Markets fall when conflict breaks out. Here is what the data says happens post the war The Sensex has just posted its worst week in six years. Oil is above $100. The Strait of Hormuz is effectively shut. And in investing forums across India, retail investors are asking the sameContinue Reading
Crisil Ratings has mapped the damage sector by sector. The list goes well beyond fuel prices and refiners. With the Strait of Hormuz virtually closed, the risk of passage had simply become too high. And with that, one of the world’s most critical energy corridors has gone dark taking withContinue Reading
PhillipCapital sees GDP at 7.5% and a Nifty at 27,500, but the real story is where earnings are actually going to show up In dealing rooms in Mumbai, everybody has their fingers crossed. The war in the Middle East is keeping oil traders on edge. Geopolitical alignments that held forContinue Reading
FIIs have been dumping India’s most widely held stock on Iran war fears Reliance Industries is up 3% in trade today, but do not mistake the bounce for a full recovery. The stock dropped 4% this week and 8% over the past month as it was caught in the broadContinue Reading
India imports half its crude and LNG through a waterway that is now closed. The oil basket reaction could be mixed. The war in the Middle East has stopped being a headline risk for Indian energy investors. As of this week, it is a balance sheet event. US and IsraeliContinue Reading
Rs64,000 crore erased in two days. An all-time high just last week. India’s biggest engineering company got caught in a conflict it didn’t start — but the fundamentals haven’t changed. Here’s what the numbers say. On February 24, Larsen & Toubro touched an all-time high of Rs4,440. Four days later,Continue Reading
Indian equity markets ended Monday’s bruising session well off their lows, with the Nifty 50 recovering sharply from an intraday bottom of 24,600 to close at 24,865 which is a sign that buying interest emerged at lower levels even as the broader sentiment remained deeply cautious following a geopolitical shockContinue Reading
The Middle East Is at War. Here’s What It Means for Every Asset Class in Your The world woke up to a fundamentally different geopolitical reality on Saturday morning. The United States and Israel launched a massive, coordinated military campaign against Iran — codenamed Operation Epic Fury by the PentagonContinue Reading
A decade ago, UltraTech made roughly one in every six bags of cement sold in India. Today it makes closer to one in three There is a moment in every infrastructure supercycle when one company pulls decisively ahead of the pack. For India’s cement sector, that moment may already haveContinue Reading
The most popular trade in equities is built on a forecast that history says you shouldn’t trust India’s small-cap universe has a problem. Consensus expects 35% of Nifty Small Cap 250 companies to deliver earnings growth of 30% or more over the next two years. The uncomfortable truth sitting rightContinue Reading
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