Daily Financial Update
Good morning, it’s Friday, December 19, 2025. Here’s your wrap of yesterday’s moves and today’s game plan.
Opening Recap
Market Pulse: Wall Street closed mixed as traders parsed the Bank of Japan’s first rate hike in years, with major averages eking out small gains and losses amid caution.
Key Movers: Bitcoin hovers near $87,000 as crypto players attribute swings to policy uncertainty; BLS International jumps following the Delhi High Court’s decision; Accenture’s GenAI-driven earnings beat has instilled fresh optimism in IT names.
Macro & Politics: The BoJ’s pivot from zero rates rippled across currencies and bonds, while India’s judiciary cleared hurdles for outsourcing firms.
What’s Next: Keep a close watch on Friday’s USD/INR moves and the ECB’s upcoming policy meeting for fresh market catalysts.
Market Commentary
What everyone’s missing is the seismic shift in global yield curves. The Bank of Japan’s rate pivot isn’t just Tokyo rattling crypto bulls—this is a clear signal that debt markets are re-pricing duration risk, and stocks in defensive sectors could take the worst of it.
Linking the BoJ move with Accenture’s GenAI lifeline reveals a broader theme: central banks may force companies to justify every dollar of spending, even R&D rebrands. If investment theses hinge on generative AI alone, be ready for surprises when cost scrutiny intensifies.
Actionable takeaway: focus on firms with visible order backlogs in AI integrations and legacy businesses that can absorb higher funding costs. Rotate out of high-flying momentum trades before central planners telegraph another shift.
📈 Breaking Financial News
Gladstone Capital: Attractive Valuation, But Still Not A Buy
Overview
The business development company sector continues to face headwinds related to the higher interest rate environment. As the cost of debt remains elevated, many BDCs are struggling to generate earnings that can keep up with
The business development co…
Why India’s AMC business could be entering a long growth phase? Aditya Kondawar explains
ICICI Prudential AMC's listing sparks debate on valuation premiums over HDFC AMC, with both managing similar assets. While ICICI Prudential shows stronger operating profits due to a higher equity and alternate asset mix, retail participation in its IPO was mu…
Accenture cheer lifts IT sentiment, but valuation comfort is fading: Parag Thakkar
Accenture's earnings offer some comfort to Indian IT stocks. However, experts caution against over-enthusiasm due to an unchanged global demand outlook. Investors are advised to focus on established companies with attractive valuations. New listings require c…
Accenture earnings hint at IT spending turnaround; GenAI may drive growth from 2026: Moshe Katri
Accenture’s latest results signal stabilising demand in global IT services, with cost takeout deals staying strong and early signs of recovery in discretionary spending. Wedbush Securities’ Moshe Katri says GenAI-led projects, valuation compression and a pote…
Bitcoin trades near $87,000 as markets digest Bank of Japan rate hike. Here's what experts say
Bitcoin hovered near $87,000 as markets digested the Bank of Japan’s 25-bps rate hike, with investors cautious amid mixed macro signals. Experts said the crypto is consolidating below key resistance levels, with support around $84,000–$85,000 and the $89,000–…
White House Insider Buck Sexton: “Trump's Next Move Will Shock the World” It cou
dramatically increase U.S. power… and trigger a massive American market boom the likes of which we haven't seen in 75 years. Get the details here now.
🔍 Market Analysis & Insights
OpenAI, Google, Perplexity go free in India to grow AI user base
OpenAI, Google, and Perplexity are offering free access to their premium AI tools in India. This move aims to capture a larger user base in the rapidly growing digital market. India's large smartphone population and affordable data make it an attractive regio…
Full Year Results and Notice of AGM
19 December 2025 HARGREAVE HALE AIM VCT PLC(the “Company” or the “VCT”) Full Year Results and Notice of AGM Hargreave Hale AIM VCT plc announces its…
Marketing is not CapEx, stop saying it is or risk ridicule from finance
By confusing marketing for capital expenditure, marketers aren’t ‘speaking the language of finance’, they’re just using technical terms inappropriately.
Source
BLS International shares rally 7% after Delhi High Court overturns MEA tender ban
Shares of BLS International rose sharply after the Delhi High Court overturned a two-year ban imposed by the Ministry of External Affairs, allowing the company to participate in future tenders. The ruling removes restrictions that had affected tender particip…
Report: Man United Target £65m Premier League Forward In January
Manchester United Step Up Semenyo Chase as January Window NearsManchester United’s intent heading into January is becoming clearer, with Antoine Semenyo emerging as a primary attacking target. Repor…
EXPERT: ” Every American Investor Could Soon Become a Millionaire” Imagine a bul
Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund. It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: “Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you.” This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight. Click here for the full story.
💰 Investment Opportunities
Man who ‘cut off’ bereaved stepchildren from income settles business ownership dispute ‘in principle’
Rathfeigh nursing home co-owner Jim Cahill has ‘starved’ stepchildren of cash, court told
Japan's MUFG to invest $4.4 billion for 20% stake in Shriram Finance
MUFG’s investment in Shriram Finance has added to the momentum of activity in the financial services space in the Indo-Japan corridor.
UAE Net Wealth Hits Record High, Reaching $3.12 Trillion in 2024
Between 2023 and 2024, the UAE’s financial wealth grew by 9.5%, rising from $1.05 trillion to $1.15 trillion. Real assets saw an even stronger increase of 10.2%, reaching $2.18 trillion in 2024 from $1.98 trillion in 2023. Liabilities rose by 9.8%, from $188 …
Has rupee bottomed out against the dollar? Jefferies' Chris Wood decodes the forex math
The Indian rupee's sharp fall may be ending. However, recovery will be gradual. Factors like trade policy, US tariffs, and the Reserve Bank of India's interest rate cuts will influence its path. Foreign investor sentiment and political developments also play …
Groww shares rally 13% as Jefferies sees a Robinhood playbook at work, initiates coverage with Buy call
Jefferies has initiated coverage on Groww’s parent Billionbrains Garage Ventures with a Buy rating, citing strong client growth, rapid product expansion and margin potential. The brokerage expects robust earnings growth driven by new offerings, operating leve…
Buffett, Gates and Bezos Quietly Dumping Stocks-Here's Why The world's wealthies
Warren Buffett just liquidated billions of shares. Bill Gates sold 500,000 shares of Microsoft. Jeff Bezos filed to sell Amazon shares worth $4.8 billion. What is going on? One multi-millionaire believes they are preparing for a catastrophic event. But not a crash, bank run, or recession. It's something we haven't see in America for more than a century. For the full story, click here.
