Crude@$100+: A Power Boom You Might Be Missing
India’s power and energy sector has seen a massive rally as Brent crude stays above $100 per barrel, adding roughly $36 bn (Rs 3 lakh crore) to the market‑capitalisation of Nifty Energy stocks since the US‑Israel‑Iran conflict began. Foreign institutional investors poured about $670 m (Rs 5,557 crore) into power equities last month, betting on a decadal up‑cycle for generation and transmission assets. Winners include Adani Power (+50%) and BHEL (+48%), while oil‑marketing firms such as IOCL and BPCL slipped 15‑30% amid squeezed margins. Analysts see the surge as a structural re‑valuation of India’s energy security and a hedge against inflation.
Ahead of Market: 10 Things that Will Decide Stock Market Action on Thursday
India’s equity benchmarks halted a four‑day slide on Wednesday, with the Nifty nudging up 0.14% to 23,412.60 and the Sensex gaining 0.07% to 74,608.98. Gains were led by metal, energy and consumer stocks, while the India VIX slipped 3.9% to...
MSCI to Cut some of Indonesia’s Biggest Companies From Global Indices
MSCI announced it will remove several of Indonesia’s largest publicly listed firms from its global equity indices, including the MSCI Emerging Markets and MSCI ACWI indexes. The move follows a review that flagged governance concerns, reduced free‑float, and liquidity shortfalls...
Can Japanese Stocks Keep Running After Hitting Historic Highs?
Japan’s equity market has surged, with the Nikkei 225 up more than 20% year‑to‑date and 66% over the past 12 months, reaching levels 150% above its 1989 peak. ClearBridge’s Grace Su attributes the rally to a strong AI‑driven demand for Japanese...
Gold, Housing Plays Take a Hit as Modi's Austerity Pitch Rattles Consumer-Facing Stocks
Prime Minister Narendra Modi urged a year of financial restraint, telling Indians to delay gold purchases and cut discretionary travel. The remarks triggered a sharp sell‑off in consumer‑facing stocks, with jewellery makers like Titan, Kalyan Jewellers and Senco Gold falling...
Top Gainers & Losers on May 12: Kalyan Jewellers, Adani Power, Anant Raj, Tata Motors, BEML, UPL Among Top Losers
Indian equities slumped on May 12 as oil‑price fears, Iran‑US tensions and a weakening rupee drove the Nifty 50 down 1.83% to 23,379, breaking the 24,000 psychological barrier. Jewellery, technology and EV stocks led the sell‑off, with Kalyan Jewellers falling to ₹361.80 (≈$4.35)...
Does PM Narendra Modi’s Speech Signal Interest Rate Hike in the Next RBI MPC Meeting?
Prime Minister Narendra Modi urged tighter control of gold, fuel, fertilizer imports and reduced overseas travel to safeguard India’s foreign‑exchange reserves amid the US‑Iran conflict. The call sparked a sell‑off in equities as investors feared domestic economic strain, while crude...
South Korea Roils Market by Floating ‘Citizen Dividend’ From AI Gains
South Korean policy chief Kim Yong‑beom suggested a citizen dividend financed by taxes on AI‑related profits, prompting a sharp 5.1% drop in the Kospi before the index recovered as he clarified the plan would use excess tax revenue rather than...
Taiwan Shares Close up 0.26%
Taiwan's main equity index closed higher on May 12, gaining 108.26 points, or 0.26%, to finish at 41,898.32. The session saw a robust turnover of NT$1.38 trillion, roughly US$43.4 billion, indicating solid market activity. The modest rise came amid a broader regional...
Asian Shares Trade Mixed After Wall Street Rally Despite Iran War Worries
Asian equity markets showed mixed performance on Tuesday as a record rally on Wall Street lifted sentiment, while rising oil prices and AI‑related concerns weighed on regional indices. Japan's Nikkei 225 rose 0.7% to 62,881, but South Korea's Kospi fell...
Bears Tighten Grip on D-Street as GIFT Nifty Points to Weak Opening
Indian equities slipped about 1.5% on Monday as the failure of U.S.-Iran peace talks rattled global sentiment. Foreign portfolio investors net bought roughly ₹8,437 crore (≈$1 bn) while domestic institutional investors added about ₹5,939 crore (≈$715 m). The India VIX surged 10% to 18.5,...
Oil Shock Rattles D-Street as Rupee Hits Record Low
India’s equity markets slumped on Monday as Brent crude breached $104 per barrel, pushing the rupee to a record closing low of 95.31 per dollar. The Nifty 50 fell 1.5% to 23,815.85, breaking the 24,000 support, while the Sensex dropped 1.7%...
