Apollo Micro Systems shares surge 15% following Rs 25 cr order wins from DRDO, other defence PSUs

Apollo Micro Systems shares saw a significant rise. The company secured orders worth Rs 25.12 crores from DRDO and Defence PSUs. This news boosted investor confidence. The defence sector is gaining prominence. Government support and indigenous manufacturing are key factors. Defence stocks are attracting attention. The Indian Air Force will acquire 97 LCA Tejas Mark 1A fighter jets.

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Oil prices may face further pressure amid OPEC+ supply glut: Seth R Freeman

Seth R Freeman of GlassRatner Advisory notes India's role in stabilizing oil prices by purchasing discounted Russian oil amidst tariff announcements. He anticipates continued market volatility due to labor market adjustments, tariffs, and political news, especially with low summer trading volumes. An expected increase in global oil supply may further pressure prices, potentially leading to a price decline.

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F&O Talk| Nifty extends losing streak for 4th week, bearish signals deepen: Sudeep Shah

The Nifty index is on a four-week losing streak, influenced by underwhelming Q1 earnings and global trade concerns. Nifty Bank outperformed but faces resistance. Bajaj Finance declined post-earnings. IEX is under pressure due to market coupling news. Healthcare and Pharma sectors show promise. Cipla and Apollo Hospital are likely to do well. The market needs positive global cues for recovery.

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IEX shares in free fall, crash 23%. What should investors do now?

Indian Energy Exchange shares fell sharply. This happened after the Central Electricity Regulatory Commission approved market coupling. The approval impacts IEX's revenue model. Brokerages have mixed reactions to this news. Some downgraded IEX's target price. Others maintained a 'Buy' call. Analysts are focusing on IEX's Q1FY26 results. They want to understand the impact of market coupling.

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Tariffs a temporary storm, structural reforms key for India: Arvind Sanger

Arvind Sanger of Geosphere Capital Management suggests a trade deal with the U.S. would benefit India by reducing market uncertainty and promoting economic competitiveness. While U.S. tariffs create short-term market volatility, Trump aims to secure deals, potentially delaying implementation. Ultimately, India's market performance hinges more on economic fundamentals and corporate earnings than tariff-related news.

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India a key beneficiary of global portfolio diversification: Jonathan Schiessl

Global equities are performing well despite concerns about tariffs and geopolitical issues. Investors are seemingly ignoring negative news, and the rising index is compelling bears to reallocate to equities. Emerging markets, particularly India, are benefiting from global investors diversifying their portfolios beyond the US, driven by positive ETF flows and a search for new investment destinations.

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Trump cries fake news as US intel findings challenge his bunker-buster claim

President Trump rubbished media reports suggesting the US airstrikes on Iran's nuclear facilities were ineffective, asserting the sites were "completely destroyed." This contradicts a Pentagon intelligence assessment indicating limited setbacks to Iran's nuclear program.

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Buy the Dip: Dharmesh Shah sees midcap, smallcap rally ahead

ICICI Direct's Dharmesh Shah suggests a positive outlook for the Indian market, fueled by ceasefire news and falling crude oil prices. Nifty is expected to reach 25,700, with strong support between 24,400 and 24,700, indicating a buy-on-dip strategy. Shah recommends capital goods sector, particularly L&T, projecting a target of 3928 with a stop loss at 3570.

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Russia says it has handed over 6,060 Ukrainian soldiers' bodies, ready to return more

Russia has given back the bodies of 6,060 Ukrainian soldiers. This happened under agreements from talks in Istanbul. Vladimir Medinsky from the Kremlin shared this news. Moscow is prepared to return 2,239 more bodies. In return, Russia received 78 of its soldiers' remains. Medinsky also mentioned that the exchange of prisoners of war continues.

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Iran-Israel War: Why Israel bombed Iran’s nuclear sites and what it means for global security, oil, and trade

Iran-Israel War news: In a dramatic escalation, Israel launched Operation Rising Lion, striking nuclear and military infrastructure deep within Iran, citing concerns over Iran's nuclear weapons program. Prime Minister Netanyahu declared it a necessary act for Israel's survival and regional defense. The strikes have heightened tensions, raising fears of broader conflict and significant impacts on global trade and diplomatic relations.

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Asian shares start cautiously, dollar edges down

Asian shares opened cautiously amid anticipation of fresh trade news influencing US asset demand. The dollar weakened as trade tensions and US fiscal concerns persisted. Investors are closely monitoring President Trump's trade dealings with Japan and India, while China pushes for yuan usage in cross-border trade. Nvidia's results and the upcoming US inflation data will be key events this week.

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