Despite geopolitical shifts, equity market fundamentals remain strong, with technology and AI continuing to attract investor interest. Matt Orton of Raymond James advises focusing on growth, earnings expansion, and margin improvement, highlighting cyclical sectors like financials, industrials, and defense as key opportunities globally.Read More

Defence stocks witnessed a sharp uptick on Monday after the US launched a major military operation in Venezuela over the weekend, heightening geopolitical tensions. Investor interest rose across HAL, BEL, BDL, Solar Industries, and MTAR as markets priced in expectations of higher global defence spending.Read More

Tata Steel shares have rallied over 10% in six sessions as management commentary on domestic expansion, capacity additions and policy support outweighed concerns around global pricing pressure and trade disruptions.Read More

Global markets show caution amid unusual geopolitical developments, with Asian equities rising and oil prices stable. Precious metals, however, surged, with gold and silver acting as clear risk hedges. Peter McGuire highlights that while energy markets remain under pressure, industrial and precious metals are poised for significant gains in the coming years.Read More

IDBI Bank shares slipped despite a strong December-quarter update. The bank reported a 12% year-on-year rise in total business to Rs 5.46 lakh crore, supported by healthy growth in deposits and credit.Read More

Bandhan Bank’s shares surged following a positive business update, with loans and advances growing 10% year-on-year to Rs 1.45 lakh crore. While total deposits saw an 11.1% increase, a slight quarter-on-quarter dip and a declining CASA ratio were noted. Improved asset quality, with collection efficiency at 98.1%, provided investor comfort.Read More

Despite heightened geopolitical tensions from the U.S. strike on Venezuela, crypto markets remained resilient, with Bitcoin hovering near $93,000 and Ethereum above $3,000. Strong technical setups, stablecoin inflows, and renewed institutional interest have supported a bullish trend, while altcoins and memecoins saw notable gains, reflecting growing market maturity and investor confidence.Read More

NHPC shares extended gains for a fifth straight session, rising over 10% in five days, supported by plans to raise Rs 2,000 crore through bond issuance and strong technical indicators.Read More

Crude oil prices continue to remain range-bound despite political turmoil in Venezuela and US sanctions, says Vandana Hari of Vanda Insights. Ongoing uncertainty over leadership, continued curbs on Venezuelan exports and long timelines for any US oil investment limit upside risks. She says India’s oil outlook remains largely unaffected for now.Read More

Emerging-market bonds are set to remain resilient in 2026 as domestic investors now hold a larger share of local-currency debt, reducing vulnerability to currency swings and global volatility. Lower foreign participation, stronger local demand and weakening correlations with U.S. Treasuries are helping deepen markets and support stability across major emerging economies.Read More