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Saturday, February 21, 2026
TopicNomura

Topic: Nomura

RBI rate hike inevitable as inflation surges, Nomura says

Vrishti Beniwal -
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

Baiju Kalesh -
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

Kartik Goyal -
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

Subhadip Sircar -
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

Yumi Teso -
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

Andy Mukherjee -
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

YourTurn

Opinion

Why legal provisions are necessary to curb the power of trade unions: MH Mody

MH Mody -
The collusion between the new class of bureaucrats, politicians, businessmen and trade union bosses perpetuates itself partly because of the short-run benefits and partly because they see no way out of the system, wrote author MH Mody in 1980.

AI is officially ruining social media. It made brainrot boring

Bangladesh lost on all fronts under Yunus. A herculean task awaits the new PM

Economy

In the West, there’s anxiety. In India, optimism—Rishi Sunak says India poised to be leader in AI

Vrinda Tulsian -
On Wednesday, the former UK Prime Minister Rishi Sunak was speaking in New Delhi at a Carnegie & Observer Research Foundation event on AI.

Defence

Embraer moves full throttle in pursuit of IAF contract, ties up with Hindalco after Adani

Snehesh Alex Philip -
IAF is firming up plans to revamp airlift capabilities with medium transport aircraft that will be assembled in India & serve as its main workhorse. Embraer is leading contender as of now.

National Interest

No country is ever fully sovereign. Cold War era taught India its real meaning

Shekhar Gupta -
India’s fraught neighbourhood places multiple constraints on its strategic choices. It leaves no time to take a deep breath, lean back and reset.

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