Market news, without the noise

Ashish Kacholia, Mukul Agrawal see over 70x returns from ESDS Software Solution's rally - Moneycontrol.com

RBI may shift govt borrowing towards shorter tenures in H2

The RBI is expected to tilt the government’s borrowing towards shorter-tenure bonds in the second half of FY27 as surplus banking liquidity remains elevated. Traders expect short-term securities to account for 35% of borrowing, up from 31% in the first half, while strong demand for 5-7 year bonds could shape issuance.

Wall Street futures decline up to 1% as oil prices rise - Moneycontrol.com

IIP growth rebounds to 8% in Aug-26, mining sector contracts

India's 4G smartphone shipments set to grow 3% in 2026 despite market slump

AI in portfolio management: How technology is reshaping the manager’s role

Artificial intelligence is reshaping investment research and portfolio management, from screening stocks and analysing data to identifying patterns and monitoring risks. At the ET Alpha Wealth Summit 2.0, leading investment professionals will discuss AI’s growing role in decision-making, its potential to improve invest

Quote of the day by Howard Marks: "Memory – and the resulting prudence – always comes out the loser when pitted against greed"

Howard Marks’ quote highlights how greed can overpower investors’ memories of past market downturns. Rising prices, optimism and fear of missing out can weaken prudence, making disciplined risk assessment and lessons from previous cycles easier to overlook.

IPO frenzy attracts FPIs, even as stock selling hits ₹25,682 crore in September: Will trend continue? Experts weigh in

FPI outflows totaled ₹2,41,572 crore in 2026, with distinct trends in stock preference. While FPIs sold large-cap stocks, they increasingly invested in mid- and small-cap stocks and IPOs, revealing a selective investment strategy amidst broader market pressures.

Bitcoin hovers around $82,000 after $2.4 billion in weekly ETF inflows as Q3 gain hits 43%

Bitcoin trades around $82,000 after US spot Bitcoin ETFs attracted roughly $2.39 billion last week, their strongest weekly inflows since October 2025. Analysts point to sustained institutional demand, accumulation and short-term correction risks as the cryptocurrency consolidates.