AI Chip Surge Elevates Taiwan, Korea in Global Equity Rankings
The AI boom has propelled Taiwan’s stock market past the United Kingdom, reaching roughly $4.3 trillion, while South Korea is within $140 billion of overtaking it. The surge is driven by massive gains in AI‑related chipmakers—TSMC, Samsung Electronics and SK Hynix—whose shares have risen 40‑80% this year. Combined, these three firms now hold about $3.3 trillion in market value, dwarfing Europe’s tech exposure. Meanwhile, European markets lag, weighted toward finance and mature sectors, causing a reshuffle of global equity rankings.
BSE 400 SMID Index Back to Pre-US-Iran War Level. Is It Good Time to Buy Smallcap, Midcap Stocks?
Small‑ and mid‑cap stocks in India surged in April, with the BSE SMID 400 index climbing 14% to reclaim its pre‑US‑Iran ceasefire level of 12,000. The rally outpaced the broader Sensex and Nifty, which posted just over 7% gains. Despite...
Expert View: Consumption Remains a Long-Term Theme; IT May Stay Under Pressure, Says Whitespace Alpha CEO
Puneet Sharma, CEO of Whitespace Alpha, says India’s consumption sector remains a durable long‑term growth engine, while the IT industry is likely to stay under pressure amid weak global demand. He advocates an all‑weather, Category III AIF that blends Nifty‑linked equities,...
Tata Mutual Fund Picks up ₹37 Crore in Multibagger Small-Cap Stock Mufin Green Finance via Bulk Deal
Tata Mutual Fund invested roughly $4.5 million (₹37 crore) to acquire 33 lakh shares of Mufin Green Finance at ₹113.23 each, pushing the stock up 1.3% to a high of ₹118.47. Mufin, a listed NBFC focused on electric‑vehicle (EV) financing and related infrastructure,...
Small-Cap Fashion Stock Jumps 9% Despite Stock Market Crash
Nandani Creation, a small‑cap Indian fashion retailer, surged 9% on Thursday, opening at ₹31.60 per share (≈ $0.38), even as the Sensex fell over 850 points. The jump follows a new partnership with Reliance Fashion Factory to sell its Jaipur Kurti line...
Stocks to Buy: Nagaraj Shetti Recommends NLC India, RVNL Shares to Buy
Indian equities slipped on April 23 as Brent crude breached $100 a barrel amid heightened geopolitical tension in the Strait of Hormuz. The Nifty 50 fell 0.84% to 24,169.3 and the BSE Sensex dropped 1.10% to 77,651.48, while investors awaited Infosys’s...
Union Bank of India Q4 Results: Net Profit Jumps 6.6% YoY to ₹5,316 Crore; ₹5 Dividend Declared
Union Bank of India reported a 6.6% year‑on‑year rise in standalone net profit to ₹5,315.76 crore (≈ $640 million) for Q4 FY26, while net interest income slipped 1.1% YoY to ₹9,405.98 crore. Gross non‑performing assets fell to 2.82% and net NPAs to 0.48%, signalling...
Stocks to Trade: Raja Venkatraman Recommends Three Stocks for 22 April
India’s benchmark indices closed higher on April 22, with the Sensex gaining 0.96% to 79,273.33 and the Nifty 50 rising 0.87% to 24,576.60. The rally was fueled by advancing US‑Iran peace talks and broad‑based sector strength. Analyst Raja Venkatraman highlighted the result‑season backdrop...
War Pushes Japan Equity Fund Into Cash, Eyes Re-Entry in Banks
Liontrust Japan Equity Fund, a currency‑hedged vehicle managing roughly ¥15.84 billion (≈ $114 million), has lifted its cash allocation to about 6% after the Iran war erupted in February. The manager, Thomas Smith, trimmed exposure to cyclical stocks and leaned toward defensive sectors while...
Unravelling Hedge Fund Trade Derails Boom in Taiwan Convertibles
Regulatory changes and foreign‑exchange volatility have upended the offshore hedge‑fund trade that once kept Taiwanese convertible bonds cheap, leaving about $2.7 billion of planned USD‑denominated issuances stalled. Insurers have withdrawn from currency‑hedging, raising the cost for hedge funds and prompting issuers...
Vanguard Scoops Up Treasuries as Iran Conflict Lifts Yields
Vanguard is expanding its long‑duration Treasury holdings as 10‑year yields climbed to about 4.3%, surpassing its fair‑value range of 3.75‑4.25%. The asset manager’s fixed‑income team sees higher yields as a chance to lock in rates and bolster portfolio resilience amid...
Wall Street Dips as Middle East Concerns Dent Earnings Optimism
U.S. equities fell Tuesday as renewed Middle East tensions eclipsed earnings optimism. The Dow slipped 0.34%, the S&P 500 dropped 0.4% and the Nasdaq fell 0.28% after reports of Hezbollah rocket fire and uncertainty over a U.S.-Iran cease‑fire. Strong corporate results,...
