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Swan Defence shares in focus after bagging India’s first ammonia bulk carrier order worth Rs 1,500-3,000 crore

Swan Defence and Heavy Industries will build four large dual-fuel ammonia bulk carriers. This marks a significant first for India's shipbuilding sector. The vessels will be among the largest ever constructed in the country. Deliveries are scheduled to begin in October 2029. This project highlights growing global confidence in Indian shipbuilding capabilities. The company's shares have seen substantial growth.

Rs 3 lakh crore gone! Sensex tumbles 700 pts, Nifty below 22,800: Trump’s fresh threats on Iran among 3 key factors

Indian stock markets experienced a sharp downturn on Tuesday, with Sensex and Nifty 50 falling significantly. This decline, wiping out over Rs 3.5 lakh crore in market capitalization, was attributed to geopolitical tensions, rising oil prices, and other investor concerns. Several major companies saw substantial losses, impacting the broader market sentiment.

Kalyan Jewellers shares in focus after Q4 revenue rises 64%, Candere reports 360% revenue increase

Kalyan Jewellers reported a strong March quarter performance with 64% revenue growth, driven by robust India demand and rising international sales. Candere saw exceptional traction, while store expansion continued. Despite geopolitical disruptions, momentum remains positive with strong wedding demand, festive outlook, and healthy advance collections supporting growth visibility ahead.

Jubilant Foodworks shares in focus after Domino's operator reports 19% YoY rise in Q4 revenue

Jubilant Foodworks shares: The company reported a 19% YoY rise in Q4 FY26 consolidated revenue, but missed expectations due to weaker standalone growth and muted demand. Domino’s Pizza India saw nearly flat like-for-like growth (0.2%), well below estimates, while Turkey performed better. The company continued expansion with 69 new store additions during the quarter.

Crude oil seen steady at $80–85 in 2026; West Asia conflict may trigger surge to $130, warn analysts

Union Bank of India pegs oil at $80–85, while Kotak Securities flags risk of a sharp spike amid escalating geopolitical tensions

BoFA downgrades these two PSU Banks on asset quality risks; SBI upgraded

BofA said the recent correction in banking stocks appears overdone, with value emerging, particularly in large banks. It has turned more constructive on the segment, citing the current macro outlook and attractive valuations.

Buy the Giants, Avoid the Rest? BoFA bets on two large banks, downgrades popular smaller ones

HDFC Bank's revised price target implies an upside potential of 24% from current levels, while for ICICI Bank, the revised price target indicates a 22% potential upside.

ETMarkets Smart Talk | Financials, IT turn attractive; microfinance seen as turnaround bet: Niraj Kumar

Indian stock markets are presenting new chances for investors. Financial and IT sectors are looking attractive. Microfinance is seen as a turnaround play. Investors with a medium-term view can benefit from sectors showing growth. Geopolitical issues are a concern, but stability could lead to a market rebound. Domestic liquidity remains strong.

Long-term patience along with discipline, not ‘multi-bagger hunting’, builds real wealth: Somil Mehta

Somil Mehta of Mirae Asset Sharekhan emphasizes that sustainable wealth creation hinges on discipline and patience, not impulsive bets. He highlights the importance of structured investing, consistent monitoring, and risk management, noting that research accessibility has outpaced its structured application by many investors.

Crude above $100: The danger zone for Indian stocks and why the next 2 weeks are critical

India's market resilience faces a countdown as crude oil hovers above $100 a barrel. Geojit's Dr. V K Vijayakumar warns that a prolonged spike threatens inflation and GDP, with the window for a "painless" recovery closing. Investors are on high alert as geopolitical tensions simmer.

Don't buy the bounce — Deepak Shenoy says wait for earnings commentary before calling the all-clear

Markets saw a bounce on ceasefire hopes, but Deepak Shenoy urges caution, noting such news often fades. He finds selective opportunity in private financials, particularly banks and NBFCs with strong secured loan books. However, he warns most retail stocks remain overvalued despite recent drops, emphasizing earnings commentary over headline news.

Rupee edges higher against dollar amid RBI support; oil risks cap gains

Rupee opens at 93 per dollar after RBI backed unwinding, stabilising from recent volatility, but remains vulnerable as Iran tensions lift Brent crude to about 111 per barrel

L&T Finance among 8 stocks flashing bullish signals, hinting at a possible uptrend

On April 6, eight stocks in the Nifty 200 pack appeared on the ‘White Marubozu’ bullish scanner, according to StockEdge’s technical scan data. A White Marubozu is a bullish candlestick pattern in technical analysis that occurs when the opening price is the lowest for a given period, and the closing price is the highest.Represented by a long white (or green) candlestick with no upper shadow and a small or nonexistent lower shadow, it indicates strong buying pressure throughout the session. Traders interpret it as a signal that buyers were in control from the opening to the closing, often using such patterns for informed decisions about future price movements in financial markets.

Godrej Consumer shares in focus after double-digit Q4 sales growth; flags cost pressures from Iran war

Godrej Consumer Products expects a steady Q4 performance with double-digit sales growth and strong volume momentum, supported by resilient domestic demand. While rising crude-linked input costs may pressure margins, the company aims to offset this through pricing and efficiencies, maintaining growth momentum across domestic and international markets heading into FY27.

Trent, RBL Bank among 8 stocks showing bullish RSI upswing

On April 6, eight stocks from the Nifty500 segment that gained over 5% were identified using the RSI Trending Up scan, based on data from StockEdge.com. An uptrend signal is generated when the RSI value crosses above 50 from below. “RSI trending up” indicates that the Relative Strength Index (RSI) is rising, suggesting strengthening price momentum in the stock. This may signal potential upward movement and can be used by traders to identify buying opportunities.

Swan Defence wins shipbuilding order worth up to ₹3,000 crore; stock in focus

The first vessel is to estimated to be delievered in October 2029, with subsequent deliveries scheduled at four-month intervals.

Kalyan Jewellers shares in focus after 64% revenue growth, 45% same-store-sales in Q4

As of March 31, 2026, the total number of showrooms across India and International markets for Kalyan Jewellers stood at 507, which includes 342 in India, 38 in the Middle East, two in the US, one in the UK and 124 of Candere.

Markets end near day’s high; Sensex jumps 787 pts, Nifty closes above 22,950

Easing geopolitical tensions trigger sharp intraday reversal; banks and broader markets lead the charge

Three railway stocks that should be on radar for Kavach updates

Companies linked to the Kavach ecosystem are already seeing strong traction. HBL Engineering reported orders worth ₹1,375.36 crore during the quarter for Kavach equipment. KEC International had earlier indicated that it secured three TCAS orders year-to-date in partnership with its JV partner.

JPMorgan turns bullish on these two aluminium stocks, sees up to 22% upside

JPMorgan believes earnings have bottomed for Hindalco's unit Novelis. It also sees better profitability for Novelis as the Oswego plant restarts operations and due to the benefit from higher scrap spreads.

Stocks to buy in 2026 for long term: Marico, Cera Sanitaryware among 5 stocks that could give 10-20% return

Brokerages remain broadly positive on select consumption and infrastructure plays, with multiple Buy calls reflecting confidence in earnings visibility and growth prospects.We have collated a list of recommendations from top brokerage firms from ETNow and other sources:

Gold, silver ease on COMEX amid volatile geopolitics; outlook hinges on Iran talks, inflation cues

Gold and silver prices dip on global cues as investors track US Iran talks and volatile oil, Asian stocks rise, analysts see metals staying sensitive to geopolitics and inflation

Positive Breakout: These 9 stocks cross above their 200 DMAs

In the Nifty500 pack, nine stocks' closing prices crossed above their 200 DMA (Daily Moving Averages) on April 6, 2026, according to stockedge.com's technical scan data. The 200-day daily moving average (DMA) is used by traders as a key indicator for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day SMA on the daily timeframe, it is generally considered to be in an overall uptrend. Take a look:

‘India is our biggest bet’: Nepal’s only billionaire Binod Chaudhary eyes Wai Wai IPO

In an exclusive interview with Firstpost, CG Corp Global chairman Binod Chaudhary explains why India is central to his future plans and outlines a potential Wai Wai IPO

Jubilant Foodworks reports muted like-for-like growth in Q4; stock in focus

Same-store sales growth remained muted in India. Domino's India reported like-for-like growth of just 0.2% in Q4, while Domino's Turkey posted a stronger 9% growth.

West Asia crisis may drag global growth and push inflation higher: SBI report

Global GDP downgrade seen as imminent amid rising energy prices, supply disruptions, and growing stagflation risks

Non-life insurers seen holding up better than life peers

Indian insurers anticipate subdued Q4 earnings due to equity market declines impacting investment gains. While life insurers face muted profitability and slower demand for ULIPs and guaranteed products, general and health insurers are poised for robust growth.

Asian stocks, oil seesaw with Iran deadline in focus

Brent crude trimmed opening gains and was trading just under $110 a barrel on the back of markets remaining volatile prior to Trump's Tuesday 8pm ET cutoff. US equity index futures recovered from initial losses and were trading little changed.

Samsung profits surge eight-fold as AI memory chip sales rise despite war worries

Samsung quarterly profit jumps eightfold on surging AI memory demand, beats forecasts, lifts shares, as DRAM prices soar and Samsung ships next gen HBM4 and HBM4E chips

Stocks To Buy: Jefferies sees opportunity in these two metal stocks on price divergence

Shares of JSW Steel and Tata Steel have declined 9-10% since the onset of the West Asia conflict, even as domestic steel prices have risen about 6%. Jefferies believes this gap presents a buying opportunity.

Stocks in news: Nykaa, Godrej Consumer, Titagarh Rail, Fino Payments Bank, NMDC

Indian markets closed with over 1% gains, though volatility persisted. Analysts eye crude oil prices and India Vix for sustained recovery. Key stocks like Nykaa, NMDC, and Godrej Consumer are in focus due to Q4 results and news. PC Jeweller reported 32% revenue growth, while Titagarh Rail's subsidiary secured approval for expansion.

Pre-market action: Here's the trade setup for today's session

Indian stock markets continued their upward trend for a third day. Analysts suggest further gains are possible if the market surpasses Monday's high. A failure to do so could lead to a period of consolidation. The India VIX, a fear gauge, saw a slight decrease. Foreign investors were net sellers, while domestic investors bought shares.

These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%

The official kickoff of the Q4 earnings season happens when a large IT company announces its results, although the quarter’s business updates have already started to roll in. Now, remember this: The Gulf war has affected every business in every country in the world, but the Q4 results will not entirely reflect its impact, as it escalated only in March. It is the Q1 FY27 results that will fully account for the spiked oil prices, the currency fluctuations, and, of course, the disruption in global supply chains. But, as they say, there is never a perfect time to invest; investing is a journey that one has to manage.

Sensex Today | Stock Market LIVE Updates: Nifty aims for 23,000 and higher on weekly expiry despite higher oil prices

Sensex Today | Stock Market LIVE Updates: Oil prices though, continue to remain elevated, above the mark of $110. The price action of the last two days has shown that the bulls do not want to give up on the 22,000 mark just yet. The Nifty closed above last week's high but 23,000 still remains a barrier.

Telecom earnings likely to stay subdued in Q4

Telecom operators are poised for a muted March quarter, with analysts anticipating steady underlying growth tempered by fewer operating days and rising energy costs. Investor focus is shifting towards upcoming tariff hikes, expected between 10-20% in the next 3-9 months, and the next phase of capital expenditure.

M Pallonji Group gets IRDAI’s R1 nod for general insurance venture

The M Pallonji Group has received R1 approval from IRDAI for its general insurance venture, partnering with Divya Sehgal and Federal Bank. The group will hold a 51% stake, with Federal Bank and family offices providing additional capital. This move signifies a new wave of entrants in the insurance sector.

RBI revamps business correspondent model to boost last mile delivery of financial services

The Reserve Bank of India is overhauling its business correspondent system. New service points, Business Correspondent-Banking Outlets and Business Correspondent-Banking Touchpoints, will be introduced. This aims to improve customer service and expand financial inclusion across India. Banks must conduct thorough checks on new correspondents. These changes are proposed to enhance banking access.

Wealthy Chinese reshape Zimbabwe economy with luxury homes, lithium bets

Wealthy Chinese investors are reshaping Zimbabwe’s economy, driving a luxury property boom in Harare and expanding dominance in lithium mining, while raising concerns over regulation and tax losses

EPFO 3.0 PF withdrawal rules: ATM, UPI access capped at 50 per cent of balance

EPFO 3.0 will allow provident fund withdrawals via ATM and UPI, with a proposed cap of up to 50 per cent of the total balance, as the retirement body moves to digitise and speed up services

Nifty aggregate profit to fall in Q4 but expect a better FY27

Nifty 50 companies are projected to see a 1.1% dip in net profit for the March quarter due to one-off gains in the previous year and lower expected profits from banking, pharma, and IT sectors. Revenue is anticipated to grow 8.3%, with operating margins expected to contract by 70 basis points.

D-Street grasps at ceasefire straw, rebounds 1% from early losses

Indian stock indices surged over 1% on Monday, recovering from early losses as a West Asia ceasefire proposal boosted sentiment. The Nifty closed at 22,968.25 and the Sensex at 74,106.85, driven by short covering and stable crude oil prices. Broader market indices also saw gains, indicating a potential rebound.

Jewellery stocks rise on talk of cut in base import price

Gold jeweller stocks surged on Monday following positive business updates and a reduction in precious metal import prices. Analysts anticipate sustained demand driven by the wedding season and upcoming festivals, with companies like Senco Gold and PC Jeweller reporting significant year-on-year revenue growth.

Food shortage warnings grow as Iran war strands fertiliser in Hormuz, drives up staple prices

The Iran war’s disruption of fertiliser shipments through the Strait of Hormuz is raising fears of a food crisis across Asia, with farmers in India and Sri Lanka warning of shortages, rising costs and potential crop losses

Independent directors key to fixing governance gaps: Pandey

Sebi chairperson Tuhin Kanta Pandey called for a fundamental shift in how independent directors function, stating that boardroom independence in India is often procedural and lacks effective oversight. He emphasized the need for boards to move beyond compliance and foster diverse perspectives and constructive dissent, focusing on improving the quality of board engagement rather than adding new regulations.

Stock Radar: Nalco stock bottoms out after 3 weeks of downtrend in March 2026; time to buy?

National Aluminium Company Ltd (NALCO) is poised to reach new record highs, having recovered from a three-week decline in March 2026. Experts suggest short-term traders consider buying the stock for a target of Rs 450 within the next 2-3 weeks, citing positive technical indicators and strong performance within the metal sector.

Crude oil prices persist near four-year highs ahead of Trump Iran deadline

Markets are also on the edge ahead of US President Donald Trump's deadline to reopen the Strait of Hormuz or face the consequences that he has warned of in multiple social media posts.

US insurance companies shares surged up to 13% in extended trade; Here's why

Shares of UnitedHealth Group Inc., a key constituent of the Dow Jones, surged up to 10%, while shares of other insurers like Humana and CVS Health saw gains of 13% and 8% respectively.

Dow Jones ends rangebound session near day's high as markets remain in wait-and-watch mode

Most of the other asset classes barely budged on Monday, with the US Dollar index remaining at 100, no significant price action seen in gold and silver, while crude oil prices continued to hover between the $110 to $112 a barrel mark, having recovered the initial losses on reports of a potential ceasefire.

Sebi considering large-scale training push for independent directors to boost corporate governance: Tuhin Kanta Pandey

Sebi is planning a large-scale capacity-building initiative for independent directors to strengthen corporate governance, Chairman Tuhin Kanta Pandey said. The move signals a shift from rule-making to improving boardroom effectiveness, with focus on continuous learning, risk awareness, and better decision-making amid rising market complexity and investor participation.

Ahead of Market: 10 things that will decide stock market action on Tuesday

Indian markets rallied for a third straight session, led by banks, auto, and consumer stocks. Nifty crossed 22,900 while Sensex surged sharply. Analysts see further upside amid improving sentiment, though elevated volatility and global geopolitical uncertainties may limit sustained bullish momentum.

Shyam Metalics' stainless steel volumes rise 59%, Pellet volumes up 44.3% | Q4 update

Shyam Metalics' Stainless steel sales jumped 58.9% year-on-year (YoY) and 26.9% month-on-month (MoM) to 10,519 tonnes in March 2026, while average realisations rose 19% YoY but dipped marginally 0.6% sequentially to ₹1.52 lakh per tonne.

Why diversification may not protect you anymore when markets fall together

Diversification still matters, but markets now move together more often, making traditional strategies less reliable and forcing investors to rethink how they spread risk across assets.

Market Trading Guide: Buy Adani Green, RBL Bank and 3 more stocks on Tuesday for gains up to 8%

Stock IdeasNifty ended strongly on Monday, continuing its winning streak to the third session in a row. Following back-to-back rallies, the 50-stock index has formed a bullish candle with a long lower shadow. Nilesh Jain, Vice President - Head of Technical and Derivative Research at Centrum Finverse said the overall structure is gradually turning positive, suggesting a continuation of the upward move towards 23,200, followed by 23,400 levels. "Support has also shifted higher to the 22,500 zone. The momentum indicator RSI has started forming a higher top and higher bottom pattern and has crossed the 40 mark, indicating improving sentiment. However, India VIX remains elevated around 25, and a cooling-off in volatility would be essential for sustained bullish momentum," Jain said.Here are 5 stocks to buy:

Fino Payments Bank adds 7 lakh accounts in Q4, deposits hit record high; transactions dip sequentially

The bank recorded its highest-ever quarterly renewal income of ₹62.2 crore, while deposits reached an all-time high of over ₹2,950 crore in March 2026.

Two Trades for Today: A capital market stock for a 10.7% surge, a large-cap private bank for an about 6% rise

Our technical analysts identify select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.

Stocks to Watch for April 7: Jubilant FoodWorks, Godrej Consumer, Aurobindo Pharma, IRFC and more

From Godrej Consumer Products Ltd expecting double-digit underlying sales growth in Q4 FY26 to IRFC sanctioning and fully disbursing a ₹1,000 crore term loan to Maharashtra State Power Generation Company Limited, here are the stocks to watch ahead of Tuesday’s trading session.

India's NSE to launch Platts‑based crude futures in tie-up with S&P Global Energy

India's National Stock Exchange will launch exchangetraded derivatives based on Platts oil price benchmarks through a collaboration with S&P Global Energy, the bourse said on Monday.

Insurance firms raise stakes in 10 mid-cap stocks in Q3FY26

An increase in insurance shareholding indicates that insurance companies have raised their stakes in a company during the current quarter compared to the previous one. In the NSE midcap-cap segment, we highlighted the top 10 stocks that saw a rise in insurance shareholding from the September '25 quarter to the December '25 quarter, based on data from the StocksEdge shareholding scan.This growth in holdings often signals increasing confidence among insurers in these stocks, reflecting positive market sentiment. Since insurance firms typically invest after thorough analysis, the trend may also suggest a strategic shift toward enhancing returns through equity investments.

CreditAccess Grameen Q4 Update: Disbursements up 28%, loans grow 14%

Disbursements for the fourth quarter was ₹8,313 crore, up 28% from a year earlier, while total disbursements for FY26 increased 24% to ₹24,860 crore. Shares of CreditAccess Grameen ended ₹1,179.90 apiece, 0.17% up today, April 6.

