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Govt bonds walk tightrope on steady oil price, shaky US-Iran truce
Traders said Indian debt markets still face rate risks from El Niño's potential impact on inflation and growth and elevated global yields after a hawkish US Federal Reserve commentary
Kevin Warsh is no hawk and Fed rate hikes look unlikely: Julius Baer
Mark Matthews, Head of Research Asia at Bank Julius Baer, expects crude oil to fall to $60 per barrel by next year. However, he said strong earnings growth in the US, driven by artificial intelligence investments, continues to attract global capital, limiting the appeal of India for international investors in the near term.
BFSI and oil & gas bear the brunt as foreign investors pull funds from India
Global fund managers are dumping Indian banking and oil stocks to chase AI and semiconductor opportunities in the US and East Asia. While India boasts strong loan growth, geopolitical oil volatility and compressed margins have driven foreign investors to look for better returns elsewhere.
Lower oil prices and NRI inflows could change India's macro outlook: Nomura
Robert Subbaraman, Head of Global Macro Research at Nomura Singapore, expects lower oil prices to ease inflation pressures, support growth and strengthen the rupee, while maintaining a Fed-on-hold view despite rising risks of a US rate hike.
Nifty Outlook for June 19: Reliance, IT stocks hold key for Friday's trade
Heading into Friday's session, IT stocks will remain in focus after Accenture shares plunged 19% in their biggest one-day decline on record. The selloff came after Accenture trimmed the upper end of its annual revenue growth forecast on June 18. Following the development, Infosys ADRs fell nearly 8%, while Wipro ADRs declined about 4%.
All eyes on Kevin Warsh: Will the new US Fed Chair set the tone for rate cuts?
The Federal Reserve, under new Chair Kevin Warsh, starts a two-day meeting on June 16, likely keeping rates unchanged. Investors are focused on inflation and growth outlooks, with mixed economic data and easing oil supply concerns potentially influencing future policy decisions.
Deal done, but don't count on cheap Oil yet; cautions Mirae Asset Sharekhan
Shipping data firm Kpler estimates that daily transits may rise to around 40 vessels within the first month - less than half the pre-war average of 100, says Mohammed Imran, of Mirae Asset Sharekhan.
Ahead of Market: 10 things that will decide stock market action on Tuesday
Indian equities rallied sharply as an interim US-Iran peace framework eased geopolitical concerns and pushed oil prices lower. Improved inflation and interest-rate expectations lifted sentiment, helping Sensex and Nifty gain nearly 1%, while broader markets, global equities and risk assets also advanced.
US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?
A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and prompting FII short covering. Analysts believe easing macroeconomic pressures could improve growth prospects, though caution persists over elevated valuations in mid- and small-cap stocks.
Why top fund managers think foreign investors could return to India
India's market outlook is improving as oil prices ease and geopolitical risks recede. Sunil Singhania, Founder of Abakkus Asset Manager, Prashant Khemka, Founder, Whiteoak Capital and Nilesh Shah, Managing Director at Kotak Mahindra AMC explain why foreign investor sentiment could improve, where earnings growth is strongest, and which sectors—from banks to renewables—offer the most compelling opportunities.
'Bear beneath the barrel': Mirae Asset sees weak demand limiting oil rally
The path of least resistance for Brent over the next two quarters appears skewed to the downside, with Brent prices likely drifting below $90/bbl
Nifty 500 Q4 Review: HDFC Bank, Indian Oil, Tata Motors Among Top Winners, Losers; Key Sector Trend — Read Motilal Oswal's Report
Of the 23 key sectors, 14 posted double-digit profit growth in Q4 FY26.