Siddarth Bhamre expects renewables and defence to lead market performance in FY27, supported by structural tailwinds. Infrastructure and gas stocks may offer high-risk opportunities post-correction. While geopolitical risks and weak earnings weigh on sentiment, FII flows could recover in the second half, with valuations improving but still dependent on earnings recovery.Read More

State-owned Bank of Baroda reported a 14% year-on-year rise in global business to Rs 30.78 lakh crore in Q4FY26, led by steady growth in deposits. Global deposits increased 12%, while domestic deposits rose 13%. The figures are provisional and part of the bank’s quarterly update, with final audited numbers to be announced alongside its earnings...Read More

Axis Direct has set a Nifty target of 29,480 for December 2026, indicating 30% upside, and identified five smallcap stocks with potential gains of up to 60%. Picks include Ujjivan Small Finance Bank, Chalet Hotels and Minda Corporation, backed by improving fundamentals, strong order books and favourable sector outlook.Read More

Banking stocks have slumped up to 32% over three months, underperforming the Nifty amid FII outflows, rising oil prices and rate concerns. Brokerages remain selective, backing SBI, ICICI Bank and others despite margin pressure. Q4 results and FY27 outlook will be key triggers for the sector’s recovery.Read More

Axis Direct has identified nine large-cap stocks, including SBI, Bharti Airtel and Bajaj Finance, with upside potential of up to 57%, while pegging the Nifty target at 29,480 by December 2026. The picks are backed by strong fundamentals, growth visibility and sectoral tailwinds despite recent market underperformance.Read More

Crypto markets remained subdued on Good Friday as macro concerns and geopolitical tensions weighed on sentiment. Bitcoin hovered near $66,000 after recent declines, while altcoins traded flat. Analysts flagged persistent risk-off sentiment, weak ETF flows and technical resistance levels, indicating a near-term range-bound trend with a bearish bias.Read More

India’s rupee has hit record lows, exacerbated by Middle East conflict and domestic economic fragilities. The Reserve Bank of India’s currency controls backfired, signaling a loss of confidence. A rupee at 100 threatens to increase living costs, strain government finances, and impact aspirational spending, posing a harsh check on the nation’s ambitions.Read More

Asian stocks traded higher on Friday, supported by easing oil prices and improved global risk sentiment amid Middle East tensions. MSCI’s Asia Pacific Index rose up to 1% after Wall Street rebounded. Hopes of partial normalization in oil boosted liquidity outlook. Focus now shifts to key US nonfarm payrolls data, even as several regional markets...Read More

Pharma stocks fell Thursday after reports of US President Donald Trump mulling 100% tariffs on imported branded and patented medicine makers spooked investors in a weak market.Read More

The Indian rupee saw a strong surge on Thursday, gaining nearly 1.8% against the dollar. This appreciation followed new regulations by the Reserve Bank of India aimed at curbing speculative trading. The currency reached its best single-day gain since September 2013. Traders anticipate the rupee to trade within a specific range next week as banks...Read More