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Modi govt to pitch ‘Telangana Rising – Vision 2047’ at Global Summit

Modi govt to pitch ‘Telangana Rising – Vision 2047’ at Global Summit
Telangana’s deputy CM Mallu Bhatti Vikramarka confirmed that the December 8–9 Global Summit at Bharat Future City will spotlight the “Telangana Rising – Vision 2047” document. The two-day event will invite global investors, industrialists, and diplomats to explore the state’s long-term infrastructure, manufacturing, and sustainability goals. 
 The session aims to align Telangana’s three-trillion-dollar vision with future-ready urban projects, spatial planning, and inclusive growth, positioning the state as a global investment hub.
Companies:
  • CREDAI
  • ASSOCHAM
Tags:
  • global
  • india
positive

India approves ₹450.6B export-support package amid U.S. tariff squeeze

India approves ₹450.6B export-support package amid U.S. tariff squeeze
India’s Union Cabinet sanctioned a ₹450.6 billion (US$5.1B) aid package to support exporters hit by recent U.S. tariffs. The plan includes ₹200 billion in credit guarantees for collateral-free loans and ₹250.6 billion over six years for trade finance and promotion. 
 Labor-intensive sectors like textiles, jewellery, and leather are expected to benefit the most, as the government aims to help them navigate higher U.S. duties and access new markets.
Tags:
  • economy
  • india
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neutral

Stablecoin rules and global fragmentation: what GENIUS Act means for cross-border payments

Stablecoin rules and global fragmentation: what GENIUS Act means for cross-border payments
With the GENIUS Act setting a U.S. standard for payment stablecoins - requiring transparent reserves, audits and strong custody - industry players see clearer compliance paths for domestic issuance. However, policy experts warn that divergent rules across jurisdictions could complicate cross-border use cases and interoperability. Payments teams and global wallets will need to adapt technical rails and legal wrappers to satisfy varying onshore rules. 
Central banks and standard-setting bodies are expected to accelerate talks on mutual recognition and supervisory cooperation.
Tags:
  • crypto
  • payments
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neutral

Markets digest SoftBank’s reallocation as investors reassess AI winners

Markets digest SoftBank’s reallocation as investors reassess AI winners
Market participants are parsing the broader implications of SoftBank’s documented reduction in Nvidia exposure, with analysts saying the sale underscores a rotation from concentrated hardware winners to platform and services investments in AI. 
The reallocation has prompted some profit-taking in chip and hardware suppliers and lifted interest in platform-oriented AI plays. Strategists recommend watching liquidity and options activity to determine if the move is an isolated rebalancing or signals a broader de-risking among large investors.
Companies:
  • SoftBank
  • Nvidia
Tags:
  • markets
  • investing
neutral

SoftBank pivots capital toward OpenAI and large AI bets after Nvidia sale

SoftBank pivots capital toward OpenAI and large AI bets after Nvidia sale
Following the Nvidia stake sale, SoftBank signalled a strategic pivot to broaden investments in OpenAI and other AI initiatives. The company said proceeds will help fund new AI infrastructure and partnership initiatives, including a $500bn collaborative AI initiative announced earlier this year. 
 SoftBank’s management framed the move as reallocating from a matured hardware winner to platform and services plays where they expect longer-term capture of AI value chains. Investors will look for details on announced deployments and partnership terms.
Companies:
  • SoftBank
  • OpenAI
Tags:
  • startups
  • ai
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negative

Wall Street Slips After SoftBank Sells Entire Nvidia Stake

Wall Street Slips After SoftBank Sells Entire Nvidia Stake
U.S. markets turned volatile after SoftBank disclosed it sold its entire stake in Nvidia, triggering a sharp 2% drop in Nvidia shares. The sell-off weighed on broader AI-led names and sparked caution over lofty valuations. Investors’ hopes of a December rate cut have dimmed slightly, adding to the jittery tone. 
The fading risk-on mood reflects rising concern that AI-driven earnings may already be priced in, especially if macro conditions turn unfavourable.
Companies:
  • Nvidia
  • SoftBank
Tags:
  • stocks
  • us
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Will global PMIs stay >50 for 3+ months?

positive

Capillary Technologies IPO Allotment Finalized, Shares to List on Nov 21

Capillary Technologies IPO Allotment Finalized, Shares to List on Nov 21
Capillary Technologies' IPO allotment was finalized on November 19, 2025, with a Grey Market Premium (GMP) hovering around ₹63, indicating a premium listing expected on November 21. The IPO received a massive response, with subscription oversubscribed 53 times, reflecting strong demand across retail, QIB, and NII categories. The market is keenly awaiting the listing, and analysts expect Capillary’s tech-driven business model to attract attention from institutional and retail investors alike. The company aims to raise ₹3,500 crore through this public offering.
Companies:
  • Capillary Technologies
Tags:
  • Capillary Technologies
  • IPO
neutral

