Amidst global uncertainty, market volatility presents opportunities for long-term investors, according to Rahul Shah. He highlights mispricing as a chance to build portfolios, favoring resilient largecaps like private banks, telecom, consumer discretionary, and auto sectors. Shah also sees potential in metals, energy, and defence, with specific stock recommendations.Read More

Indian government bonds saw early gains on Thursday, buoyed by suspected central bank intervention in debt and currency markets. Despite escalating Middle East tensions and rising oil prices, a record net purchase of bonds by institutional investors on Wednesday provided crucial support. The rupee also firmed, easing inflation concerns.Read More

Coal India shares climbed over 4% after Citi placed the stock on a 90-day Upside Catalyst Watch and raised its target price, citing stronger global coal prices and potential gas-to-coal switching due to elevated LNG prices. The brokerage expects improved e-auction realisations but warns that easing Middle East tensions could cap gains.Read More

India’s IPO market is showing signs of cooling, with seven of the last eight mainboard listings delivering negative debut gains. Weak broader markets, stretched valuations, and softer investor appetite have weighed on listing performance. Analysts say cautious sentiment and declining subscription levels suggest investors are becoming more selective about new public offerings.Read More

India Inc. witnessed a significant turnaround in the December quarter, with approximately 50 listed companies swinging from losses to profits. This broad-based recovery spans sectors like aviation, banking, and logistics, driven by strong demand and improved operating leverage. Brokerages are turning constructive, with earnings growth meeting expectations and valuations appearing reasonable.Read More

Bharat Forge shares rose 4% after strong growth in North America’s Class 8 truck orders, which jumped 159% year-on-year in February. The surge signals improving demand in the commercial vehicle cycle, a key export market for the company, which also reported robust profit and revenue growth in the December quarter.Read More

Bitcoin has surged past $72,000, driven by renewed institutional interest and significant inflows into US spot Bitcoin ETFs. Major altcoins like Ethereum, BNB, and Solana are also showing strong gains. Analysts suggest this recovery, despite cautious sentiment, could lead to further price increases if key resistance levels are broken. The market is stabilizing after an...Read More

L&T shares rose over 2% after four days of losses as hopes of easing Iran-Israel tensions lifted sentiment. However, Motilal Oswal remains cautious, citing the company’s significant Middle East exposure, risks to EPC execution, and potential valuation pressures from AI disruption in its IT subsidiary.Read More

Crude oil prices are now the key driver for global markets. Emerging market tech stocks are showing early signs of recovery. Gold is approaching a peak. Independent commentator Geoff Dennis believes oil price stability is crucial for broader market gains. Asian markets are showing a tentative bounce. Investors are watching the Middle East situation closely.Read More

China pledged intensified investment in high-tech industries and scientific innovation to bolster economic resilience amid escalating geopolitical tensions. The nation aims for 4.5%-5% growth, prioritizing innovation-driven development and industrial upgrading while addressing structural challenges and subdued domestic demand.Read More