Market Pulse: Tech and financial shares clawed back after a mixed session, but relentless foreign outflows and a wave of new listings have sapped breadth across most sectors.
Key Movers: Meesho’s retail tranche booked out on Day 1, Aequs is riding aerospace tailwinds as the underdog pick, and Kalshi just earned CNN’s prediction-market partnership.
Macro & Politics: Tariff threats, a still-knotty generative-AI boom and a softening labour market have strategists warning of a cautious 2026.
What’s Next: Watch for follow-through on Meesho and Aequs IPOs, brokerages spinning up metal yanks, and any WTO tariff moves that could shake global supply chains.
Unfiltered Market Commentary
What everyone’s missing is the silent bleed under all the IPO fanfare. Foreign outflows and a relentless torrent of fresh issues are draining liquidity for everything beyond the star headliners. Sandip Sabharwal’s warning about market breadth from The Times of India isn’t just talk—it’s the canary in the coal mine, and ignoring it could cost you big time.
If you squint past the buzz around Kalshi’s CNN coup and the early IPO prep at Anthropic, you’ll see a bigger story: the AI spending splurge colliding with tariff theatrics and labour softness. These forces, outlined in Decrypt and The Times of India, aren’t operating in isolation—they’re shaping the broader narrative for risk assets in a damn unpredictable 2026.
Your playbook? Tighten risk models, lean into proven yield stories and liquid picks. Embassy REIT’s Bengaluru acquisition is a textbook example of strategic growth, and metals calls from BusinessLine could offer a hedge. Keep your guard up and let headlines fuel your research, not your portfolio.
📈 Breaking Financial News
Polymarket Rival Kalshi Becomes CNN's Official Prediction Market Partner As Valuation Touches $11 Billion
Kalshi said on Tuesday that it will become news channel CNN’s official prediction markets partner, as the Polymarket rival hit a valuation of $11 billion after its latest funding round. Kalshi Data-Powered News Amid New Funding Accessible to CNN's newsroom, …
Embassy REIT steps up growth push with Rs 852-crore Bengaluru acquisition, sharpens portfolio expansion strategy
The enterprise valuation comes in at a discount to the average of two independent assessments, underscoring the attractiveness of the deal. The acquisition is both DPU- and NOI-accretive, reinforcing Embassy REIT’s position as one of the world’s leading offic…
Anthropic Starts Early IPO Prep Ahead of Possible 2026 Debut: Report
Anthropic is reportedly exploring a public market debut while chasing a new funding round that could push its valuation past $300 billion.
Meesho, Aequs or Vidya Wires? Analysts' top IPO pick is not the one with highest GMP
Analysts favor Aequs as the top IPO pick for long-term investors, citing its balance of growth, clarity, and valuation. While Meesho leads in unofficial market buzz with a higher GMP, Aequs offers tangible visibility to profitability within 12-24 months, maki…
Sun Pharma shares in focus after board approves Rs 3,000 crore investment
Sun Pharma's subsidiary will invest Rs 3,000 crore in a new manufacturing facility in Madhya Pradesh. The company also launched its innovative drug Ilumya® in India. Despite a premium valuation, technical indicators suggest a generally bullish trend for the …
The Cross-Chain Giant Set for 1,000%+ Gains As crypto markets surge post-tariffs
Its transaction volume is skyrocketing across all major blockchains while its price remains suppressed as retail has yet to discover it – creating a coiled spring ready to release. Breaking: Access our urgent research on this cross-chain opportunity for just $3!
🔍 Market Analysis & Insights
Meesho IPO Day 1 sees strong demand: Retail portion fully booked, GMP at 44%
Meesho’s Rs 5,421-crore IPO saw a strong start, with retail investors fully subscribing within the first hour while overall subscription reached 42% by 11:20 AM. The GMP of Rs 49 signals an expected listing near Rs 160. Analysts highlight Meesho’s rapid user …
Hotels enter multi-year growth cycle; Indian Hotels, Lemon Tree top picks: Sandip Sabharwal
Market strategist Sandip Sabharwal sees selective consumption opportunities despite uneven market participation, favoring steady FMCG names like Dabur and Godrej Consumer, alongside niche plays like Wonderla Holidays. He believes inflation data supports an RB…
Foreign outflows and IPO frenzy draining market breadth, says Sandip Sabharwal
Despite Nifty's record highs, market sentiment has cooled due to weak broader participation. Expert Sandip Sabharwal highlights relentless foreign selling and a massive IPO pipeline absorbing domestic liquidity as key drivers. While foreign investors are exit…
Aequs: An underdog IPO at the heart of India's $3 billion aerospace tailwind
Aequs, a niche aerospace manufacturer, is attracting attention with its Rs 922 crore IPO amid strong growth in India’s aircraft component sector and shifting global supply chains. Analysts highlight its advantage from timing, positioning, and long-standing re…
AI boom, tariffs and a softening labour market shape a cautious 2026 outlook
Wall Street remains largely bullish for 2026, but optimism is tempered by an unusual economic scenario unseen in over 60 years. Despite the AI investment boom driving capital spending, it hasn’t boosted job creation, creating an unprecedented mix of strong ma…
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💰 Investment Opportunities
NZ sharemarket lifts as dairy stocks gain – Market close
The NZ sharemarket rose late in the day, with gentailers and dairy stocks making gains.
Brokerages turn bullish on metals as non-ferrous leads Q2 beat
India’s metals sector is riding a wave of optimism after a strong second-quarter performance in FY26, with brokerages projecting robust growth through the remainder of the year even as corporate capex slows.
Why acquisitions don’t always work for startups
From Byju’s to Zomato, India’s startups have often spent big to grow fast, but not all acquisitions deliver the promised scale or value.
Does Macquarie rate AUB Group shares a buy after the deal fell through?
The AUB Group takeover deal is dead, but the business is very much alive, with Macquarie still seeing good value in the company.
Claude AI chatbot maker Anthropic planning IPO in 2026, says report
Anthropic, the artificial intelligence startup backed by Alphabet's Google and Amazon.com, has hired the law firm Wilson Sonsini to prepare for an initial public offering that could take place as early as 2026, the Financial Times reported on Tuesday.
Congress to feature Trump on $100 Bill?
A shocking new plan was just introduced in Washington. The idea is to celebrate Trump's new “golden age” by placing him on the $100 bill. As you'll see, it has little to do with the new Crypto Reserve… Or Trump's ambitious plan for Artificial Intelligence… Former Presidential Advisor, Jim Rickards says, “Trump's crowning achievement will be much, much bigger.” In the months ahead, he predicts, the government will release a massive multi-trillion-dollar asset which it has held back for more than a century. And this will give ordinary investors a chance to strike it rich. Click here to see the full details.
