Indian IT stocks may remain in focus after Oracle reported stronger than expected quarterly results and raised its revenue outlook. Nuvama said the recent 20% correction in Indian IT stocks amid concerns over AI disruption has made valuations attractive, though near term volatility may continue as the industry adapts to Gen AI.Read More

A surge in diesel prices is emerging as a new risk for the global economy as Middle East tensions threaten energy supply routes through the Strait of Hormuz. Tight supplies, shipping disruptions and strong demand have lifted refining margins and fuel costs, raising concerns about inflation, logistics expenses and slower economic growth.Read More

When people think about investing in the stock market, they often associate it with two distinct horizons: long term wealth creation and short term profits.Read More

The rupee fell 4 paise to 91.89 against US dollar in early trade on Wednesday weighed down by FII outflows and the unrelenting conflict in the Middle East.Read More

India is cautiously reopening to Chinese foreign direct investment, particularly in electronic manufacturing services and renewable energy supply chains. Market expert Ajay Bagga emphasizes the necessity of this move for domestic component manufacturing but stresses non-negotiable guardrails, drawing lessons from China’s dominance in Africa and advocating for a Vietnam-style competitive equilibrium.Read More

Market volatility has created buying opportunities. Valuations are now more attractive, supported by central bank liquidity. Long-term investors can cautiously build positions. Sectors like IT and private banks are showing promise. Manufacturing and select pharma companies also present opportunities. Investors should remain selective.Read More

Bank of America anticipates strong first-quarter revenue growth, driven by market volatility and consumer spending. Net interest income is projected to rise at least 7%, with investment banking fees up around 10% and global markets revenue expanding at a low double-digit pace. These positive trends are supported by increased trading activity and client engagement amid...Read More

Jefferies has raised Coal India target to Rs 485, citing reasonable valuation and improving earnings. The brokerage forecasts 9% CAGR in FY26–28, supported by higher e-auction premiums, rising dispatch volumes, and a rebound in power demand. Coal India remains a cash-rich, high-dividend PSU stock with strong market share.Read More

Gas stocks rallied sharply on Wednesday as investors bet the Iran–Israel conflict may ease, potentially relieving supply constraints. The rebound follows last week’s sharp fall triggered by escalating tensions. India continues to face a deepening gas crisis, with prices surging and the government prioritising PNG, CNG and LPG to ensure uninterrupted supply.Read More

Shares of Shakti Pumps, NCC, and KEC International rallied after the Union Cabinet approved the Jal Jeevan Mission’s extension until 2028. The program has a Rs 8.69 lakh crore outlay. This decision is expected to benefit several engineering, procurement, and construction companies. Pump manufacturers and pipe makers will also see support. A new digital framework,...Read More