Amidst global market jitters, Elixir Equities’ Dipan Mehta advises investors to exercise patience, resisting drastic portfolio changes. He highlights oil prices as a key indicator for market stability. Mehta suggests a cautious approach to banking, favoring PSU banks and diversified NBFCs, while seeing potential in EV-focused auto players and currency-driven exports.Read More

Honasa Consumer shares rose sharply on Thursday after the company posted a strong Q4 business update, with growth expected in the late twenties. Its flagship brand Mamaearth, continues to gain traction, while younger brands and offline channels drive momentum. Profitability is seen as steady with operating leverage benefits.Read More

Global oil markets may be entering a structurally higher price regime, with Brent expected to remain elevated despite a US-led Israel-Iran ceasefire. India faces near-term relief but faces risks of imported inflation and a widening current account deficit. While valuations are attractive, sustained foreign investor inflows hinge on West Asian stability and declining crude prices.Read More

KEC International shares rose sharply on Thursday after the company won Rs 2,518 crore in new orders across civil, transportation and T&D businesses. The newly secured contracts span multiple segments, reinforcing its presence in both domestic and international markets. A standout highlight came from its civil business, which bagged its largest-ever commercial real estate order...Read More

Indian equities are at a turning point with valuations correcting. Foreign investors are withdrawing funds due to global factors, but domestic liquidity remains strong. Analysts believe this is a temporary reset, not a structural slowdown. India’s growth story remains intact, supported by domestic demand and policy initiatives.Read More

Following a March selloff, banking stocks like SBI and HDFC Bank have seen sharp April recoveries, prompting analysts to evaluate their valuations. While both banks show strong fundamentals, HDFC Bank is seen as more attractive from a risk-reward perspective due to post-merger synergies and improving operational efficiencies.Read More

India’s corporate earnings for the quarter ended March 2026 are feeling the economic heat from the recent Israel-US-Iran conflict. While some sectors like NBFCs and metals are set for strong growth, others, particularly oil and gas and auto, face significant profit declines due to crude price spikes and rising input costs. Investors are advised to...Read More

A sharp increase in futures open interest indicates a significant rise in the number of active, unexpired contracts in a given security.Read More

Indian stock markets ended a five-day winning streak on Thursday, with the Sensex and Nifty 50 experiencing declines. Investor sentiment was dampened by diminishing hopes for an Iran-US ceasefire, among other factors. Major losers included Infosys and Adani Ports, while Tata Steel and NTPC saw gains.Read More

Tata Consultancy Services reports its March quarter results today. Investors will focus on management’s outlook for FY27 demand, artificial intelligence, and large deal momentum. The IT major’s commentary could shape sentiment for the entire sector. Key areas to watch include revenue growth, FY27 guidance, deal wins, sector performance, margins, and AI strategy.Read More