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Indian shares saw a modest rebound on Thursday, with banks, energy, and tech stocks leading the charge after a significant two-day slump. Investors bought into beaten-down sectors, buoyed by global market gains. Australia’s resource-heavy index offered some resilience against Middle East tensions, while strong iron ore prices boosted mining giants.Read More

Amidst global uncertainty, market volatility presents opportunities for long-term investors, according to Rahul Shah. He highlights mispricing as a chance to build portfolios, favoring resilient largecaps like private banks, telecom, consumer discretionary, and auto sectors. Shah also sees potential in metals, energy, and defence, with specific stock recommendations.Read More

Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly affect the economy due to heavy reliance on GCC for energy and remittances. Foreign investors are currently favoring other Asian markets with stronger earnings growth, delaying their return to India.Read More

Indian government bonds saw early gains on Thursday, buoyed by suspected central bank intervention in debt and currency markets. Despite escalating Middle East tensions and rising oil prices, a record net purchase of bonds by institutional investors on Wednesday provided crucial support. The rupee also firmed, easing inflation concerns.Read More

India Inc. witnessed a significant turnaround in the December quarter, with approximately 50 listed companies swinging from losses to profits. This broad-based recovery spans sectors like aviation, banking, and logistics, driven by strong demand and improved operating leverage. Brokerages are turning constructive, with earnings growth meeting expectations and valuations appearing reasonable.Read More