Market Snapshot USD/INR ₹92.66 +0.1% Nifty 50 Index 23,775.10 -0.9% India 10-Year Bond Yield 6.96% +0.05 Spot Gold ($/oz) $4,739.50 -0.6% S&P 500 Futures 6,860.50 -0.0% Market data as of 08:01 AM IST, Apr. 10, 2026, or the previous close for Indian markets. Data is subject to provider delays. Good morning... I’m Ashutosh Joshi in Mumbai wrapping up a week that looks set to snap a long losing strea...
Market Snapshot USD/INR ₹92.66 +0.1% Nifty 50 Index 23,775.10 -0.9% India 10-Year Bond Yield 6.96% +0.05 Spot Gold ($/oz) $4,739.50 -0.6% S&P 500 Futures 6,860.50 -0.0% Market data as of 08:01 AM IST, Apr. 10, 2026, or the previous close for Indian markets. Data is subject to provider delays. Good morning... I’m Ashutosh Joshi in Mumbai wrapping up a week that looks set to snap a long losing streak. With one session to go before the end of the week, the Nifty’s 4.7% surge over four days has put it on course for the best weekly gain since early 2021. The rally has broken a six-week losing streak and yet, few in the market seem confident that it will sustain. The skepticism isn’t without cause. Foreign funds continue to yank money out of local stocks — they were sellers even as the benchmark jumped almost 4% on Wednesday following the US-Iran ceasefire. Also, positioning data showed that short covering was a key driver of those gains. Meanwhile, there is a risk that the central bank’s currency curbs to support the rupee may push global investors away . Finally, as the results season gathers pace, Nuvama analysts see earnings staying weak — a persistent trend over the past seven quarters. As for this morning, oil prices are up and Asian stocks are slightly higher ahead of US-Iran talks over the weekend. Tata Consultancy Services will be in the spotlight after cost curbs helped quarterly earnings beat estimates. Peer Wipro will also be in focus after announcing plans for a share buyback. Will this weekend’s Pakistan-brokered peace talks between the US and Iran uphold a fragile ceasefire? Bloomberg reporters answer your questions in a Live Q&A on the next steps in de-escalating the conflict at 10 a.m. IST today. In today’s newsletter, we look at why: BofA expects the Nifty to trail EM peers Morgan Stanley is an outlier Investors are piling into defense shares But first, here’s another reason to question the rally’s durability. Markets Buzz: Advantage Bonds Indian equitie...
当前，商业地产行业已全面步入存量博弈时代，全国新开业集中式商业项目数量持续走低，存量调改项目占比稳步提升，行业重心从“规模扩张”转向“精细化运营”，数字化、智能化成为企业突破发展瓶颈、构建核心竞争力的关键抓手。在此背景下，AI技术的快速渗透正深刻重塑行业发展逻辑。 近日，仲量联行正式发布《AI赋能商业地产：挑战、实践与未来布局》全球房地产科技调研中文版报告。报告显示，全球企业不动产领域 AI 试点...
