West Asian conflict hits Indian equities at a vulnerable time, with stretched valuations and AI concerns already present. Sanjeev Prasad of Kotak Institutional Equities highlights oil supply disruption as a major threat, potentially impacting current account deficit and margins for commodity-linked sectors. While underlying economic trends remain, prolonged conflict could necessitate earnings downgrades.Read More

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Indian equity markets are experiencing significant volatility after three days of selling. Technical indicators suggest a potential short-term rebound due to extreme oversold conditions, with Nifty possibly testing 24,600-25,000 and Bank Nifty nearing 60,000. Experts advise against panic selling, noting the VIX spike reflects heightened concern but not peak panic yet.Read More

Dalal Street faces another volatile session amid geopolitical tensions, leaving investors questioning whether to buy beaten-down stocks or wait. Dipan Mehta advises patience, suggesting that while attractive valuations exist, the duration of the West Asian crisis is key. He believes opportunities lie in quality midcaps rather than overvalued defence stocks.Read More

Indian billionaire Joy Alukkas, who holds nearly 16,000 kilos of gold across his global Joyalukkas stores, expects prices to keep rising amid geopolitical and economic risks. Despite volatility, he sees no major correction ahead, citing persistent global tensions and strong retail demand for investment bars, coins, and lightweight jewellery.Read More

Indian aviation and travel stocks remain under pressure as the US-Iran conflict enters its sixth day, triggering airspace closures and mass flight cancellations across the Middle East. IndiGo has cancelled over 500 flights, while sector-wide disruptions threaten higher operating costs, weaker bookings and near-term earnings visibility for airlines and online travel platforms.Read More

The Indian rupee hit a record low of 92.16 against the dollar, mirroring a sharp rise in equity fear gauges. This depreciation was driven by West Asian war disruptions impacting oil and gas supplies, prompting a flight to safe-haven dollar assets. The Reserve Bank of India intervened by selling dollars to slow the rupee’s slide.Read More

Oil prices were up more than one percent in early Asian trade on Thursday off the back of persistent worries about supplies because of the Middle East conflict. But following days of market declines, Asian stocks rose in early trade Thursday.Read More

Asian equities rebounded, tracking US stock gains fueled by positive economic data, despite ongoing Iran war uncertainty. South Korea’s Kospi surged 11%, and the MSCI Asia Pacific Index rose 2.8%. Oil prices continued their ascent for a fifth day, while gold advanced as the dollar weakened.Read More