Ambit Institutional Equities has downgraded HPCL, BPCL and IOC to ‘Sell’, citing sustained high crude prices and limited government support. It sees Brent crude stabilising around $80 to $100 per barrel, pressuring OMC margins, while favouring upstream and gas companies as beneficiaries of elevated energy prices and macro shifts.Read More
India faces an opportune moment to attract substantial Foreign Direct Investment (FDI) amidst global capital shifts. While reforms for Foreign Portfolio Investments (FPI) have progressed, a sharper focus on simplifying FDI regulations and execution pathways is crucial. Addressing legacy issues, revisiting pricing norms, and streamlining corporate restructuring can unlock significant long-term capital.Read More
Geopolitical tensions in the Middle East are creating headwinds for India’s economy. Rising oil prices and market volatility are causing uncertainty about interest rates. This situation poses risks to corporate profits and market valuations. India’s reliance on energy imports makes it vulnerable to supply disruptions. Analysts suggest focusing on defensive stocks and those that have...Read More
Investor anxiety is rising as oil prices surge amid the US-Iran conflict, while JPMorgan Chase has launched new credit default swaps allowing bets against the debt of major tech giants including Alphabet, Amazon, Meta, Microsoft and Oracle. The move echoes concerns of a 2008-style crisis as AI-driven borrowing accelerates.Read More
Market regulator SEBI has launched a ‘Verified App Label Initiative’ in collaboration with Google to help investors identify genuine trading and investment apps. This move aims to combat the growing menace of unregistered advisory services and digital fraud. Zerodha founder Nithin Kamath lauded the initiative as a proactive step to enhance investor protection.Read More
Gold and silver prices declined sharply amid uncertainty over Iran-US tensions and rising oil prices, which clouded rate cut expectations. While geopolitical risks persist, shifting monetary outlook and elevated crude prices are weighing on bullion. Analysts see continued volatility with key support and resistance levels guiding near-term price movements.Read More
Global brokerage Goldman Sachs has turned cautious on Indian equities, cutting its Nifty target and warning of an “energy-shock-led” earnings downgrade cycle. The firm expects higher-for-longer oil prices amid the US-Iran conflict to worsen India’s macro outlook, weaken returns and pressure corporate earnings over the next few quarters.Read More
Smallcap stocks witnessed sharp erosion in FY26 amid global uncertainties, valuation concerns, and risk-off sentiment. Rising geopolitical tensions, tariff worries, and higher crude prices triggered heavy selling, with several stocks seeing steep declines as investor confidence weakened and volatility remained elevated across the broader market.Read More
Crude oil prices surged past $100 a barrel after Iran rejected President Trump’s claims of peace talks, reversing Wednesday’s sharp decline. Markets are expected to open higher, mirroring gains in international markets. Analysts suggest limited upside potential amid ongoing diplomatic pauses and potential Strait of Hormuz disruptions.Read More
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