The Nifty IT index saw a 2% decline in early trade due to a lack of buyers and weak cues from the US tech sector. This affected all companies, from large-cap to mid-tier, as fears of AI-led disruption were heightened by the launch of a new AI tool. The market is experiencing broad-based selling in the IT sector.
India's rice exporters are struggling with reduced profits due to high ocean freight rates, leading to shipment delays and halted bookings for ports connected to the Strait of Hormuz. The situation is especially concerning for those exporting to Iran, where geopolitical tensions have caused operational challenges and delays.
India's commercial vehicle industry is facing uncertainty due to Iran's missile strikes in the Gulf, a major market for exports. The ongoing tensions could delay shipments and affect growth, but analysts believe the industry's strong fundamentals and infrastructure projects in the GCC will help mitigate the impact.
Crisil Ratings report cautions about negative impact on Indian economy due to geopolitical tensions and shipping disruptions in the Middle East. Sectors like basmati rice, fertilisers, airlines, and energy industries could be affected, along with macroeconomic implications due to heavy reliance on imported energy supplies through the Strait of Hormuz.
The Indian government is considering reallocating natural gas to essential sectors like fertilizers and city gas distribution due to supply disruptions from Qatar. GAIL and Petronet LNG have stopped supplies and may need to limit distribution to consumers. With 45% of its natural gas imported, India may see reduced allocations for industries and power plants.
India and Finland have decided to boost their trade to $2.6 billion in the next five years, with a focus on promoting economic growth and prosperity. The two countries have upgraded their bilateral relations to a "Strategic Partnership in Digitalisation and Sustainability" during the visit of Finnish President Alexander Stubb to India.
Oil prices surged as tensions in West Asia escalated, with Brent crude hitting a record high since January 2025. US strikes on Iran caused supply disruptions, but President Trump's proposal to escort vessels through the Strait of Hormuz slowed the rally. India, a major importer, is seeking alternative sources and Russia has offered to divert oil.
Indian refiners are seeking alternative sources of crude oil, such as Russia, due to the slowdown of tanker traffic through the Strait of Hormuz caused by the US-Iran conflict. This is part of India's diversification strategy, with tankers carrying Russian oil stationed near the country for immediate availability.
The blockade of the Strait of Hormuz could result in a shortage of urea and DAP fertilisers in India during the upcoming kharif season. The impasse on LNG imports from Qatar may also cause price increases and affect government subsidies. While current stocks are sufficient, production and imports may be affected if the conflict persists.
Indian equity markets bounce back after 3 days of losses, as Sensex and Nifty rise significantly. US' security guarantees for shipping through Strait of Hormuz and potential peace talks with Iran ease market worries. However, rising oil prices and potential supply chain disruptions from Iran war still a concern. Energy-dependent sectors like cement and steel may suffer.
The Indian rupee rebounded strongly on Thursday, gaining 0.60% against the dollar with the help of intervention from the Reserve Bank of India. The central bank's aggressive actions to reduce speculation positions led to a record low of 92.15 on Wednesday.
India's latest GDP/GVA data, using 2022-23 as base year, reflect faster-growing sectors with greater weightage and a larger share in the overall economy. The inclusion of additional data sources, such as the GST database, has improved the reliability of the numbers.
The West Asia conflict could have a major impact on the Indian economy due to its heavy reliance on imports from the region. India is particularly vulnerable in the areas of oil, gas, fertilizers, and industrial raw materials. Any disruption in these supplies could lead to higher fuel prices, inflation, and production costs, affecting various sectors such as transportation and agriculture.
Sebi is looking into Force Motors' financial reports and stock price changes in Q3FY24 and Q2FY25. The company has been asked to provide details on share prices, events, and key personnel. Force Motors claims no major impact on finances and will comply with Sebi's request. The stock initially dropped 4% but eventually closed 2% higher.
The Indian government assures that the country has sufficient oil and gas reserves amidst the conflict in the Middle East and the closure of the Strait of Hormuz. They have signed contracts with the US and UAE and are looking into other markets. However, the dependence on the Strait for imports is a concern.
Pakistan Cricket Board (PCB) has made a major decision by dropping Babar Azam from the 15-man squad for the ODI series against Bangladesh due to his poor performance in the T20 World Cup. This marks a shift away from Babar's dominance as the 'King' of the batting lineup. The selection committee has also left out other notable players, such as Fakhar Zaman and Shadab Khan.
