Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Global headwinds persist as India posts 7.8% Q4 growth amid easing oil, steady policy stance and mixed inflation trends
West Asia peace deal eased energy stress, pushing Brent below $80. India grew 7.8% in Q4, CPI rose to 3.9%, fiscal deficit at 4.4% of GDP. RBI kept repo at 5.25% with neutral stance amid mixed global PMI.
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chips
DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure and data centres. The bank expects AI spending, sovereign AI investments and rising power demand to create new investment opportunities while reshaping portfolio allocation amid persistent inflation and geopolitical risks.
Coal India earmarks ₹1,900 crore for R&D through FY30 amid technology push
Coal India will invest around ₹1,900 crore in research and development by FY30, scaling up prototype development, industry-academia partnerships and global technology collaborations to drive mining innovation and cleaner energy solutions.
Oil finds its way: Supertankers return to Persian Gulf
Supertankers are once again navigating the Strait of Hormuz, a crucial oil route, following a period of disruption due to recent Iran conflict. Shipping data indicates a significant increase in commodity vessel traffic, including oil tankers, signalling renewed confidence among shipowners. This return of large carriers, with a combined capacity of millions of barrels, is vital for global energy markets as hostilities ease ahead of peace talks.
Trump Damaged India Ties, Iran War Drove Up Energy Costs: US Congressman Ro Khanna
He accused the Trump administration of weakening America's global standing through unilateral actions.
India's coordinated, concerted effort shielded citizens during Hormuz energy disruption, says Amitabh Kant
India navigated a severe global energy crisis with remarkable success, ensuring normal life for its citizens. This achievement, according to former NITI Aayog CEO Amitabh Kant, highlights a robust model of coordinated governance and digital delivery. Through early policy interventions, diplomatic efforts, and domestic production enhancements, the government effectively shielded common people from price hikes and supply disruptions, a stark contrast to global turmoil.
Future growth will depend on governance quality in public, private institutions: HDFC's Parekh
India's future prosperity hinges on robust governance across public and private sectors, emphasized HDFC Bank Chairman Deepak Parekh. He highlighted that ongoing reforms are building a strong foundation for growth, with a call for further banking sector consolidation. Parekh also stressed the immense funding needs for domestic capacity building and the crucial role of self-reliance in a shifting global landscape.
India lifts curbs on retail sale of petrol, diesel to commercial buyers from July 1
India has removed restrictions on commercial buyers purchasing petrol and diesel from retail outlets, effective July 1. These emergency measures, implemented in June due to Middle East tensions and a price gap, aimed to ensure equitable supply and prevent hoarding. With global energy trade stabilizing, commercial users like transport operators can now buy fuel without daily limits, restoring normal access to retail pumps.
Raymond James strategist sees India as a value allocation; likes financials, energy
Matt Orton, Chief Market Strategist, Raymond James Investment explains why he remains constructive on global equities despite US-Iran tensions, shares his outlook on the Magnificent Seven, Federal Reserve policy, and highlights financials, small caps and India as attractive investment opportunities.
Markets poised for a cautious start as GIFT Nifty trades flat
Indian markets ended Thursday on a high note, with the Nifty 50 climbing nearly 1% from its lowest point. This positive momentum was fueled by declining energy prices, a stronger rupee, and favorable global trends. Analysts anticipate a continued positive outlook for Indian equities, with the Nifty expected to hold above the 24,000 mark, bolstered by stable geopolitical conditions and robust foreign investment.
From floods to war, state-run oil firms prove indispensable despite repeated privatisation bids
India's state-run oil companies have proven indispensable during national crises, from floods and pandemics to global conflicts. Despite past privatization attempts, these public sector firms consistently ensure fuel availability, absorb price shocks, and maintain supplies nationwide. Their strategic role in energy security, especially given India's import dependence, highlights their critical importance beyond mere commercial operations.
Sagar Adani Calls For Faster Electrification At Global Energy Dialogue In London
Speaking at the inaugural Adani Green Energy Dialogue at London's Science Museum during London Climate Action Week, Adani said countries could no longer view electrification as optional if they wanted resilient economic growth and greater energy independence.