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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Short-term volatility may persist, but FII flows and economic activity to keep sentiment positive: Vikas Khemani

Vikas Khemani of Carnelian Asset Management remains optimistic about Indian markets, citing a strong domestic growth story and the resolution of major global uncertainties. While acknowledging potential short-term volatility from unforeseen news, he highlights the positive impact of increased FII flows and overall market activity.

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Donald Trump meets with Syria's former-insurgent-turned-leader in Saudi Arabia

Donald Trump met Ahmad al-Sharaa, Syria's interim President. This is the first meeting between the two nations' leaders in 25 years. The U.S. plans to lift economic sanctions on Syria. Syrians celebrated the news, hopeful for economic recovery. Al-Sharaa became interim president after an offensive by his group, Hayat Tahrir al-Sham. Gulf Arab leaders support the new government.

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Hot Stocks: 3 stocks that may give returns between 12-35%

Analysts predict significant upside for Reliance Industries, IIFL Finance, and Tech Mahindra. Reliance is expected to benefit from improved O2C performance and potential Jio listing updates. IIFL Finance could see sharp rerating due to microfinance recovery and lower costs. Tech Mahindra's earnings growth potential is underestimated, with positive news expected regarding US policies.

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Asian stocks start cautiously after Fed holds rate

A regional gauge fell 0.4% and equity-index futures for the US were flat in early Asian trading. Chipmakers led the charge in the US session as Bloomberg News reported that the Trump administration planned to rescind Biden-era curbs for AI-related exports. The Nasdaq Golden Dragon China Index dropped the most in almost three weeks Wednesday.

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