Titagarh Rail arm gets in-principle nod for ₹610-cr expansion in West Bengal's Falta shipyard

Titagarh Naval Systems won an in principle approval for a ₹610-crore brownfield shipyard expansion at Falta; to receive ₹129-crore government aid, boosting India's defence and export shipbuilding. Shares of Titagarh Rail Systems ended at ₹639.10 on the NSE, up ₹24.20 or 3.94%, on April 6.

Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus

Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.

Gallantt Ispat Q4 update: Power output up 14%, pellet production jumps, steel sales rise steadily

Gallantt Ispat reported a 14% year-on-year growth in power production for the fourth quarter, alongside a sharp rise in pellet output and steady gains in steel sales.

Equirus appoints Aletheia Capital's Chief Economist Jim Walker as its Global Economic Advisor

Equirus Securities has appointed Dr. Jim Walker as Global Economic Advisor, strengthening its partnership with Aletheia Capital. The move enhances macro research capabilities, offering institutional clients deeper insights into global cycles, capital flows, and geopolitical trends impacting investment strategies worldwide.

Saudi Arabia, Russia to anchor majority of OPEC+ output hike in May

Production hike part of phased return of earlier cuts, with scope to pause or reverse if needed

PDS secures ₹450-crore sourcing contract from leading US value retailer

Global fashion infrastructure platform PDS Limited bagged a ₹450-crore sourcing mandate from a major US value retailer via subsidiary GSCL, boosting its US presence; shares closed at ₹286.90, up 0.61% today, April 6.

Trade setup for April 7: Nifty eyes 23,000 breakout, can the rally extend further

The Nifty has not risen for more than three straight sessions since the onset of the US-Iran conflict in late February, and a further gain in the next session would break that streak.

India's NSE to launch Platts‑based crude futures in tie-up with S&P Global Energy

India's National Stock Exchange ​will launch exchange-traded ​derivatives based on Platts ​oil price benchmarks through a collaboration with S&P Global Energy, the bourse said on ‌Monday.

Dow Jones, S&P, Nasdaq open cautious amid Iran ceasefire talks; oil eases

US stocks open mixed as West Asia war tensions persist, Trump warns Iran over Strait of Hormuz, oil stays above 108 dollars, ceasefire proposals offer limited relief

Godrej Consumer expects double-digit standalone sales growth in Q4FY26, flags crude concerns

Godrej Consumer said its Indonesia business showed signs of stabilisation with mid-single-digit volume growth and sustained market share gains, while the GAUM (Godrej Africa, USA and Middle East) business reported double-digit sales growth and high single-digit volume growth. Shares of Godrej Consumer Products Limited ended higher on Monday, April 6, closing at ₹1,004.20 on the NSE.

IRFC sanctions ₹1,000 crore loan to Maharashtra power utility in first FY27 deal

IRFC grants ₹1,000 crore term loan to MAHAGENCO, its first deal of the year, boosting power capacity in Maharashtra and marking IRFCs push beyond railways into wider infrastructure financing

NCR real estate enters upcycle on ₹5,000 crore sales, wellness trend, Tier-2 expansion

Delhi NCR real estate enters structural upcycle, led by Max Estates strong NCR sales, wellness focused housing, Tier 2 expansion like Ludhiana, and disciplined developer finances

Aurobindo arm CuraTeQ reports positive Phase 3 results for allergy drug BP11

Aurobindo Pharma unit CuraTeQ reports positive Phase 3 data for Xolair biosimilar BP11 in chronic spontaneous urticaria, plans EMA and FDA filings by end of Q2 2026

Indian companies' $7 billion NDF hoard shows firms seized rupee arbitrage window

The unwinding followed the Reserve Bank of India’s imposition of restrictions on lenders’ net onshore open FX positions, prompting a rush to lower positions aimed at benefitting from gaps between onshore and non-deliverable forwards.

Gainers & Losers: Trent, RIL & DMart among 8 big movers on Monday

US Stock Market Live Updates: US futures gain on easing oil prices, potential Iran ceasefire

US stock futures trade mixed as oil prices ease, with S and P and Nasdaq up, Dow slightly down, as markets track US Iran tensions and possible ceasefire talks over the Strait of Hormuz

PC Jeweller Q4 update: Revenue rises 32%, debt pared as recovery continues

PC Jeweller reported 32% revenue growth in Q4 and reduced debt by 23%, as the company advances its turnaround strategy and expands into new initiatives including entrepreneurship and mining.

RPSG Ventures among 6 stocks that hit 52-week high; rally up to 72% in a month

On Monday, the benchmark Sensex jumped 787 points, closing at 74,106. Amid a broader market upswing, six stocks from the BSE 1000 index touched their 52-week highs, marking their strongest performance in the past year. Such milestones are often seen by investors as a bullish indicator, signaling strong momentum and potential for further gains.

Explained: How the West Asia war is creating a diesel problem for India

India faces fuel supply strain as West Asia war disrupts 45% of oil imports, with crude quality issues threatening diesel output despite Russian supplies as partial substitute

Rupee swings, tight liquidity may slightly hit bank margins, but no major worry: Fitch

Prakash Pandey, Associate Director - Financial Institutions at Fitch Ratings, says that while margins may soften, banks remain resilient, supported by strong asset quality, robust provisioning buffers, and limited impact from forex and treasury risks.

FMCG growth steady for now, price hikes may help but demand and costs remain a worry: Abneesh Roy

Abneesh Roy, Executive Director, Nuvama Institutional Equities, said retail companies may outperform in the near term due to store expansion, while select FMCG firms with favourable input costs are better placed.

SEBI's move to allow companies to buy back shares may stabilise markets, boost liquidity: Industry experts

Bhavesh Shah, Managing Director and Head of Investment Banking at Equirus Capital, and Pranav Sayta, Partner and National Leader, International Tax and Transaction Services at EY India, say the move could improve liquidity, ensure fairer taxation, and bring strong safeguards, with cash-rich sectors likely to lead adoption.

This Indian multibagger has weathered both Trump tariffs and the war, so far

A Mumbai-based agrochemical exporter, with a market capitalisation of ₹8,200 crore, retained its growth targets despite the disruption caused by the war in West Asia.

Bitcoin tops $70,000 on optimism over possible Iran ceasefire

Bitcoin briefly tops $70,000 as Iran ceasefire hopes and Trump threats roil markets, shorts unwind, ETFs see steady inflows while price stays in a $65,000 to $75,000 range

West Asia war: Indian aviation braces for a second summer of disruption

Should the war conclude in the coming weeks, a sudden boom is possible, but the ultimate trajectory depends on broader economic performance and the volatility of oil prices.

UAE-based Valura.ai makes India debut with a Rs 3,000 crore pipeline

AI-native platform Valura.ai has onboarded over 1,000 wealth advisors across India ahead of its launch, creating a Rs 3,000 crore AUM pipeline. The platform offers multi-asset global investing with AI-driven research, local custody under IFSCA, and compliance automation, bridging gaps in Shariah-compliant, pre-IPO, and global investment access.

Intense quick commerce competition ahead? UBS cuts Eternal, Swiggy’s target prices but sees attractive valuations

UBS reduced its FY27-29 quick commerce NOV estimates by 7-11% for Blinkit, and GOV estimates by 17-22% for Instamart.

Closing Bell | Markets end near day’s high; bank stocks power Nifty above 22,950

Markets extended gains for a third session, with the Nifty closing above 22,950, led by banks and heavyweights, as sentiment improved on easing West Asia tensions.

Bonus Share Alert: Nearly 70,000 retail shareholders to be rewarded for the second time in two years

Besides the bonus issue of shares, Anand Rathi Wealth has also paid dividends worth ₹57 per share to its shareholders since January 2022 and has also carried out a buyback of equity shares in June 2024.

Nifty is oversold and holding support; Angel One's Rajesh Bhosale flags 2 stocks to buy right now

Indian markets are showing signs of a potential bounce despite choppy trading. Technical analyst Rajesh Bhosale highlights a bullish reversal pattern on the Nifty, suggesting a buy-on-dip strategy with support at 22,200-22,400. He recommends specific stock picks, BSE and RBL Bank, which have demonstrated relative strength and are breaking out of trading ranges with strong volume, offering attractive near-term opportunities.

Will the coming earnings season(s) ring in more trouble for India Inc and investors?

When a large, diversified group with exposure across autos, IT, hotels, retail, consumer, industrials, aviation, and infrastructure starts preparing internally for cost pressure and slower demand, it is probably a signal that things will get tough. This is still an inference, but a grounded one: If a conglomerate with that breadth is belt-tightening, the risk is unlikely to be isolated to one sector. And that is something one should not ignore.

Why bond yields are rising ahead of RBI policy review

The yield on the benchmark 10-year sovereign bond went up to nearly 7.13% before cooling off as the RBI's monetary policy review went underway on April 6.

India’s services growth cools to 14-month low as West Asia war weighs on demand: PMI

India’s services sector growth slowed to a 14-month low in March as the West Asia conflict weakened domestic demand and pushed up input costs

TVS Motor shares gain after Goldman Sachs upgrade for up to 21% upside

Goldman Sachs said the upgrade reflects stronger volume visibility compared to peers, driven by upcoming premium launches such as the RR 300, RTX 450 and models under the Norton brand.

Waaree Energies commissions 3000 MW solar module facility in Gujarat

Waaree Energies has commenced operations at its 3000 MW solar module facility in Gujarat, marking a key capacity addition as the company scales up manufacturing amid ongoing expansion plans.

Markets oversold, largecaps offer best entry point right now: Rishi Kohli

Indian equity markets have experienced significant volatility, with valuations now presenting an attractive entry point. Despite geopolitical uncertainties delaying earnings growth, CIO Rishi Kohli suggests largecaps offer a safer entry, with a strategic cash deployment advised over the next two months.

India auto dealers warn of supply disruptions as West Asia conflict drives up costs despite record FY sales

India’s auto dealers warn of supply disruptions and rising costs due to the West Asia conflict, even as FY sales hit record highs

Supreme Court refuses to stay Adani’s JAL resolution plan in setback for Vedanta

The Supreme Court allowed Adani Enterprises’ JAL resolution plan to proceed but said major decisions need NCLAT approval, while agreeing to hear Vedanta’s challenge on April 10.

Goldman Sachs upgrades DMart to overweight, says juggernaut is rolling! Here’s why

Goldman Sachs has upgraded Avenue Supermarts (DMart) to overweight following a strong Q4, signalling momentum in the retailer’s growth. The brokerage expects accelerated topline growth from 85 new store additions in FY26, supported by inflation-driven same-store sales growth. DMart’s expansion into new markets and strengthened management team reinforces confidence in an 18–25% medium-term revenue CAGR. Shares trade up 3%.

Rs 3 lakh crore added! Sensex jumps 500 pts, Nifty near 22,900; Iran-US ceasefire framework, 3 other factors behind D-St rally

Indian stock markets staged a remarkable recovery, erasing morning losses to turn positive by afternoon. This surge was primarily fueled by media reports of a Pakistan-brokered Iran-US ceasefire framework, significantly boosting investor confidence. Key sectors like Consumer Durables led the gains, while Reliance Industries bucked the trend.

'This too shall pass': Prashant Jain's case for staying invested and where he Is putting money now

Seasoned fund manager Prashant Jain believes India's current market panic is temporary, citing structural resilience and falling oil import dependence. He highlights domestic flows as an underappreciated buffer against FII outflows, with retail money likely to shift to secondary markets. Jain advocates for a largecap tilt, favoring banks, and sees room for Nifty multiple expansion.

FIIs keep cutting stakes in 14 smallcap stocks as shares crash up to 65% in 3 months

Investors closely watch FII activity, recognizing that foreign institutions typically invest only after extensive research. While tracking where they are buying is important, observing where they are reducing their stakes can be just as insightful.A deep dive into the smallcap space reveals a striking trend: FIIs trimmed holdings in nearly 398 smallcap stocks over two consecutive quarters, i.e. September 2025 and December 2025. In just the first three months of 2026, around 100 of these stocks have already fallen by more than 25%. Digging deeper, 14 stocks stand out for even steeper declines, plunging between 40% and 65%. (Data Source: ACE Equity)

V-Mart Retail shares rocket over 30% in three days! What’s fuelling the rally?

V-Mart Retail shares surged over 14% following a robust quarterly update. The company reported a significant 24% revenue jump to Rs 971 crore and impressive same-store sales growth. Expansion remains a key focus, with 29 new stores opened in the quarter, contributing to a record annual store addition.

Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 29%

The market is again abuzz with the possibility of peace in the Gulf. This has, however, happened in the past. There is, thus, no point in guessing what will happen if Iran ignores the latest deadline set by US President Trump. So, let the storm pass; till then, focus on the long term, and on sectors where companies are able to deliver numbers. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.

SEBI chairman flags governance, AI and oil supply challenges at CII Summit

SEBI chief Tuhin Kanta Pandey flags West Asia risks and AI challenges, stresses stronger corporate governance.

Reliance Industries shares crash 6% in two days, wipes off Rs 1 lakh crore. What lies ahead?

Reliance Industries shares have fallen sharply over two days, erasing over Rs 1 lakh crore in market value amid weak technical indicators and policy concerns. Analysts see near-term pressure with key support levels in focus, though stability above these levels could trigger a short-term rebound in the stock.

Iran war impact: Europe eyes diesel rationing, Asia sees race to coal amid energy crisis

Europe weighs diesel rationing while Asia ramps up coal use as Iran war disrupts global energy supplies, raising fears of a prolonged economic shock

BofA cuts India's Nifty 50 earnings forecast as stagflation fears rise

BofA Securities has significantly lowered its earnings growth forecast for Nifty 50 companies to 8.5% for FY27, citing rising stagflation risks and potential impact of high crude oil prices. The brokerage also reduced India's GDP growth estimate and warned of a severe downturn in a worst-case scenario. Despite this, a resolution to the Iran conflict could boost the market.

Sensex, Nifty trade muted in early deals as Iran war jitters offset banking optimism

Indian equity markets opened on a subdued note, with the Sensex and Nifty trading marginally lower amid rising geopolitical tensions in West Asia and elevated crude oil prices

Max Estates gains 5% after ₹5,305 crore FY26 pre-sales; strong Q4 drives growth

Max Estates shares rise after FY26 pre sales hit ₹5,305 crore, driven by strong Q4 and projects in Noida and Gurugram, net debt stays low, stock still down 30% in 6 months

This 'consensus buy' stock has seen its biggest single-day gain in 17 years

The rally was backed by strong volumes. Over 2 crore shares changed hands during Monday's session, significantly higher than the 20-day average of around 14 lakh shares.

Pharma, Auto, and IT: Pankaj Pandey shares sectoral insights amid global challenges

Pankaj Pandey shares insights on Indian sectors facing US tariffs. He sees limited impact on pharma growth but potential benefits for Jubilant Pharma and Piramal Pharma. Sun Pharma's domestic capex is a positive. The auto sector shows robust volume growth and price hikes, with PV and two-wheeler players like Maruti Suzuki, M&M, TVS, Eicher, and Bajaj Auto favored.

40% of Nifty 50 firms faced EPS cuts amid March selloff: Check which stocks saw biggest cuts and upgrades

Indian markets experienced a sharp downturn in March, with Nifty 50 companies seeing significant EPS estimate cuts, particularly in aviation and infrastructure, due to soaring oil prices. InterGlobe Aviation faced the largest reduction. Conversely, oil & gas and metals sectors witnessed upgrades. Escalating US-Iran tensions continue to fuel investor concerns and oil price hikes.

Exclusive: Does IRB Infra get impacted by the Iran war? Here's what the management said

Nearly 95% of IRB Infra's value comes from operational assets and within the road asset business, tariff revisions are linked to inflation, which provides a hedge and thereby protects returns, the management told CNBC-TV18.

From banks to IT: SBI Securities highlights next investment opportunities

Sunny Agarwal of SBI Securities expects a strong Q4 for banks, driven by healthy deposits and improving credit trends. He finds HDFC Bank attractive after the correction, with growth set to pick up. Among PSU banks, Bank of Baroda, Bank of Maharashtra and Indian Bank stand out. In IT, downside looks limited with AI-led opportunities ahead. He prefers mid-sized jewellery players, while remaining cautious on oil marketing companies amid crude uncertainty. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

Iran war hits Trump at home, March US inflation set for biggest jump since 2022, economists warn

US inflation is set for its sharpest monthly rise since 2022 as the Iran conflict drives a surge in fuel prices, raising stagflation risks and complicating policy choices for Donald Trump and the Federal Reserve

NMDC shares gain 5% on iron ore price hike; Morgan Stanley flags strong tailwinds

NMDC shares gained 5% after sharp iron ore price hike. Morgan Stanley has cited strong pricing tailwinds but warned on China reforms and Simandou supply risks. The company announced hike of ₹500 per tonne for lumps and ₹450 per tonne for fines.

Aye Finance AUM jumps 27% to ₹7,044 crore in FY26; asset quality improves

Aye Finance FY26 AUM up 27% to ₹7044 crore, disbursements up 20%, asset quality and collections improve, but share trades lower and is down 30% in a year

War risk insurance in Gulf surges nearly 1,900% as Trump-Iran tensions stoke fears of wider conflict

War-risk insurance premiums in West Asia have surged nearly 1,900 per cent amid escalating US-Iran tensions over the Strait of Hormuz, sharply raising costs and limiting coverage for businesses across the region

Gold hovers near ₹1.50 lakh per 10 grams; silver below ₹2.32 lakh per kg in India

Gold and silver prices in India dip amid strong US dollar, firm jobs data and high oil, analysts see the fall as a tactical correction and consolidation in a broader uptrend.

Market jitters push 10-year yield higher, RBI policy eyed for cues

Indian markets remain volatile amid rising global tensions and elevated crude oil prices near $110 per barrel, which are adding to inflation concerns. The rupee has strengthened, supported by RBI liquidity measures and tighter forex rules. Meanwhile, the 10-year bond yield has climbed to 7.1%, marking its sharpest weekly rise since May 2022. Investors are now closely watching the RBI policy decision on April 8, where the central bank is expected to hold rates but may act to stabilise yields and currency.

US tariffs on metals and pharma: Which Indian stocks are safe and which aren't: Sudip Bandyopadhyay

Indian equity markets face policy risks from US tariffs and West Asia conflict. These issues impact metals and pharmaceutical sectors. Expert Sudip Bandyopadhyay provides stock-specific insights. Vedanta and NALCO are well-positioned in aluminium. Tata Steel faces uncertainty due to European operations. Sun Pharma and Glenmark are at risk in the pharmaceutical sector due to branded drug exposure.

Aditya Shah sees PSU banks, SBI and HDFC as key picks amid volatility

India's banking sector demonstrates resilience with steady loan and deposit growth, particularly from private lenders like HDFC Bank. While concerns about margins and global risks persist, the micro-lending cycle has bottomed out, and public sector banks are poised for continued strong performance. Investors are advised to balance opportunities with caution.

5 PSU bank stocks rally up to 4% after reporting March quarter updates. Check details

The Nifty PSU Bank Index rose 0.5% on Monday, defying a broader market decline, as several lenders reported strong March quarter business updates. Banks like Bank of Baroda and Bank of Maharashtra saw significant gains following positive growth figures in deposits and advances, indicating resilience despite rising bond yields.

