India’s markets regulator, SEBI, will not permit banks and insurance companies to invest in commodity derivatives, according to its chairman. While SEBI had previously explored enabling pension funds to trade commodities, a decision remains undisclosed. The announcement led to a decline in Multi Commodity Exchange of India shares.Read More

Despite market swings, seasoned investors find comfort in reasonable valuations and historical trends, according to Kotak AMC’s Shibani Sircar Kurian. She highlights banking as a standout sector with strong growth and stable asset quality, while telecom shows improving fundamentals. Kurian advises using market dips to add equities, favoring private banks due to valuation comfort.Read More

Jefferies has raised target prices on Adani Power, Adani Ports and Adani Enterprises, maintaining ‘Buy’ ratings on strong operational performance, capacity expansions and improving realisations. Adani Ports saw EBITDA beat estimates, supported by higher domestic port realisations and upcoming capacity additions. The brokerage expects steady volume growth and strong EBITDA momentum across the Adani group.Read More

Bharat Heavy Electricals Ltd (BHEL) shares surged over 13% after reporting a robust March quarter with a 156% jump in net profit to Rs 1,290.50 crore. Revenue from operations also saw a significant 37% increase. The company also recommended a final dividend of Rs 1.40 per share for FY26.Read More

Indian government bonds saw a rebound, with value buyers stepping in after a recent surge in yields. Early election trends favoring the ruling party and a stabilization in oil prices, despite ongoing geopolitical tensions, boosted market confidence. This positive sentiment helped push benchmark bond yields lower, offering relief to investors concerned about inflation and import...Read More

Vedanta shares surged after its demerger into four entities, with analysts highlighting improved business focus but increased concentration risks. Brokerages remain optimistic on upside potential, supported by strong Q4 earnings, while advising caution for new investors amid ongoing price discovery and evolving valuations of the separated businesses.Read More

The Indian Rupee traded within a tight band today. Modest dollar inflows and falling oil prices provided support. However, importers actively buying dollars kept the Rupee under pressure. Oil prices eased after US President Donald Trump indicated assistance for ships in the Strait of Hormuz. Asian currencies showed mixed movements. Investors are watching earnings and...Read More

Global markets enter a volatile week as oil prices surge amid Middle East tensions, raising inflation and growth concerns. Investors track US jobs data, central bank signals, and geopolitical risks. While strong earnings and AI momentum offer support, uncertainty around policy, energy costs, and political developments may drive market direction.Read More

Kotak Mahindra Bank delivered strong Q4 results with unexpected margin expansion and declining credit costs. While management anticipates flattish margins ahead due to rising deposit rates, analysts believe growth in unsecured lending and CASA deposits, along with operating leverage and fee income recovery, can sustain a strong return on assets.Read More

Actor-turned-politician C Joseph Vijay’s Tamilaga Vettri Kazhagam (TVK) is poised to disrupt Tamil Nadu’s long-standing Dravidian party dominance, leading in 108 seats. This unexpected surge has sent shockwaves through the political landscape, impacting established players like the DMK and AIADMK. Sun TV Network shares saw a significant dip amid these electoral trends.Read More