Indian markets show a recovery but face a “kangaroo market” due to global risks like West Asian tensions and oil price volatility. Investors are urged to be selective, focusing on adaptable companies, especially in IT and consumer goods, as AI disruption reshapes industries. The real economy anticipates pain as oil costs and supply chain disruptions...Read More

Paytm shares fell 8% after RBI cancelled Paytm Payments Bank’s licence but recovered sharply as brokerages stayed bullish. Analysts see limited financial impact, citing separation from PPBL and strong core business momentum. Jefferies, Goldman and Bernstein retained positive ratings, though risks to sentiment remain. Technical indicators suggest near-term volatility, with key support around Rs 1,050...Read More

Zomato is likely to report strong Q4 growth, with revenue rising about 180% YoY and profit up nearly 430%, driven by Blinkit’s continued momentum and operating leverage. The core food delivery business is expected to remain steady, with NOV growth of 17–18% and margins improving slightly, supported by better cost control and higher take rates.Read More

International brokerages Jefferies and Goldman Sachs have issued bullish notes for the steel sector, citing multiple reasons for strong upside potential for JSW Steel and other key players in the field.Read More

Market expert Amit Khurana offers insights on key corporate and regulatory developments. Sun Pharma’s acquisition is seen as strategically sound, though debt requires careful management. Paytm Payments Bank’s license cancellation has limited impact on its core business. Banks show stable earnings with upside potential, while NBFCs face stretched valuations. Consumption and select sectors present opportunities.Read More

Analysis of BSE smallcaps shows rising FII and retail ownership in 164 stocks; despite broad declines, ten outperformed, delivering strong gains up to 105 percent in CY26.Read More

Australian shares extended their decline for a fifth consecutive session, closing modestly lower as stalled U.S.-Iran peace talks weighed on risk appetite. Financials led the losses, with investors anticipating softer earnings due to higher rates and cost pressures. Miners were the only sector to advance, buoyed by a weaker U.S. dollar supporting gold.Read More

Japan’s Nikkei index soared past the 60,000 mark for the first time, driven by strong corporate earnings and AI sector optimism, despite Middle East tensions. Keyence and Fanuc led the charge with significant gains. Investors are now keenly watching upcoming earnings reports, with potential profit-taking anticipated around the psychological 60,000 level.Read More

Reliance Industries navigates tough market conditions. Refining margins face volatility due to rising costs. Global crack spreads show improvement, but structural issues persist. The company’s consumer businesses present a mixed outlook. Retail revenue grows healthily, but margins are impacted by online segment expansion. Telecom also shows growth. Analysts provide insights into these ongoing trends.Read More

Adani Power and Tata Power shares surged as soaring temperatures across India fuel expectations of stronger power demand. Heat wave alerts have been issued for several regions, with daytime temperatures reaching up to 45°C. Experts warn of a strong El Niño ahead, which historically leads to heightened power demand and benefits power stocks.Read More