- Short-term negative for emerging markets like India: The new Fed Chair (Kevin Warsh) wants to shrink the Fed’s balance sheet rather than expand it, meaning no more QE printing and no more easy money. This could create temporary pressure on emerging markets through: 1). Capital outflows from equity markets. 2). Weakening currencies, with the rupee under pressure. 3). Higher bond yields as global rates remain elevated. Warsh’s goal is to reduce inflation through monetary discipline. If successful, lower global inflation could eventually stabilize currencies, normalize bond yields and restore investor confidence. However, this depends on whether inflation cools without triggering a global recession.
- One-year stock market returns (May 2026): South Korea: +180–190%. AI memory super cycle (Samsung, SK Hynix). Taiwan: +89–99%. TSMC-led semiconductor boom. Japan: +66–67%. Weak yen + corporate reforms. Pakistan: +59%. Rate cuts, IMF reforms, retail participation. Vietnam: +46–51%. FDI surge + manufacturing growth. Brazil: +35%. Commodities + valuation re-rating. USA: +26.8%. AI + Big Tech earnings dominance. China: +24.9%. Stimulus + sentiment recovery. Kuwait: +9.4%. Stable oil-driven resilience. India: -4.9%. High oil impact, FPI outflows, slower earnings. Highest STT & long- term capital gain tax on FFIs & NRIs.
- Hard-earned money deserves respect. Investment decisions should never be based only on random YouTube videos, Facebook reels or sensational social media content. For many creators, attention-grabbing content is a business model where the focus is views and monetisation, not financial wellbeing. Long-term wealth creation is usually built on discipline, patience, common sense, asset allocation and consistency rather than chasing tips. Successful investing is often simple, but not easy: 1). Avoid emotional decisions. 2). Stay consistent. 3). Ignore unnecessary noise. 4). Focus on fundamentals. In finance, protecting capital is equally important as growing it. Before investing, always ask whether the decision is based on logic and financial goals or temporary excitement created by content consumption.
- Debt-free Denta Water and Infra Solutions delivered strong 9MFY26 performance with revenue rising 31% to Rs.195.07 cr. and EBITDA growing 34% to Rs.70.85 cr. It secured Rs.106 cr. Karnataka water infrastructure orders, strengthening execution visibility. Promoters hold 71.91%. Stock looks attractive at Rs.279 v/s 52-week high of Rs.479. FY26 results on 25th May 2026.
- Hester Biosciences posted 974% higher Q4FY26 PAT of Rs.165.46 cr. and increased dividend to 110% from 70%. Capacity expansion, vaccine commercialization and export focus support long-term growth. Stock looks attractive at Rs.1875 and may surpass its 52-week high of Rs.2347.
- Himadri Specialty Chemical increased investment in Australian battery technology firm Sicona through convertible notes.
- HFCL secured USD 11.07 million export order for optical fibre cables to be executed by August 2026. Just keep on track.
