Khamenei’s death, confirmed by Iranian state media earlier today, prompted warnings of sharp retaliation from Tehran. US President Donald Trump announced that the 86-year-old leader had been killed on the first day of what he described as massive joint airstrikes.Notably, more than 20% of the world’s oil flows through the Strait of Hormuz, which connects […]
Despite higher nominal valuations, selected sectors continue to offer a compelling view of structural growth. Viraj Gandhi, CEO, SAMCO Mutual Fund, believes that defence, financials and consumer discretionary sectors are well-positioned to benefit from policy support, balance sheet strength and changing demand dynamics. He advocates a momentum-based, risk-calibrated approach to navigating the current market cycle.Edited […]
Artificial intelligence has long been talked about as a technology with enormous potential. What few expected, however, was the sheer speed at which it would evolve and make entire business models obsolete. That reckoning has arrived and is unfolding in real time across global markets. From Buzzword to Business Reality The past month has served […]
Since November 2025, there has been a seismic shift in market dynamics. Until then, markets had been largely sideways bound to their range. The indices didn’t do much, but stock-specific bottom-up investing was rewarded. The broader markets felt weak, yes, but there was no panic. It was a market for select and choosy investments. Capital […]
India’s benchmark indices – the Nifty and the BSE Sensex – ended sharply lower on Friday, driven by broad selling pressure. Auto, financial services and FMCG stocks were among the top laggards, while the IT sector witnessed selective buying.In a volatile trading session, the broader Nifty fell 317.90 points, or 1.25%, to close at 25,178.65. […]
India’s benchmark indices Sensex and Nifty will remain in focus tomorrow as war flares in the Middle East following the assassination of Iranian Supreme Leader Ayatollah Ali Khamenei. Analysts expect Indian markets to see a gap-up tomorrow, noting that the long-term view remains constructive with crude oil prices being the key controllable factor.Khamenei’s death, confirmed […]
As markets fluctuate between optimism and caution – driven by global uncertainties, changing interest rate expectations and periodic periods of volatility – one question is becoming increasingly relevant for investors: which investment approach is actually right for you?John Mihaljevic, the author of The Manual of Ideas, the best-selling book on value investing, explored this question […]
Foreign portfolio investors (FPIs) infused Rs 22,615 crore into Indian equities, marking the highest monthly inflows in 17 months, driven by the India-US interim trade deal, correction in domestic market valuations and robust corporate earnings in the third quarter.The latest purchase follows three consecutive months of heavy selling. FPIs raised Rs 35,962 crore in January, […]
Nifty’s decisive breach of the 200-day SMA at month-end has increased concerns around a possible retest of recent swing lows, indicating that the market’s medium-term support framework is under pressure, said Anand James, Chief Market Strategist at Geojit Investments.However, he notes that momentum oscillators have not yet confirmed a full collapse, indicating that an outright […]
The combined market valuation of nine of the top 10 most valued companies fell by Rs 2,18,902.09 crore last week, with Bharti Airtel taking the biggest hit in line with a bearish trend in equities.Last week, the benchmark BSE fell 1,527.52 points or 1.84 percent. “Equity markets ended the week under significant pressure as continued […]