Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Avoid chasing metal rally; focus on domestic sectors: Jyotivardhan Jaipuria
Jyotivardhan Jaipuria, Founder & MD of Valentis Advisors, says market corrections during geopolitical conflicts historically present buying opportunities, though investors should stagger investments due to oil and gas risks. He remains positive on banks, select capital goods and pharmaceuticals, while continuing to hold metals but avoiding fresh buying at current levels. Export-oriented sectors like chemicals may face near-term pressure from higher logistics and raw material costs.
Why Napean's Gautam Trivedi is not rushing to buy the dip yet
Gautam Trivedi, Co-Founder of Nepean Capital, says Middle East tensions have disrupted improving sentiment for India despite recent FII inflows and positive economic developments. He notes emerging markets are seeing strong inflows, but India may lag due to higher oil prices and external risks. While many stocks have corrected, he advises caution on deploying fresh capital and prefers themes like data centres, co-working and select metals.
INR crashes to record closing low beyond Rs 92 per dollar mark amid soaring oil prices
Powered by Capital Market - Live News
Market Outlook | Prashant Khemka sees low double-digit earnings growth for India in FY27
WhiteOak Capital’s Founder Prashant Khemka says markets typically recover once geopolitical tensions stabilise, though near-term movements will depend on how the conflict evolves. He cautions against predicting the extent of any correction and says WhiteOak remains fully invested despite tail risks. Khemka adds India is not uniquely vulnerable to oil disruptions as crude is a global commodity. He expects defence spending to rise globally and continues to see low double-digit earnings growth for India in FY27.
Vinay Rajani of HDFC Sec suggests HDFC Gold ETF, Oil India shares to buy in the near-term
The Indian stock market fell significantly on March 2, with the Sensex down 2,743 points and the Nifty 50 plummeting over 500 points due to geopolitical tensions and foreign capital withdrawals, resulting in a loss of ₹8 lakh crore in market capitalization.
Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks
Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.
US-Iran tensions, oil risk, and IT growth concerns cloud market outlook, says Arvind Sanger
Arvind Sanger, Managing Partner at Geosphere Capital Management, warns that rising Iran-US tensions and higher oil prices could put pressure on Indian markets, even as the IT sector grapples with slowing growth and uncertainty around AI-led disruption.
Asian shares are mixed, US futures up as AI fears drag Wall Street lower
Shares were mixed Friday in Asia as worries over risks linked to massive investments in artificial intelligence and a potential US-Iran conflict weighed on major benchmarks. US futures edged higher, while oil prices resumed their ascent. Crude prices have been climbing as both the United States and Iran signal they are prepared for war if talks on Tehran's nuclear programme fizzle out. Tokyo's Nikkei 225 fell 1.2 per cent to 56,797.22 as shares in major banks and other financial institutions skidded on worries over the potential impact of weakening private credit companies that have lent to companies exposed to the risk that AI will steal away their businesses. That includes market heavyweights like Mitsubishi UFJ Financial Group, which has a partnership with Blue Owl Capital, one such private-credit company. MUFJ's shares dropped 2.6 per cent in Tokyo after Blue Owl lost 5.9 per cent on Thursday. Toyota Motor Corp. fell 3.9 per cent and Sony was down 3.3 per cent. In Hong Kong, t
Yashhtej Industries IPO Day 3: Issue booked 1.15 times so far, retail investors steal the show. Check GMP, issue details
Yashhtej Industries IPO started on February 18 and ends on February 20, priced at ₹110 per share. The company specializes in soybean crude oil production and aims to raise ₹88.88 crore for working capital and capital expenditures. The IPO has been subscribed 1.15 times so far.
Rajesh Palviya of Axis Sec suggests ONGC, RBL Bank, Sammaan Capital shares to buy today
Domestic benchmark indices showed little change after a prior decline, amid rising oil prices due to US-Iran tensions. Nifty 50 rose 0.03% to 25,465 while BSE Sensex fell 0.07% to 82,467.7. Analysts attribute weakness to global uncertainties and geopolitical risks.
Wall Street falls as financials tumble; US-Iran tensions keep oil elevated
US stocks fell as S&P 500 neared flat for 2026, led by declines in Blue Owl Capital, Blackstone, Apollo Global Management, Salesforce, Intuit, Walmart, amid US Iran tensions and rising oil prices.
FPIs buy the most in fortnight since April 2025, IT still a sell
Foreign investors poured significant funds into capital goods, financials, and oil & gas sectors in early February. This marked their highest fortnightly purchases since April 2025. Conversely, IT stocks saw substantial selling pressure. This shift reflects a move from services to real economy sectors. The IT sector has experienced a notable decline this year.