Oil Crashes, Markets Surge as Trump’s Iran Ceasefire Rewrites the Playbook Overnight
Trump announces a two-week US-Iran ceasefire, sending oil prices crashing from $111 to below $96. Indian markets, SGX Nifty, and […]
EQUITIES
SECTOR REVIEW
Government Cuts Excise Duty — What It Means For OMCs
The government has moved to cushion India’s oil marketing companies with a significant excise duty reduction and a new windfall
SECTOR REVIEW
Defence Just Got a Shot in the Arm — Here Are Companies to Own
The Defence Acquisition Council has cleared a sweeping round of approvals covering missiles, strike aircraft, warships and anti-drone systems. Motilal
EQUITIES
India’s Earnings to Get Cut — Here Is What to Own and What to Dump
The Iran conflict has exposed India as Asia’s most vulnerable large economy to an energy shock. Goldman Sachs says earnings
EQUITIES
Four Scenarios That Will Decide Where India’s Markets Go From Here
The Nifty is down 12% year-to-date. Crude has been elevated for four weeks. Berstein just published a note that every
EQUITIES
Nifty 50 Bounces Off 22,500, Oil Cools, Markets See a Lifeline
A sharp 400-point rally on Tuesday signals relief, not recovery, as traders weigh the possibility of a pause in strikes
EQUITIES
Stop Freezing, Start Churning: A Guide to Portfolio Building During This Crash
The Nifty is down 6%, stocks are being sold without discrimination and panic is in the air. Kotak Institutional Equities
SECTOR REVIEW
Stocks of ICE Vehicles May Be in Trouble; Nomura Tells You What to Buy Instead
The US-Israel-Iran war has rejigged India’s auto sector favourites, and the EV trade is now the only clear place to
EQUITIES
As Hormuz Stays Shut and Oil Scales Higher, UBS Maps Out What Investors Should Do Next
With oil nearing soaring and the Strait of Hormuz closed, UBS Global Wealth Management CIO Mark Haefele has published an
EQUITIES
What Happens To Equities Every Time There Is A War
Markets fall when conflict breaks out. Here is what the data says happens post the war The Sensex has just