What is digital gold #discvrai #gold #goldprice #investing

What is digital gold #discvrai #gold #goldprice #investing

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neutral

Earth Summit 2025 begins in Hyderabad with focus on rural tech and finance

Earth Summit 2025 begins in Hyderabad with focus on rural tech and finance
The Earth Summit 2025 opened at HITEX, Hyderabad on 20 November, convening policymakers, industry leaders, NGOs and startups to discuss rural innovation, ag-tech, finance and climate action. 
Organised by NABARD and IAMAI, the two-day summit expects 10,000+ delegates, 500+ speakers and showcases hackathons, investor-startup programmes and masterclasses aimed at accelerating digital public infrastructure and financing for rural MSMEs. Officials say the summit will feed into regional events in Gandhinagar (Dec 5–6) and a national conclave in New Delhi in 2026.
Tags:
  • global
  • india
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neutral

RBI keeps repo rate steady and lifts FY26 growth outlook to 6.8 percent

RBI keeps repo rate steady and lifts FY26 growth outlook to 6.8 percent
The Reserve Bank of India kept the repo rate unchanged at 5.5% while announcing its largest regulatory overhaul in a decade. The framework focuses on stronger consumer protection, improved credit flows for acquisitions, and steps toward greater rupee internationalisation.
 RBI simultaneously raised its FY26 GDP growth forecast to 6.8%, citing resilient domestic demand and stable inflation. Policymakers noted that further decisions will depend on evolving liquidity, global rate paths, and capital flows.
Tags:
  • economy
  • india
neutral

GENIUS Act creates U.S. stablecoin framework as global coordination calls increase

GENIUS Act creates U.S. stablecoin framework as global coordination calls increase
The GENIUS Act - now enacted in the U.S. - establishes comprehensive rules for payment stablecoins, requiring robust backing, audits and issuer transparency. The law narrows legal uncertainty for domestic stablecoin issuers while setting conditions for foreign firms seeking U.S. market access. 
Observers say the Act boosts consumer protection and could spur institutional adoption in payments, but it also raises questions on cross-border coordination as regulators in the EU, Hong Kong and other markets design parallel rules.
Tags:
  • crypto
  • us
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neutral

Asian equities drift lower as investors await U.S. inflation and jobs data

Asian equities drift lower as investors await U.S. inflation and jobs data
Asian markets opened cautiously as investors positioned ahead of critical U.S. inflation and payroll data due this week. Regional indices saw softening in growth-sensitive sectors such as technology and discretionary stocks, while energy names reacted to softer crude prices. 
Traders cited uncertainty about the timing of Fed cuts and the durability of AI-led earnings upgrades. Local currency moves and FII flow signals will be watched closely to gauge if the risk-off mood broadens.
Tags:
  • markets
  • asia
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Will crude >$95 derail India equities in H1 2026?

positive

xAI in Talks to Raise $15 Billion at $230 Billion Valuation

xAI in Talks to Raise $15 Billion at $230 Billion Valuation
xAI, the artificial‑intelligence startup founded by Elon Musk, is reported to be in advanced negotiations to raise $15 billion in fresh equity funding at a valuation of around $230 billion. The figure would more than double its valuation from approximately $113 billion earlier in 2025. The financing round comes amid xAI’s aggressive push to build out large‑scale AI infrastructure, including a planned Colossus supercomputer in Memphis and expanded data‑centre footprint, positioning it as a serious rival to other major AI players.
Companies:
  • xAI
Tags:
  • xAI
  • Elon Musk
neutral

Market outlook this week. #discvrai #market #education #trading #growth

Market outlook this week. #discvrai #market #education #trading #growth

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FSB warns of systemic risk from private credit and stablecoins

FSB warns of systemic risk from private credit and stablecoins
The Financial Stability Board has identified private-credit markets and stablecoins as key sources of systemic risk in its 2026 regulatory agenda. Rapid growth in non-bank lending, lack of transparency, and cross-border regulatory gaps are raising red flags.
The FSB is also monitoring valuation bubbles in AI-linked stocks and overall non-bank leverage. Regulators are calling for better data sharing and robust macro-prudential tools to manage vulnerabilities ahead of financial instability.
Tags:
  • global
  • economy
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Top driver for Nifty earnings FY26:

negative

Investor cash holdings shrink to 3.7% as risk-taking rises - BoFA survey flags worry