PSEi up on Cautious Bargain-Hunting
The Philippine Stock Exchange index (PSEi) climbed 0.43% to 5,986.85 on May 11, driven by bargain‑hunting after first‑quarter earnings releases. Property stocks led the gains while conglomerates and miners lagged, and trading volume was thin—about 1.28 billion shares worth roughly $99 million. In...
Hyundai Shares Jump 5% Despite 22% YoY Fall in Q4 Net Profit to Rs 1,256 Crore
Hyundai Motor India’s shares jumped about 5% even though Q4 FY26 net profit fell 22% to Rs 1,256 crore (≈$151 million). Revenue rose more than 5% to Rs 18,916 crore (≈$228 million) and the board proposed a Rs 21 per‑share dividend (≈$0.25). Brokerages kept "Buy" ratings, with...
Sensex Today | Stock Market Live Updates: Sensex Crash 900 Pts; Nifty Down 250 Pts to 23,918.75 on PM Modi’s...
India’s benchmark indices tumbled on May 11, with the Sensex dropping about 900 points to 76,437 and the Nifty slipping to 23,913 after Prime Minister Narendra Modi urged citizens to forgo gold purchases for a year and curb fuel use. The...
Q4 Results Today Live: Canara Bank, JSW Energy, IHCL, Abbott India, UPL, JB Chemicals, Nuvama Wealth, NIACL, Shyam Metalics, Syrma...
India’s major indices slipped more than 1% on May 11 as a wave of Q4 FY26 earnings rolled out across sectors. Consumer staples such as Pidilite and Britannia faced 40‑50% input‑cost inflation, squeezing margins despite price hikes, while firms like Tata...
Stocks to Buy or Sell: Dharmesh Shah of ICICI Sec Suggests Buying Godrej Properties, Schaffler Shares on 11 May
ICICI Securities analyst Dharmesh Shah recommended buying Godrej Properties and Schaffler Ltd, setting target prices of ₹2,088 (≈ $25) and ₹4,738 (≈ $57) respectively. He sees the Nifty 50 forming a higher‑base pattern that could breach the 24,900 level and potentially climb toward...
JPMorgan Hikes Kospi Bull Case Target to 10,000 on Memory Boom
JPMorgan Chase raised its outlook for South Korea’s KOSPI index, moving the base target to 9,000 points and the bull‑case target to 10,000 points, a 33% upside from the market’s Friday close. The revision follows a second upgrade in less...
Bursa Malaysia Opens Higher on Buying Interest in Heavyweights
Bursa Malaysia opened higher on Monday, with the FTSE Bursa Malaysia KLCI climbing to 1,754.0 points, a 0.35‑point gain from the previous close. The market breadth was positive, as gainers outnumbered losers 242 to 208, and turnover reached 260.9 million shares...
Stocks to Watch: Canara Bank, Indian Hotels, MCX, Swiggy Among 10 Shares in Focus Today
The Indian equity market extended its decline on Friday, with the Sensex slipping 0.66% to 77,328 and the Nifty 0.62% to 24,176. A negative opening on the Gift Nifty suggests the downtrend will likely continue into Monday. Ten stocks, including...
Raja Venkatraman, MarketSmith Recommend Five Stocks for 11 May
Indian equity markets slipped on May 8 as the Sensex lost 0.66% to 77,328 points and the Nifty 50 fell 0.62% to 24,176, driven by weakness in major lenders. Mid‑cap and small‑cap indices showed relative resilience, keeping total market capitalisation near ₹473 lakh crore...
Buy or Sell: Gift Nifty Down, Vaishali Parekh Recommends Three Stocks to Buy Today —11 May 2026
The Indian market opened lower on May 11 as the Gift Nifty signaled a gap‑down, trading about 190 points below the previous close. The Nifty 50 finished near 24,176 and the BSE Sensex fell 516 points, while banking stocks led the decline...
Nifty 50, Sensex Prediction Today: Check How Indian Stock Market Is Expected to Trade on 11 May
Indian equities are expected to open lower on May 11 as global cues turn negative after the United States and Iran dismissed a peace proposal, sending crude oil higher. The Nifty 50 traded around 24,055 on the Gift Nifty, roughly 179 points...
Thai Stocks Still Robust in May as Confidence Gains
The Stock Exchange of Thailand (SET) is poised to keep its recovery momentum in May, with the benchmark index expected to stay above the 1,500‑point mark as Middle‑East tensions ease. Foreign investors poured roughly 16.6 billion baht (about $465 million) into Thai...
Mcap of 4 of Top 10 Most Valued Firms Erodes by Rs 1 Lakh Cr; SBI Biggest Laggard
The market capitalisation of four of India’s top‑10 firms shrank by roughly Rs 1 lakh crore (about $12 billion) last week, with State Bank of India bearing the brunt at a Rs 44,722 crore ($540 million) loss. Despite this erosion, the BSE Sensex climbed 414.69 points (0.53%)...
