Ace investor Vijay Kedia’s portfolio saw substantial losses in FY26. Fourteen stocks dropped significantly, with some falling over 68 percent. Market challenges impacted mid and small-cap segments. However, TechD Cybersecurity emerged as a multibagger, delivering a 159 percent return. Advait Energy and Yatharth Hospital also showed strong gains.Read More

Indian bank stocks fell up to 4% as the Reserve Bank of India’s aggressive currency defense measures threatened to cause losses of up to Rs 5,000 crore. These stringent forex curbs, including barring rupee non-deliverable forwards, sent the rupee surging but hit lenders by closing loopholes used to mitigate earlier restrictions.Read More

Indian defence stocks experienced a significant drop of up to 6% on Thursday, with the Nifty India Defence index falling around 3%. This decline followed a sharp rally yesterday, driven by strong financial results from GRSE and Cochin Shipyard’s inclusion in the F&O segment. Broader market weakness also contributed to the sell-off.Read More

Japanese government bond yields surged Thursday, with the 10-year benchmark hitting a 25-year high. President Trump’s comments on the Middle East conflict and market anticipation of a Bank of Japan rate hike fueled the rise. A weaker yen and rising oil prices also contributed to inflation concerns, pushing investors to demand higher yields.Read More

India’s IT stocks are finding an unexpected boost from a weaker rupee, which analysts predict will cushion margins this Q4 results season. Despite flat revenue growth and AI concerns, currency tailwinds are expected to offset pressures, offering a near-term relief for the sector.Read More

Foreign investor inflows are expected to fuel the next market surge. India’s long-term growth story remains strong despite recent volatility. A cooling of global AI hype could draw foreign funds back. Investors should focus on domestic growth, particularly banking and financial services. Gold offers a hedge against uncertainty, with structural allocation advised long-term.Read More

There was a notable surge in futures open interest for nine stocks in the NSE F&O pack, contributing to a total increase in open interest of over 10% as compared to the previous trade.Read More

TVS Motor Company share price fell 3% on Thursday. This happened even as the company reported a strong 25% sales increase for March 2026. The stock drop was linked to global market worries. The West Asia conflict involving the US, Israel, and Iran created investor unease. Despite this, TVS Motor saw significant growth across its...Read More

Global markets are cautious. U.S. President Trump indicated the conflict with Iran may last longer. This news has dampened investor sentiment. Equity markets reacted negatively. Safe-haven demand supported the U.S. dollar. Oil prices moved higher due to supply disruption concerns. Investors are now focused on the uncertainty surrounding the conflict’s duration.Read More

Nifty and Sensex rebounded sharply to start the new financial year, following an 11% crash in March due to Middle East tensions. Analysts suggest Nifty’s current P/E ratio of 20x indicates fairer valuations, potentially nearing a bottom. However, caution is advised as sustained rallies depend on cooling crude prices and FII inflows.Read More