Investor cash holdings shrink to 3.7% as risk-taking rises - BoFA survey flags worry
According to the Bank of America November fund-manager survey, global investors have cut cash holdings to just 3.7%, triggering what the bank labels a “sell signal”. Equity and commodity allocations surged, but 63% of respondents believe markets are over-valued. 
The survey highlights that emerging markets and banks are seen as most exposed if rate-cuts disappoint. The most-cited tail-risk (45%) was a bubble in AI-linked stocks, and 59% cited private-credit as the likeliest source of systemic risk.
Tags:
  • markets
  • investor_sentiment
neutral

EIOPA proposes 100% capital requirement for insurers’ crypto holdings

EIOPA proposes 100% capital requirement for insurers’ crypto holdings
The European Insurance and Occupational Pensions Authority (EIOPA) has recommended a blanket 100% capital requirement for insurers’ crypto exposures in its advice on standard formula capital treatment. 
 The technical advice aims to prevent spillovers from crypto volatility into the insurance sector by applying an undiversified 100% stress to crypto exposures. The proposal will feed into Solvency II delegated rules and is likely to face debate in EU policymaking forums ahead of final adoption.
Tags:
  • crypto
  • regulation
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Asian Markets Slip as Investors Await Key U.S. Economic Data

Asian Markets Slip as Investors Await Key U.S. Economic Data
Asian equities opened lower amid investor caution ahead of key U.S. economic data releases. Crude oil also slipped as supply worries eased, adding to the risk-off tone. Traders are closely watching the Fed’s next move, with expectations split on potential rate actions. 
The broader mood is weighed by slowing global momentum and the potential for monetary tightening, prompting some profit-taking in growth-sensitive sectors like tech and energy.
Tags:
  • markets
  • asia
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Will INR see lower volatility (1M ATM) in Q1 2026?

positive

India’s AI Ecosystem Defies Global Slowdown with Robust Funding Flows

India’s AI Ecosystem Defies Global Slowdown with Robust Funding Flows
While global tech‑funding volumes have declined year‑on‑year in H1 2025, India’s AI startup ecosystem has shown resilience. Data shows India attracted around $4.8 billion in tech deals during H1, with a rising share going to AI and deep‑tech ventures. Government initiatives such as compute credits, subsidies and the IndiaAI Mission are cited as key enablers. Despite regulatory and talent constraints, the shift toward enterprise‑grade AI solutions continues to fuel investor interest and startup growth in India.
Tags:
  • AI startup funding
  • India
neutral

Loan against mutual funds explained#discvrai #mutualfunds #investing #education #simple

Loan against mutual funds explained#discvrai #mutualfunds #investing #education #simple

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G20 watchdog sets 2026 priorities: stablecoins, private credit & AI valuations under spotlight

G20 watchdog sets 2026 priorities: stablecoins, private credit & AI valuations under spotlight
The Financial Stability Board (FSB) announced its 2026 work-programme, focusing on modernising global financial regulation ahead of the next G20 chair-ship. Key priorities include aligning rules for stablecoins, scrutinising the rapid growth of private-credit markets and monitoring valuation risks in AI-linked equities. 
The FSB highlighted that highly-leveraged non-bank entities now play a large role in debt markets and that cross-border regulatory gaps remain a concern.
Tags:
  • global
  • economy
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2026 India equity tilt:

negative

Global Market Rout Deepens as Tech, Crypto, and Gold Slide

Global Market Rout Deepens as Tech, Crypto, and Gold Slide
Markets across the globe are seeing a sharp sell-off, with tech names, crypto, and even gold under pressure. The S&P 500 and Nasdaq have breached their 50-day moving averages, while gold is retreating amid liquidity concerns. 
The rout reflects investor jitters over high debt levels in big tech and broader economic uncertainty. The decline is being driven by fears of stretched corporate leverage and a pullback in risk‐on sentiment, underscoring fragility across asset classes in the current macro backdrop.
Tags:
  • markets
  • global
positive

Global VC Firms Intensify Hunt for Indian AI Startups as Funding Surges

Global VC Firms Intensify Hunt for Indian AI Startups as Funding Surges
Global venture‑capital firms are increasingly targeting Indian AI startups for early‑stage investments, even as global tech‑funding volumes slow. Despite headwinds, India’s AI ecosystem has attracted rising capital and talent, making it a regional hotspot. The trend is driven by strong enterprise demand, localised solutions and government compute incentives. As foreign investors circle India, founders are benefitting from deeper networks and funding opportunities, though they face intensified competition and higher valuation expectations.
Tags:
  • venture capital
  • Indian AI startups