Indian markets are currently dictated by US President Donald Trump’s pronouncements, overriding fundamentals and FII flows. Dipan Mehta of Elixir Equities warns of a tepid March and disastrous June quarter earnings due to the ongoing conflict’s collateral damage. He advises investors to upgrade portfolio quality and build positions in energy security and defense sectors for a post-war rally.Read More
Gold prices have declined sharply in 2026 despite rising geopolitical tensions, driven by a liquidity crunch, shifting interest rate expectations, and supply disruptions. While the sell-off reflects short-term pressures, it has raised broader questions about gold’s reliability as a safe haven amid evolving global economic conditions.Read More
Independent analyst Anand Tandon believes Indian markets are overvalued, as current valuations don’t account for the geopolitical crisis’s impact on corporate earnings. He suggests private banks are a strong buy, while media and gaming offer opportunities due to economic conditions. Tandon advises caution on IT and platform stocks, awaiting a clearer macro outlook.Read More
Indian stock markets will remain shut for three days over the next two weeks due to key holidays. Amid heightened global volatility, Zerodha CEO Nithin Kamath advised traders to prioritise capital preservation, reduce risk and take a break, highlighting the mental toll of trading in uncertain, headline-driven market conditions.Read More
Gift Nifty dropped over 100 points, indicating a weak start for Indian markets around 23,170. The fall comes as oil prices rebound amid uncertainty over Middle East tensions, with Iran still reviewing a US proposal to end the conflict.Read More
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