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Commercial Real Estate & REITs

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Infrastructure, Transport & Smart Cities Special Report (Sept 27, 2026)

The 1,000-Kilometer Metro Grid: How Mass Transit Networks are Redrawing Real Estate Across India's Megacities

India’s metro build-out has crossed a symbolic threshold: the country’s operational urban rail networks now span roughly 1,000 km across Delhi-NCR, Bengaluru, Mumbai, Chennai and Pune, creating a new geography of value around stations, interchanges and feeder corridors. What began as a mobility project has become a land-price and leasing engine, shifting office demand toward transit-linked districts, compressing commute times for millions, and forcing developers to reprice residential inventory by access rather than distance alone. The deeper story is less celebratory. Metro-led growth is uneven, with gains concentrated in corridors that already had formal land titles, road access and institutional demand. In many cities, the metro has improved last-mile connectivity only where buses, walkability and feeder services exist; elsewhere, riders still rely on autos, two-wheelers and informal shuttles. The result is a split urban market: premium transit-oriented development near stations, and a wider ring of speculative appreciation, displacement pressure and infrastructure lag.

By RDU Special Investigations Desk7 min read
Global Markets & Equities16m ago

10-Year Treasury Yield Hits Two-Decade High as Markets Reprice a New Rate Era

The U.S. 10-year Treasury yield has climbed to its highest level in nearly two decades, underscoring a dramatic repricing across global bond markets. The move reflects a powerful mix of resilient U.S. growth, sticky inflation, heavy Treasury issuance and expectations that interest rates may stay higher for longer.

5 min readRead →
World Sports7h ago

Fed Orders New Enforcement Action Against SouthPoint Bancshares as It Ends Long-Running Deutsche Bank Case

The Federal Reserve Board on Thursday announced a new written agreement with SouthPoint Bancshares, Inc. of Birmingham, Alabama, while also terminating a cease-and-desist order that had been in place since 2017 against Deutsche Bank AG, DB USA Corporation and Deutsche Bank AG New York Branch. The paired actions highlight the central bank's continuing supervisory pressure on weaker institutions even as it closes out a major enforcement case involving one of Europe's largest lenders.

5 min readRead →
National Governance & Policy16 Oct 2026, 06:04 AM IST

Sharmila Reiterates Demand for CEC Gyanesh Kumar’s Resignation Over Election Commission Transparency Concerns

Andhra Pradesh Congress Committee president Y. S. Sharmila has renewed her call for Chief Election Commissioner Gyanesh Kumar to resign, accusing the Election Commission of India of taking unilateral decisions that undermine transparency and collective accountability. Her remarks add to growing political scrutiny of the poll body at a time when questions over institutional independence and procedural openness are drawing sharper attention.

5 min readRead →
Global Economy & Central Banks08 Oct 2026, 10:15 PM IST

REITs Defy the Rate Shock as Property Fundamentals Outweigh Higher Borrowing Costs

Real estate investment trusts are proving more resilient to rising interest rates than many investors expected, as stronger property fundamentals, disciplined balance sheets and durable cash flows help offset the drag from tighter monetary policy. Analysts say the sector is no longer trading purely as a low-rate proxy, but increasingly on asset quality, lease structures and earnings visibility.

5 min readRead →
Banking, Fintech & Insurance15 Oct 2026, 01:17 PM IST

Canara Bank Shares Sink Over 6% After Q2 Profit Beat as Brokerages Split on the Stock

Canara Bank shares fell more than 6% on Thursday even after the state-run lender reported an 8% year-on-year rise in standalone net profit for the second quarter of FY27 to Rs 5,175 crore. The stock’s decline reflects investor concern that the earnings print may not have been strong enough to justify the recent valuation, even as brokerages remain sharply divided on the outlook. Morgan Stanley kept an Underweight stance, while Motilal Oswal and JM Financial reiterated Buy calls, leaving investors to weigh improving profitability against lingering questions on margins, asset quality and the sustainability of earnings momentum.

5 min readRead →
Macro Economy & Fiscal Policy15 Oct 2026, 04:02 AM IST

India Reasserts Ladakh Is Integral as China Denies Recognising Union Territory

India has rejected China’s assertion that Ladakh was created “unilaterally and illegally,” reiterating that the Union Territory is an integral part of the country. The exchange underscores the continuing diplomatic friction between New Delhi and Beijing over sovereignty, even as both sides manage a broader and fragile relationship shaped by border tensions and strategic competition.

5 min readRead →
National Governance & Policy12 Oct 2026, 12:38 AM IST

Supreme Court Bars Illegal Detention, Demands Affidavits on Metro Curbs and Alleged Defiance of October 9 Order

The Supreme Court on Monday reiterated that no person can be illegally detained, even as lawyers invoked the Emergency-era record to argue against coercive state action. The court also sought affidavits over restrictions linked to the Metro and allegations that its October 9 order had been violated, signalling close judicial scrutiny of compliance by authorities. The matter has sharpened into a broader test of civil liberties, administrative restraint, and the limits of executive power.

4 min readRead →
Macro Economy & Fiscal Policy09 Oct 2026, 04:45 AM IST

Jefferies Sees 76% Upside in Kalyan Jewellers Bull Case on Market-Share Gains and Store Expansion

Jefferies has reiterated a Buy rating on Kalyan Jewellers, assigning a base target of Rs 830 and a bull-case target of Rs 1,000, which implies as much as 76% upside from current levels. The brokerage said the company’s long-term growth case is supported by market-share gains, aggressive store additions, and a broader structural shift in India’s jewellery trade toward organised retail.

4 min readRead →

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