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 hide, says Nomura The US-Iran war has abruptly changed the calculus for India’s automobile sector. With Brent crude surging — up from around $60 at the start of the yearContinue Reading
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 investment roadmap. Here is what it says. With the Strait of Hormuz effectively closed and spot Brent crude trading higher at $90 per barrel, UBS Global Wealth Management Chief InvestmentContinue Reading
Innovision IPO: What You Should Know
The 2007-founded manpower and infrastructure services company is raising Rs 322.8 crore. Innovision Limited, an integrated workforce management and infrastructure support company, is currently open for subscription with its IPO closing tomorrow ie March 12. Founded in 2007, the company started with manned security services and has since expanded intoContinue Reading
India Inc. Delivers: Q3FY26 Earnings Season Turns Out Stronger Than Expected
Midcaps and smallcaps stole the show as broad-based revenue growth returned across the board. SBI Capital Markets breaks it down. India’s corporate earnings season for the third quarter of FY26 has come in stronger than anticipated with recovery spreading across market-cap segments rather than being confined to a handful ofContinue Reading
Rajputana Stainless IPO: Everything You Need to Know
The Gujarat-based stainless steel maker wraps up its three-day public issue on Wednesday. Here’s a quick brief before the window shuts. Rajputana Stainless Limited, a Kalal, Gujarat-based manufacturer of stainless steel long products, closes its IPO today — March 11. The company has been in the business of making billets,Continue Reading
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 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
An Uncomfortable Truth: An Oil Shock With No End in Sight
With both sides dug in and Gulf infrastructure taking daily hits, investors should brace for a prolonged period of oil volatility — and everything that comes with it. If the attacks on energy infrastructure continue, oil prices may have further to run than most are prepared for. Brent crude closedContinue Reading
Which Sectors Are Going To Bear The Brunt Of The Oil Price Shock
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
Fingers Crossed as India’s Markets Hold On Despite the War, But Here Is What the Smart Money Is Actually Doing
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
Reliance Industries Stock Has Dipped, So What Now?
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