US Stock market: Fed’s Daly says AI, inflation uncertainty clouds interest rate outlook

San Francisco Fed President Mary Daly highlighted that US monetary policy remains slightly restrictive, but the economic outlook is increasingly uncertain. The surge in AI-driven investment and a strong job market are creating complex dynamics. While inflation could persist, slowing growth is also a possibility. Daly stressed the need for careful evaluation of data before…

US Stock Market: Healthcare, momentum bets power hedge funds to strong H1 returns

Equity-focused hedge funds delivered impressive double-digit returns in the first half of the year, outperforming by navigating complex markets and seizing sector-specific chances. While June saw some headwinds from volatile trading, particularly in South Korean stocks, the overall performance highlights skillful stock selection and strategic positioning. Systematic funds also posted gains, though faced challenges from…

US Stock Market: Soft US jobs data eases Fed rate fears, lifts market sentiment

A recent U.S. jobs report, showing slower-than-expected growth and downward revisions, has eased investor fears of persistent inflation and a hawkish Federal Reserve. This cooling labor market data offers relief to equity markets, especially tech stocks, as it reduces expectations for an imminent interest rate hike. Investors now anticipate a more stable economic outlook, potentially…

Forget Nifty50, smallcap index soars up to 200% in 2026. Will the mammoth rally continue?

Indian smallcap stocks are outperforming the Nifty 50, with some indices soaring up to 200% this year. This rally is fueled by improving earnings, strong domestic liquidity, and renewed investor interest in bottom-up stock picking. While some experts see continued growth potential, others caution about rising valuations and suggest large-caps may offer better value. The…

Adani Enterprises increases QIP size to Rs 15,000 crore, draws bumper 3.8x bids

Adani Enterprises successfully upsized its qualified institutional placement to Rs 15,000 crore, attracting bids worth Rs 38,000 crore due to strong investor demand. The funds will fuel capital expenditure for new projects like a PVC plant and road development, alongside accelerating growth in incubation businesses and potentially reducing debt. This significant share sale highlights robust…

Smart investing: 11 stocks that retail investors bought for 3 quarters delivered up to 380% returns

Smart investing paid off for many retail investors who consistently increased their stake in 11 select stocks over three quarters. These companies, spanning diverse sectors like energy, engineering, and technology, delivered impressive returns, with some soaring over 380%. This trend highlights a strategic approach by individual investors, moving beyond mere momentum chasing to achieve significant…