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.

from Economic Times https://ift.tt/3Gfgx97

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.

from Economic Times https://ift.tt/67jkv2w

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.

from Economic Times https://ift.tt/WwicQJD