Indian solar stocks face pressure from oversupply and a US duty overhang, impacting companies like Waaree Energies and Premier Energies. While domestic module capacity outstrips demand, new US tariffs on certain imports add uncertainty. Experts suggest integrated players and those with diversified markets are better positioned for the evolving sector.Read More
Fino Payments Bank shares tumbled after its MD and CEO, Rishi Gupta, was arrested under GST law. The bank clarified the arrest relates to business partners and not its own compliance, with the CFO taking over operations. This comes after RBI approved Gupta’s reappointment and the bank’s conversion to a small finance bank.Read More
Escalating US-Iran tensions are unsettling global markets, with oil prices rising due to fears of Strait of Hormuz disruption. Investors are seeking safe havens like gold and U.S. Treasuries, while emerging markets face currency and trade balance pressures. Defense and energy sectors may benefit, contrasting with airlines.Read More
Indian government bonds declined as oil prices surged due to escalating Middle East conflict, prompting investors to move away from risk assets. The benchmark bond yield rose, while the rupee and shares also fell. Higher oil prices threaten to increase inflation and widen India’s current account deficit.Read More
Economist Andrew Freris advises investors to shift focus from oil to defence stocks following the US strike on Iran. He argues that oil price spikes will be muted due to Iran’s small production share and a strong US naval deterrent, while defence companies are poised for significant growth amid rising global military conflict.Read More
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