Prateek Agarwal of Motilal Oswal AMC highlights a shift in financial sector growth from traditional banking to capital markets like AMCs, brokers, and exchanges. He discusses how recent trade deals with the US and EU boost India’s manufacturing and investment appeal, potentially reversing FII outflows and strengthening the rupee.Read More

Global markets are breathing easier as Iran declares the Strait of Hormuz fully open, a crucial oil route, amid a potential U.S.-Iran deal. This development, coupled with a Lebanon-Israel ceasefire, has sent oil prices plummeting. While experts see a temporary reprieve, concerns linger over Iran’s nuclear program and sanctions, suggesting oil prices may remain elevated.Read More

Rail Vikas Nigam Limited shares rose 6% after securing a ₹967 crore railway order, strengthening its order book and boosting investor sentiment.Read More

Gold demand remains strong ahead of Akshaya Tritiya, with retail investors viewing bullion as a key wealth creation tool. Despite high prices, the festival drives demand, supported by gold’s safe-haven appeal amidst global uncertainties. Younger buyers are increasingly opting for lightweight jewellery and digital gold, while investment products like coins and bars are also gaining...Read More

Japan’s Finance Minister Satsuki Katayama attributed recent yen movements largely to speculative trading, following news of the Strait of Hormuz reopening. The dollar weakened against the yen as traders shifted from safe-haven assets. Authorities have expressed concerns over a weak yen’s impact on import costs and inflation, signaling readiness to intervene against sharp currency declines.Read More

Rail Vikas Nigam Limited shares rose 6% after securing a ₹967 crore railway order, strengthening its order book and boosting investor sentiment.Read More

India’s banking sector concluded FY26 strongly, with credit growth hitting 16.1% and deposits surging 13.5%. Banks aggressively mobilized funds, though a credit-deposit gap persists. Despite tight liquidity, regulatory frameworks and strong momentum position the sector for sustained growth. Analysts recommend AU Small Finance Bank and ICICI Bank for their robust strategies and growth potential.Read More

Gold prices are experiencing a cyclical reset, not a structural shift. This presents a strategic opportunity for Indian investors to buy gold. Akshaya Tritiya is an auspicious time to invest in gold ETFs, Digi Gold, or multi-asset funds. Central banks may resume gold buying. A 15-20% allocation to gold and silver is recommended for long-term...Read More

Bitcoin’s climb past $75,000 faces skepticism from leveraged traders, evidenced by prolonged negative funding rates on futures. This divergence suggests a potential short squeeze if prices continue to rise, driven by ETF inflows and institutional buying. However, significant resistance and bearish bets on options markets remain.Read More

Berkshire Hathaway CEO Greg Abel has divested stocks once overseen by Todd Combs. Combs departed Berkshire in December for JPMorgan Chase. This move signals a significant shift in Berkshire’s investment portfolio under Abel, who took over as CEO in January. Warren Buffett continues as Chairman. Berkshire is expected to reveal more details on its equity...Read More