Markets likely to move beyond geopolitics, focus to shift to earnings: Devina Mehra

Devina Mehra believes geopolitical deals like a potential Iran-US agreement won’t drive Indian equities, with earnings and liquidity being key. She advises investors against reacting to geopolitical risks, citing historical data. Mehra also highlights the dangers of emotional investing and emphasizes the importance of global diversification beyond the US.

Maruti Suzuki shares jump over 4%. How is the new E100 regulation triggering a surge?

Maruti Suzuki shares surged after the government approved legal recognition for 100% ethanol blend fuel (E100). This move, championed by Nitin Gadkari, aims to reduce India’s import dependence and boost energy security. Maruti’s recent launch of India’s first flex-fuel passenger vehicle positions it as a direct beneficiary of this policy shift.

Supply recovery, not demand, will be oil market’s key test: Vandana Hari

Global crude oil prices have fallen significantly from wartime highs, but market expert Vandana Hari cautions against declaring victory. She anticipates a holding pattern until a formal memorandum of understanding is signed, with a gradual reopening of key energy routes expected to take months. Hari also believes demand destruction was temporary and expects it to […]

IFCI shares jump 27% in two sessions. Why is NSE IPO triggering a surge?

IFCI shares surged 27% in two sessions amid rising optimism around NSE’s potential IPO filing. The company’s indirect stake in NSE via SHCIL positions it as a key beneficiary. The proposed listing, expected to be among India’s largest, has reignited investor interest in related stocks.

Missed Vedanta’s buy 1 get 4 offer? Which spun-off stock to buy after listing today

Vedanta’s four demerged entities debuted on exchanges, with brokerages highlighting aluminium as the most attractive segment. Analysts cite strong pricing, capacity expansion and favourable industry dynamics. While large-cap entities may attract institutional flows, smaller businesses could see limited participation, shaping post-listing investment opportunities.