India’s economy faces testing times from rising oil prices and global uncertainty. While growth is solid, it is uneven and vulnerable. Inflation is moderating but fragile. The Reserve Bank of India anticipates a cautious approach to interest rates. Deeper reforms and sharper policy focus are crucial for sustained growth amidst evolving global challenges.Read More
JPMorgan CEO Jamie Dimon warned that the war in Iran could trigger oil and commodity price shocks, leading to persistent inflation and higher interest rates than anticipated. He also addressed concerns about the private credit sector, suggesting it likely poses no systemic risk despite recent investor pullbacks driven by AI worries.Read More
Motilal Oswal reshuffled its model portfolio, increasing SBI weight while trimming HDFC Bank. It added stocks across financials, new-age, defence, and manufacturing, citing strong growth prospects and valuations. The brokerage remains selective on IT and metals while favouring emerging platforms and consumption-driven opportunities.Read More
Motilal Oswal forecasts Nifty 50 companies to achieve 6% YoY earnings growth in Q4 FY26, driven by financials, metals, and telecom, despite the oil and gas crisis. The brokerage anticipates softer overall growth due to the Iran-Israel-US conflict’s impact on energy prices and supply chains.Read More
Bitcoin saw a slight decline on Tuesday after touching $69,500. Major altcoins also experienced drops. This movement followed de-escalation signals, leading to liquidations. Corporate accumulation continues to support the sector. The global crypto market capitalization edged down. Analysts suggest Bitcoin faces resistance near $70,000-$72,000, with upcoming U.S. CPI data being a key trigger.Read More
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