IT stocks may rally on Wednesday as Infosys and Wipro ADRs surged overnight, supported by strong gains in US tech stocks and easing fears of AI-driven disruption. Optimism over renewed Iran-US peace talks and falling crude prices softened macro concerns, boosting sentiment for Indian IT companies heavily exposed to the US market.Read More

Improving global cues on optimism around US-Iran talks are likely to push the Nifty back towards the 24,000 level, signaling renewed bullish momentum.Read More

Intel has emerged as one of the hottest S&P 500 stocks, adding over $100 billion in market value during a nine-day, 53% rally. A string of positive developments has revived confidence in its turnaround prospects after years of underperformance, with investors increasingly betting the chipmaker can regain its competitive edge in semiconductor manufacturing.Read More

Nifty’s Monday pullback is a technical dip, not a trend reversal, says HDFC Securities analyst Nagaraj Shetti. After forming a higher bottom, the index finds strong support at 23,400-23,500, with 24,500 the near-term target once it clears 24,100. Shetti recommends buying Glenmark Pharmaceuticals (target Rs 2,310, stop Rs 2,150) and Oberoi Realty (target Rs 1,800,...Read More

DIIs raised stakes in nine Nifty 500 stocks in Q4, signalling strong institutional conviction and expectations of sustained earnings momentum.Read More

Japan’s Nikkei surged to a six-week high as easing oil prices and renewed optimism over US-Iran talks boosted investor sentiment across global markets.Read More

Australia’s economy faces a stagflationary shock as the Middle East conflict drives up fuel prices. Top companies like Qantas and Westpac are issuing profit warnings, citing soaring costs and customer impacts. Business and consumer sentiment have plummeted, raising concerns about inflation and slowing growth, a scenario dubbed ‘the central bank’s nightmare’.Read More

Pakistan’s stock markets surged on Tuesday, with the KSE-100 jumping nearly 4,000 points amid renewed optimism over possible fresh US-Iran peace talks. The rally comes after intense volatility, including a 6,000-point crash on Monday. Easing crude prices and hopes of diplomatic progress boosted overall sentiment across global markets.Read More

Mutual funds significantly increased holdings in 46 stocks in March, signalling strong institutional interest. Filtering for performance, five stocks delivered over 15% gains, while several laggards declined despite accumulation. Heavy buying in HDFC Bank and Yes Bank amid price weakness suggests possible bottom fishing by institutional investors.Read More

Despite a volatile start to FY27 driven by geopolitical risks, oil price swings, and rate uncertainty, the outlook for Indian equities remains positive. Rahul Bhuskute of Bharti AXA Life Insurance expects near-term volatility and range-bound markets, but sees sector-led opportunities in financials, consumer discretionary, and metals supporting growth.Read More