Market Trading Guide: Buy Coforge and NBCC on Monday for Near-Term Gains of up to 7%
The Nifty closed sharply lower, slipping below the 24,200 level and the 50‑day EMA amid heightened US‑Iran tensions and rupee weakness. Technical analysts warn that the index could test the 24,050‑24,000 zone if it stays under 24,200, but a bounce...
US-Iran War, Crude Oil Prices to Q4 Results FY26: Top Five Triggers that May Dictate the Indian Stock Market This...
Indian equities extended their decline on May 8, with the Sensex slipping 0.66% to 77,328 and the Nifty 50 down 0.62% to 24,176. The pullback was driven by losses in banking stocks and heightened geopolitical risk as the US‑Iran standoff intensified, pushing...
Stock Trader’s Guide to Navigating High Stakes Trump-Xi Talks
Investors are eyeing the upcoming Trump‑Xi summit for signs that geopolitical tension may ease, which could lift the lingering overhang on Chinese equities. While analysts doubt a concrete trade deal will emerge, the mere dialogue is expected to calm market...
Traders Looking for Next Leg in Global Stocks Rally Bet on Asia
Investors are shifting focus from the Iran conflict to Asian equities as the next driver of market gains. South Korea's Kospi index has surged 78% year‑to‑date, the highest rise among global markets, while Taiwan’s bourse posted similarly strong performance. The...
Nifty 50, Nifty 500: PE Multiples Can Be the Same Number yet Poles Apart
The piece warns that identical Nifty 50/500 P/E multiples can mask very different risk profiles because India’s cost of equity (CoE) has risen sharply. Using Professor Aswath Damodaran’s adjusted CAPM framework, the article shows CoE climbing from roughly 9.9% in...
India's Market Underperformance Driven by 'AI Exposure Gap', Not Domestic Weakness: Motilal Oswal Report
Motilal Oswal's May 2026 Eagle Eye report says India’s equity underperformance stems from a structural gap in AI‑hardware exposure rather than domestic economic weakness. While South Korea (+53% USD YTD) and Taiwan (+33%) surged on the global AI rally, the Nifty fell 13% in...
FIIs Sell over Rs 2 Lakh Crore Worth of Indian Equities in 2026. What Lies Ahead?
Foreign institutional investors have sold more than Rs 2 lakh crore (about $24 billion) of Indian equities in 2026, marking a third consecutive month of net outflows. The latest daily data showed FIIs dumped Rs 4,110.60 crore ($49 million) on Friday while domestic institutions bought Rs 6,748.13 crore, yet...
Stocks to Buy Under ₹200: Mehul Kothari of Anand Rathi Recommends Three Shares to Buy or Sell
Indian equities closed the week with modest gains despite Friday’s dip, as the BSE Sensex fell to 77,328 and the NSE Nifty slipped to 24,176. The Nifty rose 1% for the week and mid‑cap and small‑cap indices outperformed, each climbing...
Skirmishes in Gulf Dent Risk Sentiment
U.S.-Iran clashes in the Gulf lifted Brent crude above $100 a barrel, souring global risk sentiment and nudging the Thai SET index to a modest 0.4% weekly gain despite volatile trading. Institutional investors sold roughly $114 million while retail and brokerages...
Geopolitical Jitters Drag Nifty Lower; Midcaps Buck the Trend
Indian equity markets slipped on Friday as renewed US‑Iran skirmishes pushed Brent crude above $100 per barrel, eroding optimism around a near‑term peace deal. The Nifty 50 closed at 24,176.15, down 0.62%, while the Sensex fell 0.66% to 77,328.19. Despite the...
Asian Stocks Rack Up One of Biggest Weekly Gains Since 2024
Asian equities posted a 5.6% weekly gain, the strongest since September 2024, as investors refocused on artificial‑intelligence opportunities and the easing of Middle‑East tensions. South Korea’s Kospi led the rally with a 14% jump, while Taiwan’s index rose about 7%...
Taiwan Shares End Down Amid Renewed Middle East Concerns
Taiwan’s benchmark Taiex slipped 0.79% to 41,603.94 on Friday as renewed Middle East tensions rattled investor sentiment. The index fell 329.84 points amid a NT$1.25 trillion (US$39.3 billion) turnover, with large‑cap tech stocks leading the decline. TSMC, which makes up over 40%...
Nifty Slips to 24,160, HDFC Bank and Coal India Lead Losses as Oil Holds Above $101
Indian equity indices slipped on Friday, with the Nifty 50 falling 0.69% to 24,160 points and the Sensex down 0.73% to 77,278. Heavy selling in HDFC Bank (down 2.14% on roughly $177 million of trade) and Coal India drove the decline, while foreign institutional...
