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Nifty hit by $39 billion FII selloff but why is BlackRock's Ben Powell betting big on India
Despite a $39 billion FII selloff, BlackRock's Ben Powell remains overweight on India, citing normalized valuations and strong medium-term economic prospects driven by demographics and reforms. He attributes the foreign exodus to AI fever and the energy crisis, neither of which he believes alters India's fundamental growth story.
Benchmarks slide as crude climbs, Sensex sheds 583 pts, Nifty below 24K
Equity benchmark indices tumbled on Thursday as surging crude oil prices, weak Asian cues and relentless foreign fund outflows battered investor sentiment. The Nifty slipped below the 24,000 mark, weighed down by banking stocks. Most sectoral indices ended in the red, with the Nifty IT index bucking the trend. Brent crude climbed to around $120 per barrel amid rising fears of supply disruptions linked to potential curbs on Irans ports, fuelling inflation concerns in India. Global markets offered little support, pressured by elevated energy prices and uncertainty over the Federal Reserves policy stance. Meanwhile, a sharp slide in the rupee to a record low added to the strain on domestic equities.
Bank of Japan holds key rate as West Asia war mars outlook
Bank of Japan keeps rate at 0.75% amid Iran conflict and rising energy costs, lifts core inflation forecast to 2.8, cuts growth to 0.5, yen edges up, other major central banks hold steady
PPFAS Portfolio Churn: Rajeev Thakkar-led fund house laps up large-cap banks, sells these two RIL group stocks in March
PPFAS Mutual Fund increased its holdings in HDFC Bank amid market volatility, while offloading Reliance Group stocks worth ₹730 crore. Check key portfolio changes in March.
Argus raises Atmos Energy stock price target on rate growth By Investing.com - Investing.com India
Argus raises Atmos Energy stock price target on rate growth By Investing.comInvesting.com India
Oil prices to settle at $75-80 in 2 months, Nifty to touch 29K by March 2027, says Emkay. Here’s why
Emkay Global Financial Services expects crude oil to stabilise at $75–80 within two months and sees the Nifty 50 hitting 29,000 by March 2027. A potential Iran–US peace deal, easing energy pressures and steady earnings growth are seen driving a rebound in Indian equities despite near-term macro headwinds.
'Rate action unlikely in FY27; if any, it could be a rise,' say economists
Indian markets expect a prolonged pause in policy rates. Economists foresee no immediate tightening as higher global energy prices have a limited impact. The Reserve Bank of India is likely to maintain rates through FY27. While most anticipate a pause, a rate hike is considered more probable than a cut if the Iran conflict persists and affects growth.
Motilal Oswal sees 6% Q4 earnings growth for Nifty 50 amid Iran-US tensions
Motilal Oswal forecasts Nifty 50 companies to achieve 6% YoY earnings growth in Q4 FY26, driven by financials, metals, and telecom, despite the oil and gas crisis. The brokerage anticipates softer overall growth due to the Iran-Israel-US conflict's impact on energy prices and supply chains.
Market Trading Guide: Buy ACME Solar and Ather Energy on Friday for gains up to 14%
Nifty tumbled amid surging crude oil prices and the Fed’s cautious rate outlook, with technical indicators signaling bearish momentum. Analysts warn of further downside below 23,000, while select stocks like ACME Solar and Ather Energy show bullish breakout potential.
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.
Too early to call market bottom; prefer gradual investing via SIPs and funds: Anand Shah
Anand Shah of ICICI Prudential AMC, which manages funds worth ₹28,318 crore as of February 28, 2026, advises investors to avoid deploying cash aggressively as markets may not have bottomed yet. He recommends gradual allocation through SIPs or staggered investments, using a mix of ETFs and mutual funds rather than direct stock picking. Amid inflation, rising energy prices, and global shifts, Shah prefers value over growth and asset-heavy businesses. Commodity producers may benefit, while consumers like autos could face pressure.
Global Market: Energy market turmoil forces policymakers to reassess inflation outlook
Global financial markets are shaken by the Middle East war. Energy prices are soaring, reviving inflation fears. Central banks worldwide are meeting to decide their next moves. Policymakers face a tough challenge balancing economic growth with rising inflation. Investors are watching closely for signals on future interest rate policies.