Indian electrical equipment stocks rebounded, gaining up to 6% after global brokerage Nomura labelled the recent sell-off an “overreaction.” Nomura highlighted that Chinese firms, granted a two-year tender exemption, historically secured minimal market share. They also noted capacity constraints among these firms, suggesting the exemption is a temporary measure, not a policy shift, thus limiting…

Despite a weak first half for benchmark indices, India’s midcap stocks outperformed, driven by resilient domestic inflows, stronger earnings and sectoral tailwinds. Analysts expect the momentum to continue, although elevated valuations, geopolitical risks, crude oil prices and the sustainability of domestic fund flows remain key factors to watch.

The Nifty Bank index rose over 400 points on Monday as gains in HDFC Bank, IndusInd Bank and ICICI Bank outweighed a sharp decline in Kotak Mahindra Bank. Investors reacted to first-quarter business updates, with HDFC Bank emerging as the top gainer after reporting healthy growth in advances and deposits.

Foxconn reported a better-than-expected 39.8% year-on-year jump in second-quarter revenue, driven by strong demand for AI servers and cloud networking products. The world’s largest contract electronics manufacturer also posted record June revenue and expects further growth in the third quarter despite macroeconomic uncertainties.

Global markets are expected to be driven this week by the Federal Reserve’s meeting minutes, the NATO summit, oil price movements, the start of the US earnings season, and key economic data from Europe and Asia. Investors will also monitor central bank decisions and inflation trends for signals on the global economic outlook.

South Korea’s SK Hynix is poised for a massive US listing, aiming to raise around $29 billion to capitalize on booming AI demand. Despite a 5% dip on Monday, the chipmaker’s shares have soared this year, driven by its crucial role in supplying AI systems. This blockbuster offering, set to be one of the world’s…

Standard Chartered has teamed up with BlackRock to introduce a new investment fund for Asia Pacific. This multi-asset offering, named Signature Select APAC Allocation Plus, aims to provide investors with diversified exposure across equities, fixed income, and alternative assets. The fund targets long-term growth and income, and will be available to wealth management clients in…

Sandisk has become the S&P 500’s top-performing stock in the first half of 2026, driven by booming AI-related memory demand and disciplined supply conditions. While recent profit-booking triggered a pullback, analysts remain optimistic about its long-term prospects, supported by strong NAND pricing, enterprise SSD demand and multi-year customer agreements.

Electric scooter maker Ather Energy is reportedly planning a significant share sale, aiming to raise to $200 million from institutional investors as early as next week. Appointed banks HSBC, Axis Capital, and Nomura are managing the placement.

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