Q1 surprise sends jewellery stocks shining 40% in a month. Will the surge last in next quarters?

Indian jewellery stocks saw a 40% surge after strong June quarter business updates. Resilient demand and a shift to organized players supported this sector’s impressive rally. Titan Company reported significant growth in its consumer businesses during the June quarter. Analysts believe demand remains strong and long-term structural tailwinds are intact. The outlook beyond the June…

GE Vernova, Atlanta Electricals among top beneficiaries of India’s transmission expansion

India’s power transmission sector anticipates growth, with new policies supporting domestic manufacturing. Chinese firms can participate, but strict localization rules will ensure local content. Supply constraints in transformers are expected to ease, benefiting grid equipment suppliers. Demand for transmission infrastructure remains strong, especially for high-voltage equipment. GE Vernova and Atlanta Electricals are positioned to benefit…

US Stock Market: SEC tightens disclosure rules for activist investors, raising transparency bar

The US SEC has tightened disclosure rules for activist investors, requiring greater transparency around client identities in key regulatory filings. The new guidance could reshape shareholder activism by increasing disclosure obligations for hedge funds and special purpose investment vehicles, while reigniting debate over investor privacy, corporate governance and campaign financing.

US Stock Market: Inflation gathers pace as tariffs, energy costs and AI investment lift price pressures, says Fed

U.S. inflation accelerated during spring due to tariffs and rising energy costs. The Federal Reserve’s report shows inflation remains significantly above its target. The labor market has largely stabilized, with demand and supply broadly in balance. Economic growth was moderate, supported by artificial intelligence infrastructure investment. Policymakers remain divided on the outlook for future interest…