Japan’s Nikkei share average climbed on Monday as investors largely shrugged off U.S. President Donald Trump’s latest threat to attack Iranian infrastructure, and instead focused on signs the Middle East conflict could de-escalate.Read More
Indian equity markets have experienced significant volatility, with valuations now presenting an attractive entry point. Despite geopolitical uncertainties delaying earnings growth, CIO Rishi Kohli suggests largecaps offer a safer entry, with a strategic cash deployment advised over the next two months.Read More
Indian markets experienced a sharp downturn in March, with Nifty 50 companies seeing significant EPS estimate cuts, particularly in aviation and infrastructure, due to soaring oil prices. InterGlobe Aviation faced the largest reduction. Conversely, oil & gas and metals sectors witnessed upgrades. Escalating US-Iran tensions continue to fuel investor concerns and oil price hikes.Read More
Global central banks stepped up gold buying in February, led by strong purchases from Poland, China, and several emerging markets, even as Russia turned a major seller. Net additions hit 19 tonnes, signalling steady reserve diversification despite slower year-to-date accumulation. African central banks are also accelerating gold buying as a strategic hedge.Read More
Pankaj Pandey shares insights on Indian sectors facing US tariffs. He sees limited impact on pharma growth but potential benefits for Jubilant Pharma and Piramal Pharma. Sun Pharma’s domestic capex is a positive. The auto sector shows robust volume growth and price hikes, with PV and two-wheeler players like Maruti Suzuki, M&M, TVS, Eicher, and Bajaj Auto favored.Read More
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