Market News
Stay updated with the latest market trends, earnings, and economic indicators.
In a sea of red, how a smallcap defence company delivered multibagger returns this year
Despite a challenging market, MTAR Technologies has delivered multibagger returns, surging nearly 100% in just over four months. The smallcap defence company's rally is driven by its critical role in the global clean energy and AI infrastructure supply chain, particularly its partnership with Bloom Energy. Analysts anticipate significant order inflows from this collaboration, though valuation concerns are emerging.
BofA sees 9% Nifty upside over the year; energy security a multi-decade theme for India
BofA Global Research’s Amish Shah highlighted energy security as a long-term theme, driven by India’s dependence on imported fuel and the need for policy support across biofuels, electrification, and power infrastructure.
Fed seen holding rates for now, cuts likely later in 2026: Nomura
Robert Subbaraman, Head of Global Macro Research at Nomura, assesses India’s economy amid a “triple shock” of tariffs, tech disruption, and rising energy prices—warning of a near-term slowdown while highlighting its underlying structural resilience.
Global Energy Shock Sends Stock Markets on Divergent Paths - Investing.com India
Global Energy Shock Sends Stock Markets on Divergent PathsInvesting.com India
Japan stocks fall as Middle East tensions and policy uncertainty weigh on sentiment
Investor sentiment weakened as stalled US-Iran peace talks and ongoing tensions in the Middle East raised concerns about global stability. The continued disruption around the Strait of Hormuz, alongside US restrictions on Iranian ports, has kept energy prices elevated and added to inflation worries. Comments from Donald Trump that the current truce could remain in place indefinitely, while awaiting a new proposal from Iran, added to uncertainty.
Copper, zinc, aluminium trade mix amid US-Iran war uncertainty; what's the outlook ahead for base metals?
Base metals traded mixed on April 23,amid geopolitical tensions and changing global signals. Copper fell while aluminium declined due to rising energy costs. Analysts noted supply disruptions and structural deficits are driving the market, despite concerns over demand and a stronger dollar.
From AI to subsidies: Bernstein’s candid open letter to PM Modi flags 8 critical fault lines
Global brokerage Bernstein has cautioned India against becoming a mere user of future technology. The firm suggests that continued reliance on subsidies and delayed reforms could lead to low productivity. Bernstein outlines eight critical themes, including AI, agriculture, energy, and manufacturing, as a roadmap for India's next decade.
Global capital may stick with the US despite emerging market growth: William Lee
As crude stays above $100 per barrel and disruptions in the Strait of Hormuz persist, William Lee, Chief Economist and Managing Director at Global Economic Advisors, says India and Asia are likely to face prolonged energy pressure. Despite global uncertainty, he believes capital will continue to favour the United States for stronger returns.
Andhra Pradesh to host Rs 5,400 crore solar manufacturing project groundbreaking
Andhra Pradesh Chief Minister N Chandrababu Naidu will lay the foundation stone for ReNew Energy Global plc's Rs 5,400 crore solar manufacturing facility in Anakapalli district. This 6 GW solar ingot and wafer unit marks a significant step in India's push for domestic clean energy manufacturing and energy security, aligning with the state's Integrated Clean Energy Policy 2024.
L&T Energy GreenTech, Japan's ITOCHU ink long-term green ammonia supply deal
Indian firm Larsen and Toubro's green energy arm has secured a major deal. It will supply 300,000 tonnes of green ammonia annually to Japanese trading company ITOCHU Corp. This fuel is crucial for decarbonizing the shipping industry. The production will happen in Gujarat. ITOCHU plans to build a global green ammonia network.
Manishi Raychaudhuri bets on private banks, metals, consumption plays
Manishi Raychaudhuri, Chief Executive Officer, Emmer Capital Partners, said global focus is shifting to energy security and alternative energy due to supply risks. He noted markets may be underestimating uncertainty, particularly around crude oil. For India, elevated oil prices could affect inflation and policy choices.
Raymond James strategist: ICICI Bank, HDFC Bank resilient; backs commodities, gold
Matt Orton, Chief Market Strategist at Raymond James explains the global market rebound, highlights AI-driven earnings strength, outlines India’s outlook amid energy pressures, and makes a case for a commodity supercycle with 5% gold allocation.