Banking, financials remain strong play despite near-term volatility: Sunil Subramaniam
Crude oil prices and UAE’s role in OPEC+ are influencing Indian markets. Experts suggest oil prices may fall in the medium term, easing concerns for India’s economy. The banking and financial sector shows resilience, with rural and auto demand supporting lending. The pharmaceutical sector sees opportunities in generic drugs like Semaglutide.
Global oil dynamics enter volatile phase after UAE decision: Peter McGuire
The UAE’s unexpected departure from OPEC+ has sent shockwaves through global energy markets, raising concerns about oil supply discipline and the alliance’s future. This move, described as a “chink in the armor,” adds significant uncertainty for importing nations like India, with crude prices expected to rise further amid ongoing geopolitical tensions.
Hindustan Zinc dividend alert! Last date to buy shares for Rs 11 dividend, do you own?
Hindustan Zinc has announced an interim dividend of Rs 11 per share, with April 30th being the record date. Investors must purchase shares by today to be eligible for this payout. This move follows strong Q4 earnings, with net profit soaring 68% year-on-year. The company, a leader in zinc, lead, and silver production, has a […]
UAE’s OPEC+ exit signals structural fractures, but near-term oil impact limited: Matt Orton
UAE’s exit from OPEC+ coordination has little short-term oil impact. Geopolitical issues dominate. Markets have rallied, but easy gains are over. Selectivity is key, favoring AI capex and select energy and healthcare stocks. The Fed is unlikely to pivot soon. Earnings will drive markets, but Middle East risks remain.
REC shares dip over 4% as Q4 net profit slips 22% to Rs 3,375 crore: Why Motilal Oswal still remains bullish
Shares of Rural Electrification Corporation (REC) slipped over 4% after reporting a 22% YoY fall in Q4 net profit to Rs 3,375 crore. Despite weak disbursements and modest loan growth, brokerage Motilal Oswal maintained its ‘Buy’ call, citing attractive valuations and stable spreads.
Vedanta demerger explained: Record date, how much money can you make and should you invest in buy 1, get 4 offer?
Vedanta’s upcoming demerger will split its businesses into four new listed entities, with April 29 as the last likely date to buy shares for eligibility. While the move is expected to unlock long-term value, recent stock gains suggest limited short-term arbitrage opportunity ahead of the restructuring.
GRSE shares soar 16% after strong Q4; net profit jumps 24% to Rs 303 crore
Shares of state-run Garden Reach Shipbuilders & Engineers (GRSE) rallied as much as 16% to their day’s high of Rs 3,339 on the BSE on Wednesday, after it reported a net profit of Rs 303 crore for the quarter ended March 31, 2026, up 24% from Rs 244 crore in the same period last year.
Maruti Suzuki shares jump 4% after Q4 results. What Jefferies, Goldman Sachs and HSBC recommend now
Maruti Suzuki shares saw a significant jump. The company reported strong revenue and record sales for the March quarter. Despite a profit dip, analysts are divided on the stock’s future. Some see potential upside, while others highlight market share concerns. The company expects healthy volume growth ahead.
UAE’s exit could reshape OPEC+ oil supply dynamics: Peter Cardillo
The UAE’s reported exit from OPEC+ is sparking concerns about the alliance’s long-term cohesion, though immediate market disruption is limited. Market experts suggest this development could signal deeper structural issues, potentially leading to increased global oil supply and price collapses once geopolitical tensions subside.
ETMarkets PMS Talk | Outperforming in a Crash: How Qode Growth Fund beat its benchmark by 14%, explains Rishabh Nahar
Despite a brutal Q4FY26 sell-off, the Qode Growth Fund outperformed its benchmark by over 14 percentage points. Fund Manager Rishabh Nahar details their disciplined strategy of quality and value investing, complemented by a systematic derivatives overlay, which effectively limited downside risks during the market correction.