Bajaj Finance 'bear' highlights the key risks to its bearish stance after Q4 update

Brokerage firm Macquarie said, excluding the Covid-affected FY21, FY26 marks the slowest growth rate for Bajaj Finance in 15 years.

India auto dealers say Iran war to hit supplies

India auto dealers warn West Asia conflict is raising fuel and metal costs and causing supply delays, but retail auto sales hit record highs with strong March growth across segments

UCO Bank Q4 Update: PSU lender reports strong loan growth; Deposits also grow double-digits

UCO Bank's total business increased to ₹5.89 lakh crore in the fourth quarter, up 6.32% from the previous quarter and 14.59% from the previous fiscal.

EU weighs windfall tax as five nations push to tap energy profits amid Iran war shock

Five EU nations have proposed a windfall tax on energy firms to fund consumer relief as fuel prices surge amid the Iran war, with Brussels assessing fresh crisis measures

Egypt’s private sector falters as war pressures push PMI to near two-year low

Egypt’s non-oil private sector contracted further in March, with PMI falling to a near two-year low as the West Asia conflict drove up costs, weakened demand, and dampened business confidence

India seen holding rates as 'Goldilocks' phase gives way to stress

India's central bank is expected to hold interest rates steady amid fallout from the Iran war, focusing instead on calming financial markets. Policymakers will likely assure readiness to support the weakening rupee and inject liquidity to manage bond yields, as economists assess the impact of the energy shock on growth and inflation.

RBL Bank shares jump 4% after exceptional Q4 results, RBI’s approval for Emirates NBD’s 74% stake acquisition

RBL Bank shares rose sharply on Monday after strong Q4 business numbers and the RBI’s nod for Emirates NBD to acquire up to 74% stake in the bank. Robust deposits and loan growth boosted sentiment, with the lender crossing Rs 2.5 lakh crore in total business. Analysts remain positive amid exceptional momentum.

BofA’s Amish Shah sees 50 bps rate hike, signals shift in earnings outlook

Amish Shah, Head of India Research, BofA Global Research, said growth, inflation, and fiscal pressures are rising, with GDP estimates lowered and rate hikes expected. He noted that “stagflation risks are now real” and earnings projections have been reduced from 14% to 8.5%. Rate-sensitive sectors and crude-linked segments face the most pressure. While market risk-reward has improved, he said investors should deploy cash gradually and focus on selective opportunities amid ongoing uncertainty.

Global supply shock not fully priced in, warns David Roche

Geopolitical tensions in the Middle East are creating a deceptive calm in global markets, with oil prices failing to reflect significant supply disruptions. Experts warn that current market pricing, particularly in equities, overlooks the true risks, predicting substantial price hikes and potential economic stagflation if the situation escalates.

FIIs dump 48 crore HDFC Bank shares as stock crashes 26% in March quarter

FIIs offloaded nearly 50 crore shares of HDFC Bank in Q4 as the stock slumped 26% amid a governance crisis triggered by the exit of former chairman Atanu Chakraborty. While Sebi and the Reserve Bank of India reviewed the issue, Jefferies argued valuations now look compelling.

IT stocks have suddenly become attractive, but...

With gains of over 5%, the Nifty IT index is the best-performing sector in April so far. However, it remains the second-worst performer after realty if you zoom out to a year-to-date view.

Senco Gold's strong update for Q4 sends shares of its peers Titan, Kalyan higher by 5%

Both Titan and Kalyan Jewellers are yet to disclose their business updates for the March quarter. The stocks though have gained between 2% to 6% on Monday.

Senco Gold shares surge 12% after strong Q4 update, FY27 outlook

Despite elevated gold prices and a volatile environment, Senco said demand remained resilient. The company added that it managed inventory in line with shifting consumer preferences while maintaining margins and profitability.

DMart shares jump 4% after strong Q4 update, but JM Financial calls risk-reward ratio unattractive; here's why

Avenue Supermarts' shares saw a jump after reporting a 19% year-on-year revenue increase for the January-March quarter of FY26. The company also reached a milestone of 500 stores. Despite positive revenue growth and store additions, an analyst firm finds the investment risk-reward unattractive. They have raised their target price but maintained a cautious outlook on the stock.

Senco Gold shares rise 11% on strong Q4 business; demand boost expected from festive, wedding season

Senco Gold shares surged following a strong business update. The company reported significant revenue growth in the fourth quarter and full fiscal year. This performance was fueled by wedding season demand and new store openings. Senco also focused on product innovation and digital initiatives. The company anticipates continued growth driven by upcoming festivals and expansion plans.

Rupee may end the year near current levels, says BofA

BofA expects the rupee to end the year near 93 per dollar, says most depreciation is over, RBI actions aid stability, crude prices and geopolitics remain key risks.

Poonawalla Fincorp AUM tops ₹60,000 crore but stock swings between gains and losses

Poonawalla Fincorp reports provisional AUM of about ₹60,325 crore and liquidity of ₹7,550 crore, reiterates risk first strategy, shares fall 0.89% to ₹389.80

Aurobindo Pharma approves Rs 800 crore share buyback. Check record date, other key details

Aurobindo Pharma is launching its first share buyback in two years, offering to repurchase over 54 lakh shares at Rs 1,475 each. This tender offer, open to shareholders as of April 16, represents a significant move for the pharmaceutical giant. The company's stock has shown resilience, gaining ground despite broader market declines.

TVS Motor shares jump 3% after Goldman Sachs upgrades to Buy. Check target, upside

TVS Motor shares surged following Goldman Sachs' 'Buy' upgrade, citing strong growth prospects and superior volume visibility from new premium products. The brokerage anticipates robust sales growth outpacing industry averages, supported by margin tailwinds and a positive outlook on electric vehicle expansion. Key catalysts include upcoming product launches and PLI scheme benefits.

Nykaa shares rally nearly 4% on strong Q4 business update

Nykaa's shares climbed following a robust Q4 FY2026 revenue update. The company anticipates its fastest growth in 12 quarters, driven by a strong fashion segment recovery and steady beauty sales. Full-year net sales are projected to accelerate, with aggressive retail expansion and a growing brand portfolio fueling optimism.

Keep buying gold on dips; 4 sectors to put your money in now: Jitendra Gohil

Amidst geopolitical fears, India's market faces a 'buy the dip or wait' dilemma. Expert Jitendra Gohil highlights India's underperformance due to its limited role in global AI and defence booms. He advises accumulating metals, private banks, and electronics manufacturing on dips, while viewing gold as a long-term hedge. Expect range-bound equities for now.

OPEC+ signals output hike once Hormuz reopens, but war keeps oil flows choked

OPEC+ has agreed to a modest oil output increase for May, but ongoing conflict in West Asia and the closure of the Strait of Hormuz continue to choke global supply, limiting the move’s real impact

Hi-Tech Pipes jumps 4% as Q4 volumes hit record highs; FY26 sales up 10%

Hi Tech Pipes said its sales volume rose 27% to 1,47,125 metric tonne (MT) in the fourth quarter, compared with 1,16,032 MT in the corresponding quarter last year. On a sequential basis, volumes were up around 8%.

"Start accumulating, worst is priced in”: Nischal Maheshwari on market strategy

Market expert Nischal Maheshwari believes current market volatility offers a chance for long-term investors. He advises accumulating stocks gradually, seeing declines as buying opportunities. Banking stocks, especially private lenders, are highlighted for their attractive valuations. While IT offers a short-term trading gain, investors should avoid high-valuation stocks. A disciplined approach is key for navigating the uncertain market ahead.

Ola Electric shares rally 33% in three days, market value soars by Rs 3,360 crore. What's behind the surge?

Ola Electric shares surged over 7% on Monday, capping a 33% gain in three sessions, driven by robust March sales, PLI certification for its Roadster X+ motorcycle, and improved service operations. The company achieved over 1,000 daily orders and crossed 1 million cumulative registrations, signaling a strong turnaround and renewed investor confidence in India's EV market.

Trump tariffs hit patented drugs: Jefferies, Nomura explain impact on pharma stocks

The US has slapped up to 100% tariffs on patented drugs, sparing generics and biosimilars but exposing India’s speciality pharma players. Sun Pharma faces the steepest risk, while CDMOs like Sai Lifesciences may see selective impact. Analysts at Jefferies and Nomura expect modest to mid-single-digit earnings pressure.

Abhay Agarwal bets on midcaps, import substitution themes for growth

Despite persistent global uncertainties and foreign outflows, Indian market sentiment is driven by liquidity constraints rather than stretched valuations, with domestic resilience intact. Experts suggest a sharp rebound is possible with liquidity return, while earnings growth and selective opportunities in mid and smallcaps offer compelling prospects.

Keystone Realtors says FY26 pre-sales guidance achieved but stock falls from highs

CMD Boman Irani said FY26 was a strong year across key metrics, with the company surpassing guidance on pre-sales, launches, and business development. He added that redevelopment opportunities in Mumbai remain a key focus area, and the company is well-positioned to capitalise on growth opportunities backed by a strong balance sheet.

Here's why Jefferies sees 32% upside on one railway stock but 22% downside in another

11 out of the 12 analysts that have coverage on Titagarh Rail have a "buy" rating on the stock, while the other one has a "hold" rating, while six analysts cover Jupiter Wagons, with two having a "buy" rating, three recommending a "hold", while one has a "sell" rating on the stock.

We asked a hedge fund manager to explain Thursday's spike in Indian stocks. Here's what he said.

On Thursday, the Nifty 50 bounced nearly 500 points from the day's low, and the Nifty Bank jumped over 1,600 points, inexplicably. The late rally on the last trading day of last week has given way to wild swings in the market this Monday.

Iran war hits India's star investors: Ashish Kacholia, Mukul Agrawal, others see 90% of their stocks lose in 2026

Geopolitical tensions stemming from the Iran conflict triggered a broad market sell-off in the March quarter, significantly impacting India's star investors. Portfolios of Ashish Kacholia, Mukul Agrawal, and others saw a vast majority of their stocks decline, with many experiencing losses exceeding 90% of their holdings. This downturn highlighted the vulnerability of mid- and small-cap stocks during global uncertainty.

Dharmesh Kant prefers IndusInd Bank, Axis Bank; sees tactical upside in Infosys, TCS

Dharmesh Kant, Head of Research at Chola Securities, says markets offer selective opportunities across sectors. From a long-term perspective, he prefers IndusInd Bank, followed by Axis Bank in the private banking space, and Bank of India and Bank of Baroda in the public sector banking space. In IT, he sees only tactical upside led by Infosys and TCS, citing weak revenue visibility. In autos, Hero MotoCorp, M&M, and Maruti stand out on valuations and demand outlook. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

Earnings season will be real test of the market from April 10: Sunil Subramaniam

Indian equities saw a dramatic intraday reversal driven by a technically engineered rupee rally, not fundamental shifts. While the IT index led the bounce as FIIs seized the opportunity, headwinds like a strong dollar and high crude oil persist. Investors are advised to focus on domestic BFSI and consumer discretionary sectors, with IT now considered a value play.

Nykaa shares jump nearly 4% after projecting 'late twenties' net revenue growth in Q4

Nykaa's fashion vertical has seen steady growth recovery since the start of financial year 2026 and the management is confident of the trajectory to improve further, with GMV growth of late twenties and NSV growth at early forties.

Top Nifty50 stocks analysts suggest buying in this volatile week

Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.

Jefferies initiates coverage on 2 rail stocks, says Titagarh can rally 32%

Jefferies initiated coverage on rail rolling stock makers, recommending a Buy for Titagarh Rail Systems with an Rs 810 target, citing strong passenger and metro coach demand. Conversely, it issued an Underperform rating for Jupiter Wagons with a Rs 200 target, citing its freight-heavy business and slower growth prospects.

Sensex drops 300 points, Nifty below 22,650 as Trump escalates threats on Iran pushes oil above $110/barrel

Indian stock market got off to a negative start after US President Donald Trump's increased threats towards Iran. Consequently, oil prices surged above $110 per barrel. Major companies like IndiGo, Kotak Mahindra Bank, and Reliance Industries experienced significant losses.

Oil surges, gold slips as Trump threats intensify Iran conflict risks

Oil prices jumped over 2 per cent on supply disruption fears from the US-Israeli war with Iran, while gold slipped as rising inflation concerns and a stronger dollar dented its safe-haven appeal

IEX sees highest-ever electricity traded volume in FY26; Stock volatile

For the entire financial year 2026, IEX reported its highest-ever traded electricity volume of 141 BU, up 17% from the year-ago period.

US hiring beats forecasts: 178K jobs added, unemployment dips to 4.3%

Stronger-than-expected hiring signals resilience in the US labour market despite global uncertainty and the onset of the Iran war.

Trent shares gain 4% on 20% revenue growth in Q4, fastest in FY26

Store additions remained strong, with Westside adding 22 stores in Q4 and 52 during FY26, while Zudio added 109 stores in the quarter and 198 over the full year.

Earnings downgrade alert: How $110 crude and Iran war are threatening India Inc's double-digit dream

Escalating Iran conflict and crude oil prices surpassing $110 a barrel are jeopardizing India Inc's projected double-digit earnings growth for FY27. Analysts warn of inevitable downgrades, particularly for import-intensive and crude-related sectors, potentially delaying the anticipated recovery by at least two quarters.

ETMarkets Smart Talk | Nifty in ‘bounce zone’ as valuations fall below 10-year average; de-escalation key: Harendra Kumar

Indian markets are showing signs of recovery. Valuations have become attractive, offering a potential cushion for equities. External shocks impacted flows, but domestic fundamentals remain strong. A swift de-escalation in geopolitical tensions could trigger a sharp rebound. Sectors like auto, power, IT services, banks, and real estate present opportunities for investors in the new financial year.

Buy, Sell or Hold: Goldman Sachs maintain buy on Adani Ports; Morgan Stanley remains underweight on PNB

Brokerages offer mixed views on major stocks. Goldman Sachs is positive on Adani Ports, citing strong volume trends and future growth. However, they are cautious on Trent due to margin pressures and slower store expansion. Morgan Stanley remains underweight on Punjab National Bank, noting uneven growth despite balance sheet improvements. These insights guide investor decisions in the current market.

Rupee gains 10 paise at open; RBI curbs aid currency

Rupee opens at 93 per dollar, extends gains after RBI curbs arbitrage and speculation, but rising oil prices and foreign investor outflows threaten further appreciation

Trent shares in focus after Q4 business update, revenue rises 20% to Rs 4,937 crore

Trent reported a strong Q4 business update with standalone revenue up 20% year-on-year to Rs 4,937 crore, driven by robust store expansion including 22 Westside and 109 Zudio outlets. Despite recent stock price corrections, the company has demonstrated significant long-term returns, with its retail footprint now at 1,286 stores.

Axis Bank shares in focus after lender's Q4 update beats estimates; advances grow 18%, deposits rise 14%

Axis Bank's Q4 business update revealed robust growth, with gross advances surging over 18% year-on-year and total deposits climbing nearly 14%. This performance surpassed brokerage expectations, showcasing strong momentum for the private lender. The bank's CASA and term deposits also saw significant year-on-year increases, indicating healthy customer engagement and financial expansion.

Swiggy among 4 stocks that closed crossing above VWAP

On April 2, the closing prices of four stocks in the Nifty500 pack rallied over 3% relative to their VWAP (Volume Weighted Average Price), and a shift above the VWAP suggests a potential bullish trend, according to stockedge.com's technical scan data.When the closing price rises above the VWAP, it signifies that the closing price is higher than the average price at which it was traded throughout the day, with the average being weighted by trading volume. This occurrence is often interpreted as a potential bullish signal by traders and investors. Potentially indicating positive sentiment in the market.

Wipro shares in focus after bagging Olam deal worth more than $1 billion

Wipro secured a major multi-year transformation deal with Olam Group, with total contract value expected to exceed $1 billion. The engagement includes acquiring Olam’s digital arm Mindsprint, strengthening Wipro’s AI-led capabilities. The partnership aims to enhance efficiency, resilience, and scale across Olam’s global farm-to-fork operations.

Standalone refiners Chennai Petro, MRPL may see pressure as OMCs sell fuel below cost

In a bid to shield consumers from a sharp rise in fuel costs, OMCs have kept retail prices unchanged even as global crude prices moved past $100 per barrel.

Mahindra, Billionbrains Garage among 6 stocks flashing bullish signals

Six stocks in the Nifty 200 pack appeared on the ‘White Marubozu’ bullish scanner on April 2, according to StockEdge’s technical scan data. A White Marubozu is a bullish candlestick pattern in technical analysis that occurs when the opening price is the lowest for a given period, and the closing price is the highest.Represented by a long white (or green) candlestick with no upper shadow and a small or nonexistent lower shadow, it indicates strong buying pressure throughout the session. Traders interpret it as a signal that buyers were in control from the opening to the closing, often using such patterns for informed decisions about future price movements in financial markets.

HDFC Bank shares in focus on Q4 business update. Here’s everything you need to know

HDFC Bank reported steady growth in its March quarter business update, with advances and deposits rising in double digits year-on-year. However, the stock remains under pressure following a recent leadership exit, even as the lender’s core balance sheet metrics indicate stable expansion across credit and deposit segments.

Aurobindo Pharma approves ₹800 crore share buyback; Check premium, record date and more

This is Aurobindo Pharma's first share buyback in nearly two years. Back in August 2024, the company had announced the repurchase of 51.36 lakh equity shares at a price of ₹1,460 apiece. The drugmaker had spent ₹750 crore for this buyback, which was also carried out via the tender offer route.

Latent View Analytics among 6 stocks showing bullish RSI upswing

On April 2, six stocks from the Nifty500 segment that gained over 4% were identified using the RSI Trending Up scan, based on data from StockEdge.com. An uptrend signal is generated when the RSI value crosses above 50 from below. “RSI trending up” indicates that the Relative Strength Index (RSI) is rising, suggesting strengthening price momentum in the stock. This may signal an upward move and can help traders identify buying opportunities.

Bab al-Mandab Strait: All you need to know about the latest focal point after Hormuz

As per The Economist's estimates, around 16% of all seaborne global trade passes through the Bab al-Mandab Strait, compared to 6% through the Strait of Hormuz. This includes all trade, not just energy or fossil fuels.

Tata Motors PV shares in focus as JLR production normalizes, grows 61% sequentially, after cyberattack

Tata Motors' JLR unit first took a hit in production in August 2025 when it disclosed of a cyberattack. Reports suggested that the production shutdown had resulted in a loss of £50 million per week.

Warren Buffett strikes measured tone on markets in his first remarks since stepping back

The "Oracle of Omaha" warned of lingering fragility in the banking system while downplaying the significance of recent market swings.

HDFC Bank analysts remain optimistic on stock touching ₹1,200 levels; Details here

47 analysts cover HDFC Bank, of which 46 have a "buy" rating and one has a "hold" recommendation. The consensus estimates of price targets implies an upside potential of close to 50% from current levels.

Avenue Supermarts shares get an upgrade after strong Q4 update; check new price target

According to Morgan Stanley, DMart stands to benefit from higher inflation, which typically supports same-store sales growth and reinforces its value-driven positioning.

