Market News
Stay updated with the latest market trends, earnings, and economic indicators.
India can handle oil at current levels; financials may recover: Allspring’s Prashant Paroda
As geopolitical tensions around the Strait of Hormuz show signs of easing, Prashant Paroda, Portfolio Manager – Emerging Markets at Allspring Global Investments, believes markets are already factoring in a resolution. He adds that while Indian financials initially took a hit, recent earnings from HDFC Bank and ICICI Bank are in line with expectations, and stable loan growth could support a gradual recovery in the sector.
HDFC Bank to invest Rs 1,000 cr in HDFC Life to boost solvency
HDFC Bank is injecting Rs 1,000 crore into HDFC Life Insurance. This investment will increase HDFC Bank's ownership to over 50%. The capital infusion aims to strengthen HDFC Life's financial position. The insurer's solvency ratio is expected to rise significantly. This move prepares HDFC Life for future growth and evolving regulations.
HDFC Life Q4 Results: HDFC Bank to increase stake in the company as profit rises 4% YoY
HDFC Life Insurance will issue shares worth one thousand crore rupees to promoter HDFC Bank. This move aims to strengthen the insurer's solvency and support future growth. The company reported a modest profit rise in the March quarter. Net premium income also saw an increase. The board recommended a final dividend for FY26.
JPMorgan’s Rajiv Batra cuts Nifty target to 27,000; stays cautiously optimistic on equities
Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy at JPMorgan, said the firm has lowered its earnings growth estimate by 2 percentage points, now expecting around 11% growth for CY26 and about 12% for CY27, implying a CAGR of roughly 10.5–11% over the next two years.
7 Nifty 500 stocks with up to 60% upside potential. Do you own any?
Analyst estimates highlight select Nifty500 stocks with 50% to 60% upside potential over the next year. Driven by strong revenue growth and broad analyst coverage, stocks like Sapphire Foods, Inox Wind, and Swiggy emerge as high-conviction breakout candidates in market outlooks.
Exclusive: Life insurers see uneven growth as some lag, others outperform in FY26
Life insurers reported mixed retail APE trends for FY26, with industry growth at around 12%, according to CNBC-TV18 sources. While HDFC Life and ICICI Prudential missed guidance, Axis Max Life and SBI Life met or exceeded expectations.
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.
BofA sees opportunity in India's battered bank stocks, expects IT sector to underperform
Indian bank stocks present an attractive investment. Valuations for major private lenders are at historic lows. This decline follows a drop in the Nifty Bank index. Foreign investors have sold off bank shares. BofA Global Research sees potential for a rate hike by the Reserve Bank of India. This could boost bank margins and earnings.
Eternal to Titan: These four Nifty companies are likely to post over 50% YoY growth in Q4 profit. Do you own any?
Q4 earnings: Nineteen of Nifty 50 stocks are likely to post a profit growth of 10% or more on a YoY basis, with four names, Eternal, Titan, JSW Steel and Tata Steel, slated to record a sharp rise of 50% and above.
EV retail sales in India up 24.6% at 24.52 lakh units in FY26: FADA
India's leap into the future of transport was evident in FY26, as electric vehicle sales skyrocketed to 24.52 lakh units, a noteworthy increase of 24.6 percent. The two-wheeler segment alone accounted for over 14 lakh units, underscoring consumer enthusiasm. Meanwhile, electric passenger vehicles surged with an impressive growth rate of 83.63 percent.
Should investors buy TCS, Infosys ahead of Q4 results or AI risk too big to ignore?
Indian IT stocks face pressure ahead of Q4 results, with Nifty IT down nearly 20% this year. Investors weigh a potential buying opportunity against structural concerns like weak global demand and the significant impact of AI. Brokerages remain cautious, expecting subdued growth and mixed margins, with a focus on FY27 guidance.