
AI Rush and Global Bond Yields Trigger Massive FPI Outflows from India
PwC's Ranen Banerjee explains why foreign investors are pulling money from Indian equities, citing AI trends, bond yields, and high valuations.
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PwC's Ranen Banerjee explains why foreign investors are pulling money from Indian equities, citing AI trends, bond yields, and high valuations.

Hemang Gor of Axis Direct predicts a positive bias for auto stocks while warning of profit booking in IT counters like TCS and Infosys.

Festive demand may ease the decline in India's domestic air passenger traffic this October, according to a new report by Jefferies.

Commerce Minister Piyush Goyal asserts that the India-US trade deal will protect farmers and give India a strong comparative advantage.

Avendus Capital predicts a $3 trillion global AI investment cycle will unlock massive manufacturing growth across six key sectors in India by 2028.

PM Modi visits Gujarat to inaugurate the BBBRC, a French fries plant, and ASRS facility, boosting the dairy sector in Banaskantha.

Truck registrations in India jump 34% in October, while passenger vehicles and two-wheelers dip due to festive timing, per Jefferies.

Kotak Institutional Equities hikes FY27 crude oil price forecast to $100 per barrel citing prolonged supply disruptions in West Asia.

CEA V Anantha Nageswaran urges India to link manufacturing support to export competitiveness to combat global supply shocks and geopolitical tensions.

The Supreme Court rejected Mahua Moitra's plea to force SEBI to publicly disclose the ultimate owners of AIFs and FPIs.

Jefferies raises India's FY27 power demand growth forecast to 9% as generation surges, while warning of tight coal stocks at thermal plants.

Samsung Electronics hits a historic milestone with record quarterly profits driven by surging HBM4 AI chip demand and long-term supply deals.

SBI Securities suggests a USD 20-25 drop in crude oil prices could instantly resolve pressure on Indian equities despite global headwinds.

ESIC extends the New Amnesty Scheme 2025 deadline, allowing employers more time to settle pending court cases and dues without penalties.

NCRTC opens bidding for 2,000+ sq metres of commercial space at New Ashok Nagar Namo Bharat Station to boost commuter convenience and revenue.

Adani Airport Holdings and IHCL partner to develop 8 hotels with 2,000+ rooms in Mumbai, Ahmedabad, Lucknow, and Guwahati.

S&P Global reports a massive jump in corporate debt repayments for lower-rated firms by 2028, raising global refinancing risks.

Jefferies predicts a 15% revenue CAGR for the National Stock Exchange (NSE) through FY29, driven by tech services and new business ventures.

Jefferies suggests an equity LTCG tax cut could attract foreign investors, support the rupee, and benefit large-cap stocks like banks.

Morgan Stanley predicts short-term volatility due to US midterm elections but says long-term economic outlook remains steady.

Fitch Ratings predicts a stable US credit outlook but warns that high interest rates and AI funding needs could pressure lower-rated borrowers.

Sensex gains over 150 points and Nifty stays above 22,730 as investors weigh high crude oil prices and US Federal Reserve policy.

Alphabet reports a massive revenue surge driven by Google Cloud and AI, reaching a half-trillion dollar annual revenue run rate.

Microsoft reports a 19% revenue jump to $92.3 billion, driven by a massive 30% surge in Cloud revenue and strong Azure growth.