Market News
Stay updated with the latest market trends, earnings, and economic indicators.
China, India place strategic bets on clean energy out of favour in the West
China and India are aggressively pursuing green hydrogen, investing billions to build massive production capacity. While China focuses on scale and preserving industrial dominance, India prioritizes energy security through subsidies and domestic demand aggregation. Both nations are leveraging political will and financial backing to create a burgeoning green hydrogen market.
Reliance Industries shares get a thumbs-up from JPMorgan ahead of Q4 results on two major factors
Despite the heightened uncertainties, JPMorgan cites two factors that should drive upgrades to Reliance Industries' financial year 2027 O2C Earnings Before Interest, Tax, Depreciation and Amortisation (EBITDA) estimates.
Suzlon Energy shares rally 20% in one month: Here's why it is an 'unintended beneficiary' of Iran-US war
Suzlon Energy shares have surged 20% in a month as rising power demand and reduced gas and hydro output amid the Iran-US conflict boost wind energy’s relevance. JM Financial sees the company as an unintended beneficiary, citing strong evening demand, improved execution outlook, and over 30% upside potential.
Q4 Results Today Live: Tejas Networks Net Loss Widens; HDB Financial Profit Surges, Declares Dividend
Major companies include HDB Financial Services, ICICI Lombard GIC, Elecon Engineering, Reliance Industrial Infrastructure and Tejas Networks.
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.
NHPC board to discuss monetisation of power station cash flows on April 14
The monetisation is planned for a suitable tenure in a single tranche during the financial year 2026-27. Shares of NHPC Ltd ended at ₹77.10, up by ₹0.43, or 0.56%, on the BSE today, April 9.
Italian energy major Enel files international arbitration against Waaree Energies
Italian energy giant Enel SpA has launched arbitration proceedings against solar manufacturer Waaree Energies Ltd. The case, filed in London, concerns alleged loss of profits following a failed acquisition of Enel's Indian renewable arm. Waaree Energies disputes the claims and plans to contest them. The financial impact remains undetermined pending the arbitration outcome. Waaree will explore all legal options.
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.
Global tensions may trigger portfolio reshuffle: JM Financial’s Kampani
Speaking to CNBC-TV18 at the 21st India Business Leader Awards, Vishal Kampani, MD of JM Financial, said managing public money has become more challenging amid rising global volatility and geopolitical tensions. He noted that investors are increasingly reviewing portfolios as conflict-related energy risks create uncertainty. Kampani added that sectors linked to crude and gas could face pressure if the situation persists for three to six months, while concerns around AI disruption are also prompting investors to reassess exposure to IT services.
Oil may hit $180, market can fall 10% if Strait of Hormuz stays shut for 10 more days: Demeter
Ashwini Agarwal, Founder & Partner at Demeter Advisors, told CNBC-TV18 that if the Strait of Hormuz remains shut for another 10 days, crude oil prices could surge to around $180 per barrel and global markets, including India, may fall about 10%. He said this is a low-probability scenario but investors should remain mentally prepared for such risks as tensions in West Asia continue to impact global energy supply and financial markets. Once tensions ease, financial stocks could lead the market recovery as they have been among the hardest hit but are less directly affected by the Middle East conflict.
Stocks to Watch today: ACME Solar, Gravita India, Kalpataru, Raymond Realty
Stocks to Watch today, March 13: Aurobindo Pharma, Godrej Properties, KPI Green Energy, JK Lakshmi Cement, Max Financial Services, and Nectar Lifesciences are among the top stocks to remain in focus
US allows countries to buy Russian oil stranded at sea for 30 days
The United States has issued a 30-day license allowing countries to buy Russian oil and petroleum products currently stranded at sea, as part of efforts to stabilize global energy markets disrupted by the war involving Iran. US Treasury Secretary Scott Bessent said the move would not provide significant financial benefit to the Russian government.