Q4 Results LIVE Updates: HDFC Bank, Axis, other lenders, NBFCs, FMCG stocks react to biz reports

Q4 Results LIVE Updates: Investors are gearing up for the earnings season as companies continue to report their provisional numbers for the fourth quarter and the financial year 2026. HDFC Bank, Axis Bank, Kotak Mahindra Bank, Bank of Baroda, IDFC First Bank, CSB Bank, IndusInd Bank, Utkarsh Small Finance Bank, AU Small Finance Bank, Yes Bank, Bandhan Bank are among the lenders that have reported their provisional numbers over the extended weekend. Watch this space for all the LIVE updates.

Indian govt moves to boost induction heater production amid West Asia tensions

India ramps up induction heaters and PNG rollout to cut LPG dependence amid rising global energy prices

Negative Breakout: These 10 stocks cross below their 200 DMAs

In the Nifty500 pack, 10 stocks' closing prices crossed below their 200 DMA (Daily Moving Averages) on April 2, according to stockedge.com's technical scan data. Trading below the 200 DMA is considered a negative signal because it indicates the stock's price is below its long-term trend line. The 200 DMA is used as a key indicator by traders for determining the overall trend in a particular stock. Take a look:

Stocks to buy in 2026 for long term: Tata Consumer, Granules India among 5 stocks that could give 10-50% return

Brokerages continue to remain bullish on a diverse set of stocks across sectors such as electronics manufacturing, FMCG, metals, pharmaceuticals, and defence, highlighting strong earnings visibility and growth potentialWe have collated a list of recommendations from top brokerage firms from ETNow and other sources:

Three PSU banks that should be on your radar after Q4 business updates

PSU banks are likely to stay on investors' radar after key lenders reported steady growth in deposits and advances for the March quarter.

India, Russia unveil five-year roadmap to push trade to $100 billion by 2030

High-level talks in New Delhi signal deepening economic and defence ties amid West Asia tensions

Bajaj Housing Finance shares in focus as Q4 disbursements increase; Stock near IPO price

Bajaj Housing Finance's disbursements and assets under management (AUM) grew by over 20% from the same quarter last year. The stock is trading close to its IPO price.

Why gold, silver are falling despite persistent global tensions

Gold and silver dip as a stronger US dollar and rising yields offset safe haven demand from US Iran tensions, complicating inflation and rate outlooks.

Wipro shares in focus after bagging eight-year Olam deal worth over $1 billion

As part of the broader arrangement, Wipro will also acquire Mindsprint, which will become a wholly-owned subsidiary of the company. The transaction is expected to close by the end of Q1 FY27.

From MRI to chip labs: Inside the silent helium crisis unfolding through Hormuz

Qatar’s halted production exposes a critical vulnerability as industries scramble to manage a fast-evaporating resource

Here's why the Nifty Bank will be the index to watch on Monday

The Nifty Bank index made an intraday low below the 50,000 mark last Thursday, before staging a rebound of over 1,600 points from lower levels to end with gains and above the mark of 51,000.

TPG to buy NIIF Green Infra NBFC Aseem for Rs 4,000 cr

US buyout group TPG, alongside ICICI Bank and GIC of Singapore, is set to acquire Aseem Infrastructure Finance Ltd for Rs 4,000 crore. This strategic move aims to accelerate green funding and investment initiatives in India, with the existing sponsors exiting the non-bank lender.

Bank stocks’ $95 billion rout may deepen on macro risks

Indian bank stocks face further pain as the central bank's currency market actions and rising energy prices dampen profit outlooks. Tightening financial conditions and potential derailing of credit recovery threaten loan growth, leading to significant investor withdrawals and market value losses for the Nifty Bank Index.

Asian stocks waver, oil prices extend gains as Trump escalates threats

Japan's Nikkei index increased 0.7% while shares in South Korea were up 2%. Markets in China and Hong Kong are shut for a public holiday.

RBI may keep rates unchanged, focus on rupee stability and bond yields

The Reserve Bank of India is widely expected to maintain interest rates and its policy stance unchanged due to global economic uncertainties, including the US-Israel conflict impacting energy prices and fiscal deficit concerns. Policymakers will closely monitor the rupee's performance and potential capital outflows, with the RBI possibly considering measures to support the currency without an aggressive immediate response.

Pre-market action: Here's the trade setup for today's session

Markets concluded their sixth consecutive week of decline, falling by nearly half a percent amid heightened volatility. Analysts anticipate the upcoming week will remain data-intensive, with the US-Iran conflict and its impact on crude oil prices being critical market sentiment drivers. The Indian rupee surged over 2% on Thursday, marking its best single-day gain since 2013.

Stocks in news: HDFC Bank, RBL Bank, Dabur, Tata Motors PV, Tata Steel

Indian markets experienced significant volatility, closing flat-to-positive after a sharp recovery. Analysts anticipate continued fluctuations. Key stocks like HDFC Bank, RBL Bank, and Tata Motors are in focus due to Q4 updates and news. HDFC Bank reported a 10% advance growth, while YES Bank saw steady balance sheet expansion.

Oversold market spurs selective buying as analysts eye breakout stocks

Analysts are favoring selective bullish bets on individual stocks despite market pressure, driven by oversold conditions and potential short-covering rallies. Key derivative picks include Titan Company, Adani Power, and ABB India, with analysts anticipating positive Q4 earnings and favorable price movements. Conversely, PG Electroplast is identified as a bearish bet due to a breakdown in its chart patterns.

Sensex Today | Stock Market LIVE Updates: Nifty set for reaction to Iran war escalation threats, slew of Q4 biz updates

Sensex Today | Stock Market LIVE Updates: For the Nifty, which recovered over 500 points from the lows last Thursday, will face a key challenge of reacting to macro developments, as well as some decent business updates from its lenders.

Sadbhav Lenders turn down NARCL offer, settle it out of court

Sadbhav Engineering lenders have chosen an out-of-court debt restructuring. This decision bypasses an offer from NARCL. A consortium-led plan was approved by lenders. The company finalized a ₹1,517 crore restructuring package. This move aims to resolve stressed assets outside insolvency courts. The agreement involves convertible debentures and equity conversion. Lenders include PNB, Union Bank of India, and Axis Bank.

Small finance banks make it big on micro revival

Small finance banks in India have concluded fiscal year 2026 with robust business growth. These lenders experienced higher-than-average loan portfolio expansion, exceeding 20%. This positive trend was significantly supported by a revival in microfinance lending. Asset quality also saw notable improvement across these banking entities. This indicates a healthy recovery in the bottom of the pyramid borrower segment.

D-St eyes ‘Sell on Rise’ strategy amid West Asia tensions

Indian markets brace for volatility as the West Asia conflict fuels investor nervousness. Despite oversold conditions, a bearish undertone persists, with Nifty and Sensex facing their sixth consecutive weekly decline. The RBI's upcoming monetary policy review will be closely watched for sentiment cues. Analysts suggest cautious trading with specific strategies for Nifty and recommend select stocks for potential gains.

Tesla deliveries disappoint again as demand slows and unsold cars pile up

Tesla reports first-quarter deliveries of 358,023 vehicles, missing estimates for a second straight quarter as weakening demand, fading US subsidies, and rising global competition weigh on its EV business

Banks pay near 2-year high rates on CDs amid tight liquidity

Banks are paying significantly higher rates for certificates of deposit, reaching near two-year highs. This reflects intense competition for funds and ongoing liquidity pressures. Several banks, including CSB Bank and Ujjivan Small Finance Bank, have offered elevated rates. This trend goes beyond seasonal year-end adjustments, indicating deeper funding challenges for lenders.

One year of Liberation Day tariffs: US trade deficit rose, manufacturing boom never arrived

A year after the “Liberation Day” tariffs, the US trade deficit has widened and the promised manufacturing boom has yet to materialise

Stock Radar: National Aluminium stock is on verge of a breakout from downward sloping trendline; time to buy?

National Aluminium Company Ltd (NALCO) rebounded after testing its 50-DMA and is nearing a breakout from a downward trendline. Trading above key moving averages with strong momentum, experts suggest short-term traders can target Rs 420 in 2–3 weeks, while maintaining a stop loss below Rs 393.

India’s snacks market to grow at 13% CAGR, outpacing packaged food sector: Report

Rising incomes, rural demand, and shift to branded products drive expansion; ethnic snacks set to outpace western variants

Three reasons why HDFC Bank shares will be in focus on Monday

From changes in its shareholding to a strong quarterly update, here are some important factors why HDFC Bank shares will be in focus on Monday, April 6.

WTI Crude continues to trade at a premium to Brent as Trump deadline on Iran nears

After a weekend meeting, OPEC+ has warned that there will be a prolonged impact on oil supply even after the hostilities have ended. Members approved an increase in output quotas, even as exports from the Gulf remain restricted.

Dow futures fall over 300 points as Trump threatens escalation, oil prices rise

US President Donald Trump, in an expletive-laden post on Truth Social, announced that the US will strike Iran's power plants and bridges and that Iran would be living in hell if the Strait of Hormuz is not opened before his April 6 deadline.

Axis Bank advances and deposits grow in double digits | Q4 update

Axis Bank posts 18.4% YoY loan growth and 13.9% deposit rise, Q3 net profit up 3% to 6489.6 crore, NII up 5%, shares close slightly higher.

DMart posts 19% YoY revenue growth in Q4; crosses 500 stores

Avenue Supermarts DMart Q4 FY26 revenue rose 18.9 percent to Rs 17204.5 crore, store count hit 500, CLSA kept high conviction outperform, analyst ratings remain mixed

Gold, silver may remain range-bound on West Asia tensions, US data in focus: Analysts

Gold and silver are expected to remain rangebound with a positive bias next week as investors track geopolitical developments in West Asia and key global macro data, analysts said.

Trade Setup for April 6: Nifty aims to continue recovery amidst war uncertainties, Q4 updates key

Tata Consultancy Services is set to report earnings on April 9, which will be closely watched as it may set the tone for the IT sector and the broader earnings season.

IndusInd Bank advances drop YoY but CASA shows sequential recovery in Q4 update

IndusInd Bank's CASA Ratio, the key indicator of low-cost funding, stood at 31.3%. While this is a drop from the 32.8% recorded a year ago, it marks an improvement over the 30.2% seen in December 2025.

Utkarsh SFB Q4 update: Disbursements rise 30%, deposits at ₹21,654 crore

The gross loan portfolio stood at ₹19,333 crore, compared with ₹19,666 crore a year earlier and ₹18,306 crore in the previous quarter. JLG loan portfolio was ₹5,789 crore, while non-JLG loan portfolio stood at ₹13,544 crore.

Glove makers flag surge in substandard imports, seek urgent govt enforcement of quality norms

Indian glove makers warn cheap substandard imports without BIS or AQL norms are undercutting prices, risking patient safety, and urge swift enforcement of pending quality rules

Two Trades for Today: A metals major for a 7.7% rise, a mid-cap ceramic maker’s stock for an almost 6% gain

Our technical analysts identify select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.

FPIs extend sell-off in April; pull out ₹19,837 crore in two sessions

Foreign investors have pulled out ₹1.5 lakh crore from Indian equities in 2026 so far, with fresh selling in April driven by rising crude oil prices, rupee weakness, and global uncertainties linked to the West Asia conflict.

Stocks braced for volatility as RBI policy, West Asia conflict take centre stage, say analysts

The domestic stock market is expected to remain volatile this week as investors track the Reserve Bank's monetary policy decision, key global macroeconomic data and the impact of the West Asia conflict, analysts said.

Ahead of Market: 10 things that will decide D-Street action on Monday

Bulls staged a sharp rebound on Thursday, lifting Sensex and Nifty to a second straight gain despite high volatility. IT stocks led the recovery, while India VIX edged higher. Analysts see near-term upside but caution that broader weakness and elevated volatility persist. Market sentiment remains positive, supported by strong breadth and selective buying interest.

Economists see RBI holding rates in April policy review on inflation fears amid West Asia crisis

The Reserve Bank is likely to keep the benchmark policy repo rate unchanged at 5.25 per cent in the April monetary policy review meeting, as the West Asia crisis is likely to push up inflation, according to economists.

11 IPO stocks to see lock-in expiry worth Rs 2,378 crore in next two months. Do you own any?

Axis Securities highlighted a cumulative Rs 2,378 crore worth of anchor investor shares set to be unlocked across 11 recently listed companies during April and May, raising the possibility of near-term supply pressure in select IPO names. The data, as of March 2026, shows a cluster of 30-day lock-in expiries concentrated through April, followed by 90-day expiries spilling into May.

M-cap of 6 of top 10 most valued firms drops nearly by Rs 65,000 cr; Bharti Airtel biggest laggard

The combined market valuation of six of the top-10 most valued firms declined by Rs 64,734.46 crore in a holiday-shortened last week, with Bharti Airtel taking the biggest hit, reflecting the broader weakness in the equities market.

ESAF SFB posts double digit growth in deposits, loan growth 38% | Q4 update

Retail and other loans surged 37.88% year-on-year to ₹13,680 crore, while micro loans declined marginally on an annual basis but rose strongly sequentially by 15.35%.

How to trade Nifty Bank amid RBI monetary policy: Anand James shares his playbook

Bank Nifty remains at a critical juncture ahead of the RBI monetary policy, with recent volatility giving way to early signs of stabilisation.

Yes Bank Q4 update: Advances rise almost 11% YoY to ₹2.72 lakh cr; deposits up 12%

Yes Bank's deposits grew at a faster pace, rising 9% sequentially and 12.1% year-on-year (YoY) to ₹3,18,970 crore.

​9 Largecap stocks with massive upside potential of up to 65%! Do you own any?​

Analyst forecasts offer more than just numbers, they provide a strategic view of future market potential. For investors seeking the next big opportunity, a closer examination of BSE Large-Cap stocks highlights some promising contenders.Based on consensus estimates from Trendlyne, a number of large-cap stocks are projected to deliver strong returns over the next 12 months. This anticipated “upside” represents the average expected gain over the coming year, providing a data-driven benchmark for investors targeting high-potential large-cap opportunities. In this analysis, we spotlight nine standout large-cap stocks expected to deliver gains in the range of 45% to 65% over the year ahead.

Unconventional ways during war and uncertain times: 4 stocks with dividend yield of up to 5.9%

A high dividend yield by itself is not a sign of safety. Sometimes, a stock yields more only because the price has collapsed for a valid reason. Sometimes, the market is signalling that the dividend is unsustainable. And sometimes a management that has cash to reward shareholders simply chooses not to do so. Dividend investing, therefore, is not about buying the highest yield on the screen. It is about judging the credibility of that yield. The first test is the company’s dividend record. Has it paid consistently across cycles? Has it treated dividend as a regular shareholder return tool, or as a sporadic gesture during good years?

Chasing trends or buying value? The strategy that wins over time

The global stock market landscape has become increasingly complex, shaped by macroeconomic uncertainty, geopolitical risks, and shifting liquidity conditions. Yet, amid this volatility, timeless investing principles, such as those advocated by Joel Greenblatt offer a structured lens to interpret market behavior and identify opportunities.

YES Bank Q4 biz update: Loans rise 11%, deposits grow 12% YoY

YES Bank reported steady Q4 growth, with advances rising 6% QoQ and deposits outpacing at 9%, improving its CD ratio to 85.4%. Strong CASA traction supported margins, though reliance on certificates of deposit increased. Liquidity remained comfortable. Overall, improving deposit quality and a stronger liability franchise signal a more balanced outlook despite measured loan growth.

FPIs extend selloff in April; pull out Rs 19,837 crore in just 2 sessions

Foreign investors continued to exit Indian equities, withdrawing Rs 19,837 crore (USD 2.1 billion) in the first two trading sessions of April, weighed down by the West Asia conflict, rising crude oil prices, and persistent rupee depreciation.

9 Large-cap stocks with massive upside potential of up to 65%! Do you own any?

Analyst forecasts offer more than just numbers, they provide a strategic view of future market potential. For investors seeking the next big opportunity, a closer examination of BSE Large-Cap stocks highlights some promising contenders.Based on consensus estimates from Trendlyne, a number of large-cap stocks are projected to deliver strong returns over the next 12 months. This anticipated “upside” represents the average expected gain over the coming year, providing a data-driven benchmark for investors targeting high-potential large-cap opportunities. In this analysis, we spotlight nine standout large-cap stocks expected to deliver gains in the range of 45% to 65% over the year ahead.

Stocks to Watch for April 6: PNB, Tata Motors PV, RBL Bank, Rail Vikas Nigam and more

Indian banks post strong YoY business growth, RBI clears Emirates NBD plan to buy up to 74% of RBL Bank, key metal, auto and infra firms report mixed Q4 and FY26 trends. Here are few stocks to keep an eye on ahead of Monday's trading session.

​​14 penny stocks crash up to 75% in just 3 months. Did you invest in any?

In the past three months, 14 penny stocks have seen sharp declines, falling between 40% and 75%. These underperformers were identified using a targeted screening approach that focused on stocks with a market capitalisation below Rs 1,000 crore, a share price under Rs 20, and a minimum recent trading volume of 5 lakh shares. This strategy highlights low-priced, actively traded penny stocks that have experienced significant downside. (Data Source: ACE Equity)Although penny stocks often attract investors with their low entry prices and potential for rapid gains, they come with substantial risks. Due to low liquidity, high volatility, and limited transparency, they are prone to manipulation and sudden price drops. Without a clear strategy and strong risk controls, investors may face more losses than gains.

Can Sensex, Nifty rally for a third consecutive session on Monday? 5 factors to watch this week

Indian markets ended higher despite sharp intraday swings, with Sensex and Nifty extending gains for a second session in FY27. However, the outlook remains volatile and event-driven, with Middle East tensions and the Strait of Hormuz situation likely to dictate crude prices, inflation risks, and overall market sentiment.

Most difficult: Staying invested in businesses while ignoring noise called Gulf war; 19 stocks from different sectors to ‘hold’

Businesses that create long-term wealth are those where the demand runway is long, the competitive position is strong, and the management is competent. Everything else, tariffs and war included, is noise where the market is concerned. Loud noise, yes. Uncomfortable noise, certainly. But noise nonetheless. And these days, the noise level is not only high, but appears credible. To some extent, that is because of the disruption in the energy supply chains that are critical for India. But it is not the first time such noise has impacted the market – and it will not be the last. It will keep happening. Learn to live with, and manage, it.

AWL Agri Q3: Edible oil demand leads double-digit volume growth

The company’s overall domestic business recorded a 13% YoY increase, even as the food and FMCG segment remained largely flat during the quarter.

Senco Gold Q4 update: Revenue surges 46% YoY on wedding demand despite volatile gold prices

For the full financial year FY26, Senco Gold reported a 35% YoY increase in revenue, an acceleration compared to 21% growth recorded in FY25.

IDBI Bank Q4 update: Total business rises 14% to ₹6 lakh crore

Total deposits increased 12% year-on-year to ₹3.47 lakh crore, while net advances grew 16% to ₹2.53 lakh crore as of March 31, 2026. CASA deposits stood at ₹1.55 lakh crore, registering a 7% rise from a year earlier.

Kotak Mahindra Bank Q4 update: Advances grow 16% YoY, deposits rise nearly 15%

Total deposits stood at ₹5.72 lakh crore for the quarter, marking a 14.7% YoY growth and a 5.5% increase from the previous quarter. Average deposits rose 14.9% YoY and 2.3% QoQ to ₹5.38 lakh crore.