Income Tax Rule Changes From 1st April 2026. How Will It Impact the Buyback of Shares? Explained
From 1 April 2026, Indian income‑tax law reclassifies share‑buyback proceeds from deemed dividends to capital gains. The gain equals the buyback price minus acquisition cost and is taxed as short‑term or long‑term capital gains based on the holding period. Short‑term gains follow...
FII-DII Data: FIIs Turn Net Buyers for Three Straight Sessions in Indian Stock Market; Can the Buying Streak Continue?
Foreign institutional investors (FIIs) turned net buyers in India’s cash market for three consecutive sessions, purchasing ₹683.20 cr ($82 m) on April 17, ₹382.36 cr ($46 m) on April 16 and ₹666.15 cr ($80 m) on April 15. This brief reversal follows months of outflows, with FIIs having sold...
Adani Power, NTPC, PFC, Tata Power Hit 52-Week Highs: Why Are Power Stocks Charged Up?
Power stocks such as Adani Power, NTPC, and Tata Power surged to 52‑week highs on April 20, despite broader market volatility driven by the US‑Iran conflict and rising oil prices. Analysts attribute the rally to a seasonal spike in electricity...
HDFC Bank Share Price Falls After Q4 Results: Should You Buy, Sell or Hold?
India’s largest private lender HDFC Bank posted a modest Q4 FY26 earnings beat, with net profit rising 9.1% to ₹19,221 crore (≈$2.3 bn) and net interest income up 3.8% to ₹33,282 crore (≈$4.0 bn). Deposit growth accelerated 14.4% YoY, narrowing the credit‑deposit...
IOC, BPCL to HPCL: PSU Oil Stocks Show Resilience Against Rising Crude Oil Prices
India's state‑run oil marketers—IOCL, BPCL and HPCL—showed modest declines as Brent crude jumped about 7% to $96.85 per barrel, staying under the $100 threshold. BPCL fell the most at 1.55%, while IOCL and HPCL each slipped less than 1%. Analysts...
Gold ETFs Deliver up to 60% Returns Since Last Akshaya Tritiya. Should Investors Hold or Book Profits?
Gold ETFs have delivered roughly 59‑60% returns since the last Akshaya Tritiya, mirroring a 63% rally in MCX gold prices. Strong, steady inflows into the funds amplified price gains for investors who remained positioned. Some funds even topped the 60% mark,...
Penny Stock PC Jeweller to Be in Focus on Monday; Here's Why
PC Jeweller Ltd. announced a further ~10% reduction in its outstanding bank debt, bringing total repayments to over 90% since the joint settlement agreement began. The jewellery retailer also reported strong financial momentum, with standalone revenue up 32% YoY in...
Jio Financial Services Q4 Results 2026 Out. Will Reliance Group Stocks Rally on Monday? Explained
Jio Financial Services Ltd posted a Q4 FY26 net profit of ₹272 crore (≈$33 million), a 14% YoY decline, while consolidated total income jumped 97% to ₹1,020 crore (≈$12 billion). The dip reflects consolidation of Jio Payments Bank and heavy investments in nascent verticals...
ICICI Bank Q4 Results: Profit Rises 8.5% YoY; NII up 8.4% YoY to ₹22,979 Crore
ICICI Bank reported a solid Q4 FY26 performance, with standalone profit climbing 8.5% YoY to ₹13,701.68 crore (≈$1.65 bn) and net interest income rising 8.4% to ₹22,979 crore (≈$2.77 bn). Total deposits surged 11.4% YoY to ₹1,794,625 crore (≈$216 bn), while advances grew 15.8% YoY, driven...
Buy or Sell: Sumeet Bagadia Recommends Three Stocks to Buy on Monday — 20 April 2026
Indian equities extended a five‑day rally on Monday as the Nifty 50 closed at 24,353 and the Sensex at 78,493, buoyed by easing US‑Iran tensions. Technical indicators showed a bullish bias, with the 50‑day DEMA forming a strong candle and the...
Yes Bank Q4 Results 2026 Highlights: Net Profit Jumps 45% to ₹1,068 Crore, NII up 16% YoY
Yes Bank reported a strong Q4 FY26 performance, posting a standalone net profit of ₹1,068.42 crore (≈$129 million), up 44.7% year‑on‑year. Net interest income rose 16% to ₹2,637.7 crore (≈$318 million), while operating profit for the full year jumped 29.4% to ₹5,506...
Top Gainers & Losers on April 17: Angel One, Triveni Turbine, Zen Tech, Emami, OLA, Suzlon Energy Among Top Gainers
Indian equities rallied on April 17, with the Nifty 50 and Sensex each gaining 0.65% to close at 24,353 and 78,493 respectively. Mid‑cap and small‑cap indices outperformed, jumping 3.5% and 4.4%, while the rupee firmed to about 92.7 per dollar as...
