Vivek Paul, Global Head of Portfolio Research at BlackRock Investment, says the West Asia energy shock has proved to be far broader than a typical oil spike — and that equity markets, particularly in the US, have not yet priced in the full extent of the macro damage it implies.Read More

Investors face a challenging market driven by geopolitical headlines, making decisive calls difficult. Dharmesh Kant suggests a scenario-based approach for the Nifty, with valuations reflecting realism. He advises focusing on quality stocks and staggered buying, highlighting defence as a strong sector.Read More

Indian equities underperformed in FY26 due to global headwinds, FII outflows, and limited exposure to the AI boom, despite improving domestic earnings and policy support. Motilal Oswal expects FY27 to benefit from delayed effects of fiscal and monetary stimulus, narrower valuations, and a favorable base. Key stock picks include Bharti Airtel, SBI, ICICI Bank, M&M,...Read More

Peter McGuire of Australia-Trading.com highlights how Trump’s Iran ultimatum has created market volatility, particularly in oil, gold, and silver. He outlines two oil price scenarios, ranging from $85-$100 to a potential $130-$140 per barrel, depending on the duration of tensions. Precious metals experienced a surprising pullback due to competing market forces, but a recovery is...Read More

Indian equities underperformed in 2025–26 due to global headwinds, FII outflows, and rising oil prices, despite improving domestic earnings and policy support. March 2026 saw a sharp correction amid geopolitical tensions. Axis Direct recommends high-quality stocks, advises maintaining 10-15% liquidity, and expects FY27 to offer buying opportunities, supported by a favorable base, structural reforms, and...Read More

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Nine smallcap stocks have delivered over 20% gains in each of the last two quarters, with six-month returns ranging between 45% and 95%. Despite volatile markets, these stocks have emerged as strong outperformers, highlighting selective momentum in the broader smallcap space.Read More

Indian markets face geopolitical and inflationary headwinds, with a prolonged economic adjustment expected until FY28. Domestic investors find opportunities in corrected valuations, focusing on resilient stocks and sectors like commodities, defence, and healthcare. Selectivity is key, particularly within financials, as the market navigates short-term turbulence.Read More

India’s central bank has deployed crisis-era measures to stabilize the rupee, which hit an all-time low due to soaring oil prices and massive foreign investor outflows. The Reserve Bank of India is curbing speculative arbitrage trades that amplified currency pressure. These actions aim to reduce dollar demand and support the rupee, though they may increase...Read More

South Korean shares plummeted over 4% on Thursday, with the KOSPI closing down 4.47% at 5,234.05. This decline was triggered by fading hopes for a swift end to the Iran conflict following U.S. President Trump’s vow to continue military strikes. Concerns over the Strait of Hormuz and a supplementary budget to address energy security threats...Read More