Global government bonds are facing significant monthly losses, driven by Middle East conflict fears impacting inflation and growth. While short-dated debt saw some relief, investors are increasingly concerned about stagflation. Oil prices above $100 are pushing bets for higher-for-longer interest rates, overshadowing safe-haven debt appeal. China’s bonds, however, show resilience.Read More
Brokerages are bullish on Indian defense stocks following the Defense Acquisition Council’s approval of proposals worth Rs 2.38 lakh crore, enhancing India’s combat and surveillance capabilities. These approvals, including S-400 missile systems and Su-30 engine overhauls, signal strong order inflows and indigenization opportunities for domestic players like Bharat Electronics, which remains a top pick.Read More
Global markets face a volatile end to the first quarter. Geopolitical shocks and Middle East conflict have shaken investor confidence. Energy prices have surged, impacting inflation and monetary policy. Investors are cautious as the second quarter begins, watching economic indicators from the US and Asia. Europe’s inflation data will also be key.Read More
IRB Infrastructure Developers’ stock surged 11% after turning ex-date for its 1:1 bonus issue, contrary to initial perceptions of a crash. The company, an integrated toll roads developer, also reported a 22% year-on-year growth in gross toll collections for February 2026, indicating strong operational performance.Read More
India’s benchmark bond yield is poised for its largest quarterly surge in four years, driven by escalating oil prices and inflation concerns stemming from the Middle East conflict. This trend is expected to continue, impacting government borrowing costs and bank profits as markets brace for a challenging new fiscal year.Read More
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