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Thursday, January 29, 2026
TopicNomura

Topic: Nomura

RBI rate hike inevitable as inflation surges, Nomura says

Nomura sees upside risks to its 5.6% full-year inflation forecast due to possible supply disruptions as states ratchet up pandemic curbs.

India is the next target for global acquisition companies, Nomura says

In India, Nomura expects equal revenue contributions from equity capital markets, mergers, acquisitions & financing. More initial public offerings are also expected this year.

Rupee may return to near pre-Covid level of 72 by March, Nomura says

The rupee rose from a 2-month low last week ahead of US election results to 74.3725 per dollar on Wednesday. Indian currency is Asia’s worst performer with a year-to-date loss of 4%.

Nomura and StanChart predict worst over for India’s battered bond market & its buyers

The gap has narrowed down to 52 points between RBI’s benchmark rate and the 10-year yield bond data, a key market centric, says StanChart.

India bond market a ‘good entry point’ right now, says fund manager at Nomura

Nomura manager Takashi Mishima says the market has already priced in much of the potential rate hikes.

Somebody should send Axis Bank’s board a ‘thank you’ note

The bank deserves a vote of thanks for helping to create possibly the biggest and juiciest takeover target in the history of Indian banking.

On Camera

Congress calls India’s GDP numbers ‘suspect’, alleges manipulation by Modi govt

In AICC report ‘Real State of the Economy 2026’, Congress flags ‘central contradiction’ in economy, calls for data review pointing to jobs, FDI, manufacturing slump & inequality.

Indian Army ties up with US drone company that made its name in the Ukraine conflict

Shield AI will provide V-BAT vertical takeoff & landing drones along with licences for software, which will be integrated into aircraft and made available to select Indian partners.

Non-alignment is coming back in a new avatar: Trump-peedit alliance

No nation other than China can negotiate one-on-one with Trump on an equal footing. That’s why the middle powers who so far formed the core of multilateral bodies now feel orphaned.