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.
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.
“No quick end in sight”: Andrew Freris flags prolonged war risks for global market
Geopolitical tensions surrounding Iran have left investors uncertain about the conflict’s duration, with experts predicting a prolonged period of instability rather than a swift resolution. While oil supply disruptions are a concern, historical precedent suggests adaptation, and the crisis may accelerate the global shift away from oil dependence.
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.
Oil Price Today (April 2): Oil jumps 5% to cross $106/barrel after Trump’s comments erase de-escalation hopes
Oil prices have jumped back above $106 a barrel. President Donald Trump’s speech revived fears of more conflict in the Middle East. This comes after earlier hopes for peace had briefly lowered prices. Experts believe oil prices will stay high due to damage and risks. The situation suggests continued volatility in the short term.
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.
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 […]
India doubles down on curbing rupee speculation after initial steps fall short
The Reserve Bank of India has intensified its crackdown on rupee speculation, now targeting corporate arbitrage after initial measures on banks proved insufficient. New rules prevent banks from offering rupee non-deliverable forwards and bar companies from rebooking cancelled forward contracts, aiming to curb currency volatility amid geopolitical concerns.
US Stock Market | Wall Street ends higher on speculation about end to Iran war
Wall Street surged as President Trump hinted at a swift end to Middle East conflict, boosting tech giants like Alphabet. Investors are optimistic about de-escalation, despite ongoing inflation fears and mixed economic data. SpaceX’s IPO filing and positive drug approvals also fueled market gains, though Nike saw a significant drop.
Global market today | Asian stocks rise on hopes Iran war nearing end
Asian markets are rallying as investors anticipate an end to the Iran conflict. Hopes for de-escalation are boosting stocks and lowering oil prices. President Trump is set to address the nation, with expectations of reduced US military action. This shift in sentiment is driving a risk-on mood across global markets, suggesting a positive outlook for […]