.

Investing Smarter: Decoding Fundamental vs Technical Market Strategies

Investors navigating global and Indian markets benefit from understanding fundamental and technical analysis. Fundamental analysis identifies strong companies for long-term growth, while technical analysis helps optimise timing in volatile markets. High-net-worth individuals can combine both approaches to enhance portfolio performance and manage risks effectively.

Rupee rises 3 paise to 89.95 against US dollar in early trade

The Indian Rupee saw a slight gain against the US Dollar in early trade today. Strong industrial production data provided support. However, foreign investor selling and rising crude oil prices limited the appreciation. The domestic stock markets also opened lower, influencing currency movements. The Rupee had closed lower on Monday.

MMTC shares decline 5% as gold, silver prices cool off from record levels

Shares of MMTC Ltd fell 4.88% to Rs 67.21 on Tuesday as gold and silver prices retreated from recent highs. The government-owned bullion trader’s performance is closely linked to precious metal trends, with profit-taking and year-end volatility contributing to the stock’s decline, despite a morning rebound in metals.

India bonds tread water before hefty state debt sale

Indian government bonds traded narrowly as a large state debt supply and fading risk appetite weighed on the market. The benchmark 10-year yield hovered near 6.60% amid a widening liquidity deficit, despite the RBI’s bond purchases. Traders anticipate a heavy fourth-quarter debt calendar, potentially setting a record high.