AU Small Finance Bank Q4 Update: Deposits rise 22.8% YoY to ₹1.53 lakh crore; advances grow 25.1%

The Bank said that its gross advances for the quarter rose to ₹1,36,040 crore, reflecting a 25.1% year-on-year increase compared with ₹1,08,778 crore reported a year earlier. On a quarter-on-quarter basis, advances expanded 8.7% from ₹1,25,209 crore recorded in the December quarter.

Bandhan Bank Q4 business update: Advances rise to Rs 1.54 lakh crore, deposits up 10%

Bandhan Bank reported a 12.6% YoY rise in advances to Rs 1.54 lakh crore and 10% growth in total deposits for Q4 FY26. Retail deposits led the surge, while the CASA ratio stood at 29.31%. Collection efficiency remained strong at 98.9%, despite broader market headwinds.

AU Small Finance Bank Q4 business update: Deposits up 23% at Rs 1.52 lakh crore, advances rise 25%

AU Small Finance Bank reported steady Q4 growth with deposits rising 23% year-on-year to Rs 1.52 lakh crore and advances increasing 25%. Despite strong operational performance, the stock has declined amid broader weakness in banking stocks, FII outflows and macro pressures linked to rising oil prices and geopolitical tensions.

J Kumar Infra wins ₹1,184 crore EPC contract for Lucknow convention centre

The company has received a Letter of Acceptance dated April 3, 2026, from the office of the Superintending Engineer, PMGSY Circle, Public Works Department (PWD), Lucknow, for the project.

8 stocks surged over 50% in each of the last 3 fiscal years; rally up to 3,100%

In an uncertain market, it is always interesting to track consistent performers. While the benchmark index delivered solid gains of 25% in FY24 and a modest 5% in FY25 before slipping 7% in FY26, there is a fascinating countertrend beneath the surface. Amid this volatility over the last three fiscal years, eight stocks with market capitalisations above Rs 3,000 crore have surged more than 50% in each year, quietly proving that steady outperformers do exist even in unpredictable times. Remarkably, over the last three years, these eight stocks have collectively rallied between 500% and 3,100%. (Data source: ACE Equity)

Morgan Stanley’s defensive playbook for spiking oil prices amid Iran war

Investors ought to prepare their portfolios for rockier times as energy supply becomes uncertain, according to a team of Morgan Stanley strategists.

US crude on Thursday did something it's never done before as Iran war continues

The market has had the perception that President Donald Trump will quickly end the war.

Dalal Street Week Ahead: All eyes on 21,700 make-or-break zone as Nifty weakens further

Nifty ended lower after persistent selling dragged the index below key short-term supports, signalling further weakness. With the index approaching the crucial 21,700 zone, sentiment remains fragile amid global uncertainties. Technical indicators stay bearish, suggesting caution, selective stock picking, and a defensive approach until stability emerges near major support levels.

HDFC Bank Q4 business update: Lender reports 15% YoY growth in deposits, advances jump 12%

HDFC Bank reported a steady Q4, with deposits rising 15% YoY and advances growing 12%. Average deposits touched Rs 28.51 lakh crore, while period-end deposits stood at Rs 31.06 lakh crore. The bank had been in the headlines after the abrupt exit of its director Atanu Chakraborty.

Bandhan Bank Q4 update: Advances rise 12.6%, deposits up 10% YoY

Total deposits rose 10% year-on-year to ₹1.66 lakh crore, with a 6.1% quarter-on-quarter increase. CASA deposits grew marginally by 2.8% year-on-year to ₹48,751 crore, while the CASA ratio stood at 29.31% at the end of the quarter.

AI evolution decoded: Ace investor Vijay Kedia explains it with a simple house-building analogy

Veteran investor Vijay Kedia explains AI's evolution using a house-building analogy, from expert advice (LLMs) to autonomous action (agents), collaborative teams (multi-agent), human-level mastery (AGI), and beyond (superintelligence). This framework mirrors his investment philosophy: learn, earn, evolve. However, Kedia's portfolio faced a challenging FY26, with most holdings declining amid market pressures and geopolitical concerns.

Midcap mayhem! 10 stocks that plunged up to 29% in March. How many do you own?

March witnessed intense volatility in equities as rising inflation concerns and a sharp spike in crude oil prices above $100, triggered by escalating geopolitical tensions in West Asia, weighed heavily on sentiment. The conflict involving Israel, the US and Iran further clouded the outlook, dampening hopes of near-term interest rate cuts. Continued FII outflows added to the risk-off mood, dragging benchmark indices lower, with the Nifty tumbling over 11% during the month. Amid this broad-based selloff, midcaps were hit hard. Here are the 10 stocks that declined the most in March.

Smallcap Stars: 10 stocks rally up to 72% despite 11% Nifty crash in March. Do you own any?

March saw heightened volatility in equities as inflation concerns intensified and crude oil prices spiked above $100 amid escalating geopolitical tensions in West Asia. The conflict involving Israel, the US and Iran further dampened sentiment, leading to muted expectations of interest rate cuts. Persistent FII outflows added to the pressure, dragging benchmark indices lower, with the Nifty declining over 11% during the month. Despite this risk-off environment, 10 smallcap stocks delivered exceptional gains, standing out as strong outperformers during a weak month.

Rethinking the role of AI in investing: What retail investors need in volatile markets

AI in investing is often built for stable markets, limiting its usefulness during volatility. This piece argues that AI should enhance decision-making rather than replace human judgment. With rising retail participation in India, adaptive, context-driven AI tools focused on risk awareness and scenario analysis can significantly improve investment outcomes in uncertain market conditions.

Concurrent Gainers: 9 smallcap stocks that rose for 5 days in a row

Over the five trading sessions ending April 2, the Sensex benchmark slipped 1.01%, losing 749 points to close at 73,319. Although the index finished higher in three of the five sessions between March 25 and April 2, sharp declines in the other two sessions pulled overall performance into negative territory. Despite this weakness, nine stocks from the BSE small-cap index posted gains in all five sessions during that period. (Data Source: ACE Equity)

Nifty's rare 4-month losing streak just ended; history says a 40% rally could be next

Nifty has ended a rare four-month losing streak, a pattern that historically precedes strong recoveries. DSP data shows average one-year returns of 40.7% after similar phases. With fund managers signalling capitulation and increasing equity exposure, market indicators suggest the recent correction may have marked a bottom for Indian equities.

5 stocks with consistent score improvement and upside potential of up to 26% in 1 year, according to analysts

Here are three questions. First: When will the war end? Second: How long will it take to rebuild destroyed infrastructure? Third: How will the geopolitical situation pan out after? The answers to all three are up in the air. So, there is really no point in trying to figure out what will happen to the global equity markets. There is, however, one fact to consider: The market is in the habit of sharply pricing in events. And the short covering it witnessed on Thursday was perhaps the first indication of what is in the store. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.

L&T Finance retail disbursements jump 62% YoY to ₹24,080 crore in Q4

For the full financial year ended March 31, 2026, L&T Finance's retail disbursements are estimated at around ₹83,190 crore, representing a growth of about 39% compared with ₹60,040 crore in the previous financial year.

IDFC First Bank customer deposits rise 17.2% YoY to ₹2.84 lakh crore in Q4

IDFC First Bank Q4 2026 deposits rose 17.2 percent to Rs 2.84 lakh crore, loans grew 20 percent to Rs 2.90 lakh crore, CASA ratio improved to 49.8 percent, liquidity stayed stable

Devyani International strengthens C-suite leadership at Pizza Hut, Costa Coffee

Devyani International names Sandeep Anand CMO and Pizza Hut head from April 6 2026, replacing Vijay Gogate, and appoints Robinder Singh as Costa Coffee and Airports head

Vedanta FY26 output hits record highs in Aluminium, Zinc; Hydrocarbon output slips

Vedanta Limited reported record FY26 production across aluminium, alumina and zinc, with alumina output surging 48% and mined metal at Zinc India hitting an all-time high. Power sales and copper output also posted strong growth. However, oil and gas production declined 16% year-on-year, weighing on overall performance.

Deepak Nitrite reappoints Maulik Mehta, names Meghav Mehta as Deputy MD

Deepak Nitrite reappoints Maulik Mehta and appoints Meghav Mehta as Deputy MDs from May 2026, extends CFO Sanjay Upadhyay, stock closes up 1.69 percent at 1375 on NSE

Dabur Q4 Update: Revenue seen growing mid-single digits, profit to outpace topline

Dabur expects Q4 FY26 mid single digit revenue growth, India FMCG and HPC to lead, global growth muted by West Asia tensions, shares end up 1.12 percent

Hormuz closed, but Iran's oil income has nearly doubled since the war began: Report

Iran’s oil revenues have nearly doubled during the West Asia war despite military setbacks, as its control over the Strait of Hormuz boosts exports, prices and transit leverage

Pakistan jacks up fuel prices by up to 55% as West Asia conflict fuels oil surge

Pakistan raises diesel and petrol prices by up to 54.9 per cent as surging global oil rates amid the West Asia conflict strain its economy and fuel inflation concerns

Sobha Q4 biz update: Sales rise 11% YoY to Rs 2,039 crore as company closes FY26 with record figures

Sobha recorded Rs 2,039 crore in sales in Q4FY26, up 11% YoY, with 1.34 million sq ft of new sales. Bangalore contributed 51% and NCR Rs 610 crore. For FY26, the company achieved record annual sales of Rs 8,136 crore, with 5.54 million sq ft at Rs 14,675/sq ft. Shares ended at Rs 1,167.90, down 2.5%.

HDFC Securities sees muted Q4 for IT pack; picks Infosys, HCL and 5 more stocks for up to 57% gains

The Indian IT services sector braces for another muted quarter in Q4FY26E, with tier-1 players' growth projected at -1.1 to +0.9% QoQ CC and mid-tier companies' growth ranging from -1.8% to +3.4%, HDFC Securities said in a note. While valuations have reset to pre-COVID levels and turned attractive post-correction, the sector's growth recovery now hinges on pure execution capability as new deals are mostly outcome-driven, the brokerage said. It has recommended a 'Buy' view on seven stocks. Take a look:

SWP planning: 5 conservative hybrid funds that stood out over 3 years

Five conservative hybrid mutual funds delivered the highest SWP returns of nearly 12% over a three-year period, according to ET Wealth.

Suryoday SFB Q4 updates: Gross advances jump 29% YoY, deposits surge 32%

Suryoday Small Finance Bank’s Q4FY26 gross advances jumped 29% YoY to Rs 13,201 crore, while deposits surged 32% to Rs 13,958 crore. Retail deposits and CASA showed strong growth, and disbursements rose 46% YoY. The stock ended 1.7% higher on NSE, though it has fallen 19% over six months amid broader market weakness.

Elon Musk’s SpaceX IPO targets $1.75 trillion valuation. Biggest in history?

Elon Musk’s SpaceX has reportedly filed confidential IPO papers with the SEC, setting up what could become the biggest stock market listing in history. Reports say the company could target a valuation of up to $1.75 trillion and debut as early as June. Since the filing is confidential, pricing and share-sale details are expected to be announced closer to the roadshow.

Trump administration sues Arizona, Connecticut, Illinois over prediction market rules

The Trump administration has sued Arizona, Connecticut and Illinois, arguing that state attempts to regulate prediction markets violate federal authority and undermine the CFTC’s jurisdiction

Defending the rupee: Understanding the RBI’s new rules. Will they work?

The RBI’s measures to defend the rupee have had their desired effect, with the Indian currency staging a smart recovery. But do these measures merely address the symptoms rather than the causes of the rupee’s weakness? Perhaps. Also, they mark a reversal of the central bank’s own 2020 policy of “onshoring the offshore” rupee trade.

SpaceX IPO: Saudi Arabia’s PIF eyes $5 billion stake ahead of record $75 billion listing

CNBC earlier reported that the listing was internally codenamed Project Apex. and that SpaceX was working with at least 21 banks. This includes Bank of America, Citigroup, Goldman Sachs, JPMorgan Chase and Morgan Stanley as senior underwriters for the IPO.

China’s services sector loses momentum in March as demand weakens: PMI

China’s services sector growth slowed in March as weaker demand and falling export orders weighed on activity, though the sector remained in expansion territory, a private PMI survey showed

100% tariff threat looms over patented drugs; generics exempt for now

A 100% tariff on patented pharmaceutical products has been proposed, with implementation timelines of 120 days for large companies and 180 days for smaller firms.

Iran war, earnings hit and more: 70 stock picks from a battered Indian market for FY27

Brokerages see the recent market correction driven by geopolitical tensions and rising oil prices as a buying opportunity, identifying nearly 80 stocks across sectors. While near-term risks remain, valuations have eased and earnings growth outlook stays intact. Analysts expect volatility to persist but believe the downside is largely priced in, making the current phase suitable for gradual accumulation.

F&O Talk: Is rebound from Thursday's low a sign of reversal or a bull trap? Sudeep Shah's take on market mood

Markets staged a late recovery, but technical indicators suggest indecision rather than a confirmed reversal. Sudeep Shah highlights key Nifty and Bank Nifty levels, cautioning that volatility remains elevated. While IT shows relative strength, rate-sensitive sectors may stay under pressure ahead of the RBI MPC decision and macro uncertainty.

Japan services growth cools to 3-month low as West Asia war hits confidence, PMI shows

Japan’s services sector growth slowed to a three-month low in March as the West Asia war dampened business confidence and pushed up costs

14 Nifty midcap stocks plunge up to 50% from 52-week highs

Recent intense market volatility has triggered a steep sell-off across indices. The benchmark Nifty has plunged around 14% from its 52-week high, while the Nifty Midcap 150 has dropped nearly 13% from its peak. This broad-based decline has been especially severe for midcap stocks, with 14 of them crashing between 40% and 50% from their respective yearly highs, highlighting the depth of the ongoing market correction. (Data source: ACE Equity).

SpaceX eyes over $2 trillion valuation in blockbuster IPO push: Report

SpaceX is targeting a valuation of over $2 trillion for its upcoming IPO, potentially making it the largest public offering in history

Good Friday stock market holiday: NSE, BSE shut on April 3, global markets pause trading

Indian stock markets remained shut on Good Friday, with NSE, BSE and MCX suspending trading across segments, resulting in a long weekend for investors

Losing $1 billion a day: Gurmeet Chadha urges PMO, Finance Ministry to revisit capital gains tax, STT

Gurmeet Chadha has urged the government to revisit capital gains tax and STT, citing sustained foreign capital outflows. He claims India is losing nearly $1 billion daily since July 2024. The remarks come amid heavy FII selling, rising tax burdens and concerns over weakening investor sentiment in Indian equity markets.

US jobs market holds firm despite war jitters; trade deficit widens in February

The US labour market remained stable with lower jobless claims, but rising energy costs and geopolitical tensions weighed on outlook as the trade deficit widened in February

Trump resets tariff playbook: 100% drug duties, metals relief mark shift after ‘Liberation Day’ setback

A year after sweeping “Liberation Day” tariffs were struck down, Donald Trump rolls out targeted drug duties and eases metals tariffs, signalling a strategic reset in US trade policy amid legal and economic pressures

ETMarkets Smart Talk | Renewables, defence to lead in FY27; infra and gas stocks offer high-risk opportunities: Siddarth Bhamre

Siddarth Bhamre expects renewables and defence to lead market performance in FY27, supported by structural tailwinds. Infrastructure and gas stocks may offer high-risk opportunities post-correction. While geopolitical risks and weak earnings weigh on sentiment, FII flows could recover in the second half, with valuations improving but still dependent on earnings recovery.

Axis Bank to deepen insurance bet with Rs 389 crore infusion in Axis Max Life; stake seen at 19.99%

Axis Bank plans to invest Rs 389 crore in Axis Max Life, raising its combined stake to 19.99%, near the regulatory cap. The move strengthens its insurance play as the sector expands. The deal remains subject to approvals, while Max Financial will retain majority ownership of around 80%.

The architecture of resilience: Why India’s private credit stands apart

India’s private credit market stands resilient amid global stress due to its conservative fund structures, strict leverage norms, and closed-ended AIF framework. Unlike global peers facing liquidity and redemption pressures, India’s system aligns investor timelines with asset maturity, reducing systemic risks while offering significant growth headroom in an underpenetrated market.

Eternal, SBI, Bharti Airtel, 6 other stocks can rally up to 57%. How many do you have?

Domestic brokerage firm Axis Direct has pegged the Nifty target for December 2026 at 29,480, implying a 30% upside from current levels. Indian equities have underperformed the US market and other emerging markets by a notable margin in 2025, leading to a meaningful moderation in valuations. The brokerage is bullish on nine largecap stocks that have the potential to rally up to 57%. Here is the full list.

Q4 impact: Bank stocks slump up to 32% in 3 months, but brokerages bet on SBI, HDFC Bank, 6 more stocks. Check why

Banking stocks have slumped up to 32% over three months, underperforming the Nifty amid FII outflows, rising oil prices and rate concerns. Brokerages remain selective, backing SBI, ICICI Bank and others despite margin pressure. Q4 results and FY27 outlook will be key triggers for the sector’s recovery.

Escorts Kubota agri machinery biz division to increase tractor prices from April 15, 2026

Escorts Kubota said it will be increasing the prices of its tractors, other than the Kubota brand. The same will be in effect from April 15, 2026.

Axis picks 5 smallcap stocks that can rally up to 60%. How many are in your portfolio?

Domestic brokerage firm Axis Direct has pegged the Nifty target for December 2026 at 29,480, implying a 30% upside from current levels. Indian equities have underperformed the US market and other emerging markets by a notable margin in 2025, leading to a meaningful moderation in valuations. The brokerage is bullish on five smallcap stocks that have the potential to rally up to 60%. Here is the full list.

Bank of Baroda Q4 update: PSU lender reports 14% YoY growth in global business; deposits rise 12%

State-owned Bank of Baroda reported a 14% year-on-year rise in global business to Rs 30.78 lakh crore in Q4FY26, led by steady growth in deposits. Global deposits increased 12%, while domestic deposits rose 13%. The figures are provisional and part of the bank’s quarterly update, with final audited numbers to be announced alongside its earnings release.

Q4 impact: Bank stocks slump up to 32% in 3 months, but brokerages bet on SBI, HDFC Bank, 6 more stocks. Check why

Banking stocks have slumped up to 32% over three months, underperforming the Nifty amid FII outflows, rising oil prices and rate concerns. Brokerages remain selective, backing SBI, ICICI Bank and others despite margin pressure. Q4 results and FY27 outlook will be key triggers for the sector’s recovery.

Bajaj Auto sales in March largely in-line; Exports up 21% but fail to maintain monthly run rate of 2 lakh units

Bajaj Auto reported total sales of 4.45 lakh units in March compared to CNBC-TV18 poll's estimate of 4.49 lakh units.

Concerns settled, share buybacks could flow via exchanges again

Sebi is proposing to bring back share buybacks via stock exchanges. This reverses a decision made a year ago. New tax rules have resolved earlier concerns about fairness and tax distortions. Public shareholders will now be taxed on actual capital gains, similar to market sales. This change aims to ensure equal participation for all shareholders.

US oil surges to highest level since mid-2022 after Trump escalates Iran rhetoric

Oil prices hit their highest levels since mid-2022 after Donald Trump threatened to escalate action against Iran, raising fears of supply disruptions in West Asia

HDFC Bank penalises 12 execs for role in mis-selling AT1 bonds

HDFC Bank has penalized at least 12 senior and mid-level executives, including Ashish Parthasarthy, for their alleged role in the mis-selling of Credit Suisse AT1 bonds. This action follows previous sackings and suspensions, with the bank attributing the issue to technical documentation and regulatory interpretation lapses rather than fraud.