Expert View: SAMCO CEO Jimeet Modi Doesn't Expect a Runway Rally on D-Street, Sees Market Consolidating Through 2026
Founder‑CEO Jimeet Modi of SAMCO Group says India’s equity market will likely see a consolidation phase through 2026 rather than a runaway rally. The Nifty 50 is trading at roughly 21 times trailing earnings, close to the low end of its...
Why Is Nifty 50 Facing Resistance at 24,400 Level? Experts List Out These Triggers
The Indian Nifty 50 index hovered around the 24,200 mark on Friday, buoyed by a rally in the Sensex and positive global cues tied to de‑escalation talks in the Middle East. Technical analysis shows the 24,400‑24,500 band acting as a strong...
Akshaya Tritiya 2026: How Should You Allocate Gold and Silver in Your Portfolio?
Akshaya Tritiya 2026 finds gold trading around ₹1,54,650 per 10 g (≈$1,860), up more than 63% since last year’s celebration, while silver has jumped 165% to roughly ₹2,54,650 per kg (≈$3,070). Analysts advise keeping gold at 8‑15% of a portfolio and allocating 5‑25%...
ICICI Lombard General Insurance Announces ₹7 Final Dividend Along with Q4 Results
ICICI Lombard posted a 7.3% year‑on‑year rise in Q4 FY2026 net profit to ₹547 crore (≈$66 million) and a 10.5% increase in full‑year PAT to ₹2,772 crore (≈$334 million). Retail health insurance premiums surged 55.7% YoY, driving much of the growth, while motor premiums...
Up over 650% in 5 Years! Multibagger Metal Stock to Be in Focus on Thursday. Here’s Why
Godawari Power and Ispat Limited (GPIL) announced a fresh equity infusion of ₹50 crore (≈ $6 million) into its wholly‑owned subsidiary Godawari New Energy Private Limited to fund a 20 GWh battery energy storage plant. The capital boost raises GPIL’s total stake in the...
Sebi Allows 50% Tweak in IPO Size, Offers Six-Month Relief Amid Volatility
The Securities and Exchange Board of India (SEBI) announced a six‑month window allowing companies to increase or decrease their IPO size by up to 50 % without filing fresh draft offer documents, provided the issue is slated before 30 Sept 2026. The relief...
Gold, Silver Rates Today: Comex Gold Slips $46/Oz; Silver Falls $1.2/oz as Investors Book Profits
Gold and silver prices eased on April 15 as investors took profits after a sharp rally. Comex gold futures slipped $46 per ounce to $4,808, while silver fell $1.23 to $78.3 an ounce. In India, MCX gold held near ₹154,854...
PSU Banks vs Private Banks: What Should Investors Pick This Earnings Season
Public sector banks (PSUs) have outperformed private lenders, with the Nifty PSU Bank index gaining 41% over the past year versus a 5% rise for private banks. Analysts note that PSU valuations are now around 1.3 times forward book value,...
Buy the Dips Now; IT Our Big Contra Bet, Positive on Large Private Banks: Daulat Wealth's Founder and CEO
Varun Fatehpuria, founder of Daulat Wealth Management, says the current dip in Indian equities presents the best buying opportunity, especially in large private banks and the IT sector as a contrarian play. He points to a Nifty trailing PE below...
Wipro Q4 Preview: Inorganic Growth to Support Topline; Margins Seen Weak, Say Analysts
Wipro will report its Q4 FY26 results on April 16, with analysts forecasting a weak quarter marked by modest top‑line growth largely driven by recent acquisitions. Revenue is expected to edge up about 0.9% quarter‑on‑quarter in constant‑currency terms, while organic...
Has LT Foods Overcome Tariff-Led Pain?
LT Foods Ltd, India’s leading rice exporter, is rebounding after US rice tariffs fell from 50% to 18%, reviving pricing power and margins. The United States accounts for roughly 46% of its revenue, making the duty cut pivotal. Shares have...
RBI Sets SGB Premature Redemption for 15 April: Check Profit on 10 Units
The Reserve Bank of India announced that the Sovereign Gold Bond (SGB) 2019‑20 Series‑V can be redeemed early on 15 April 2026 at a price of ₹15,009 per unit (approximately $181). The price is based on the three‑day average of 999‑purity gold...
Small-Cap Stock Enviro Infra Surges 15% Despite Weak Stock Market Sentiment After This Business Update
Enviro Infra Engineers’ shares surged nearly 15% on the BSE, climbing from ₹173.35 to an intraday high of ₹199.15, even as the broader Sensex fell more than 2%. The rally followed the company’s filing that it received Letter of Empanelment...