Celebrate International Women's Day 2026 with a focus on honoring women's achievements and promoting gender equality. This year's theme, 'Give to Gain', encourages generosity and collaboration. Instead of commercializing the day with sales and promotions, consider attending events like a DIY workshop, a Michelin-starred culinary affair, and a pre-party for the NH7 Weekender.
The ongoing conflict in the Middle East could harm various Indian sectors, including basmati rice, fertilisers, diamond polishing, airlines, and travel operators. India's reliance on imported energy from the region could result in production disruptions and increased costs.
In the T20 World Cup 2026 semi-final, India and England rely on individual brilliance rather than cohesive teamwork. The top three match-ups, including Suryakumar Yadav vs Adil Rashid, Sanju Samson vs Jofra Archer, and Harry Brook vs Jasprit Bumrah, will shape the game. Ashwin believes Surya's proactive approach is key against Rashid.
Auto retail sales in India saw a strong growth in February, with total vehicle registrations rising 25.6%. The recovery in rural markets has been a key driver, with passenger vehicle sales growing 34%. Maruti Suzuki remained the dominant player, while SUVs and utility vehicles continued to dominate volumes.
Indian equity markets rebounded over 1% today, driven by global cues and value buying in metals, consumer durables, realty, and auto sectors. IT and banking stocks struggled, but heavyweight stocks like Adani Ports, Larsen & Toubro, Hindalco Industries, Reliance Industries, and Coal India led the recovery. The day started volatile but ended strong.
AP SSC Hall Tickets 2026 can now be downloaded from bse.ap.gov.in. They are necessary for students to enter the exam centre and contain crucial details like name, roll number, and schedule. Exams will be held from March 16 to April 1, 2026, with a high number of participants expected.
Axis Securities has released a new list of top stock ideas, focusing on banking, telecom, real estate, healthcare, and consumer retail sectors. The report highlights potential upside in large-cap, mid-cap, and small-cap companies. While earnings visibility and commodity prices are positive, geopolitical tensions and technology disruptions could cause short-term volatility.
The ongoing conflict in West Asia has caused a supply crisis for LNG, leading to a significant increase in domestic prices. Adani Total Gas has tripled prices for excess consumption, citing lower gas availability due to the conflict. GAIL has also indicated potential supply curbs. Experts warn of industry-wide risks and potential impacts on global gas markets and India's economy.
ICRA report projects 9-12% revenue growth for India's hospitality sector in FY26, with strong demand and higher room rates driving margins. Premium hotel occupancy at 72-74%, ARRs to increase to Rs 8,200-8,500 per night. Diversified demand drivers and asset-light expansion models support sector's resilience. Operating margins expected to be 34-36% in FY26, outpacing pre-Covid levels.
Defence stocks are seeing a surge in demand due to the ongoing conflict in West Asia, with BEL, Mazagon Dock, and Cochin Shipyard witnessing sharp price action. On the other hand, Gujarat Gas has invoked force majeure and Nalco has gained on higher aluminum prices. Coal India is expected to see a boost in demand for coke, while Coforge is facing selling pressure due to potential revenue deflation.
Savitha Shan, a 21-year-old Indian-origin student, was killed in a mass shooting at a Texas bar. Her family mourns her loss and remembers her as a compassionate and dedicated student. The Tamil American community is also grieving as she was set to graduate from the University of Texas at Austin. The shooting is being investigated for potential terrorism links.
Pakistani national, Asif Merchant, accused of plotting the assassination of American political leaders has told a US court that he was forced into the plan by Iranian intelligence operatives who threatened his family. Merchant was testifying in a federal court in Brooklyn on Wednesday, according to a New York Post report.
RBI's new real estate financing guidelines have created difficulties for lenders to maintain financial discipline and prevent misuse of funds. Top-up loans and increasing loan amounts during execution are no longer allowed, causing operational problems. To comply, some lenders are offering general corporate purpose loans and assessing working capital gaps.
Apollo Tyres' stock has fallen by 5% in the last 5 days due to rising crude prices, worrying manufacturing companies. However, Emkay Global maintains a 'Buy' rating with a target price of Rs 600, predicting a 36% increase. The company is expected to have strong demand, maintain margins, expand capacity, and benefit from a European restructuring plan, leading to higher profitability.
Transporters' unions in Maharashtra are protesting for reforms and reduction in taxes and toll charges. The agitation, led by M-TAC, will affect services like autorickshaws, taxis, buses, and trucks. Despite meetings, the government has not taken concrete action, leading to a statewide and indefinite strike from midnight.
