William Lee, Chief Economist and MD at Global Economic Advisors, says markets are grappling with repeated supply shocks—from Covid to wars—yet global growth, especially in the US, has remained resilient. However, rising uncertainty and energy disruptions risk diverting capital into…
In an interaction with CNBC-TV18, Neelkanth Mishra of Axis Securities warned of the second order effects that the ongoing US-Iran war is starting to have, including that on the real estate sector.
The research team at MSCI have flagged a couple of factors when it comes to assessing how war risk is flowing into equity portfolios.
Neelkanth Mishra, Head of Global Research at Axis Capital and Chief Economist at Axis Bank, says the Iran conflict is a major macro risk for India given its heavy dependence on energy imports. A prolonged disruption could wipe out around…
On Wednesday, the Ministry of New and Renewable Energy has expanded the order on approved list of model manufacturers (ALMM) to introduce ALMM List-III for ingots and wafers, which will take effect from June 1, 2028.
Markets have responded to these developments. Oil prices have risen to around $115 dollars per barrel. LNG markets are also pricing in tighter supply conditions, along with the possibility of cargo rerouting.
Macquarie said that while HDFC Bank’s fundamentals remain strong, with healthy return on assets (ROA), near-term underperformance may persist as governance concerns weigh on sentiment.
CLSA upgraded Bharti Hexacom to ‘hold’ from ‘underperform’, with a target price of ₹1,510. CLSA prefers Bharti Airtel for its stronger growth prospects.
Amir Chand Jagdish Kumar (Exports) is a processor and exporter of basmati rice in India. The company markets its products under the flagship brand ”Aeroplane”.
Gold and silver prices fell on March 19 due to a stronger US dollar and higher interest rate concerns. Gold traded at $4,847.50 per ounce and silver at $76.14 per ounce.