Union Bank of India Q4 deposits rise to ₹13.06 lakh crore, CASA up 7.9%

Union Bank of India's global deposits were up 2.72% from the previous year and 6.87% from the previous quarter at ₹13.06 lakh crore.

Pharma calls in sick after Trump’s 100% tariff threat

Pharma stocks fell Thursday after reports of US President Donald Trump mulling 100% tariffs on imported branded and patented medicine makers spooked investors in a weak market.

Indices plunge 2%, then ride rupee rebound to log gains

Indian benchmark indices rebounded on Thursday, closing higher after a rupee recovery spurred short covering ahead of an extended weekend. Despite early losses, Sensex and Nifty ended in positive territory, contrasting with global market weakness. Volatility remains a concern, though technical indicators suggest a potential near-term pullback.

Raamdeo Agrawal's portfolio is down 17–18% — and he says this is not the time to panic

MOFSL Chairman Raamdeo Agrawal advises investors to prioritize survival during the current West Asia conflict, which he finds harder to predict than Covid. He notes that while India's macro resilience has improved significantly, valuations are becoming attractive with the Nifty below 20 PE, suggesting the market is pricing in fear rather than an earnings collapse.

Bank of Baroda Q4 deposits up 12%, global advances rise 16.2%

Bank of Baroda's total business globally increased 13.93% to ₹30.78 lakh crore at the end of March 2026 from ₹27.02 lakh crore in the previous year.

Stock market holiday today for Good Friday 2026: Are NSE, BSE and MCX open or closed on April 3? Check now

NSE Holidays for Good Friday 2026: NSE, BSE Holiday Today | Domestic stock exchanges NSE and BSE are closed for trading today on account of the Good Friday holiday. Commodity exchanges MCX and NCDEX will also remain shut.

New Form 130 to replace Form 16 for salaried taxpayers starting FY27

The Indian government has launched a significant structural overhaul of tax documentation for salaried individuals, replacing the long-standing Form 16 with the new Form 130 starting from the 2026–27 tax year.

UPI clocks 22.64 billion transactions in March, records strong monthly growth

Digital payments surge continues as UPI volumes jump sharply from February, reinforcing India’s fintech leadership

India's aviation extremes: Mapping the longest and shortest flights this summer

Alliance Air runs the shortest domestic flight, while Air India's Delhi-Port Blair is the longest. United Airlines’ Delhi-Newark flight holds the top spot for the longest international flight from India.

Stock Market Holiday today: NSE and BSE closed on account of Good Friday

Many global markets are also observing the Good Friday holiday. The US stock market will be shut on Friday and so will most European indices. Asian markets shut on Friday include New Zealand, Australia, Singapore, Hong Kong, Indonesia and the Philippines. However, Japanese and South Korean markets are open for trade.

‘Costs going over the roof': Nepal’s only billionaire Binod Chaudhary warns of West Asia shock

CG chairman flags fuel chaos, supply chain breakdown, and Middle East disruption as geopolitical crisis deepens

Asian equities gain after US stocks rebound

Japan's Nikkei 225 Stock Average increased 1.4% while South Korea's Kospi was up 2.7% post the S&P 500 index reversing an earlier loss of 1.5% and ending 0.1% up.

US stocks reverse losses, oil prices surge

The S&P 500 Index closed up 0.1% after tumbling earlier in the session. The Nasdaq 100 ended 0.1% higher, also rebounding from a deep loss. West Texas Intermediate was up 12% at around $112 per barrel.

Macron-Takaichi rare-earths deal eyes to curtail China's dominance in critical sectors

Japan and France have struck a rare-earths partnership to reduce reliance on China, deepen supply chain resilience, and expand cooperation in defence and space sectors

India’s telecom subscriber base crosses 1.32 billion in February; broadband surge fuels growth

TRAI data highlights rising tele-density, strong rural expansion, and continued dominance of private telecom giants

US approves Eli Lilly's GLP-1 pill Foundayo: A new front in expanding weight-loss medication market

The US FDA has approved Eli Lilly’s oral GLP-1 drug Foundayo, intensifying competition with Novo Nordisk and expanding access to weight-loss treatments beyond injectables

Hindustan Copper reports 9% growth in FY26 metal output, ore production climbs 6%

Hindustan Copper reports FY26 MIC output up 9% and ore up 6%. Shares of Hindustan Copper Ltd ended marginally lower on Thursday, April 2, by 0.17% at ₹495.15 on the NSE.

These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts

When will the Gulf war end? No one can answer that with any certainty. But whenever it ends, the probability is that volatility will continue for a while in most emerging markets, including India. We might, in fact, see the Indian market underperforming other markets. The reason we are saying this is because some sectors were facing headwinds even before the war began. And for others, things are not going to be easy.

RBL Bank update: deposits grow 25% YoY, advances climb 22%

RBL Bank FY26 business tops 2.5 lakh crore, deposits up 25 percent to 1.39 lakh crore, advances up 22 percent to 1.15 lakh crore, LCR at 130 percent, JLG collection 99.7 percent

NALCO FY26 update: Records highest-ever production, alumina sales up 31%

NALCO reported record production and sales in FY26, with strong growth in alumina output and sales, alongside steady aluminium volumes, marking its best-ever operational performance.

SAIL CMD Amarendu Prakash resigns; Krishna Kumar Singh given interim charge

SAIL chief Amarendu Prakash resigns effective April 1 2026, Krishna Kumar Singh named interim Chairman and MD from April 2, shares close 0.91 percent lower at 154.40

Emcure Pharma cuts Poviztra starting dose price by 55% to boost patient access

Emcure cuts Poviztra starting dose price by 55% to 3999 rupees a month from April 2026 to boost obesity care access, shares fall 2.39% on NSE

GR Infraprojects bags ₹1,898 crore EPC contract from West Central Railway

GR Infraprojects bags ₹1,898 crore EPC contract from West Central Railway

RVNL secures ₹242 crore order from South Central Railway

RVNL wins 242 crore South Central Railway contract to upgrade OHE to 2x25kV on Ongole Gudur section in 24 months, shares end down 0.69 percent at 260.80

RBI clears Emirates NBD to acquire up to 74% stake in RBL Bank; lender to become foreign bank post acquisition

Emirates NBD has received RBI approval to acquire up to 74% stake in RBL Bank, making it a foreign bank post-acquisition. Voting rights will be capped at 26%, while regulatory relaxations facilitate the transition. The deal highlights rising foreign interest in India’s banking sector.

Rama Steel Tubes Q4 volumes fall 21%; full-year growth remains steady

Rama Steel Tubes Q4 FY26 sales volume fell 21.9 percent to 0.43 lakh tonnes, but full year FY26 volume rose 10.2 percent to 2.15 lakh tonnes, showing steady demand across products

PNB Q4 update: Loan growth strong, CASA ratio improves; global biz up 11%

Punjab National Bank reported steady growth in Q4, with advances rising strongly and deposits expanding, while the CASA ratio improved year-on-year, supporting overall business growth.

What's the key to outperformance in stock market? Nithin Kamath explains

Nithin Kamath emphasises that diversified, long-term investing is the most reliable path to outperform the stock market. Highlighting operational challenges in portfolio analytics on Zerodha’s platform, he underscores that disciplined, steady portfolios outperform short-term concentrated bets, especially amid rising retail participation and market volatility.

Punjab & Sind Bank Q4 update: Loan growth outpaces deposits; CASA ratio dips

Punjab & Sind Bank Q4 update: Advances rise 18%, deposits grow steadily

Bank of India Q4 Updates: global business up 14.5%; deposits, advances rise in double digits

Bank of India Q4 FY26 global business up 14.53 percent to Rs 16.98 lakh crore, deposits and advances grow double digit, RAM advances jump 18.63 percent, figures provisional

PNB Q4 updates: Global business rises 11% YoY to Rs 29.72 lakh crore; advances jump 13%

Punjab National Bank reported an 11% year-on-year rise in global business to Rs 29.72 lakh crore in Q4, with advances growing 13%. Domestic business and deposits also posted steady growth. The provisional update came after market hours, with PNB shares closing 0.4% higher on the NSE.

US drug tariff risk limited for Indian pharma; Sun Pharma exposure in focus: Vishal Manchanda

According to Vishal Manchanda, Pharma Analyst, Systematix Group, potential US action on drug pricing is seen as focused on patented medicines, limiting direct impact on Indian generic manufacturers. Companies with higher exposure to specialty drugs may need to consider pricing agreements to avoid penalties. The expected earnings impact for affected firms remains contained. Sector dynamics continue to favour businesses with lower dependence on US generics, while policy developments and ongoing investigations remain key factors to monitor.

Tata Motors PV Q4 update: JLR volumes rebound sequentially, remain weak YoY

Tata Motors PV said its arm JLR saw a sharp sequential recovery in Q4 volumes after a cyber disruption, though wholesale and retail sales remained lower year-on-year amid tariffs, China weakness and model transitions.

Anish Shah at Mahindra: 6 years of portfolio clean-up, EV push and market-cap growth

Six years into Anish Shah’s tenure, Mahindra Group has exited non-core businesses, scaled EV and renewables bets, and improved profitability, alongside a sharp rise in market capitalisation.

Jayesh Mehta explains what RBI fixed and why the rupee is reacting now

Jayesh Mehta, VC & CEO of DSP Finance, expects the onshore-offshore spread to widen back to historical levels of 50–60 paise, with currency movements eventually returning to fundamentals like global cues and foreign investor flows once the adjustment phase is complete.

Bajaj Finserv, ICICI Bank among 5 Sensex stocks hit 52-week lows; slip up to 15% in a month

Benchmark Sensex experienced sharp volatility on Thursday, falling steeply before rebounding to close 185 points higher at 73,319. During the session, five stocks from the BSE Sensex index touched their 52-week lows. A 52-week low indicates the lowest price at which a stock has traded over the past year and is closely tracked by traders and investors to evaluate valuations and potential future price movements

Dow Jones, S&P, Nasdaq open lower as Trump’s Iran remarks dent investor sentiment

US stocks open sharply lower as Trumps Iran remarks fuel uncertainty, Dow falls 608 points, tech leads declines, oil surges above 112, bonds and gold move amid risk off mood

CSB Bank Q4 business update: advances jump, CASA slips marginally

CSB Bank reported strong growth in advances and deposits for Q4, though CASA deposits declined slightly, signalling pressure on low-cost funding even as lending momentum remained robust.

India’s defence exports jump 62.6 per cent to record Rs 38,424 crore in FY26:

Indigenous push and global demand power surge as public and private sectors drive India’s emergence as a defence export hub

TVS Venu Group to acquire Prudential Financial’s entire stake in PGIM India

TVS Venu Group to acquire Prudential Financials entire stake in PGIM India Asset Management and PGIM India Trustees, gaining full ownership subject to regulatory approvals

Major step by SEBI: plans to revive open market share buybacks after tax reforms

SEBI has proposed reintroducing open market share buybacks via stock exchanges, aiming to stabilise markets, boost liquidity, and give shareholders fair participation — a significant policy shift following recent tax reforms.

Hindustan Zinc reports record high mined, refined metal output in Q4

Hindustan Zinc Q4 FY26 mined metal rose 2 percent YoY, refined metal up 5 percent, zinc up, lead mixed, silver flat, full year mined output up but refined metal and silver fell

Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus

Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.

Iran war: IEA, IMF and World Bank join hands to tackle history’s worst supply disruption

Global institutions warn of an unprecedented energy shock as coordinated response is launched to stabilise markets and support vulnerable economies

Central Bank of India Q4 update: Advances rise 19%, CASA ratio dips YoY

Central Bank of India Q4 update: Advances rise 19%, CASA ratio dips YoY

Gainers & Losers: Latent View and Ola Electric among 6 big movers on Thursday

J&K Bank FY26 update: Advances rise 17%, total business nears ₹2.9 lakh crore

Jammu & Kashmir Bank reported steady FY26 growth, with advances rising sharply and deposits expanding, driving overall business higher, even as shares ended marginally lower after the update.

Volatility to persist; stagger investments instead of timing market: Bajaj Finserv AMC CIO

Indian markets end lower for sixth week despite rebound, Bajaj Finserv AMC CIO sees ongoing volatility, favors staggered investing and pharma as a defensive opportunity

Trump's threats could disrupt global oil supply chains, warns Geosphere Capital's Arvind Sanger

Rising crude prices reflect concerns over supply risks, especially around the Strait of Hormuz. US President Donald Trump has signalled possible escalation targeting energy infrastructure if no deal is reached. Analysts say the conflict lacks a clear end point, raising the risk of prolonged impact on global oil supply and markets.

Emirates NBD gets RBI nod for RBL Bank stake acquisition

Emirates NBD has received key regulatory approvals for its proposed majority stake acquisition in RBL Bank, moving the transaction closer to completion, with remaining clearances currently in progress.

MSE appoints Market Makers, launches liquidity measures from April 1

MSE appoints Market Makers for its equity segment, plans liquidity enhancement from April 2026 to boost price discovery, stability and trading activity under SEBI recognition

Sebi considers bringing back open market buybacks via stock exchange route

Sebi is looking at bringing back open market share buybacks via stock exchanges. This method was stopped earlier due to transparency and price discovery worries. Companies could soon have this as another option alongside tender offers. The regulator aims to improve capital returns for firms. This move could make capital allocation more dynamic for listed companies.

Raymond Realty Q4 update: Pre-sales jump 139% on strong MMR demand

Raymond Realty posts strong Q4 FY26 with 139% ump in pre sales, Mumbai Metropolitan Region launches, Kandivali redevelopment win and disciplined debt levels

M&M Financial Q4 update: Disbursements rise 11%; asset quality improves

Mahindra Finance reported 11% growth in Q4 disbursements, while asset quality improved with lower stress levels and stable collections, even as full-year disbursement growth remained moderate.

'Don't be a hero': CA Rudramurthy BV says stay away from longs; short Havells and Lodha instead

Vachana Investments MD CA Rudramurthy BV advises Indian equity investors to view market rallies as shorting opportunities until Brent crude falls below $95, the rupee drops below 92, and the VIX cools under 15. He emphasizes preserving capital and suggests hedging long-term portfolios with put options, identifying Havells and Lodha as specific short trade recommendations.

BlackRock cuts US stocks to neutral and warns of rate hikes — but sees a buying opportunity in India

Vivek Paul, Global Head of Portfolio Research at BlackRock Investment, says the West Asia energy shock has proved to be far broader than a typical oil spike — and that equity markets, particularly in the US, have not yet priced in the full extent of the macro damage it implies.

ICICI Prudential India Opportunities Fund among 5 thematic funds with cash holdings up to 21% in February

Thematic mutual funds had up to 21% cash in their portfolio as on February 28, 2026. Here are the top five funds with highest cash holding in their portfolio, as reported by ET Wealth.

Sensex rebounds 1,800 pts from day’s low, settles in green; Nifty above 22,700 as rupee strengthens

Indian stock markets experienced significant volatility on Thursday, with a sharp crash triggered by US President Trump's comments on Iran. Despite an initial plunge of over 1,600 points for Sensex and 500 points for Nifty 50, both indices ultimately closed higher for the second consecutive session, marking marginal gains.

Explained - The big Dalal Street reversal on Thursday and the factors that led to it

Going into the next week, which will be the first full one after two truncated ones, the war-related developments will continue to remain the key monitorable. However, companies announcing their fourth quarter updates and then the start of the earnings season, along with the RBI monetary policy decision will be the most important triggers for the week ahead.

Beyond Iran war, what drove sharp equity selloff in March? Aswath Damodaran explains

Global markets saw sharp volatility in March as the Iran war and a surge in crude oil prices reshaped investor expectations. Aswath Damodaran said the selloff reflected recalibration, not panic. Rising inflation expectations, higher bond yields and modest risk repricing drove equities lower amid continued uncertainty over the conflict’s trajectory.

Sun Pharma most exposed Indian company to Trump's new tariff threat, warns Jefferies

Indian drug maker Sun Pharma faces significant exposure to potential US tariffs on medicines. Global brokerage Jefferies warns that while generics may be exempt, Sun Pharma's specialty and innovative products, manufactured in countries like South Korea and the EU, could face levies up to 15%. The US administration is reportedly preparing these tariffs, with an announcement possibly today.

Marico shares rise after Q4 update; co says FY27 growth to be volume-led

Marico expects double-digit operating profit growth for the quarter, with sequential improvement, and reiterated its focus on delivering sustainable, profitable, volume-led growth over the medium term.

India renews essential commodity exports to Maldives for 2026–27 under 1981 pact

India renews quota-based exports of essential commodities to the Maldives for 2026–27 under the 1981 pact, ensuring uninterrupted supplies despite geopolitical strains and domestic export curbs

US Stock Market LIVE Updates: Dow Futures down 450 points after Trump threatens more attacks on Iran

US Stock Market LIVE Updates: Futures on Wall Street declined sharply after US President Donald Trump's prime-time address and continue to remain lower. While the Dow Futures are down 450 points, S&P and Nasdaq future are down up to 1.5%. Brent has risen sharply and is nearing the mark of $110 a barrel. Watch this space for all the Live updates.

Where are the Indian markets headed? Here's a bull case Vs bear case scenario

Brokerages remain divided on India’s market outlook amid global uncertainties. Jefferies, ICICI Prudential AMC and 3P Investment Managers are positive on India, driven by improved valuations, limited earnings downside and supportive domestic flows. They highlight attractive Nifty valuations, favourable allocation signals and recent market correction as key reasons to increase exposure, with a preference for sectors like banks and pharma and a gradual approach to adding equities. On the other hand, Nomura, Goldman Sachs and UBS remain cautious, citing rising oil prices, weak foreign flows and global risks that could weigh on growth and market returns in the near term.

India cuts petrochemical import duty till June 30 as West Asia war disrupts supply chains

India has waived customs duty on select petrochemical imports until June 30 to ease supply shortages and rising input costs amid disruptions caused by the West Asia conflict

9 smallcap stocks deliver 20%+ gains in two straight quarters, soar up to 95% in 6 months

Even after a prolonged period of uncertainty in Indian equity markets, a select group of smallcap stocks has quietly delivered exceptional performance. Nine such stocks have consistently surged over 20% in each of the last two quarters, first from September to December 2025, and again from January to March 2026. What makes this even more striking is their cumulative momentum. Over the past six months, these companies have clocked impressive gains ranging between 45% and 95%, defying broader market volatility and emerging as clear outperformers. (Data source: ACE Equity)

Wealth Destroyer: Another recent listing down nearly 60% from IPO price; Growth guidance missed

After listing at a discount to its issue price, shares of Sai Silks Kalamandir have continued to decline from those levels, even falling below the mark of ₹100 in today's session.

Buy selectively, focus on resilient sectors despite volatility: Manish Sonthalia

Indian markets face geopolitical and inflationary headwinds, with a prolonged economic adjustment expected until FY28. Domestic investors find opportunities in corrected valuations, focusing on resilient stocks and sectors like commodities, defence, and healthcare. Selectivity is key, particularly within financials, as the market navigates short-term turbulence.