Ola Electric Mobility Share Price Falls Around 8% Following Weakness in Dalal Street; Stock up 61% in April
Ola Electric Mobility’s shares slipped about 8% on April 13, falling to ₹37.75 (≈ $0.45) amid profit‑taking and a broader sell‑off in Indian equities. The drop follows a dramatic 61% rally earlier in the month, but the stock remains under pressure, down...
US-Iran War: Why Is Singapore Stock Market Among the Least Affected by Middle East Crisis?
Amid the escalating US‑Iran war, Singapore’s Straits Times Index has stayed near record highs, remaining flat since the conflict began on Feb 28, while the Indian Nifty 50 fell more than 6% and the S&P 500 slipped 1%. The city‑state’s economy expanded 4.8%...
Adani Power, Tata Power to Jaiprakash Power: Why Are Power Stocks Rising Despite the Stock Market Crash?
Power stocks in India are climbing as summer approaches, boosting electricity demand. Companies like Adani Power, Tata Power and Jaiprakash Power are posting notable gains, driven by expectations of higher consumption. The rally occurs despite a broader market decline caused...
TCS, Infosys, Wipro to HCL Technologies: IT Stocks Crash Following Sell-Off in Indian Stock Market
Indian IT stocks tumbled on Monday as the Nifty IT index slipped more than 2%, extending a market-wide sell‑off driven by rising geopolitical tensions and crude oil breaching $104 per barrel. Tier‑1 firms TCS, Infosys, Wipro, HCL and Persistent each...
ACME Solar Share Price Jumps 7% After HSBC Assigns ‘Buy’ Call, Sees up to 30% Upside Potential
ACME Solar Holdings shares jumped nearly 7% after HSBC launched coverage with a Buy rating and a target price of ₹350 (≈ $4.2), implying about 30% upside. HSBC highlighted that the company currently runs roughly 3 GW of solar capacity and has...
Emiac Technologies Share Price Makes Strong Debut, Lists at 10% Premium
Emiac Technologies debuted on the BSE SME segment on April 13, opening at ₹107.80 per share (about $1.30), a 10% premium to its IPO price of ₹98 ($1.18). The SME IPO raised ₹31.75 crore (roughly $3.8 million) through a fresh issue of 0.32 million...
Safety Controls & Devices Share Price Lists at ₹83, up 3.75% From SME IPO Price in an Otherwise Weak...
Safety Controls & Devices listed on the BSE SME at ₹83 per share on April 13, a 3.75% premium over its IPO price of ₹80, despite a broadly weak market driven by geopolitical tensions. The IPO was subscribed 1.23 times overall,...
Muted Q4FY26 Earnings Are Unlikely to Impact the Broader Market in FY27, Here's Why
India’s Q4FY26 corporate earnings are expected to be mixed, with a high base from the prior year and tightening financial conditions tempering growth. FMCG and auto sectors show signs of recovery, while banks confront higher funding costs and oil‑gas margins...
US-Iran War: Ceasefire Negotiation Fails; What Does It Mean for Gold, Oil, Silver and Indian Stock Market?
Cease‑fire negotiations between the United States and Iran collapsed in Islamabad, reviving geopolitical risk across markets. Analysts expect crude oil to gap up as the risk premium widens, while gold and silver are likely to open flat unless tensions intensify....
Failure of US-Iran Talks Set to Weigh on Risk Assets Monday
The United States and Iran failed to secure a cease‑fire agreement during talks in Pakistan, reviving geopolitical risk. Analysts expect the setback to push investors toward safe‑haven assets, lifting the dollar and oil prices while dragging equities lower. Treasury yields...
Gold Rate Today: Yellow Metal Falls 9% Since Onset of US-Iran War. Experts See More Dip as Ceasefire Negotiation Fails
Gold has slipped more than 9% since the US‑Iran war began on Feb. 28, with spot prices holding at $4,761.79 per ounce and U.S. futures at $4,787.40. A failed cease‑fire negotiation in Islamabad has heightened uncertainty, prompting analysts to expect further...
Small-Cap NSE Stock to Be in Focus on Monday; Here's Why
Mangalam Worldwide Limited (MWL), a small‑cap listed on the NSE, secured vendor empanelments with QatarEnergy, BHEL, Engineers India Ltd and Gujarat State Fertilisers & Chemicals, expanding its reach into global oil‑gas and Indian infrastructure projects. The company highlighted its vertically...
Q4 Results 2026: Wipro, HDFC Bank, ICICI Bank Among 50 Companies to Declare Earnings Next Week; Check Full List Here
The Indian earnings season kicks off with roughly 50 companies slated to report Q4 2026 results next week, led by marquee names such as Wipro, HDFC Bank and ICICI Bank. Early previews suggest modest revenue growth for Wipro, around 1%, but...