Sensex Today | Stock Market Live Updates: Sensex Falls Nearly 500 Points as US-Iran Tensions Hit Market Sentiment
On May 8 2026 India’s Sensex slipped 498 points (‑0.64%) to 77,345 as escalating US‑Iran tensions near the Strait of Hormuz rattled market sentiment. The drop was amplified by heavy foreign institutional outflows of roughly ₹68,870 cr (about $8.3 bn), the lowest FII ownership...
China Hongqiao Group Issues Rmb10.2bn Convertible Bond
China Hongqiao Group, the HKEX‑listed aluminium giant, issued RMB 10.2 billion (≈US$1.49 billion) of zero‑coupon, US‑dollar‑settled convertible bonds due 2027. The issuance was completed on May 5 alongside a concurrent share‑repurchase program. Hongqiao plans to use the proceeds to stockpile bauxite, refinance existing debt,...
The Year’s Best Tech Trade Is Hiding in Plain Sight — and No, It’s Not the Nasdaq
South Korea’s KOSPI has surged 75% in U.S.‑dollar terms through early May, dwarfing the Nasdaq’s roughly 11% gain. The rally is driven by the country’s AI‑focused chipmakers, especially Samsung Electronics and SK Hynix, which dominate the high‑bandwidth memory market. A...
Sensex Today | Stock Market Highlights: Stock Markets End Lower in Choppy Trade; Sensex Declines 114 Points
Indian equities traded volatile on May 7, 2026, with the Sensex slipping to 77,942 points (down 16 points) while the Nifty edged up to 24,361 points (+31). The modest rally was buoyed by a sharp drop in crude oil to $8,765 per...
Thai Markets Weathering Middle East Turmoil
Moody’s upgraded its outlook on Thailand, placing the country with four other emerging markets that can weather global shocks. The rating highlights strong bank liquidity, robust international reserves and improved policy frameworks. Despite a ten‑week Middle East conflict, the Stock...
Japan’s Nikkei 225 Hits Record High on US-Iran Deal Hopes; SoftBank, Seiko Epson Lead the Rally
Japan’s Nikkei 225 surged 5.58% on May 7, closing at a record 62,834 as investors cheered optimism over a looming U.S.–Iran memorandum of understanding and robust technology earnings. SoftBank Group led the rally, jumping 18.44%, while semiconductor and AI‑related stocks such...
Top Gainers & Losers on May 7: Godrej Industries, Tejas Networks, Paytm, Polycab, BHEL, HFCL Among Top Gainers
Indian equities closed flat on May 7 as the Nifty 50 and Sensex gave up early gains, while mid‑cap and small‑cap indices rose 1% and 0.8% respectively. Earnings beats propelled several stocks—Godrej Industries hit its 20% upper‑circuit limit, Tejas Networks jumped 14.7%,...
Stock Market Today: Sensex Falls 114 Points, Nifty 50 Ends Above 24,300; Mid, Small-Cap Indices Jump 1%
India's benchmarks closed lower on Thursday, with the Sensex slipping 114 points (0.15%) to 77,844.52 and the Nifty 50 easing 4 points (0.02%) to 24,326.65. The decline was driven by profit‑booking in heavyweight names such as HUL, TCS, ITC and Reliance,...
HFCL Shares Surge 37% in 5 Sessions, Nearly Double in a Month
HFCL’s shares surged 37% over five trading sessions, lifting the stock nearly 98% in the past month and pushing it to a 52‑week high. The rally was sparked by a sharp earnings turnaround—Q4 FY26 net profit of $21.5 million versus a...
Tokyo Leads Asia Stock Surge on Mideast Peace Hopes
Asian equities surged on Thursday, led by Japan’s Nikkei jumping 5.7% to 62,916 as investors cheered President Donald Trump’s claim that a U.S.-Iran agreement was imminent. The optimism lifted oil prices, which had fallen about 10% over the prior two...
Japan’s Nikkei Roars Past 62,000 on Earnings, Middle East Optimism; JGBs Rally
Japan’s Nikkei 225 leapt 4.19% to 62,010 on Thursday, breaking the 62,000 threshold for the first time. The rally was powered by strong earnings from technology firms, especially chip makers buoyed by AMD’s upbeat AI forecast. Simultaneously, Japanese government bonds...
Peace Hopes Send ASX Higher in Early Trade; Tabcorp Tanks on AUSTRAC Probe
Australian equities rose 0.8% to 8,863.60 as mining giants led the S&P/ASX 200 higher, buoyed by a sharp 7.8% drop in Brent crude to $101 per barrel after U.S. President Donald Trump signaled a possible peace deal with Iran. Energy stocks...