9 smallcap stocks deliver 20%+ gains in two straight quarters, soar up to 95% in 6 months

Even after a prolonged period of uncertainty in Indian equity markets, a select group of small-cap stocks has quietly delivered exceptional performance. Nine such stocks have consistently surged over 20% in each of the last two quarters, first from September to December 2025, and again from January to March 2026. What makes this even more striking is their cumulative momentum: over the past six months, these companies have clocked impressive gains ranging between 45% and 95%, defying broader market volatility and emerging as clear outperformers. (Data Source: ACE Equity)

PVC relief a positive, but no major gains, Astral CFO says

The exemption, valid until June 30, 2026, is expected to lower input costs for plastic pipe manufacturers by easing prices of key raw materials such as PVC resin and HDPE/PE.

Nifty’s December bull case target at 29,480, says Axis Direct; names 15 stocks to ride Iran war-driven volatility

Indian equities underperformed in 2025–26 due to global headwinds, FII outflows, and rising oil prices, despite improving domestic earnings and policy support. March 2026 saw a sharp correction amid geopolitical tensions. Axis Direct recommends high-quality stocks, advises maintaining 10-15% liquidity, and expects FY27 to offer buying opportunities, supported by a favorable base, structural reforms, and long-term corporate earnings growth.

Oil could hit $140 if Iran tensions escalate, warns Peter McGuire; here's what happens to gold next

Peter McGuire of Australia-Trading.com highlights how Trump's Iran ultimatum has created market volatility, particularly in oil, gold, and silver. He outlines two oil price scenarios, ranging from $85-$100 to a potential $130-$140 per barrel, depending on the duration of tensions. Precious metals experienced a surprising pullback due to competing market forces, but a recovery is anticipated.

Will FY27 be better than 'black swan' FY26 for markets? Here's what Motilal Oswal says

Indian equities underperformed in FY26 due to global headwinds, FII outflows, and limited exposure to the AI boom, despite improving domestic earnings and policy support. Motilal Oswal expects FY27 to benefit from delayed effects of fiscal and monetary stimulus, narrower valuations, and a favorable base. Key stock picks include Bharti Airtel, SBI, ICICI Bank, M&M, Titan, and Infosys.

Oil spikes over 5% as Trump doubles down on Iran strikes, no ceasefire in sight

Oil prices surged over 5 per cent after US President Donald Trump signalled continued military strikes on Iran without outlining a ceasefire plan, heightening fears of prolonged supply disruptions in West Asia

“Focus on quality, buy in stages”: Dharmesh Kant’s strategy for uncertain market

Investors face a challenging market driven by geopolitical headlines, making decisive calls difficult. Dharmesh Kant suggests a scenario-based approach for the Nifty, with valuations reflecting realism. He advises focusing on quality stocks and staggered buying, highlighting defence as a strong sector.

JPMorgan's Mookim sees value in large banks; renewables, defence draw interest amid volatility

Sanjay Mookim, Head of India Equity Research, JPMorgan, said rising input costs and supply constraints are affecting smaller businesses, with some reporting production disruptions. Import costs have increased due to premiums over global benchmarks. While earnings downgrades are expected, valuations are moving closer to long-term levels, with select sectors drawing investor interest amid uncertainty.

SUV-led demand keeps PV segment on strong growth path: Subhash Gate

India's auto sector shows a dual trend: passenger vehicles, especially SUVs, are booming, while commercial vehicles and tractors face emerging caution. Robust PV sales are driven by strong demand, but supply chain issues and rising costs pose challenges for CVs and tractors, impacting overall industry momentum.

Coforge partners with Solstice Innovations to provide modernised AI platform for P&C insurers

Coforge Forge-X will serve as the primary accelerator for moving Solstice's prospective and existing clients from legacy environments on to the Equinox platform with greater speed, lower risk and measurably reduced implementation cost, the company said.

Rupee surges as RBI’s FX crackdown sparks unwinding rush, banks brace for losses

The Indian rupee surged sharply after the RBI’s crackdown on speculative FX trades triggered expectations of heavy dollar inflows from position unwinding, even as banks face rising costs to exit arbitrage bets amid global oil-driven pressure

Top Stock Picks: Axis Securities bets on largecaps from SBI to Eternal for up to 57% upside

Brokerage firm Axis Securities has listed its top large-cap stock picks, highlighting companies across financials, telecom, consumption, and healthcare that offer strong earnings visibility and upside potential. The brokerage sees select names delivering up to 57% upside from current levels.

Jefferies adds Sai Lifesciences, increases weight in 3 bank stocks in latest model portfolio tweak. Check full list

Nifty valuations have moved closer to their pre-Covid averages following the recent correction, prompting Jefferies to note that “valuations are now turning attractive.” The brokerage has accordingly tweaked its India model portfolio, increasing exposure to banks, pharma, and real estate, while reducing allocation to autos and cement. Here’s the full list of additions and deletions in its latest portfolio rejig.

HAL CMD shares an important update on the LCA Mark1A — Here's what he said

According to the HAL CMD, the sixth engine from General Electric is ready for delivery and a total of 20 engines are expected to arrive in the second half of this year.

Rising yields amid Middle East crisis trigger Rs 17,689 cr FPI outflow from FAR G-Sec

Global investors have withdrawn nearly Rs 17,700 crore from Indian government bonds since the Middle East conflict began, driven by rising risk aversion and inflation fears from soaring crude oil prices. This outflow has pushed domestic bond yields higher, with the benchmark 10-year bond exceeding 7% for the first time in over 20 months, making existing holdings less attractive.

Sensex crashes over 1,400 points, Nifty slips below 22,250 as Iran war fears rattle markets

Indian stock markets tumbled sharply in early trade, with the BSE Sensex plunging over 1,400 points and the Nifty 50 slipping below 22,250, as escalating Iran war tensions and rising crude oil prices spooked investors

How to build a portfolio when oil prices rise: Quantum AMC’s George Thomas explains

Rising crude oil prices and inflation risks are creating uncertainty for investors. Quantum AMC’s George Thomas says this is still a good time to build portfolios gradually. He highlights opportunities in quality stocks that have corrected and suggests focusing on relatively resilient sectors like IT, pharma, and select financials. While some sectors may face pressure, disciplined stock picking and a long-term approach can help navigate volatility. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

Tariff threat ain't over yet! Sun Pharma, other pharma stocks plunge up to 6%

Pharma stocks fell after reports that the Trump administration may impose tariffs—potentially up to 100%—on drugmakers not ensuring low prices in the US, raising concerns over costs and supply chains.

Bharti Airtel shares get an upgrade from Kotak to 'buy' for up to 26% upside

Lower capex over financial year 2026-2028 (21-22% of revenue compared to 30% historically) would drive deleveraging and increase shareholder payouts for Bharti Airtel, as per the Kotak note.

Is US cashing in on Iran war? Fuel exports hit records as Hormuz crisis reshapes global flows

US fuel exports hit record highs in March as Iran war disruptions in the Strait of Hormuz force Europe, Asia and Africa to seek alternative supplies, reshaping global energy trade

More missiles or no war? How markets are reading Trump's latest signals

Indian markets plunged Thursday as President Trump's threats of escalating strikes on Iran spooked investors. The Sensex dropped significantly, mirroring a broader selloff across emerging Asian markets. Brent crude surged, and the dollar strengthened, further pressuring Indian equities already facing foreign outflows and a weakening rupee. Analysts anticipate continued volatility and economic pressure.

L&T shares enter 'bear market' territory, decline 22% from 52-week high

Of the 34 analysts who have coverage on L&T, 29 have a "buy" rating, four have a "hold" rating and one has a "sell" rating.

Karnataka Bank shares tumble 6% after lender's Q4 deposits rise 4%, advances up 7%

Karnataka Bank shares saw a significant drop of nearly 6 percent on Thursday. This followed the release of the bank's provisional business update for the January-March quarter of financial year 2026. CASA deposits rose 10 percent year-on-year. Total deposits also saw growth. Advances increased by 6.9 percent year-on-year. The market weakness and global concerns also impacted the share price.

Australia job vacancies hit over one-year high, rise 2.7% in February quarter

Australia’s job vacancies rose 2.7 per cent in the February quarter, signalling a resilient labour market and keeping the door open for further rate hikes

Ola Electric shares surge 17% in two days on strong March performance; daily orders exceed 1,000 units

Ola Electric shares surged after strong March sales data signalled a recovery in demand. Improved service operations and rising registrations boosted investor sentiment, despite broader market weakness. While the stock remains significantly below its IPO and peak levels, the company sees sustained momentum driven by better customer experience and operational efficiency.

Gold falls to ₹1.49 lakh per 10 grams in India; volatility drives shift to digital assets

Gold and silver prices fell sharply in India and globally on April 2 due to profit booking, strong dollar, higher yields and crude, though golds long term hedge appeal remains intact

Stock Market Holiday 2026: Are NSE, BSE closed tomorrow on April 3 for Good Friday? Check market closing dates list

Indian stock markets will observe a holiday-shortened week, with closures on April 3 for Good Friday and earlier on March 31 for Shri Mahavir Jayanti. A total of 16 stock market holidays are scheduled for 2026, with several more upcoming throughout the year. MCX and NCDEX will also observe closures on these days.

India allows zero duty on petrochemical imports to cushion industry from supply crunch

India exempts customs duty on key petrochemical imports and cess on ammonium nitrate till June 30 2026 to ease supply disruptions and input costs, aiding many industries

Gold snaps four-day rally as Trump’s war escalation signals lift dollar, rattle safe-haven trade

Gold fell over 1 per cent after Donald Trump signalled the Iran war would continue, boosting the dollar and oil prices while dampening safe-haven demand

Nifty Pharma index drops 3% as US tariff fears hit Sun Pharma, peers

A Bloomberg report indicated that the Trump administration is planning tariffs on pharmaceutical companies that have not entered into agreements to ensure lower drug prices in the US.

March auto numbers: M&M shines but CVs disappoint; what April could look like

March auto sales showed a mixed trend. Passenger vehicles performed well, driven by models like the Punch and Nexon. Commercial vehicles faced weakness, with sales described as only 'okayish'. Farm equipment outlook for FY27 is cautious due to monsoon uncertainty and supply issues. April passenger vehicle sales may be softer year-on-year.

Geopolitical uncertainty clouds outlook, but defence story remains strong: Ashi Anand

Market direction is highly fluid due to US-Iran conflict news, with sentiment shifting daily. While recent market corrections offer accumulation opportunities, sustainability hinges on conflict resolution. The defence sector, however, presents a strong long-term growth narrative driven by India's self-reliance push.

Nifty valuation near pre-Covid average, says Jefferies; tweaks stock portfolio

Nifty valuations have eased to near pre-Covid averages, prompting Jefferies to turn constructive on equities. The brokerage favours banks, pharma and real estate while trimming autos and cement. It sees moderate earnings growth ahead, with limited downside risks, supported by reasonable valuations and improving sector-specific outlook across markets.

Stocks slide, dollar firms, oil climbs after Trump escalates Iran war rhetoric

Oil prices surged past $105 a barrel while global equities retreated after Donald Trump signalled a potential escalation in the Iran conflict, unsettling investors and raising fresh concerns over energy supply disruptions

Nomura downgrades Indian stocks to Neutral from Overweight, suggests shifting to Korea, China

Nomura has downgraded Indian equities to Neutral, citing elevated energy prices from the Iran war, AI market disadvantages, and a potential slowdown in domestic inflows. The brokerage warns that sustained higher oil prices and a weakening domestic investment cushion could pressure valuations, leading to a significant cut in its Nifty target.

How wealthy investors are navigating the markets after the S&P 500's worst month in a year

For many wealthy investors, the volatility has been an opportunity to buy dips and rebalance investments.

Explained — Why Sun Pharma shares fell as much as 6% on Thursday

Sun Pharma is among the Indian companies with the highest exposure to branded pharmaceuticals.

GRSE, Cochin Shipyard, BDL, other defence stocks tumble up to 6%. Time to buy?

Indian defence stocks experienced a significant drop of up to 6% on Thursday, with the Nifty India Defence index falling around 3%. This decline followed a sharp rally yesterday, driven by strong financial results from GRSE and Cochin Shipyard's inclusion in the F&O segment. Broader market weakness also contributed to the sell-off.

Bank stocks fall up to 4% as RBI's forex rules may deliver Rs 5,000 crore shock

Indian bank stocks fell up to 4% as the Reserve Bank of India's aggressive currency defense measures threatened to cause losses of up to Rs 5,000 crore. These stringent forex curbs, including barring rupee non-deliverable forwards, sent the rupee surging but hit lenders by closing loopholes used to mitigate earlier restrictions.

Dhanlaxmi Bank Q4 Update: Advances grow nearly 25% but stock falls in-line with market

Dhanlaxmi Bank's gross advances grew by nearly 25%, business growth was in the high teens while deposit growth was also above the mid-teen level. The stock though, has declined along with other banking names on expected lines.

Currencies hold steady as markets await Trump signal on Iran war

Global currencies trade in narrow ranges as investors await US President Donald Trump’s address for signals on a potential ceasefire in the Iran conflict

Retail valuations stretched; Indigo seen as long-term bet: Dipan Mehta

According to Dipan Mehta, Director, Elixir Equities, growth in organised retail is expected to moderate, with revenue expansion driven by store additions but earnings pace slowing from earlier levels. Investors may consider holding existing positions while being selective on fresh exposure. Travel-linked segments such as airlines and hotels could offer recovery potential over time. Defence stocks remain supported by policy but may see returns tied to earnings rather than re-rating, with timing of entry remaining important.

'This is the right time': Kashyap Javeri makes the case for buying the dip

Kashyap Javeri of Emkay Investment Managers advises investors to seize current market opportunities, emphasizing that volatilities present favorable entry points for fundamentally sound companies. He suggests focusing on private sector banks, capital goods, and auto sectors, and believes disruptions from the West Asia crisis will be short-lived, creating optimal entry points for those with cash.

Stock Market Crash: The one stock seeing strong gains when over 2,000 names are in the red

In an earlier interaction with CNBC-TV18, the management of V-Mart Retail had highlighted that the second and fourth quarter are generally a lean period for the company. However, they plan on closing the year with growth ranging between 15% to 18% and that the margin improvement momentum should also continue going forward.

IndiGo shares give up half of Wednesday's gains after oil jump, HSBC target cut

IndiGo said it has only partially passed on the higher fuel costs to customers in a bid to support demand.

Vijay Kedia’s FY26 scorecard: Losses dominate with 14 stocks falling up to 68%; SME multibagger shines

Ace investor Vijay Kedia's portfolio saw substantial losses in FY26. Fourteen stocks dropped significantly, with some falling over 68 percent. Market challenges impacted mid and small-cap segments. However, TechD Cybersecurity emerged as a multibagger, delivering a 159 percent return. Advait Energy and Yatharth Hospital also showed strong gains.

Oil slips as markets bet on US pullback from Iran conflict

Oil prices fall as markets anticipate a US pullback from the Iran conflict, though risks to supply and shipping routes keep volatility elevated

Nifty closer to fair valuations after 11% March crash but is it cheap enough for you to buy?

Nifty and Sensex rebounded sharply to start the new financial year, following an 11% crash in March due to Middle East tensions. Analysts suggest Nifty's current P/E ratio of 20x indicates fairer valuations, potentially nearing a bottom. However, caution is advised as sustained rallies depend on cooling crude prices and FII inflows.

Rs 9 lakh cr wiped out! Sensex slumps over 1,400 points, Nifty below 22,250: 5 factors behind today’s market crash

Indian stock markets experienced a significant downturn on Thursday. The Sensex plummeted by almost 1,400 points, while the Nifty fell below 22,250. This sharp selloff erased substantial market capitalization. Investors reacted to global factors, including comments hinting at potential escalations in the Iran-US conflict. The market's performance reversed previous day's gains.

'Upgrade entire sector to BUY': Explaining DAM Capital's rationale and targets for these stocks

The demand in FY27 is likely to be impacted for the cement sector as well. DAM Capital has tempered its volume outlook to 4% for FY27 from the previous year compared to the earlier projection of 7%.

Markets on edge as stocks, currencies await Trump’s Iran war address

Global markets trade cautiously as investors await US President Donald Trump’s address for signals on a potential end to the Iran conflict and its impact on oil, currencies and risk sentiment.

Buy, Sell or Hold: Morgan Stanley maintains Equal-Weight rating on Aavas Financiers; Goldman Sachs recommends Buy on BEL

Brokerages remain selectively positive, maintaining ratings on key stocks despite near-term headwinds. Morgan Stanley holds a neutral stance on Aavas Financiers, Goldman Sachs stays bullish on Bharat Electronics, and Nuvama backs APL Apollo Tubes, citing strong fundamentals and long-term growth visibility amid temporary disruptions.

From assembly to ambition: How India is building its electronics backbone

India is shifting from electronics assembly to full-scale manufacturing as the ECMS scheme boosts domestic component production. With rising investments, localisation targets, and strategic focus on critical inputs like rare earth magnets, the sector offers a long-term opportunity, though execution and capacity ramp-up over the next few years remain key risks.

Rupee rises 130 paise to 93.53 against dollar

Rupee jumps to 93.53 per dollar after RBI curbs speculative trades, bond yields steady, but high oil, foreign outflows and global tensions keep currency risks elevated

Ashok Leyland among 4 F&O stocks that saw a high increase in futures open interest

As of April 1, there was a notable surge in futures open interest for nine stocks in the NSE F&O pack, contributing to a total increase in open interest of over 10% as compared to the previous trade. A significant uptick in futures open interest signifies a substantial growth in the number of active, unexpired futures contracts in a specific security. This uptrend reflects an increasing number of participants either initiating new positions or expanding the size of their existing positions within the futures market.

Forex math: Why weak rupee could be biggest growth driver for IT stocks this Q4 result season

India's IT stocks are finding an unexpected boost from a weaker rupee, which analysts predict will cushion margins this Q4 results season. Despite flat revenue growth and AI concerns, currency tailwinds are expected to offset pressures, offering a near-term relief for the sector.

ETMarkets Smart Talk | FII comeback will be key trigger for next rally in Indian markets: Saibal Ghosh

Foreign investor inflows are expected to fuel the next market surge. India's long-term growth story remains strong despite recent volatility. A cooling of global AI hype could draw foreign funds back. Investors should focus on domestic growth, particularly banking and financial services. Gold offers a hedge against uncertainty, with structural allocation advised long-term.

South Korea inflation rises in March but misses estimates amid oil price worries

South Korea’s inflation edged up to 2.2 per cent in March but came in below expectations, as rising fuel costs from the Iran war were partly offset by softer food prices

Stocks To Buy: Bernstein bets on this capital markets play but cites a key risk

Bernstein values the company at a premium to its peers, while it remains in-line on a core-profit multiple basis, factoring in its strong operating metrics and relatively larger alternatives business.

Trump administration gears up for new tariffs on select drugmakers

Trump plans 100% tariffs as soon as Thursday on drugmakers lacking low price deals, while firms like Pfizer and Eli Lilly get a three year reprieve under prior agreements

IDBI Bank among 4 midcap stocks flashing bullish signals, hinting at a possible uptrend

On April 1, in the NSE midcap pack, four stocks appeared on the ‘White Marubozu’ bullish scanner, according to StockEdge’s technical scan data. A White Marubozu is a bullish candlestick pattern in technical analysis that occurs when the opening price is the lowest for a given period and the closing price is the highest.Represented by a long white (or green) candlestick with no upper shadow and a small or non-existent lower shadow, it indicates strong buying pressure throughout the session. Traders interpret it as a signal that buyers were in control from the opening to the closing, often using such patterns to make informed decisions about future price movements in financial markets.

