NSE MD and CEO Ashish Chauhan urged companies to prioritize building sustainable businesses and long-term value over solely chasing share prices. He emphasized that market valuation should reflect genuine business performance and growth. Chauhan advised entrepreneurs to focus on their core operations, highlighting that consistent profitability and innovation, even in small improvements, eventually attract market recognition and unlock significant growth opportunities.
Indian issuers, including SBI and BoB, have paused dollar bond plans as investors demand higher yields amid rising supply expectations from India. Recent deals show widening spreads over US Treasuries, prompting issuers to reconsider timing. Banks and PSUs may now turn to loans or wait for calmer global bond markets.
Indian markets navigated a subdued week, ending with modest gains as Nifty hovered near a crucial resistance zone between 24,160 and 24,500. Technical indicators suggest caution, with a decisive move above this hurdle needed to fuel further upside. Investors are advised to maintain a selective approach, focusing on stock-specific opportunities while managing risk diligently. Pharma and Media sectors show relative strength, while Energy and IT lag.
Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade.
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG Electronics, TD Power Systems, and Inox India.
NSE's proposed IPO could value the exchange at around Rs 5 lakh crore, making it one of India's most valuable listed financial institutions. Centrum outlines two scenarios that could shape post-listing performance, with sustained earnings growth supporting premium valuations while regulatory changes and slower derivatives volumes pose key risks.
Bitcoin hovers below $60,000 as investors withdraw from spot ETFs, driven by concerns over rising US interest rates. Major altcoins saw mixed movements, with some gaining up to 4%. Analysts suggest a potential dip to $55,500-$56,000 if Bitcoin breaks key support. The overall market sentiment remains cautious, reflecting a broader decline in risk assets.
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