Market News

India Bond Yield Curve Flattens Amid RBI Rate Uncertainty

Indian bond yields are flattening as the Reserve Bank of India's potential interest rate increases push shorter-term yields higher, while strong institutional demand supports longer-term government securities amid lower state debt issuance. The divergence reflects market uncertainty over central bank policy direction and shifting investor preferences for duration.

India bond investors flee after RBI signals hawkish stance

The Reserve Bank of India's recent policy minutes signaled a hawkish tone, prompting investors to dump domestic bonds amid concerns of potential interest rate hikes. Rising oil prices compounded the selling pressure as policymakers indicated readiness to tighten monetary policy if inflation pressures intensify.

Sebi Eases FPI Onboarding With Digital Power of Attorney

India's Securities and Exchange Board (Sebi) has streamlined foreign portfolio investor onboarding by allowing digitally signed power of attorney documents, eliminating notarization and consularization requirements. The regulatory change, effective August 20, 2026, is intended to simplify procedures for overseas investors and support Sebi's digital transformation agenda.

US Futures Subdued as Bond Yields Rebound; Walmart Slides Post-Results

US stock futures traded with muted momentum as bond yields climbed, while Walmart shares declined following the release of its latest financial results. The movements reflect ongoing sensitivity to interest rate expectations and corporate earnings performance in the current market environment.

Adani Enterprises Targets Nifty 50 Index Inclusion in Recovery Push

Adani Enterprises is positioning itself for potential inclusion in India's Nifty 50 index as part of what reports describe as a significant comeback for the Adani group. The development signals renewed market confidence in the conglomerate following earlier challenges.

Indian equities snap losing streak as Nifty gains, Sensex rises 628 points

Indian stock markets rebounded on Thursday, with the Nifty index gaining 0.64% and the Sensex surging 628 points, ending a seven-session losing streak amid easing global bond yields. Market breadth improved while analysts flagged 24,100-24,000 as key support levels and 24,300 as immediate resistance for the Nifty.

T. Rowe Price Emphasizes Diversification for Long-Term Growth Stock Selection

T. Rowe Price has highlighted broad diversification as the primary principle for selecting growth stocks in long-term investment portfolios. The investment firm stressed that spreading exposure across multiple sectors reduces risk since no investor can reliably predict which industries or companies will outperform over five to ten year horizons.

Jefferies Favours Two-Wheeler Stocks Over Four-Wheeler Makers

Jefferies has shifted its preference toward two-wheeler stocks over passenger vehicle manufacturers, citing stronger volume growth and resilient margins in the two-wheeler segment. The brokerage has downgraded major four-wheeler makers including Tata Motors Passenger Vehicles and Hyundai Motor India due to rising competition and weaker earnings outlooks.

Rupee Holds Narrow Range as RBI Maintains Stability Support

The Indian rupee traded within a confined range on Thursday, supported by Reserve Bank of India interventions that limited global market influences. Speculative positioning remains cautious with traders watching for depreciation signals, while elevated oil prices and potential inflation concerns could prompt future rate adjustments.

Bitcoin Approaching Bottom, Says Bitwise CIO Matt Hougan

Bitwise's Chief Investment Officer Matt Hougan indicated that Bitcoin may be nearing a market bottom, citing reduced trading activity and limited seller pressure as supporting factors. The assessment came as Bitcoin traded near $71,647, with Hougan expressing optimism about potential upside volatility and year-end performance.

Mom's Belief Operator Files IPO Papers to Fund 319 New Therapy Centers

Rays of Belief, operating as Mom's Belief, has filed its Draft Red Herring Prospectus with India's securities regulator for a public offering comprising up to 52.30 lakh fresh shares. The company plans to use IPO proceeds to establish 319 additional child therapy centers while expanding its existing network of neurodevelopmental disorder treatment facilities.

Treasury Bond Buybacks Complicate Fed's Path to Price Stability

The U.S. Treasury has doubled its planned buybacks of longer-dated government debt to at least $4 billion per operation, according to reports, which eases pressure on long-term bond yields. The move raises questions about the Treasury's growing influence on financial conditions and potential complications for the Federal Reserve's monetary policy strategy.

SK Hynix shifts employee bonuses to stock as chip demand surges

SK Hynix has agreed to redirect 60% of employee bonuses into company shares and deferred stock compensation while offering workers a 6.3% wage increase, according to the tentative wage agreement. The move reflects the chipmaker's strategy to balance rising compensation costs with cash management during the current AI-driven demand cycle.

Zerodha's Kamath Urges Fintech Leaders to Rethink Trading Strategy Amid AI Disruption

Zerodha founder Nithin Kamath has called on fintech entrepreneurs to fundamentally reconsider their approach to trading and investing as artificial intelligence and regulatory changes reshape financial markets. The remarks underscore growing industry acknowledgment that traditional brokerage models face pressure to evolve, with Rainmatter continuing to expand its fintech investment portfolio.

BSE Shares Fall 3% on NSE Self-Trading Platform Report

BSE share prices declined over 3% from intraday highs following reports that NSE may seek regulatory approval to trade its own shares on its proprietary platform after its planned BSE listing. The potential shift could redirect trading volumes away from BSE, pressuring the exchange's market position and liquidity metrics.

Bitcoin Surges 11% to $71K, Crypto Market Cap Gains $190B

Bitcoin jumped 11% to reach a two-month high above $71,000, adding approximately $190 billion to the overall cryptocurrency market capitalization. The rally was driven by renewed crypto support from Donald Trump, alongside strong ETF inflows and a significant unwinding of short positions, with Ethereum and major altcoins also participating in the gains.

India's Real Estate Market Splits: Commercial Surge vs Residential Affordability Woes

India's commercial real estate sector is experiencing robust leasing demand and declining vacancy rates, driven by Global Capability Centres and flexible workspace operators, while the residential market faces ongoing affordability pressures. The commercial strength is benefiting Real Estate Investment Trusts with attractive yields, supported by anticipated tax reforms that could further boost property prospects.

Druckenmiller: Liquidity, Not Fundamentals, Drives Markets

Legendary investor Stanley Druckenmiller emphasized that liquidity—the availability of money and credit—is the primary force moving asset prices, according to reports. The insight underscores why traders monitor cash flow conditions alongside traditional economic metrics like earnings and inflation.

Young Indian crypto investors sell more as older cohorts buy and diversify

According to CoinSwitch's Q2 2026 report, younger Indian investors are driving crypto adoption but selling more frequently, while older investors show stronger buying conviction and more diversified portfolios. Bitcoin remains the dominant cryptocurrency choice across major markets, with trading activity peaking during evening hours and participation expanding beyond traditional Indian financial centers.

European shares flat as oil prices offset bond market relief

European equity markets traded sideways on Thursday as gains from improved bond market conditions were negated by rising crude oil prices and persistent inflation concerns. German bond yields reached 15-year highs while travel and mining stocks declined, reflecting broader market tensions between fixed income stabilization and energy-driven inflation pressures.