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India Weighs Return To Iranian Oil As Ministers Prepare For Crucial Talks — Profit Exclusive
The discussions are expected to focus on cooperation across the oil and gas sector, including crude supplies, investment opportunities and broader energy ties between the two countries.
The Adani stock Morgan Stanley thinks could benefit most from India’s infrastructure push
Morgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside. The brokerage sees AEL as the best-placed Adani Group company to benefit from India’s infrastructure and capex boom, citing its strong presence in airports, roads, data centres and new energy.

NLC India shares in focus after firm signs renewable energy projects MoU with Indian Oil - Upstox
NLC India shares in focus after firm signs renewable energy projects MoU with Indian OilUpstox
Stocks to buy in 2026 for long term: Ather Energy, Stove Kraft among 5 stocks that could give 10-20% return
We have collated a list of recommendations from top brokerage firms from ETNow and other sources

Bernstein reiterates Fervo Energy stock rating on execution focus By Investing.com - Investing.com India
Bernstein reiterates Fervo Energy stock rating on execution focus By Investing.comInvesting.com India
US-Iran talks, oil movement to drive bullion trend next week: Analysts
Developments surrounding US-Iran negotiations, movement in crude oil prices and key global economic data are expected to steer gold and silver prices next week, analysts said. The focus will squarely be on talks scheduled in Burgenstock, Switzerland, where US Vice President J D Vance is expected to lead discussions with Iranian officials to build on last week's framework agreement aimed at ending hostilities and reviving nuclear negotiations. Analysts said the outcome of the talks could influence risk sentiment and energy markets, with implications for bullions. Domestic commodity markets will remain closed during the morning session on Friday on account of Muharram. "Gold and silver momentum looks sideways/corrective as focus will remain on the negotiation between Washington and Tehran and also on the flow of crude oil, LNG and raw materials from the Strait of Hormuz," Pranav Mer, Vice President, EBG - Commodity & Currency Research, JM Financial Services Ltd, said. The precious .
ONGC rebrands itself as ‘gas and oil’ firm as natural gas output overtakes crude
State-run ONGC is shifting its focus, now prioritizing natural gas over crude oil. Chairman Arun Kumar Singh announced that gas production has surpassed oil, with future growth expected to be driven by expanding gas output. Policy reforms and rising domestic demand are supporting this strategic pivot, as ONGC invests heavily in offshore projects and explores clean energy avenues.
India-bound ships begin Strait of Hormuz transit as US lifts Iran blockade; Chabahar, INSTC in focus
Three cargo ships are now transiting the Strait of Hormuz, signaling a significant shift after the US ended its blockade of Iranian ports and Tehran eased maritime restrictions. This development follows a peace deal, paving the way for India to resume economic ties, including energy trade and the crucial International North South Transport Corridor.
Power and IT set to remain dominant industries as pvt sector leads India's investment landscape in post-Covid era: Report
Power and IT sectors are set to lead India's economic growth. New investment announcements show a strong focus on electricity and technology. This trend is driven by digital infrastructure and renewable energy needs. The private sector is now a major investor. Transport, chemicals, and metals also see substantial capital allocation. Consumer segments hold smaller shares.

Reliance Industries AGM Live Updates: All eyes on Jio IPO timeline, new energy biz
Reliance Industries AGM Live Updates: The biggest day in the calendar for Reliance Industries Ltd. is here as the oil-to-telecom-to-retail-to-new energy conglomerate will be holding its 49th Annual General Meeting (AGM), starting 2 PM this afternoon. The big focus of the street has been on a clear timeline for the Reliance Jio IPO and that will remain the biggest talking point during the course of Chairman and Managing Director Mukesh Ambani's speech. Watch this space for all the LIVE updates from the AGM.

Bloom Energy stock hits all-time high at 323.49 USD By Investing.com - Investing.com India
Bloom Energy stock hits all-time high at 323.49 USD By Investing.comInvesting.com India
Market Trading Guide: Radico Khaitan among 2 stock recommendations for Friday
Domestic markets remained range-bound with a positive bias as optimism from the US-Iran peace deal faded amid hawkish Federal Reserve commentary. Rising energy-driven inflation concerns kept investors cautious. Analysts recommended VTL and Radico Khaitan, citing bullish breakouts, strong momentum and potential upside.