Asian equities experienced their steepest weekly loss in six years as renewed Iranian strikes and the ongoing Middle East conflict drove a broad retreat in risk assets. Oil prices edged lower, though they remain on track for their biggest weekly surge since 2022 amid supply disruption concerns. Markets remain tense as Iran shows no intention...Read More

India Inc’s overseas fundraising plans are stalled due to the West Asian conflict, causing global yields to rise. Lenders and companies are awaiting geopolitical clarity, as bond and loan rates have increased. This situation makes companies with significant Middle East revenue exposure less appealing to financiers, prompting increased caution.Read More

The Indian rupee strengthened significantly, closing at 91.60/$1, up from 92.15/$1, due to substantial interventions by the Reserve Bank of India. Despite higher oil prices and a risk-off sentiment, the RBI’s actions prevented the rupee from weakening further, though concerns remain about the impact on domestic liquidity.Read More

Indian metal stocks saw a significant rise today. Aluminium manufacturers led the gains. The closure of the Strait of Hormuz due to the West Asia conflict is impacting supply chains. This is expected to push up metal prices. National Aluminium Co, Hindalco, and other metal companies registered strong gains. The Nifty Metal Index outperformed the...Read More

Rising crude oil prices are expected to significantly impact the March-quarter profits of oil marketing companies, compressing refining margins and widening LPG under-recoveries. While upstream companies like ONGC and Oil India stand to benefit from higher crude prices, gas utilities face pressure from surging LNG costs.Read More

The Reserve Bank of India has increased its intervention in the government securities market, purchasing bonds to counteract liquidity drained by foreign exchange market actions. This move aims to maintain transmission momentum and stabilize yields amidst geopolitical concerns. Bond buying, particularly in the 10-year benchmark, suggests the central bank may be capping upward yield movements.Read More

Bank loans below 9% interest surged to 62.4% in December 2025, a significant rise from 42.4% a year prior, indicating easing lending rates. Despite this, the number of bank borrowers dropped by nearly 13 million, suggesting a shift towards non-bank lenders and fintech firms.Read More

Bitcoin faces challenges in sustaining its upward trend. Global markets are recovering, but Bitcoin experienced a dip. Traders showed positivity compared to other assets. Recent news about Iran potentially relinquishing uranium stockpiles is influencing market sentiment. This development is driving a significant reversal across various financial markets.Read More

Analysts have initiated coverage on Jain Resource Recycling, Granules India, and Shadowfax Technologies with buy ratings, anticipating returns of 25% to 41%. These companies are poised for growth due to favorable market conditions and strategic positioning within their respective sectors.Read More

Indian stocks experienced a significant rebound on Thursday, mirroring gains across Asian markets. This relief rally, driven by hopes of de-escalating geopolitical tensions and oversold technical conditions, saw the Nifty and Sensex close higher. While the market showed strength, analysts caution that this recovery might be temporary until clearer signals emerge.Read More