Programme Videos

The latest attack on a Saudi oil vessel in the Red Sea has added to supply concerns, while ongoing tensions between the US and Iran have further increased uncertainty.

Expert believes global investors continue to see India as an attractive and diversified long-term market, which has supported overall sentiment.

Global geopolitical tensions have taken a back seat as investors shift their attention to company results and future business prospects, says expert.

Renewed geopolitical tensions, a weak outlook for the IT sector and volatile crude oil prices are creating fresh uncertainty for investors. Experts share what these developments could mean for markets in the months ahead.

Beyond IT, export-oriented sectors like textiles and two-wheeler makers could benefit from improving overseas demand, says expert.

After days of uncertainty, equity markets bounced back, lifting investor mood. However, experts warn that the recovery may not be strong enough to signal a lasting turnaround, with concerns around the rupee, oil prices and global risks still weighing heavily.

Mid-cap stocks, especially lesser-known companies, have performed better than larger names in the recent market recovery, says expert.

The overall mood in tobacco stocks remains positive, supported by both news flow and technical strength, says expert.

The recent earnings season, especially for IT companies, has been largely disappointing, expert says.

The challenges facing IT companies are not temporary, but structural, noting that the business model is shifting from effort-based billing to a more outcome-based approach, says expert.

Looking at domestic sectors, expert remains optimistic about consumer durables, where demand has been steady for some time.

At first glance, the market seems calm and stable. But behind this quiet phase, worries around monsoon performance and rising costs are beginning to raise questions about future momentum, say experts.

Markets surged strongly, with the Nifty climbing sharply and broad-based gains across sectors, marking an uncommon "all-green" day that boosted investor confidence.

Expert says that the developments suggest a ceasefire could be on the cards, adding that continued conflict does not create the right environment for meaningful dialogue.

With crude oil prices climbing and geopolitical risks intensifying, markets are turning volatile. Banking stocks have reacted sharply to these developments, reflecting growing nervousness among investors.

Rising tensions in West Asia and surging oil prices have sparked fresh concerns about India's growth outlook. But experts believe the bigger picture may still favour stability, urging investors to look beyond short-term disruptions.

The current geopolitical tensions may not last very long, as many countries involved in the conflict could face serious economic damage if the situation escalates further, says expert.

The ongoing geopolitical tensions have increased global risk aversion, leading investors to remain cautious and avoid committing to long-term investments, says expert.

The US has imposed an initial duty of up to 126% on certain solar imports, raising fresh concerns for Indian manufacturers. But industry leaders say diversified supply chains and overseas manufacturing could limit the actual impact on exports.

Expert says that a sharp fall does not automatically make IT stocks good buys and, while traders may see short-term bounces, long-term investors should remain cautious.