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South Korea's KOSPI in focus again as global funds pull money from Asia at fastest pace in four years
Korea's Kospi index saw a record one-day drop amid a regional stock selloff. The MSCI Asia Pacific Index fell over 6%, its biggest decline in six years.
Sensex will touch 1,07,000 by December in bull case scenario, cheapest in gold terms: Morgan Stanley
Indian stocks are experiencing a disconnect between market performance and economic fundamentals. Global firm Morgan Stanley sees this as a buying opportunity. They project the Sensex could reach 107,000 by December 2026 in a bull-case scenario. This outlook is supported by improving macroeconomics and supportive government policies.
Banks seek clarity on study loans for GIFT City campus
Banks are asking the government for clear rules on education loans for students at foreign universities in GIFT City. These courses are completed in India, but loans are treated as 'studies abroad'. Lenders want to update the education loan scheme. This includes removing visa requirements for loan approval. The issue was discussed internally and flagged to the government.
Watch | M&M’s Japan agri exit seen as strategic portfolio rationalisation amid rising competition
Mahindra & Mahindra’s decision to exit its agri-machinery business in Japan reflects a broader strategy to streamline operations and focus on stronger, profitable markets, according to LKP Securities analyst Ashwin Patil. He said the Japan unit was likely a smaller, underperforming business facing intense competition, making continued investment less viable. The move aligns with M&M’s past efforts to exit non-core global operations and prioritise high-performing segments.
Watch | Gurmeet Chadha & Devina Mehra on market strategy amid West Asia tensions
Devina Mehra, Founder, Chairperson and Managing Director of First Global and Gurmeet Chadha, Managing Partner & CIO of Complete Circle say geopolitical tensions may trigger short-term volatility but not a lasting bear market. Mehra advises using market dips to deploy cash, noting past conflicts fade from markets and crude spikes are usually temporary. She prefers autos, pharma and select cyclicals. Chadha remains overweight defence, citing opportunities in Solar Industries, Bharat Electronics and Zen Technologies, while also watching refiners amid oil price swings.
Global investors are now chasing this one AI signal in 2026
Julien Lafargue, Chief Market Strategist at Barclays Private Bank, advises investors to focus on geographical diversification this year as prolonged overexposure to US markets begins to shift. While equities remain the main driver of long-term wealth creation, he also sees growing opportunities in alternative strategies that benefit from widening differences across markets and sectors.
Indian drugmaker Sai Life Sciences to boost headcount by about 20% amid global demand upswing
Sai Life Sciences will boost its workforce by over 700 employees next financial year. This expansion supports growing global demand for its services. The company is increasing capacity to meet this demand. New hires will focus on scientific, technical, and management roles. This move reflects a broader trend of global pharma companies expanding in India.
Germany's talent deficit pushes Siemens to make India a key global capability hub, says board member Judith Wiese
With Germany set to lose 15-20% of its workforce, Siemens AG is strategically shifting focus to India. The firm aims to export capabilities from India to meet global talent demands, emphasizing skill-based hiring and AI integration.
Tata Electronics to make Qualcomm Automotive Modules in Assam under new pact with US chip giant
Under the arrangement, Tata Electronics will become part of Qualcomm Technologies’ global network of module manufacturing partners, a move aimed at catering to rising worldwide demand for modular automotive platforms.
Why global capital is looking at India differently this year
India's economic resilience, fueled by digital infrastructure and evolving regulations, is attracting global capital. The latest budget reinforces this, with initiatives like GIFT City offering fiscal clarity and regulatory certainty. This focus on long-term institutional choices and data integrity signals India's readiness for global financial integration, moving beyond 'emerging market' status.
Coke, Mondelez see India as a top priority market
Global giants Coca-Cola and Mondelez have identified India as a key growth market, signaling significant investment and strategic focus. Coca-Cola plans to enhance technology and optimize equity, while Mondelez aims to expand its volume-led growth engine, leveraging its strong local presence and manufacturing capabilities. Both companies see immense potential in the Indian consumer landscape.
Rupee opens marginally stronger against dollar: What is driving the move
The rupee opened at 90.65 per dollar, slightly stronger, as RBI capped gains by selling dollars. Asian currencies weakened, while global focus remains on Federal Reserve policy signals.