PSU banks under pressure, more consolidation likely before fresh rally: Ajit Nayak
Indian benchmark indices are in a cautious phase, with technical signals gaining prominence. Market expert Ajit Nayak suggests a potential upside despite near-term uncertainty, citing a ‘liquidity sweep’ pattern. He advises watching key levels for Nifty and India VIX, recommending a hedged approach with specific stock picks.
GIFT Nifty rises 200 points, hints at a positive start for Dalal Street next week
Indian stocks might open higher next week. GIFT Nifty showed a strong rise Friday morning. Investors are watching oil prices and global events. The market faced a sharp selloff recently. Foreign investors have been selling shares. Geojit Investments notes global sentiment has worsened due to US-Iran tensions. Sunny Agrawal highlights key economic data to track.
7 smallcap mutual funds deliver over 25% CAGR in 3 years. Should you pick one?
Seven small cap mutual funds have delivered over 25% CAGR in the past three years, led by Bandhan Small Cap Fund. Data from Value Research shows strong performance across active and index funds. Investors may consider returns alongside risk, volatility, and investment horizon before selecting a suitable small cap scheme.
Govt of Singapore’s India portfolio: 10 stocks rally up to 70% in a year, 5 new Q4 picks unveiled
The Government of Singapore’s India portfolio declined in value despite select stocks delivering strong gains. While several holdings posted double-digit returns, others saw sharp losses, reflecting mixed performance. The portfolio also saw fresh additions during the March 2026 quarter, signalling continued active allocation and strategic shifts across sectors.
Powell’s Next Move: Stability at the Fed or Political Storm?
Jerome Powell plans to stay on the Federal Reserve board post-tenure, aiming to safeguard independence amid political tensions, though risks of leadership conflict and communication challenges remain.
Oil Price Today (May 1): Crude oil holds above $110/barrel. What lies ahead?
Oil prices stay above $110 a barrel as the Middle East conflict enters its second month. The Strait of Hormuz remains blocked, impacting global supply. Peace talks are stalled, with expectations of a swift agreement fading. Fresh attacks and potential US military strikes are pushing prices higher. Analysts warn of further price increases if the […]
Global Market: Christine Lagarde rejects stagflation fears despite rising risks
ECB President Christine Lagarde dismissed stagflation concerns in the euro zone, even as risks to growth and inflation rise. The central bank held rates steady and maintained modest growth projections. While inflation pressures persist and economic momentum weakens, the ECB said current conditions do not reflect historical stagflation dynamics.
US Stock Market: Split Fed signals tougher path for rate cuts under new leadership
Investors are recalibrating expectations as a U.S. Federal Reserve leadership change looms. Once anticipating rate cuts, markets now face uncertainty due to internal Fed divisions and rising energy prices. This shift suggests a prolonged period of higher rates, impacting investments and complicating the central bank’s inflation fight.
US Stock Market: US inflation jumps as war-driven fuel costs complicate Fed outlook
U.S. inflation surged in March, driven by rising gasoline prices amid the Iran conflict, with the PCE index recording its sharpest monthly gain in nearly two years. Elevated inflation and steady core pressures have reinforced expectations of prolonged higher interest rates, while real consumer spending growth showed signs of slowing.
Gold heads for weekly loss amid oil-driven inflation concerns
Gold prices held steady Friday, but a weekly dip was likely as soaring oil prices fueled inflation concerns, impacting interest rate expectations. Meanwhile, geopolitical tensions in the Strait of Hormuz and a significant drop in India’s gold imports due to tax issues also played a role in the market’s movements.