Asia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related technologies. Strong demand for AI infrastructure, coupled with supply constraints, lifted regional markets and helped fund managers uncover opportunities across Asia’s expanding technology ecosystem.
Railway stocks including RVNL, Railtel and Titagarh Rail rose up to 4% after the government unveiled a Rs 16 lakh crore plan to develop seven high-speed rail corridors. The ambitious push, including Delhi–Varanasi and Varanasi–Siliguri routes, is expected to boost rail infrastructure and domestic manufacturing.
IFCI shares surged 27% in two sessions amid rising optimism around NSE’s potential IPO filing. The company’s indirect stake in NSE via SHCIL positions it as a key beneficiary. The proposed listing, expected to be among India’s largest, has reignited investor interest in related stocks.
Investors are changing their strategies in emerging markets. Central banks in Indonesia, Hungary, and Poland are making different moves on interest rates. Traders are watching decisions in the US and Japan. Brazil is expected to cut rates, while Chile may hold steady. This divergence is driven by varied inflation and central bank credibility.
Shapoorji Pallonji Group has reduced its ₹28,500 crore refinancing by ₹3,500 crore and is seeking a two-month extension on ₹14,300 crore of maturing bonds. Delays in debt raising, initially impacted by rising hedging costs, are forcing the conglomerate to negotiate more time with creditors. The refinancing, arranged by Deutsche Bank, is now expected to close later this summer.
India has eased investment rules for foreign individuals and entities in listed stocks, allowing them to invest via the portfolio investment scheme. This move aims to curb capital outflows and strengthen the rupee. Investment limits have been doubled, with new provisions for companies sharing land borders.
Markets globally surged as a tentative US-Iran peace deal emerged, promising to ease inflation and reduce the need for interest rate hikes. Oil prices plummeted on the news, with Brent crude falling significantly. This development offers relief to central banks worldwide ahead of key policy meetings this week.
Gold prices surged over 1% as U.S. and Iranian officials announced a peace deal to end their conflict, halt the U.S. blockade, and reopen the Strait of Hormuz. This development eased inflation and higher interest rate concerns, pushing oil prices down and reducing the likelihood of a December U.S. rate hike.
Also, 23700 is a stiff barrier that had troubled May for several days, and is expected to pose a stiff challenge to further upside. And so will 24,000. In other words, despite the enthusiastic run up on Friday, several hurdles appear in the way of continuation of the same.
RBI’s FCNR(B) and ECB swap windows aim to boost liquidity, stabilise the rupee and ease funding costs for banks. Attractive returns for NRIs and lower hedging costs for lenders create a win-win. Strong inflows could support credit growth, margins and offset persistent FPI outflows from Indian banking stocks.
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