Japan’s Nikkei share average rose on Thursday, boosted by SoftBank’s surge following a significant jump in its chip-unit Arm Holdings’ shares. Cautious optimism about easing Middle East tensions contributed to the gains, though strategists noted the market remains wary of the ongoing conflict’s duration.Read More

Domestic and global brokerages have initiated coverage on 11 Indian stocks across sectors like AI, defence and home services, signalling upside potential of up to 40%. Analysts remain bullish on names such as Sagility, Solar Industries and Ather Energy, citing strong growth visibility, structural tailwinds and improving profitability outlook.Read More

Gift Nifty dropped over 100 points, indicating a weak start for Indian markets around 23,170. The fall comes as oil prices rebound amid uncertainty over Middle East tensions, with Iran still reviewing a US proposal to end the conflict.Read More

Indian stock markets will remain shut for three days over the next two weeks due to key holidays. Amid heightened global volatility, Zerodha CEO Nithin Kamath advised traders to prioritise capital preservation, reduce risk and take a break, highlighting the mental toll of trading in uncertain, headline-driven market conditions.Read More

Independent analyst Anand Tandon believes Indian markets are overvalued, as current valuations don’t account for the geopolitical crisis’s impact on corporate earnings. He suggests private banks are a strong buy, while media and gaming offer opportunities due to economic conditions. Tandon advises caution on IT and platform stocks, awaiting a clearer macro outlook.Read More

Gold prices have declined sharply in 2026 despite rising geopolitical tensions, driven by a liquidity crunch, shifting interest rate expectations, and supply disruptions. While the sell-off reflects short-term pressures, it has raised broader questions about gold’s reliability as a safe haven amid evolving global economic conditions.Read More

Indian markets are currently dictated by US President Donald Trump’s pronouncements, overriding fundamentals and FII flows. Dipan Mehta of Elixir Equities warns of a tepid March and disastrous June quarter earnings due to the ongoing conflict’s collateral damage. He advises investors to upgrade portfolio quality and build positions in energy security and defense sectors for...Read More

The recent rise in the US dollar, driven by Middle East tensions, is likely temporary and reflects a short-term “safe-haven” rush rather than a lasting trend, according to Invesco’s Kristina Campmany. She believes the dollar remains fundamentally overvalued against major currencies like the yen, Australian dollar, and yuan. Despite a modest recovery, the broader trend...Read More

Markets are volatile due to geopolitical events and rising crude oil prices. Sachin Bajaj, CIO at Axis Max Life Insurance, sees opportunities in healthcare, infrastructure, and financials. He advises investors to stay invested in quality assets. India’s growth story remains intact despite short-term uncertainties. Elevated commodity prices could impact corporate earnings and margins.Read More

Amid escalating geopolitical tensions and a crude oil shock, global markets face heightened uncertainty. Investors are advised to diversify 10-20% of their portfolio globally, favoring emerging markets and Japan, with a staggered approach to fresh investments due to currency fluctuations and macro shifts.Read More