The Strait of Hormuz Is Shut. Here Is Exactly What To Watch In Oil Stocks.
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
Iran Hits the Middle East. L&T Shareholders Got Hit Too. Now What?
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
March IPO Calendar: Steel, Logistics, Manpower and a Rs 6,000 Crore Highway Trust — Here Is What Is Coming Up
Three upcoming equity issues are expected to collectively raise in the region of Rs 2,000 crore, while an InvIT is targeting Rs 6,000 crore — among the largest infrastructure trust offerings India’s primary market has seen. Four upcoming mainboard initial public offerings — Rajputana Stainless, Innovision, Skyways Air Services andContinue Reading
Primary Market Stays Busy in March, Four Mainboard IPOs to Raise Rs 8000 Cr
Five mainboard issues, Rs 8000 crore on the table, a war in West Asia and a Nifty with its back to the wall – India’s IPO market is not flinchin India’s primary market is readying for significant action this fortnight with five mainboard issues — one already open and fourContinue Reading
Sedemac Mechatronics IPO: What You Should Know?
Born in an IIT Bombay lab, built into a 35% market share business — Sedemac is a technology India’s Deeptech Auto-Electronics Pioneer that Comes to Market Sedemac Mechatronics is not a conventional auto ancillary story. It began as a college project at IIT Bombay in 2004, when Manish Sharma andContinue Reading
India’s Biggest IPO Year on Record Has Left Retail Investors With Nothing
A hundred new listings in FY26, a 9% listing-day pop, and a final return of negative 0.10% — Axis Capital data lays bare the cost of a market that prioritised volume over value India just completed its biggest IPO year on record. It has not gone well. A total ofContinue Reading
Hormuz Grinds, Sends Brent Past $82, Rupee Slides
Washington steps in as private insurers abandon the strait — but with cover cancelled from March 5 and oil up 17% in days, India faces a mounting crisis at the pump US President Donald Trump has ordered the federal government to provide political risk insurance for all commercial shipping throughContinue Reading
Oil’s Risk Premium Returns: India Counts the Cost of a Hormuz Shock
From $65 to $71 in days, India’s crude basket is flashing early warning signs. The real question now is how long the Strait of Hormuz stays safe. For India, oil is crucial and has enormous impact on the macro stability, inflation math, fiscal arithmetic and, yes, market mood. In aContinue Reading
Nifty Recovers From Day’s Low as Investors Buy Select Dips; Analysts Urge Caution
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 World Changed on Saturday. Here’s What Happens to Your Money on Monday.
The US-Israel strike that killed Khamenei has changed the geopolitical reality in the Middle East. Indian markets will pay the price on Monday, the question is for how long. The weekend did not bring rest. It brought fire over Tehran, the death of a supreme leader who had ruled IranContinue Reading