Market expert Digant Haria suggests the banking stock correction is a cooling-off phase, not due to deteriorating fundamentals. He anticipates private sector lenders will regain investor favor as valuations become attractive, especially with foreign institutional selling potentially stabilizing, paving the way for significant rallies.Read More

Indian cities are experiencing gas supply shortages due to the ongoing Middle East conflict, leading to price surges for domestic and commercial LPG. Several sectors, including fertilizers, restaurants, and tile manufacturers, are directly impacted as supply constraints worsen. The government has issued new regulations to prioritize essential gas supplies amidst the crisis.Read More

While foreign investors fled India’s IT sector, dumping Rs 17,000 crore in February, the PPFAS Flexicap Fund made a bold contrarian move. The fund aggressively bought shares in HCL Technologies, Infosys, and TCS, despite AI fears causing the Nifty IT index to plunge. This strategic accumulation contrasts sharply with analyst downgrades and widespread sector pessimism.Read More

Japan’s ​Nikkei share gauge closed higher ​on Tuesday, recovering some of the losses ​from the previous session, as investors reacted to moves by major economies to tap oil reserves to stabilise markets shaken by the Middle East ‌conflict.Read More

European shares bounced back on Tuesday as investor sentiment was lifted after U.S. President Donald Trump said the war ‌in Middle ⁠East ⁠could come to a quick end.Read More

Hedging costs in India have surged to their highest levels since 2024, with the India VIX jumping far above realised volatility as traders brace for further turmoil. The Nifty 50 has mirrored global weakness sparked by the Iran war, signalling rising anxiety across India’s $4.8-trillion equity market.Read More

Indian equities showed stability mid-session Tuesday, with the Nifty holding above key levels and Bank Nifty outperforming. Easing oil prices and declining volatility boosted investor sentiment, though global uncertainties persist. Analysts suggest a selective approach, favoring defensive sectors like pharma and PSU banks for potential opportunities.Read More

While foreign investors dumped Indian IT stocks, PPFAS Flexicap Fund aggressively bought shares of HCL Technologies, Infosys, and TCS. This move defied widespread fears of AI impacting the sector. The fund also increased stakes in banking, auto, and pharma. Analysts remain divided on the IT sector’s future outlook.Read More

Helios Mutual Fund CEO Dinshaw Irani views the current market selloff as a buying opportunity, deploying nearly all available cash. He believes the geopolitical conflict, while impacting India’s growth, will resolve within weeks, allowing the robust domestic growth narrative to reassert itself. Irani highlights the oil price impact but remains optimistic about India’s underlying economic...Read More

Fertiliser stocks surged after the government issued the Natural Gas Regulation Order, 2026, prioritising gas supply to key sectors amid West Asia disruptions. Fertiliser plants will receive 70% of the average gas consumption. Investors cheered the move as it ensures continued feedstock availability critical for ammonia and urea production despite supply uncertainties.Read More