Market News

Morgan Stanley warns oil market in ‘race against time’ as Strait of Hormuz remains shut amid Iran war

Morgan Stanley warned that global oil markets are in “a race against time” as prolonged disruption in the Strait of Hormuz could sharply tighten supplies and push crude prices higher. Analysts said current market buffers may weaken if the closure extends into late June or July, raising risks for global energy markets.

Titan Company Share Price Live Updates: Titan Company Current Price Update

Adani Cement eyes measured growth, defers ambitious FY28 targets

Adani Cement is prioritizing increased utilization of its current facilities. The company will focus on optimizing existing capacities. Capital expenditure plans may be adjusted. The CEO indicated a potential shift in targets to FY30. This strategy aims to leverage existing assets effectively. Adani Cement currently has a production capacity of 109 million tonnes.

Stocks in news: HDFC Bank, NTPC, Adani Ports, ICICI Bank, SBI, Nestle India

Indian markets experienced a significant downturn on Thursday. This sell-off erased recent gains, driven by global concerns and geopolitical issues. Several major companies like HDFC Bank, ICICI Bank, and NTPC are in focus today due to specific news. Investors are watching these developments closely as the market navigates current challenges.

Avoid IT for now, look at pharma; Titan, Maruti, M&M, Eicher Motors in focus: Dipan Mehta

Dipan Mehta, Director at Elixir Equities, advised investors to stay cautious on IT services stocks as the sector faces uncertainty from AI-led disruption. He said it remains unclear which companies will emerge as long-term winners, making it better to wait for clearer earnings trends. Mehta suggested pharma as a relatively safer sector in the current market environment. He added that stocks such as Titan, Maruti Suzuki, M&M and Eicher Motors remain strong long-term plays, though he prefers M&M and Eicher Motors for fresh investments within the auto sector.

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.

Watch | Rahul Sharma's make-or-break level for the Nifty is still 1,000 points away

JM Financial’s Rahul Sharma said the Nifty remains in a narrow market phase where a limited number of stocks are supporting the index, similar to the trend seen in 2017–18. He said the index has immediate support at 24,000, while 23,500 is the key “make-or-break” level for the current market structure. Sharma believes any correction could offer buying opportunities in quality stocks, highlighting public sector banks, PSUs and select large-cap names such as Larsen & Toubro, State Bank of India and Titan.

Asian Paints Share Price Live Updates: Asian Paints Current Market Position

Paint firms eye strong March finish

Indian paint companies are optimistic about the current quarter. Demand picked up in November and December. This trend is expected to continue, leading to high single-digit volume growth. Competition remains intense. Companies like Asian Paints, Berger Paints, and Kansai Nerolac report gradual improvement in demand post-Diwali. Birla Opus and JSW Paints are also active in the market.

Titan, Bluestone Jewellery shares rise up to 4.5% on strong growth outlook

Titan said it is targeting an increase in its share of the domestic jewellery market to 11 percent from the current 8.5 percent.