Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Sowparnika Projects in talks to raise Rs 500 cr for expansion
Sowparnika Projects is in advanced talks to raise ₹500 crore from investors including WSB Real Estate Partners, ASK Fund Advisors, and HDFC Capital to fund its expansion across South India. The company plans to develop 5.5 million sq ft in Bengaluru, Kerala, and Tamil Nadu over the next two years and aims to nearly double its revenue to ₹1,500 crore by FY27.
Risk-reward has improved; Indian economy structurally more resilient: Rishabh Nahar of Qode Advisors
In an interview with Mint, Rishabh Nahar of Qode Advisors discusses the current market structure. With a unique 'all-weather' investment philosophy, he emphasises the importance of long-term capital commitment amidst market fluctuations.
MTR-parent Orkla India shares can jump another 28% from current levels, DAM Capital says
Orkla India is the market leader in packaged spices in Karnataka with a 31.2% share and in Kerala with a 41.8% share, reaching 9 out of 10 households in both states. Through Eastern, it also holds a 22.2% share in India's branded spice exports market.
Execution, order inflows to drive L&T growth; BEL rides defence push: Siddhartha Khemka
India's capital goods sector is experiencing robust growth, fueled by strong order backlogs and increasing project execution across infrastructure, power, and industrial segments. Government focus on development and manufacturing, alongside new-age tech investments, is driving demand. Companies are poised for steady revenue expansion and stable profitability, with key players like L&T and BEL showing strong prospects.
India’s nuclear push may create long-term opportunities for local engineering firms: PL Capital
Amit Anwani, Research Analyst at PL Capital says India’s localisation push in nuclear power will benefit domestic players like L&T and BHEL, though near-term Middle East risks and high valuations remain key concerns.
Why India may miss the next Asia rally: Nomura’s Chetan Seth
Chetan Seth, Asia-Pacific Equity Strategist at Nomura outlines how Korea and Taiwan could outperform on strong AI-driven earnings, while India’s performance will depend on energy stability and foreign inflows. Seth also breaks down the recent FII outflows, the role of the rupee, and why global capital is rotating toward tech-heavy markets.
Trump's threats could disrupt global oil supply chains, warns Geosphere Capital's Arvind Sanger
Rising crude prices reflect concerns over supply risks, especially around the Strait of Hormuz. US President Donald Trump has signalled possible escalation targeting energy infrastructure if no deal is reached. Analysts say the conflict lacks a clear end point, raising the risk of prolonged impact on global oil supply and markets.
Fed to stay cautious on rate cuts with inflation still in focus, says William Lee
William Lee, Chief Economist and MD at Global Economic Advisors, says markets are grappling with repeated supply shocks—from Covid to wars—yet global growth, especially in the US, has remained resilient. However, rising uncertainty and energy disruptions risk diverting capital into safer assets such as treasuries, thereby hindering long-term growth. He notes political pressure in the US may push for a quicker resolution, while the Fed is likely to prioritise inflation control over rate cuts.
Iran war going beyond four weeks from now could trigger global recession: Neelkanth Mishra
Neelkanth Mishra, Head of Global Research at Axis Capital and Chief Economist at Axis Bank, says the Iran conflict is a major macro risk for India given its heavy dependence on energy imports. A prolonged disruption could wipe out around 7% of global energy supply and raise the risk of a global recession if it lasts beyond four weeks. While the impact on growth, inflation and currency may be one-time, supply shocks and second-order effects could worsen. Markets may need to panic before a resolution emerges. Axis Bank stock was trading at ₹1,221 at 9:37 am on the NSE, up over 16% in the past year.
Don’t track just Brent; real oil stress much higher, says Arvind Sanger
The Managing Partner of Geosphere Capital Management warns that focusing only on Brent understates the energy shock, with fuel products and fertilisers driving sharper inflation risks. While PSU energy firms face pricing limits, he sees renewables emerging as structural winners.
Ceigall India JV secures road project of Rs 274 cr in Arunachal Pradesh
Powered by Capital Market - Live News
Global risk sparks $497 million flight to India power stocks by FIIs in February
Foreign investors pour capital into Indian power stocks, drawn by rising electricity needs from data centres and AI, amid global energy uncertainty and a supportive regulatory environment.