Indian markets plunged Thursday as President Trump’s threats of escalating strikes on Iran spooked investors. The Sensex dropped significantly, mirroring a broader selloff across emerging Asian markets. Brent crude surged, and the dollar strengthened, further pressuring Indian equities already facing foreign outflows and a weakening rupee. Analysts anticipate continued volatility and economic pressure.Read More

Fresh remarks from U.S. President Donald Trump have injected renewed uncertainty into global markets, particularly concerning crude oil prices and inflation. Investors, anticipating de-escalation, instead faced aggressive rhetoric that could prolong geopolitical tensions, complicating the Federal Reserve’s monetary policy decisions and potentially impacting equity valuations.Read More

Nomura has downgraded Indian equities to Neutral, citing elevated energy prices from the Iran war, AI market disadvantages, and a potential slowdown in domestic inflows. The brokerage warns that sustained higher oil prices and a weakening domestic investment cushion could pressure valuations, leading to a significant cut in its Nifty target.Read More

Indian stock markets will observe a holiday-shortened week, with closures on April 3 for Good Friday and earlier on March 31 for Shri Mahavir Jayanti. A total of 16 stock market holidays are scheduled for 2026, with several more upcoming throughout the year. MCX and NCDEX will also observe closures on these days.Read More

Market direction is highly fluid due to US-Iran conflict news, with sentiment shifting daily. While recent market corrections offer accumulation opportunities, sustainability hinges on conflict resolution. The defence sector, however, presents a strong long-term growth narrative driven by India’s self-reliance push.Read More

Bitcoin and Ethereum experienced a nearly 3% decline, trading around $67,000 and $2,044 respectively, as geopolitical tensions in Iran influenced market sentiment. Major altcoins also saw losses, with the global crypto market capitalization falling. Despite this retracement, steady ETF inflows are providing some support, though traders remain cautious heading into the Easter period.Read More

March auto sales showed a mixed trend. Passenger vehicles performed well, driven by models like the Punch and Nexon. Commercial vehicles faced weakness, with sales described as only ‘okayish’. Farm equipment outlook for FY27 is cautious due to monsoon uncertainty and supply issues. April passenger vehicle sales may be softer year-on-year.Read More

Nifty valuations have eased to near pre-Covid averages, prompting Jefferies to turn constructive on equities. The brokerage favours banks, pharma and real estate while trimming autos and cement. It sees moderate earnings growth ahead, with limited downside risks, supported by reasonable valuations and improving sector-specific outlook across markets.Read More

Ola Electric shares surged after strong March sales data signalled a recovery in demand. Improved service operations and rising registrations boosted investor sentiment, despite broader market weakness. While the stock remains significantly below its IPO and peak levels, the company sees sustained momentum driven by better customer experience and operational efficiency.Read More

Geopolitical tensions surrounding Iran have left investors uncertain about the conflict’s duration, with experts predicting a prolonged period of instability rather than a swift resolution. While oil supply disruptions are a concern, historical precedent suggests adaptation, and the crisis may accelerate the global shift away from oil dependence.Read More