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Subramaniam: Consumer Discretionary Tops Summer Watchlist
Subramaniam told ET Now that consumer discretionary is his top summer watchlist pick, with summer sales data—not the oil-shock-hit March quarter—the real signal. He also flagged NIM risks for banks an
Delhi EV Policy: Ather Surges 8%, Eicher Drops 4%
Delhi's draft EV Policy 2026-2030 would mandate electric-only two-wheeler registrations from FY29 with subsidies up to Rs 30,000, and the market reacted sharply: Ather Energy surged 8% to a 52-week hi
Study: 99% Of France Delivery Riders Migrant, 64% Undocumented
A landmark study of over 1,000 food delivery riders in Paris and Bordeaux found that 98.7% are foreign-born and nearly two-thirds lack legal residency, with the undocumented workforce averaging 63-hou
Om Power Transmission IPO 81% Subscribed, QIBs 1.18x
Om Power Transmission’s IPO drew 81% overall subscription on its third day, with strong demand from institutional buyers and a modest 1% grey‑market premium, while the company’s robust order book and
BSE Stock Hits Rs 3,330 High; NSE IPO, Q4 Fuel Rerating
BSE shares rallied to a fresh 52-week high of Rs 3,330 on April 10, with analysts crediting derivatives growth, operating leverage, and the upcoming NSE IPO as catalysts for a structural re-rating ahe
D-Street Veterans Pile Into Smallcaps in March Quarter
India's most followed stock pickers loaded up on beaten-down small-caps and cyclicals in the March quarter, with Radhakishan Damani's contrarian entry into a 39%-drawn-down stock leading the charge.
Trump announces Hormuz blockade, oil spikes above $104
After weekend US‑Iran peace talks collapsed, President Trump announced a blockade of the Strait of Hormuz, prompting futures to tumble and crude oil to jump significantly past $104 a barrel.
India's 6% rally hangs on oil as April 22 ceasefire nears
India's stock market faces renewed pressure as oil prices and inconclusive ceasefire talks threaten last week's 6% rally, with the rupee's FY26 10% slide hinging on RBI intervention and the April 22 t
Oil Jumps 8% as Stocks Fall, Hormuz Blockade Threat
Oil prices surged past $100 as failed Middle‑East peace talks and a U.S. threat to block the Strait of Hormuz triggered a broad risk‑off rally, pulling down currencies, equities, gold and boosting gas
Burry shorts Palantir after Trump's war‑praise; AI hype
Michael Burry keeps a short on Palantir despite President Trump’s war‑fighting praise, flagging the firm’s low‑margin government contracts and sky‑high valuation. Meanwhile, AI veterans like Howard Ma
Ahead of Market: 10 things that will decide stock market action on Monday
India’s volatility gauge fell sharply, while analysts see the Nifty poised to test 24,300 amid a fragile US‑Iran truce and easing oil prices, and global markets posted solid gains on the back of optim
Buy SBI at 1,067, Bajaj Consumer at 432: 6% Upside
Technical analysts recommend buying SBI at Rs 1,067 and Bajaj Consumer Care at Rs 432 for Monday's session, each targeting 6% upside. LKP Securities' Rupak De notes bullish momentum on the daily timef
Sapphire Foods, Inox Wind, Swiggy Target 60% Upside
Analysts see a handful of Nifty 500 stocks—Sapphire Foods, Inox Wind, and Swiggy—as poised for 50‑60% gains in the coming year, backed by strong revenue growth and extensive coverage. These high‑convi
Van Den Berg: Fear-Driven Sells Create Value Gaps
Veteran value investor Arnold Van Den Berg told a 'Talks at Google' audience that market fear and volatility create the best buying opportunities, urging investors to hunt for 'value gaps' between int
Money Grow Asset’s Strategy Down 22% as 97% of PMS Slip
In March, nearly all Indian PMS strategies posted double‑digit losses, with the steepest drop of 22% seen in Money Grow Asset’s small‑midcap fund, while only a handful of debt‑oriented portfolios mana
Gold Surges on US-Iran Ceasefire, Dollar Slides
Gold prices surged as a shaky US-Iran ceasefire failed to eliminate geopolitical risk, while a sliding dollar and sustained central bank buying amplified safe-haven demand for bullion.
D-Street week ahead: Q4 earnings, Iran-US talks outcome to drive markets in truncated trading week
India's Nifty index surged 6% this week, its strongest gain since February 2021, as Iran‑US talks eased geopolitical risk and Q4 earnings boosted sentiment. Analysts see technical strength and earning
Anand James: Nifty target 24,900, Bank Nifty to 57,300
Anand James, Chief Market Strategist at Geojit Investments, raised his Nifty target to 24,900, recommended long Bank Nifty positions targeting 57,100-57,300, and maintained a cautious-to-negative stan
Oil Crashes 16%, Dow Surges 1,325 on US-Iran Ceasefire
A US-Iran ceasefire sent oil tumbling over 16% and stocks soaring Wednesday, with the Dow gaining 1,325 points for its best day in a year, but Iran's demand for transit fees through the Strait of Horm
Iran War Fuels Gas Surge, Hits Gig Workers' Earnings
A surge in U.S. gasoline prices, spurred by the Iran‑Israel conflict, is upending the gig‑worker economy as drivers cut back and earnings shrink. While the WSJ highlights the strain on rideshare and d
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