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GEOPOLITICAL TENSIONS IMPACT ON EARNINGS
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...- 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...
- KKR bets $1.4 billion on aircraft leasing, eyes airlines, Boeing and AirbusPrivate equity firm KKR is investing an additional $1.4 billion in aircraft leasing through its partnership with Altavair. This move comes ...
- As oil roundtrips, AI booms, and US consumers spend, economists' Fed outlooks hit the extremesEconomists are divided on the U.S. economic outlook, with some predicting rate cuts due to consumer weakness and falling real wages, while ...
- Avoid IT, focus on growth: Samir Arora's playbook for next 12 monthsInvestor optimism is rising on hopes of a US-Iran agreement, potentially easing energy market concerns and geopolitical uncertainty. Helios...
- NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...
- Royal Orchid plans to add 50 hotels, betting on local demand boostRoyal Orchid Hotels is set to launch over 50 new properties across India in the coming 12 to 18 months. This expansion is fueled by a surge...
- Markets likely to move beyond geopolitics, focus to shift to earnings: Devina MehraDevina Mehra believes geopolitical deals like a potential Iran-US agreement won't drive Indian equities, with earnings and liquidity being ...
- Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
- Sudip Bandyopadhyay bets on pharma, metals and select cyclicals as geopolitical risks easeEasing West Asia tensions boost global markets, prompting investors to reassess opportunities. Market veteran Sudip Bandyopadhyay favors ph...
- Silver prices crash nearly 50% in 5 months. Is it still worth investing?A similar trend has been reflected in India’s MCX futures market, where silver prices tumbled from a record ₹4.28 lakh per kg to around ₹2....
- FPI exodus continues, Rs 62,800 cr pulled out from equities in first fortnight of JuneForeign investors continue to sell Indian shares. They have withdrawn over Rs 62,853 crore in early June. This follows significant outflows...
- Alang shipbreaking yard, world's largest, faces worst-ever crisis as vessel arrivals hit record lowAlang, India's largest shipbreaking yard, is experiencing its worst downturn. Geopolitical tensions and extended ship lifespans have led to...
- Citi cuts Nifty target to 26,000 on El Nino, AI risks, picks one stockCiti Research lowered its Nifty target due to rising earnings risks linked to geopolitical tensions and other macro concerns. However, it r...
- Japan's Nikkei slumps as chip selloff, geopolitical tensions dent risk appetiteJapan's Nikkei share average declined 1.3% on Thursday, impacted by a selloff in chip-related stocks. Escalating U.S.-Iran tensions fueled ...
- Jefferies upgrades Aegis Vopak shares to Buy, says correction overdone. Here’s whyShares of Aegis Vopak Terminals gained after Jefferies upgraded the stock to Buy despite lowering its target price to Rs 240. The brokerage...
- CMA CGM chief says 'unwise' to assume Hormuz will return to pre-war situationThe head of French shipping giant CMA CGM believes the Strait of Hormuz will not return to its previous state. The company is adapting to o...
- Why are oil prices up today, and will Brent and US WTI crude futures continue to rise or fall again? Oil edges higher as investors watch Iran-Israel developmentsWhy are oil prices up today, and will Brent and US WTI crude futures continue to rise or fall again? Oil prices moved slightly higher as tr...
- Avoid broad market bets now; focus on these 3 sectors instead: Shibani Sircar KurianIndian stock markets face ongoing volatility from West Asian geopolitical events. Despite this, earnings prospects remain strong. Investors...
- Packaging firms remain upbeat on FY27 growth despite raw material volatility amid West Asia crisisDespite these disruptions, companies like EPL Ltd, Uflex, and TCPL Packaging remain optimistic about FY27 growth, driven by strong domestic...
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