Markets may be rallying on hopes of peace, but Viking Research’s John Rossomando warns that investors are underestimating geopolitical risks. He cautions that any aggressive move by Iran, such as renewed missile strikes or attacks on shipping, could quickly reverse market optimism and disrupt global trade.Read More
Saurabh Mukherjea believes India’s long-standing economic model is concluding. He anticipates rising inflation and a weakening rupee impacting consumer spending. Interest rate hikes are also expected, posing challenges for lenders. The focus is shifting towards manufacturing exports, benefiting from global trends. This transition presents new investment opportunities in specific export-oriented sectors.Read More
OMC stocks surged as easing oil prices, driven by renewed hopes of US-Iran peace talks, lifted sentiment. Crude remained below the key $100 mark, reducing margin pressure concerns. Improved geopolitical outlook and steady vessel movement through Hormuz supported gains, while refiners also traded higher amid broader optimism in energy markets.Read More
Japan’s Nikkei closed at a one-month high as optimism over fresh US-Iran talks eased oil prices and boosted risk sentiment across global markets.Read More
Markets are rallying but investor Dipan Mehta urges caution. He believes fundamentals are weakening. A poor monsoon could impact rural businesses and inflation. Banks face challenges with rising deposit costs. Largecap IT stocks remain uncertain due to AI. Defence stocks are overvalued. This earnings season may not drive markets higher. Investors should watch the June quarter closely for structural headwinds.Read More
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