TVS Motor shares in focus after March sales jump 25%, three-wheeler sales rocket 46%

TVS Motor Company announced impressive March 2026 sales figures. Total sales surged 25% to over 519,000 units. Two-wheeler sales also grew 25%. Electric vehicle sales saw a 44% jump. Three-wheeler sales registered a robust 46% increase. International business posted 25% growth. These strong results follow a record quarter for sales, revenue, and profits.

Varun Beverages announces record date for Rs 0.50 final dividend; shares in focus

Varun Beverages has set April 8 as the record date for its Rs 0.50 final dividend. Shareholders on this date will receive the payment from April 10. Despite a subdued 2025, the company's long-term growth will be driven by retail expansion, diversification, and a broader distribution platform. This strategic shift positions Varun Beverages for future success.

Vodafone Idea shares in focus after this major development for the first time in five years

Motilal Oswal had also highlighted in an earlier note that the stop in the subscriber loss will be an important trigger for Vodafone Idea's turnaround plans. It remains to be seen whether this was just a one-off or the company continues to add subscribers on a sustained basis in the months ahead.

IndiGo shares in focus as airline hikes fuel charges from today amid surging ATF costs

IndiGo has raised fuel charges on domestic and international flights from April 2 as ATF prices surge sharply amid global supply disruptions. The move is expected to support margins but may impact travel demand. InterGlobe Aviation shares will remain in focus as rising fuel costs pressure the aviation sector’s profitability.

SpaceX IPO could raise up to $80 Billion as Musk keeps financials under wraps

SpaceX has confidentially filed for a potential record-breaking IPO worth up to $80 billion, as it eyes public listing to fund ambitious AI and space-based initiatives

Mazagon Dock among 6 stocks showing bullish RSI upswing

On April 1, in the Nifty200 pack, six stocks were highlighted in the RSI Trending Up scan, based on data from StockEdge.com. It is an uptrend signal if the RSI crosses above 50 after being below 50. “RSI trending up” means that the Relative Strength Index (RSI) values are increasing, suggesting strengthening momentum in the price of the stock. This can signal potential upward movement and may help traders identify buying opportunities.

HPCL, BPCL, IOCL shares in focus as crude oil price jumps 5% to above $105. What are experts saying?

Oil marketing stocks HPCL, BPCL and IOCL are in focus after crude prices surged above $105 amid escalating Middle East tensions. Brokerages warn of sharp earnings pressure due to limited pricing power, shrinking marketing margins and rising LPG losses, with valuations turning vulnerable unless supported by policy measures or softer crude.

Tata Power shares in focus after Mundra plant restarts following nearly nine-month pause

Tata Power has restarted operations at its Mundra thermal plant after a nearly nine-month shutdown, following revised power purchase agreements. The move is expected to support generation amid rising demand. While recent financial performance remains mixed, the plant’s revival strengthens the company’s operational outlook and supply commitments across multiple states.

US retail sales rise 0.6% in Feb, beat forecasts and signal resilient consumer demand

Consumer spending shows resilience as gains in online, auto and dining sectors offset weakness in fuel and furniture

Globalstar rallies on report that Amazon is in buyout talks

Globalstar shares surge over 20 percent after report Amazon is in talks to buy the satellite firm, a deal that could boost Amazons internet constellation and challenge SpaceX Starlink

HAL share price target cut by CLSA but brokerage still sees 40% upside

CLSA expects order inflows of around $25 billion over FY27-30, driven by demand for helicopters, fighter jets and the Super Sukhoi programme.

Stocks to buy in 2026 for long term: Meesho, EPL among 5 stocks that could give 20-30% return

Brokerages remain broadly optimistic on a diverse set of stocks spanning e-commerce, pharmaceuticals, automobiles, packaging, and infrastructure, highlighting strong growth visibility and attractive valuations.We have collated a list of recommendations from top brokerage firms from ETNow and other sources:

Powerica shares to debut on exchanges today. Check what GMP indicates

Powerica's Rs 1,100 crore IPO is set for a subdued debut with a 2% grey market premium, indicating marginal listing gains. Despite strong QIB interest, weak retail and NII subscription suggests valuation concerns and cautious investor sentiment in the current market.

Lupin unit Nanomi to acquire remaining 43.38% stake in Philippines arm for up to $39.6 million

The acquisition falls under the purview of related party transactions and the requisite approval of the audit committee has been obtained in this regard, Lupin said. The proposed acquisition will be done on an arms-length basis, it said.

Positive Breakout: These 10 stocks cross above their 200 DMAs

In the Nifty200 pack, 10 stocks' closing prices crossed above their 200 DMA (Daily Moving Averages) on April 1, 2026, according to stockedge.com's technical scan data. The 200-day daily moving average (DMA) is used by traders as a key indicator for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day SMA on the daily timeframe, it is generally considered to be in an overall uptrend. Take a look:"

Amir Chand Jagdish Kumar IPO heads for listing today with just 2% GMP. What to expect?

Amir Chand Jagdish Kumar's stock market debut on April 2 shows subdued grey market signals, with a marginal premium indicating limited listing gains. The Rs 440 crore IPO, priced at Rs 212, saw moderate overall subscription driven by high-net-worth investors, while retail interest was tepid. Concerns over thin margins and aggressive valuation may impact its debut.

Eli Lilly shares jump nearly 6% after USFDA approves weight-loss pill

Eli Lilly shares jump after FDA approves weight loss pill Foundayo, boosting its obesity franchise and rivalry with Novo Nordisk, with aggressive pricing expected to drive uptake

Sai Parenterals shares to debut today. Check GMP ahead of listing

Sai Parenterals' Rs 409 crore IPO is set for a flat debut with a 0% grey market premium, reflecting subdued investor sentiment and weak retail subscription. Despite a diversified pharma business and expansion plans, aggressive valuations at over 70 times P/E appear to have deterred individual investors, though institutional participation helped the issue scrape through.

Highness Microelectronics IPO set for strong debut as GMP signals healthy listing pop

Highness Microelectronics' SME IPO is poised for a strong market debut on April 2, with a 22% grey market premium suggesting a listing around Rs 145-147. The Rs 22 crore issue saw overwhelming subscription, booked 193.91 times overall, highlighting robust investor confidence in its digital imaging and display solutions.

Gold dips 2%, silver tumbles over 4% after recent rally

Gold fell 2.21 percent to 4677 dollars and silver 4.22 percent to 72.87 dollars as a stronger dollar and Trump comments on Iran hit risk assets and Asian stocks

Nomura downgrades India, recommends a switch to these markets; Check new Nifty target

Nomura is of the opinion that with subdued market returns, they are concerned that the incremental domestic participation may moderate, thereby undermining the crucial lever of market support.

UK factories hit by worst cost surge since 1992 as war disrupts supply chains

PMI signals rising inflation risk as Middle East conflict drives input costs higher and squeezes output

Powerica IPO listing today: GMP signals mild gains after 1.5x subscription

The issue was subscribed 1.53 times overall, led by strong institutional interest. The qualified institutional buyers (QIB) portion was subscribed 4.74 times, while the non-institutional investor (NII) segment saw 47% subscription. The retail portion was subscribed 16%

Crude oil prices reverse losses as Trump talks on Iran war; Brent at $103

Brent crude prices reveresed losses and were at $103 after it had declined 1.8% to $99.37 a barrel post falling 2.7% on Wednesday.

Four banking stocks that will react to their Q4 business updates today; details here

While CASA trends remained mixed, most banks saw sequential improvement in the March quarter. Here's the list:

Rupee risks slide to 100 per dollar as Iran war fuels oil shock and capital outflows

Strategists warn RBI curbs may offer only temporary relief as crude surge, inflation fears and foreign outflows deepen pressure on Indian currency

Gulf faces $200bn war hit, yet global capital stays put as CEOs bet on access over risk

Gulf economies face up to $200 billion in war-driven losses and rising recession risks, but global investors and multinationals continue to hold positions, prioritising long-term strategic access over near-term geopolitical uncertainty

Asian shares gain on Iran war likely nearing an end

Shares in Japan and South Korea opened lower, resulting in the broader MSCI Asia Pacific Index going up 0.5%.

RBI says banks cannot offer NDF contracts as its tightens forex norms

The Reserve Bank of India has tightened foreign exchange rules. Banks can no longer offer non-deliverable forward contracts involving the rupee to clients. This move aims to curb the rupee's decline. The central bank also stopped banks from rebooking cancelled derivative contracts. These new regulations are effective immediately. Bankers believe this makes it harder for banks to manage losses.

Bulls take stage as markets hope it's curtains on war

Indian stock markets saw a significant rebound on Wednesday. Hopes for peace in West Asia and falling oil prices boosted investor sentiment. The NSE Nifty and BSE Sensex climbed substantially. While markets experienced a strong rally, some gains were pared by the close. Investors remain cautious as geopolitical signals shift. Sectoral indices across the board closed higher.

Stocks in news: Tata Power, IndiGo, Maruti Suzuki, Indian Oil, Adani Green

Markets rebounded to start the new financial year, with the Nifty seeing a relief rally after a March decline. Key stocks like Tata Power, IndiGo, Maruti Suzuki, Indian Oil, and Adani Green are in focus due to operational updates and sales figures. Bharti Airtel led subscriber additions, while Adani Green achieved significant renewable energy capacity expansion.

Pre-market action: Here's the trade setup for today's session

Indian equity benchmarks closed higher on Wednesday, despite intraday selling pressure that filled the initial gap-up. Analysts advise caution near resistance levels as selling interest emerged at higher prices. The India VIX saw a significant drop, indicating reduced market fear.

Markets rally on ‘less bad’ war signals, but underlying trade is still pricing disruption, not peace

Global markets rallied on tentative de-escalation signals in the Iran conflict, but underlying indicators such as oil, shipping and insurance continue to price in prolonged disruption rather than a clear path to peace

Real GDP growth may slow on costly crude: Credit rating agencies

Icra projected GDP growth at 6.5% in FY27, assuming average crude price remains in excess of $85 a barrel this year, while Care Ratings projected a similar growth on higher average fuel-price assumptions-at $100 per barrel. However, Crisil expects robust balance sheet structures to provide sufficient undergirding against credit risks for an overwhelming percentage of industries it covers.

GAAR shadow over payments abroad worries India Inc

India Inc seeks clarity on General Anti-Avoidance Rules (GAAR) for payments to foreign entities after a Supreme Court ruling. The government offered partial relief on GAAR for old stock investments, but companies want assurance against tax officials invoking GAAR on dividends, interest, and royalties.

No need for a rate hike unless inflation spikes: Economists

Bank economists have told the Reserve Bank of India that there is no immediate need to raise the repo rate or change the monetary policy stance. This advice is based on inflation remaining within the central bank's tolerance band. The RBI has alternative tools to manage currency pressures.

India has managed war disruptions better than many other economies: P D Singh

Indian businesses and banks are navigating the West Asia conflict with resilience. Deal pipelines remain largely unaffected, with only war-linked transactions paused. While supply chain disruptions pose a risk, India's economic buffers are strong. Business activity in Gujarat's GIFT City is growing, and deposit mobilization is a key challenge for banks. The regulatory focus is on curbing mis-selling.

Indian law firm Khaitan promotes 49 to leadership team, 17 lawyers made partners

Indian law firm Khaitan & Co promotes 49 lawyers, including 17 partners, strengthening its leadership bench amid rising demand for specialised legal services

Sensex Today | Stock Market Live Updates: Nifty recovery hinges on Trump speech, oil, Q4 updates

Stock Market Live Updates: The Nifty did recover on Wednesday but could not sustain at higher levels. Oil prices still hover around the $100 a barrel mark. 23,000 remains the key for the index, while holding 51,000 will be key for the Nifty Bank. Currency markets will open for trade after Wednesday's holiday and will react to the latest steps by the RBI. Companies have already begun reporting their Q4 and FY26 business updates and plenty of action is expected on that front too. Watch this space for all the LIVE updates.

Capital market stocks soar after RBI redirect on norms

Capital market stocks surged Wednesday as the RBI delayed new lender exposure rules by three months. Originally set for April 1, these norms would have increased costs for brokers and reduced leverage for proprietary traders. The deferment offers temporary relief, with industry associations expected to engage the regulator on reassessing the provisions.

Is it time to buy IT ? Fund managers suggest gradual addition by investors

Indian IT stocks are at their cheapest since mid-2020, presenting a buying opportunity. Fund managers suggest gradual accumulation over two years as valuations have significantly compressed. Despite concerns over AI and recent sell-offs, the sector's improving deal momentum and expanding market offer potential for value investors. A balanced approach combining lump sum and staggered investments is advised.

FY27 Outlook: Geopolitical pressure and AI disruption set to reshape India Inc

Corporate India faces heightened uncertainty entering fiscal year 2026-27 due to geopolitical tensions and AI disruption. Sectors like banking anticipate gradual NIM recovery, while FMCG expects better earnings visibility. The IT sector grapples with AI concerns, and oil prices present a mixed outlook for the oil and gas industry.

Stock Radar: Karur Vysya Bank stock showing signs of bottoming out; time to buy?

Karur Vysya Bank is showing signs of bottoming out after rebounding from the trendline and 200-DMA support, triggering a fresh buy signal. Analysts highlight improving volumes, a bullish crossover setup, and strong recovery candles, suggesting accumulating the stock for a medium-term upside target of Rs 370 with a stop loss at Rs 236.

Will crude oil prices tank? Someone has bet nearly $1 billion on this via leverage

Its not just the bearish bets, even the bullish funds have drawn record money. The United States Oil Fund (USO) attracted flows worth nearly $700 million in March, the most since the pandemic, while the United States Brent Oil Fund (BNO) saw flows worth a record $600 million.

Dow Jones gains for third straight day as relief rally continues ahead of Donald Trump address

Both JPMorgan and Goldman Sachs believe that the two-day rally has more to do with unwinding of negative positions in the market than a shift in sentiment regarding the war, while UBS said that it remains confident of the market ending higher from where it currently is by the end of the year and that the two-day move shows how quickly the market can recover if there is a resolution to the war.

Stocks to Watch for April 2: IOCL, Varun Beverages, Lupin, Bank & Auto Stocks and more

From Indian Oil Corporation reporting a strong operational performance for FY26 to Lupin, whose arm will acquire a 43.38% stake in Multicare Pharmaceuticals Philippines, here are some stocks to watch ahead of Thursday’s trading session.

These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts

If you are putting fresh money into the stock market (or even looking to rejig your existing portfolio), it would be best not to react to what the Nifty, Sensex, or other sectoral indices are doing. At least for the next few sessions, or maybe even till the conflict in the Gulf region is in the past. The reason is simple: A short covering in beaten down Nifty stocks – or, in fact, even in Nifty futures – is good enough to pull the index back up on some days. It is an uptick that has nothing to do with the general mood and trend of the stock market.

South Indian Bank reports rise in CASA, deposits and advances in Q4 update

Shares of South Indian Bank rose nearly 6% to settle at ₹36.20 on Wednesday. The scrip has corrected 4.5% so far this year, while the one-year return is 53%.

From UPI to ATM, India to have these new banking rules from today

India is set for a monumental financial overhaul starting April 1, 2026, marked by the replacement of the 1961 Income-tax Act with the new Income-tax Act, 2025.

Bharti Airtel block deal: BNP Paribas buys Rs 96 crore worth shares; BofA sells

Bharti Airtel witnessed a block deal on Wednesday, with BNP Paribas buying 5.4 lakh shares from BoFA Securities for Rs 96 crore. The shares were acquired at Rs 1,782 apiece, nearly flat with Monday’s close.

Where aircraft go when they need a safe haven – or to die. As the Gulf war draws attention to ‘boneyards’, where does India stand?

Wars, pandemics, and airspace closures have created a lucrative, if niche, global industry: Specialised airports, called aircraft boneyards, that make money storing idle fleets – or performing their last rites. As the Gulf conflict forces airlines of the region to scale down operations, ET Prime maps this little-known ecosystem that is a safe haven for aircraft. What it costs, how it works, the crises that have filled these remote airports in the past. And, why does India – with the world’s third largest domestic aviation market and periodic airline-related crises – have nothing like it?

Indian Bank Q4 update: Total business rises 13% YoY, deposits cross ₹8.3 lakh cr

Indian Bank reports steady Q4 growth, business up 13.1 percent YoY to Rs 14.98 lakh crore, CASA ratio stable near 40 percent, stock ends 4.7 percent higher at Rs 886

Varun Beverages sets April 8 record date for final dividend

Varun Beverages sets April 8, 2026 as record date for final dividend. Shares of Varun Beverages Ltd. ended higher on Wednesday, March 1, by 4.61% at ₹401.80 on the NSE.

Prestige Group expands NCR play with ₹4,200 cr Gurugram project

Prestige Estates signs JDA for 17.2 acre premium housing project in Gurugram near Dwarka Expressway, over Rs 4200 crore value, boosting its NCR expansion strategy

Ahead of Market: 10 things that will decide stock market action on Thursday

Indian markets rebounded on Wednesday after US President Donald Trump hinted at easing Iran tensions, with Nifty gaining 348 points to 22,679. Key support and RSI divergence suggest short-term recovery, while traders watch crude oil, the rupee, and market breadth. Active stocks included HDFC Bank, Reliance, Vodafone Idea, and SpiceJet.

Lupin arm to acquire 43.38% stake in Multicare Pharmaceuticals Philippines for US $39.6 m

Lupin unit Nanomi to buy 43.38 percent more of Multicare Philippines for up to 39.6 million dollars, lifting stake above 99 percent, deal seen closing by May 2026

NMDC March iron ore production jumps 51% YoY to 5.35 mt; sales rise 40%

NMDC reports March iron ore output up 51% to 5.35 mt and sales up 40 percent to 5.90 mt, FY production 53.15 mt, shares rise 2.58% to 78.24 on NSE

Two Trades for Today: A PSU steel major for a 7.8% upmove, a mid-cap LPG cylinder maker’s stock for a gain of about 5%

Our technical analysts identify select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.

Market Trading Guide: Buy NLC India and Engineers India on Thursday for short term gains up to 19%. Here’s why?

Nifty ended with sharp gains on Wednesday, ending its two-session fall after the US President hinted at de-escalation in the Iran-Israel war. A positive divergence on the daily RSI indicates the possibility of short-term bullish momentum.Rupak De, Senior Technical Analyst at LKP Securities, said the sharp rebound found support near the rising trendline on the daily chart, drawn from the June 2024 and April 2025 lows. The recent price action shows signs of fatigue, which is typical after a sharp move, as markets often consolidate before deciding the next direction, he said. "Although the broader trend still appears weak and tilted in favour of the bears, the index’s closeness to key support, along with the RSI divergence points to early signs of a potential recovery. On the upside, resistance is placed at 22,800, above which the index could move towards 23,000 and higher. On the downside, a decisive fall below 22,200 may revive bearish momentum," De said.

Indian Oil FY26 update: Record refining, pipeline throughput drive volume growth

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