Copper up 9% since Iran war. Will AI boom push red metal to new highs?
Copper prices are surging, driven by a confluence of factors including geopolitical tensions, structural supply shortages, and booming AI-driven demand. The metal is increasingly viewed as a strategic commodity for the AI era, with markets anticipating a prolonged supply crunch due to underinvestment and long lead times for new mining projects.
10 Morgan Stanely India stocks to add to watchlist
Morgan Stanley’s latest India model portfolio reflects a mix of consumption, financials, infrastructure, utilities and real estate themes. The brokerage continues to favour companies with strong balance sheets, sector leadership and long-term earnings visibility despite ongoing market volatility. The portfolio includes both defensive consumption names and cyclical growth plays, showing a preference for businesses tied […]
Crude@$100+: A power boom you might be missing
The US-Israel-Iran conflict has significantly boosted India’s power and energy stocks, with Nifty Energy’s market cap rising by Rs 3 lakh crore as Brent crude exceeds $100. Foreign investors are pouring into power generation and transmission, viewing it as a macroeconomic hedge. Companies like Adani Power and BHEL are leading the surge, while oil marketing […]
Tata Motors PV Q4 profit falls 32% to Rs 5,783 cr; Rs 3 dividend declared
Tata Motors Passenger Vehicles saw its net profit drop 32% year-on-year to Rs 5,783 crore. Revenue from operations grew 7% to Rs 1.05 lakh crore. The company recommended a final dividend of Rs 3 per share. JLR faced a challenging year with revenue and profit impacted by several factors.
JSW Steel Q4 cons profit surges 131% to Rs 3,475 cr, revenue rises 14%
JSW Steel reported a significant 11-fold surge in consolidated net profit for the March quarter, reaching Rs 16,370 crore. This impressive growth was accompanied by a 14% year-on-year increase in revenue from operations, which stood at Rs 51,180 crore for Q4FY26.
Block deal rush sparks revival hopes in Indian stock market
A surge in block trades is signaling a potential revival in India’s equity capital markets after a sluggish start to 2026. Large deals, including stake sales in Adani Ports and Special Economic Zone and investment platform Groww, have pushed May block trade proceeds to Rs 200 billion, the highest this year, boosting optimism amid weak […]
Metropolis Healthcare sees strong Q4 performance driven by specialty and preventive testing push
Metropolis Healthcare reported a strong Q4 with significant growth in revenue, patient volumes, and profitability, driven by a shift towards specialized and preventive diagnostics. The company anticipates a steady medium-term growth of 14-15% CAGR, supported by successful integration of acquisitions and operational efficiencies.
Want FII-proof portfolio? 7 stocks to defy the $53 bn selloff
Foreign investors have divested $53 billion from Indian equities since late 2024, leading to underperformance against emerging markets. Domestic institutions have stepped in, becoming the dominant force and increasing their shareholding to a record 18.6%, effectively ‘domesticating’ the market and cushioning FII selling pressure on select stocks.
HAL Q4 Results: Net profit rises 6% YoY to Rs 4,196 crore
HAL Q4 Results: The defence major’s revenue from operations rose 2% YoY to Rs 13,942 crore in Q4FY26, from Rs 13,700 crore reported in the corresponding quarter of the previous financial year.
RBI mulls reducing taxes on bond investments by foreigners
India is reportedly considering a significant reduction in taxes for foreign investors on its bonds. This move, recommended by the Reserve Bank of India and seriously considered by the Finance Ministry, aims to align with global norms, attract inflows, and curb the rupee’s depreciation. The rupee recently hit a record low against the U.S. dollar.