Indian IT stocks continued their rebound on Tuesday, with the Nifty IT index posting gains for the second straight session. Broad-based buying lifted both large- and mid-cap stocks, driven by renewed sector optimism.

InCred Asset s Aditya Sood suggests Indian markets are poised for a comeback, hinging on earnings growth. Despite recent flat returns, potential US Federal Reserve rate cuts and a favorable bond spread create a supportive environment. Sood is cautiously optimistic, favoring healthcare, rural-focused consumer stocks, and select IT firms like Infosys for steady compounding.

September’s crypto market shows cautious optimism. Key picks include AERO, PUMP, LDO, ETH, and ETHFI, driven by adoption, staking growth, ETF inflows, and real-world utility, offering varying risk-return opportunities.

Economist Ed Yardeni suggests the Fed s September rate cut hinges on upcoming inflation data; hotter data points to a 25 basis point cut, while cooler data could prompt a 50 basis point reduction. He cautions lower rates won t solve labor shortages and might inflate the market. Yardeni also highlights India s strategic importance amid global trade uncertainties.

Saudia Aramco has initiated the sale of a U.S. dollar Islamic bond. The offering includes five- and ten-year tranches. This move occurs amidst a surge in bond issuance from the Gulf region. The sale aims to leverage Aramco s balance sheet due to weaker oil prices. However, regional tensions, including recent events involving Israel and Qatar, could influence investor interest.

Oracle s shares experienced a significant surge, climbing 31% in Frankfurt following the company s projection of its Oracle Cloud Infrastructure business exceeding half a trillion dollars in booked revenue. This positive outlook also influenced European markets, with German software maker SAP seeing a 2% increase. Oracle s stock has demonstrated substantial growth this year, rising 45%.

PhysicsWallah, an Indian ed-tech unicorn, is launching a Rs 3,820 crore IPO amidst industry scrutiny. While peers face struggles, PhysicsWallah, backed by WestBridge and Hornbill Capital, reports revenue growth and narrowed losses.

Indian real estate is experiencing a surge. Delhi and Mumbai are becoming global contenders. Residential prices are rising significantly. Infrastructure upgrades are reshaping the investment landscape. Developers are focusing on integrated urban communities. The focus is shifting to well-connected suburbs. India presents a compelling story of affordability and scale. The role of visionary developers is crucial for India s urban ascent.

Adani Power s stock is rising. This is due to a new hydroelectric project in Bhutan and the company s first stock split. Adani Power signed an agreement with Druk Green Power Corp for the Bhutan project. The stock split aims to improve liquidity. GST reforms are also expected to boost Adani Power s margins. Technical indicators suggest short-term strength for the stock.

Investor enthusiasm has surged in the Indian IT sector, spurred by buyback announcements. Experts believe the downside is limited, with potential for improvement in the second half, particularly in BFSI. Mid-cap IT stocks are favored over large caps due to attractive valuations.