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Global relief wave lifts Indian markets, but FIIs stay cautious

Economictimes.indiatimes.com 

Indian equity indices surged significantly on Wednesday, with the Sensex and Nifty experiencing their strongest single-day gains in years. This rally was fueled by relief over a US-Iran ceasefire, leading to a drop in oil prices and easing inflation concerns. The market capitalization of BSE-listed companies increased by ₹16.1 lakh crore.

Specialised non-bank participants to get entry into term money market

Economictimes.indiatimes.com 

The Reserve Bank of India is opening up the term money market to a wider range of financial institutions, including specialized government-backed entities like Nabard and Sidbi. Previously exclusive to banks and primary dealers, this move aims to refine interest rates and boost market liquidity. Additionally, borrowing limits for standalone primary dealers are being increased.

Stocks in news: TCS, HDFC Bank, ITC Hotels, Hyundai India, Adani Enterprises

Economictimes.indiatimes.com 

Markets surged for the fourth consecutive session, buoyed by favorable geopolitical cues. Key stocks like TCS, HDFC Bank, ITC Hotels, Hyundai India, and Adani Enterprises are in focus due to Q4 results and news developments. Analysts emphasize the need for continued buying and stable crude oil prices for sustained gains.



India urges Iran to speed up oil cargo shipments amid ceasefire window

Economictimes.indiatimes.com 

While the ceasefire may hold for now, a return to normal oil trade could take at least three months due to multiple hurdles, including slow vessel movement, limited ship and insurance availability, loading constraints and production shut-ins, industry executives said.

PE-backed IT companies growing faster, thanks to costs control, ops shifts, say experts

Economictimes.indiatimes.com 

Private equity backed IT firms are growing faster than public market companies. This is due to strong cost control and operational changes. These firms show higher risk appetite and focus on leadership. They are also quicker to adapt to AI-led disruption. This efficiency leads to higher market valuations. Investors are interested in their repeatable revenue and scalability.

ETtech Explainer: Why Anthropic’s new AI model Mythos is a moment of reckoning

Economictimes.indiatimes.com 

Anthropic's new AI model, Mythos, can find thousands of critical security flaws, some decades old. Due to potential misuse, it is not being released publicly. Instead, about 40 companies, including tech giants, are testing it to fix bugs before attackers can exploit them. This development signals a major shift in cybersecurity.

Costly raw materials weigh heavy on D2C luggage companies

Economictimes.indiatimes.com 

New-age luggage startups like Mokobara, Nasher Miles, and Uppercase face financial strain as raw material costs surge 35-50% due to the West Asia conflict. These companies, seeking fresh capital, may need to adjust cost structures, potentially impacting their aggressive customer acquisition strategies and growth projections.

AI startup Nava raises $22 million in round led by Greenoaks Capital

Economictimes.indiatimes.com 

RTP Global and Unicorn India Ventures participated in the round. The company will use the fresh capital to expand its GPU compute and AI data centre capabilities and hire talent. Nava, which is expanding beyond its earlier software-led GPU cloud offering to a vertically integrated model, aims to target enterprises building AI models and applications, offering infrastructure through models such as GPU-as-a-service and bare-metal compute.

Nine companies clear IndiaAI GPU tender-4 tech stage amid costs woes

Economictimes.indiatimes.com 

According to Government e-Marketplace (GeM) tender status data, the qualified bidders include Paradigmit Technology Services, Tata Communications, RackBank Datacenters, Netmagic IT Services, E2E Networks, Yotta Data Services, Cyfuture India, Sify Digital Services and UrsaCompute.

AI drives Indian IT companies to cut US jobs

Economictimes.indiatimes.com 

Indian IT firms are increasing job cuts in the US, with layoffs expected to accelerate due to AI's growing influence and slowing deal-making. Companies are restructuring, impacting onsite employees, especially those tied to large transformation deals. Regulatory filings reveal a significant rise in layoffs in early 2026 compared to the previous year.

US-Iran truce brings respite, but no quick fix for India Inc's supply pain

Economictimes.indiatimes.com 

CEOs express cautious optimism following the US-Iran ceasefire, anticipating a consumer sentiment boost after a month of geopolitical uncertainty. While markets rallied and oil prices dropped, they caution that supply chain disruptions, LPG shortages, and labor migration will take time to normalize, with inflationary pressures persisting.


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