Don’t see much of an impact of the WestAsia conflict on CPI, need to look at the weather shock which will start kicking in sometime
FY27 GDP forecast at 7.1%, have not factored in ElNino effect on growth forecast yet
Samiran Chakraborty, Citi India to CNBC-TV18
FY27 GDP forecast at 7.1%, have not factored in ElNino effect on growth forecast yet
Samiran Chakraborty, Citi India to CNBC-TV18
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🚨 Global Market Alert | AUM Securities
🔹 Rupee strengthens by 25 paise to 92.95 as RBI opens a special dollar window for oil companies — short-term relief for currency pressure.
🔹 India continues Russian oil & LPG imports even after US waiver ends — ensuring energy security and stable supply.
🔹 FIIs sell over $1 billion in Indian debt this April amid rising currency risks and global macro uncertainty.
🔹 Tensions escalate in the Gulf of Oman — US Navy halts oil tanker movement, raising concerns over global oil supply disruptions.
📊 Market Impact Insight:
Rupee stability = Positive for short-term sentiment
Continued cheap oil imports = Inflation control support
FII outflows = Pressure on bond & equity markets
Middle East tensions = Bullish for crude oil & gold
⚡ Conclusion:
Markets may stay volatile, but energy security + RBI support is acting as a strong cushion for India.
🔹 Rupee strengthens by 25 paise to 92.95 as RBI opens a special dollar window for oil companies — short-term relief for currency pressure.
🔹 India continues Russian oil & LPG imports even after US waiver ends — ensuring energy security and stable supply.
🔹 FIIs sell over $1 billion in Indian debt this April amid rising currency risks and global macro uncertainty.
🔹 Tensions escalate in the Gulf of Oman — US Navy halts oil tanker movement, raising concerns over global oil supply disruptions.
📊 Market Impact Insight:
Rupee stability = Positive for short-term sentiment
Continued cheap oil imports = Inflation control support
FII outflows = Pressure on bond & equity markets
Middle East tensions = Bullish for crude oil & gold
⚡ Conclusion:
Markets may stay volatile, but energy security + RBI support is acting as a strong cushion for India.
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Central Electricity Regulatory Commission proposes market coupling framework for power exchanges, invites stakeholder comments with rollout planned for day-ahead and real-time markets
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Hindustan Copper unveils Vision 2030 with ₹7,100 crore capex plan to ramp up production and global competitiveness
US-Iran Ceasefire Extended; US Blockade Of #StraitOfHormuz To Continue
* Trump does not want any escalation with the mid-terms coming up
* Lack of trust between US & Iran increasing geopolitical risk
* Need to save face in public has become important for both sides
* Trump does not want any escalation with the mid-terms coming up
* Lack of trust between US & Iran increasing geopolitical risk
* Need to save face in public has become important for both sides
L&T has entered the B2B industrial electronics space with the commencement of industrial electronics manufacturing at its Coimbatore campus in TamilNadu
📊 AUM Securities | Market Update
🔹 Global Markets:
Global sentiment remains cautious amid rising geopolitical tensions in the Middle East, fluctuating crude oil prices, and continued uncertainty around US Federal Reserve interest rate policy. Asian markets are trading mixed, while US futures show volatility as investors monitor inflation data and bond yields.
🔹 Indian Markets:
Indian equities are showing resilience despite global pressure, supported by strong domestic buying and selective sectoral strength. Banking, infrastructure, and capital goods remain in focus, while IT and export-driven sectors may face pressure due to global economic concerns.
🔹 Key Market Drivers:
• Crude oil price movement impacting inflation outlook
• FII/DII activity influencing liquidity
• INR movement against USD
• RBI policy stance and domestic macro stability
• Corporate earnings and sector-specific developments
🔹 Market Reaction:
Benchmark indices are expected to remain range-bound with stock-specific action dominating near-term trends. Positive domestic fundamentals continue to support dips, while global uncertainty may keep volatility elevated.
⚡ Strategy: Stay selective, focus on fundamentally strong sectors, and watch global cues closely for short-term opportunities.
🔹 Global Markets:
Global sentiment remains cautious amid rising geopolitical tensions in the Middle East, fluctuating crude oil prices, and continued uncertainty around US Federal Reserve interest rate policy. Asian markets are trading mixed, while US futures show volatility as investors monitor inflation data and bond yields.
🔹 Indian Markets:
Indian equities are showing resilience despite global pressure, supported by strong domestic buying and selective sectoral strength. Banking, infrastructure, and capital goods remain in focus, while IT and export-driven sectors may face pressure due to global economic concerns.
🔹 Key Market Drivers:
• Crude oil price movement impacting inflation outlook
• FII/DII activity influencing liquidity
• INR movement against USD
• RBI policy stance and domestic macro stability
• Corporate earnings and sector-specific developments
🔹 Market Reaction:
Benchmark indices are expected to remain range-bound with stock-specific action dominating near-term trends. Positive domestic fundamentals continue to support dips, while global uncertainty may keep volatility elevated.
⚡ Strategy: Stay selective, focus on fundamentally strong sectors, and watch global cues closely for short-term opportunities.
Mukesh Ambani’s Reliance Industries crosses historic USD 10 billion PAT; Bigger than GDP of Bhutan, Barbados, Maldives, more
Battle for the States: The Big Count Begins! 📊
As votes are tallied across West Bengal, Tamil Nadu, Kerala, Assam and Puducherry, the early trends are already springing surprises.
As votes are tallied across West Bengal, Tamil Nadu, Kerala, Assam and Puducherry, the early trends are already springing surprises.
India auto retail sales hit 26.1 lakh in April as two-wheelers, tractors lead growth
Ola Electric gets government certification for its 4680 Bharat Cell-powered S1 X+ 5.2 kWh scooter
IT industry body demands mandatory work from home, backs PM Modi's call for fuel conservation
FUEL PRICE HIKE ANNOUNCED; PETROL RATES JUMP TO RS 97.77/LITRE FROM RS 94.77, DIESEL CLIMBS TO RS 90.67/LITRE FROM RS 87.67
Paytm launches Pocket Money, a UPI payment solution for teenagers without a bank account
RBI is exploring rate hikes, currency swaps and overseas dollar fundraising to arrest the rupee's slide, sources say
#FuelPriceHike | #Petrol Price Increased By ₹2.61/Litre & Diesel By ₹2.71/Litre
Alert: Petrol price increased by ₹4.35 & diesel by ₹4.53/L this week
Alert: Petrol price increased by ₹4.35 & diesel by ₹4.53/L this week