Iran's Trump card: The risk premium hasn't gone. It just changed shapeA recent attack on a commercial vessel near the Strait of Hormuz signals a shift from fears of outright war to prolonged uncertainty. Iran'...
26 Jun, 2026, 08.03 PM IST
Pharma, power & mid-sized banks: Where Mayuresh Joshi is putting money to work right nowIndian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second ha...
26 Jun, 2026, 12.19 PM IST
Broader market winners! How investors found 15 multibaggers in a muted Nifty year?Despite a subdued Nifty, several Indian stocks have surged, becoming multibaggers for investors. This outperformance is attributed to resil...
25 Jun, 2026, 12.49 PM IST
NFO Update: Tata AIA Life Insurance launches Multifactor Index FundTata AIA Life Insurance has launched the Tata AIA Multifactor Index Fund, a ULIP-based offering designed to combine equity market participa...
24 Jun, 2026, 01.13 PM IST
Oil may stay above pre-conflict levels; OMCs and gas stocks could see further upside: Probal SenGeopolitical easing may cool crude oil prices, but a return to pre-conflict levels remains unlikely soon. Experts suggest shipping disrupti...
23 Jun, 2026, 10.53 AM IST
The next AI arms race will be over certainty, not intelligenceRecent AI model restrictions by the US government signal a new era of uncertainty, impacting global tech development. India faces a critica...
22 Jun, 2026, 11.31 PM IST
SBI's improving performance warrants better valuation, chairman Setty says: ReportState Bank of India's chairman believes the bank is undervalued, citing improvements in financial strength, customer base, and earnings. He...
21 Jun, 2026, 09.39 PM IST
M-cap of nine of top 10 most valued firms jumps Rs 2.15 lakh cr; Airtel biggest winnerIndian equity markets saw a significant boost last week, with the top ten firms gaining Rs 2.15 lakh crore. Bharti Airtel led the surge, ad...
21 Jun, 2026, 01.29 PM IST
Ceasefire hopes between US and Iran drag oil prices lower: What lies ahead?The recent decline in oil prices is primarily driven by fading fears of supply disruptions. Earlier, markets had priced in worst-case scena...
20 Jun, 2026, 09.03 AM IST
Peace in West Asia expected to boost order book of Indian exporters: Industry body FIEOThe Federation of Indian Export Organisations (FIEO) said that the conflict in West Asia suppressed India's trade volume, with exports to t...
18 Jun, 2026, 09.25 PM IST
War, oil and El Nino: Triple threat may cut India Inc's profit margins by 150 bpsIndia Inc faces challenges ahead. Geopolitical tensions in West Asia and El Nino conditions may hurt company profits. Operating profit marg...
18 Jun, 2026, 07.31 PM IST
Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
18 Jun, 2026, 06.09 PM IST
Japan's Nikkei closes at record high near 70,000 on AI boostJapan's Nikkei share index hit a new record high for the third day running on Wednesday. The index closed just below the 70,000 mark. Easin...
17 Jun, 2026, 03.36 PM IST
Oil prices to ease after US-Iran deal, but return to pre-war levels could take months: AnalystsEnergy markets anticipate price moderation for crude oil and liquefied natural gas. A potential US-Iran peace agreement and the reopening o...
16 Jun, 2026, 04.31 PM IST
Durable US-Iran peace deal to provide predictable environment for trade: CRFA US-Iran peace deal promises greater regional stability. This will benefit Indian exporters with reduced costs for shipping, insurance, an...
16 Jun, 2026, 12.32 PM IST
US-Iran peace deal brings relief, but India turns to a risk at homeIndia just got a near-term macroeconomic breather from a US-Iran peace deal. However, early monsoon weakness and potential El Niño conditio...
15 Jun, 2026, 04.58 PM IST
Nirmala Sitharaman flags global risks, says PM Modi Govt ensuring supply stability amid crude, Hormuz pressuresUnion Finance Minister Nirmala Sitharaman said India faces risks from crude prices, Middle East tensions and Strait of Hormuz disruptions, ...
14 Jun, 2026, 09.42 PM IST