Author: Sethu
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IT Stocks Rebound as Anthropic’s New Partnerships Ease AI Disruption Fears
After weeks of panic selling, software stocks are bouncing back. The trigger? Anthropic’s latest AI partnerships. Investors were worried that AI would replace traditional software tools. But this week, the market got a different signal — AI may power software, not destroy it. That shift in narrative triggered a sharp rebound across U.S. and global…
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If the US and Iran Go to War, What Happens to Global Markets?
TL;DR If a full US–Iran war breaks out, the world economy takes an immediate hit. Oil prices could spike to $100+, stock markets would tumble, inflation would rise, and shipping routes that carry a fifth of the world’s oil supply could be shut down. Here’s exactly what happens — and to whom. War doesn’t just…
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Nifty IT Index Sheds 2.5% as Claude Sonnet 4.6 Triggers Automation Panic (AGAIN)
On February 18, 2026, the Indian IT sector faced its steepest single-day rout in months, with the Nifty IT Index crashing 2.5% to 32,265.20. The primary catalyst was Anthropic’s release of Claude Sonnet 4.6, which demonstrated near-human proficiency in autonomous “computer use” and coding—tasks that form the core revenue of India’s outsourcing giants. Market Performance…
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RBI Guidelines on Bank Lending to Stockbrokers: What Changes From April 1, 2026
If you saw headlines about the RBI tightening lending rules for stockbrokers and wondered, “Is this bad for my trading account?” — that’s the real concern most investors have. Here’s the straight answer: For most retail investors, the impact will likely be minimal. From April 1, 2026, the Reserve Bank of India (RBI) is revising…
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Why IT Stocks Are Falling Today — Clear Reasons Explained
Indian IT stocks, including Tata Consultancy Services (TCS), Infosys, HCLTech, Wipro and others, saw sharp declines on February 12, with the Nifty IT index down 4-5% and many heavyweight names hitting fresh lows. Here are the core reasons driving the fall: 1. Rising Fears of AI-Led Disruption The dominant theme driving the sell-off is investor…
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Best Indian Stocks to Benefit from a Nickel Rally
The best Indian stocks to benefit from a nickel rally are Vedanta Ltd, Jindal Stainless Ltd, Tata Steel Ltd, and Hindustan Copper Ltd, along with diversified exposure through the Nifty Metal Index ETF. While India does not have many pure-play nickel miners, these companies can gain through stainless steel production, critical mineral expansion, and broader…
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Can Nickel Rally Like Gold and Silver? A Detailed Comparison
Nickel prices are suddenly back in the spotlight. After supply tightening signals from Indonesia — the world’s largest nickel producer — prices have started moving up. At the same time, gold is trading near record highs and silver is gaining strong momentum. Now investors are asking one big question: Can nickel rally like gold and…
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How to Start an EV Charging Station in India
Learn how to start an EV charging station in India with the PM E-DRIVE subsidy. Covers costs, eligibility, setup steps, and realistic profit estimates.
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Trump Says U.S. and India Reached Trade Deal, Will Lower Tariffs Immediately
President Donald Trump announced on Monday that the United States will reduce its reciprocal tariff on Indian goods from 25% to 18%, and said India agreed to lower its barriers and dramatically increase purchases of U.S. products. The announcement was made in a public post by Mr. Trump and was reported widely by international and…
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Chinese President Xi Jinping Calls for the Yuan to Become a Global Reserve Currency
Chinese President Xi Jinping has called for accelerating efforts to position the Chinese yuan as a global reserve currency, according to Chinese state media. The remarks come as governments and central banks worldwide reassess their reliance on the US dollar amid shifting geopolitical and financial conditions, highlighting China’s broader push to expand the yuan’s role…
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