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Stay updated with the latest market trends, earnings, and economic indicators.
Capital with purpose: How capital markets are shaping the future of medicine with Dheeraj Chinthalapelly
Dheeraj Chinthalapelly, with a decade and a half of experience in global capital markets, shares his journey navigating the biotech investment banking, highlighting his focus on capital raising and mergers and acquisitions. He emphasises the importance of advising companies that bring scientific innovation to patients, navigating the evolving biotech capital markets, and prioritising long-term value creation.
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.
Cheers! Elara Capital sees 17% upside potential in United Breweries after Karnataka’s new excise policy, here’s why
Karnataka's new excise policy is set to benefit United Breweries significantly. The state is shifting to a global taxation standard, deregulating alcohol pricing. This move is expected to lead to price corrections in the economy beer segment, where United Breweries holds a substantial market share. Analysts predict a positive impact on the company's revenue and earnings.
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.
Vinit Sambre positive on insurance, private banks; favors IT firms on skilling and capital disciplin
Vinit Sambre, Head of Equities, DSP Mutual Fund, which manages funds worth $24.30 billion for the period of October-December 2025, said recent market volatility has brought valuations to more reasonable levels, with macro indicators like credit growth and auto sales still improving. He expects growth to recover after near-term disruptions and sees opportunities emerging in IT and BFSI. While uncertainty remains due to global risks, he suggests gradual equity allocation, maintaining a balanced approach with diversified funds and selective deployment as clarity improves.
Volatility may persist, but this is a time to accumulate: Bay Capital
Nikunj Doshi, Managing Partner & CIO-PMS at Bay Capital Investments Advisors, says rising crude prices and global uncertainty are key risks, but markets tend to recover over time. He advises gradual accumulation during corrections, with a long-term positive view on India. He prefers domestic-focused sectors like consumption, financials, NBFCs and digital tech, while cautioning that near-term outlook remains uncertain due to potential second-order economic impacts.
PhonePe delays IPO plans amid market volatility: Report
According to media reports, the company has temporarily deferred its public market listing amid rising uncertainty in global markets following the conflict in West Asia. The report said PhonePe may restart the IPO process once conditions in capital markets stabilise.
PhonePe defers IPO plans amid geopolitical tensions and market volatility
PhonePe said it will resume the listing process once stability returns to global capital markets.
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.
Oaktree’s Poli Says Bigger Price Moves in Credit Are Coming
Oaktree Capital Management’s Danielle Poli says the moment for the distressed debt shop to scoop up the asset class in droves isn’t here yet as global credit markets remain relatively resilient.
Global AMC BlackRock raises stake in this housing finance company. Details here
BlackRock has increased its stake in Sammaan Capital to 7.68% after acquiring 562,942 shares. The shares of Sammaan Capital have remained under severe volatility in recent months, falling from ₹188.59 apiece to ₹140, losing 26% of their value.