当前，商业地产行业已全面步入存量博弈时代，全国新开业集中式商业项目数量持续走低，存量调改项目占比稳步提升，行业重心从“规模扩张”转向“精细化运营”，数字化、智能化成为企业突破发展瓶颈、构建核心竞争力的关键抓手。在此背景下，AI技术的快速渗透正深刻重塑行业发展逻辑。 近日，仲量联行正式发布《AI赋能商业地产：挑战、实践与未来布局》全球房地产科技调研中文版报告。报告显示，全球企业不动产领域 AI 试点普及率已从2023年不足5%飙升至92%，但仅5%企业实现AI规模化价值兑现。 与此同时，88%的投资者已启动AI试点、87%的投资者计划增加地产科技预算，行业正式从 “效率工具” 迈向 “增长引擎”，数据底座、场景落地与组织能力成为AI时代核心竞争力。 报告揭示，商业地产行业对AI长期潜力的高度共识，正推动商业地产领域迎来“快进时刻”。尽管仍有部分人士将AI视为阶段性技术热潮，但从整体来看，行业层面的投入与行动已十分明确，并加速从“试点探索”迈向“规模落地”。 01 从行业发展脉络来看，房地产投资者的AI布局正经历从“效率工具”到“增长引擎”的战略跃迁。长期以来，商业地产行业因产业链长、决策周期久，在技术应用方面相对谨慎，但此次调研数据打破了这一固有认知——88%的投资者与业主正在开展AI试点项目，较2023年的5%实现质的飞跃。87%的受访投资者正在增加房地产科技预算，其中排名前五的预算支出均与 AI 直接相关。 数据来源：仲量联行研究部 具体来看，多数受访企业平均同时推进约五个AI试点项目，并将AI优先配置在最贴近核心业务的价值环节，首要应用场景包括投资与资产组合管理、数据相关工作流程、资本项目与开发管理等。 这一布局特点，精准契合了当前商业地产行业“降本增效、价值挖潜”的核心需求——无论是办公楼的租赁需求优化、仓储物流的供需匹配，还是零售物业的业态组合调整，AI技术都在发挥重要作用，推动行业从“空间运营”向“数据资产运营”深度转型。 数据来源：仲量联行研究部 报告指出，企业在部署AI时正瞄准更高阶的价值目标：战略重心正在从提升运营效率转向驱动业务增长，房地产投资者们普遍期待AI能从后台走向前台，从成本中心走向利润中心，为行业注入新的增长动能。 结合当前商业地产投资市场回暖的态势，2026年中国内地大宗物业成交额有望同比增长5-10%，AI正成为投资者挖掘资产价值、控...
Israel and Hezbollah continue to trade strikes as Trump tells US media he has asked Netanyahu to be more ‘low-key’ in Lebanon. Follow live news Netanyahu says there is no ceasefire in Lebanon as Israel launches fresh strikes Japan plans to release 20 days’ worth of oil reserves from May, prime minister Sanae Takaichi told a cabinet meeting on Friday, to ensure stable domestic supply as conflict in...
Israel and Hezbollah continue to trade strikes as Trump tells US media he has asked Netanyahu to be more ‘low-key’ in Lebanon. Follow live news Netanyahu says there is no ceasefire in Lebanon as Israel launches fresh strikes Japan plans to release 20 days’ worth of oil reserves from May, prime minister Sanae Takaichi told a cabinet meeting on Friday, to ensure stable domestic supply as conflict in the region continues disrupts global supply. Japan is dependent on the Middle East for around 95% of its oil. It began releasing reserves on March 16 unilaterally and in coordination with other nations under a plan to make available enough oil to last 50 days. The new release of 20 days worth is additional. Continue reading...
Jonathan Panikoff, Director of the Atlantic Council's Scowcroft Middle East Security Initiative, looks ahead to the US-Iran negotiations with Vice President Vance expected to lead the US delegation in discussions scheduled for Islamabad on Saturday. He speaks with Haidi Stroud-Watts and Shery Ahn on Bloomberg: The Asia Trade. (Source: Bloomberg)
Jonathan Panikoff, Director of the Atlantic Council's Scowcroft Middle East Security Initiative, looks ahead to the US-Iran negotiations with Vice President Vance expected to lead the US delegation in discussions scheduled for Islamabad on Saturday. He speaks with Haidi Stroud-Watts and Shery Ahn on Bloomberg: The Asia Trade. (Source: Bloomberg)
Bloomberg's David Ingles shares a live map of the Strait of Hormuz in order to gauge what markets would consider an indication the waterway is starting to open for ship traffic. (Source: Bloomberg)
Bloomberg's David Ingles shares a live map of the Strait of Hormuz in order to gauge what markets would consider an indication the waterway is starting to open for ship traffic. (Source: Bloomberg)
The average one-year price target for Southland Holdings (NYSEAM:SLND) has been revised to $3.06 / share. This is a decrease of 45.45% from the prior estimate of $5.61 dated March 25, 2026. The price target is an average of many targets provided by analysts. T
The average one-year price target for Southland Holdings (NYSEAM:SLND) has been revised to $3.06 / share. This is a decrease of 45.45% from the prior estimate of $5.61 dated March 25, 2026. The price target is an average of many targets provided by analysts. T