Motilal Oswal maintains 'Buy' rating on L&T stock due to strong order book and growth potential in various sectors. Concerns about West Asia exposure addressed, but geopolitical developments and AI impact on IT subsidiaries should be monitored. Valuation assumptions adjusted.
10-year-old fashion prodigy Max Alexander wowed the fashion world with his sustainable and vibrant collection at Paris Fashion Week. With 7 years of experience and over 150 designs in his portfolio, Max's unconventional approach to fashion, inspired by his sister and supported by his family, has gained him a huge Instagram following. His latest show at Palais Garnier paid tribute to Fern Mallis.
BTS, the beloved K-pop group, is finally returning after four years with their new album, Arirang. The highly anticipated comeback has fans, known as the BTS Army, buzzing with excitement. A 1-minute trailer released by Netflix has only added to the anticipation, with fans praising the group's new looks. The album will also be followed by a world tour starting in April.
A US trade court has ruled that businesses that paid certain tariffs under US President Donald Trump are entitled to refunds, after those levies were struck down by the Supreme Court last month, the BBC reported.
Sebi introduces lifecycle funds, a new type of mutual fund with a fixed maturity and diversified investment strategy. With a maximum of six schemes per fund house, these funds aim to assist investors in goal-based and retirement planning. While providing clarity and reducing risk, there are some drawbacks to consider.
Imarticus Learning, a Mumbai-based edtech firm, plans to go public with a Rs 1,000 crore IPO in FY27. It aims to enhance its career programmes and partnerships in emerging job roles like AI and cybersecurity. The company has raised $11.7 million and will file its DRHP with SEBI in Q3 FY27. Its goals include expanding its physical presence, global partnerships, and improving learner outcomes.
DSP Mutual Fund's Rohit Singhania is optimistic about the Indian markets, citing strong recent earnings and a lower growth base. Despite external volatility, he believes in their continued success. He also discusses the effects of global tariffs and the US Supreme Court ruling, expressing confidence in mid and small cap stocks. Singhania stresses the need for a margin of safety in investments.
Finn Allen made history by smashing a 33-ball century in the T20 World Cup 2026 semi-final against South Africa at Eden Gardens. This broke Chris Gayle's 10-year-old record for the fastest World Cup century in the shortest format. Gayle's unbeaten 100 in 47 balls in 2016 was the previous record-holder, while Harry Brook, Brendon McCullum, and Gayle again feature in the top 5 fastest centuries.
Manupatra, a pioneer in online legal research in India, has joined forces with Legora, a top AI platform for legal professionals, to enhance the legal landscape and expand its product offerings. While subscription remains the main source of revenue, the partnership will bring a consumption-based approach through AI products.
AI is revolutionizing businesses and has the potential to add trillions to the global economy by 2040. India could see a $2 trillion boost by 2035. Adoption is increasing and the global market is predicted to reach $4.8 trillion by 2033. Agentic AI, which can make decisions independently, is transforming industries like healthcare, marketing, and customer experience.
CoRover, a Bengaluru-based firm, partners with government and public sector organizations to deploy secure and multilingual AI solutions. They have collaborated with the Indian Army to establish a sovereign AI-ML Lab and empower army personnel with their platform, BharatGPT.
The UK is shifting its focus to bringing high-quality education to India through transnational education programs, as part of their International Education Strategy 2026. This model is gaining popularity among Indian students, providing them with the same quality of education at lower costs. The UK is ensuring strict regulation and oversight to maintain the standard of education.
The rapid advancement of AI in higher education has brought both opportunities and challenges. Universities are facing difficulties in integrating responsible AI into their academic practices, with concerns about academic integrity, learning risks, and data protection. To address these issues, institutions are redesigning assessments and implementing governance frameworks.
The ongoing conflict in West Asia has led to a record low for the Indian rupee and a 1.40% fall in the Sensex. Crude oil prices have also risen due to the conflict. Despite efforts by the RBI, the rupee continues to weaken, causing a loss of Rs 21.31 lakh crore in investor wealth. Indian equities have fared better than other Asian markets, but the situation remains uncertain.
SEBI has made changes to the reporting requirements for AIFs in order to facilitate business operations. A comprehensive annual activity report must now be submitted by May 31, along with a limited quarterly report (except for March quarter). IVCA will help AIFs understand and comply with these new regulations.
The Indian Rupee reached a record low of 92.16 against the US dollar as crude oil prices rose and global tensions escalated. Domestic equity markets saw significant selling and foreign funds were withdrawn, leading to the Rupee's decline. Experts believe that high oil prices, inflation concerns, and fiscal pressure are responsible for the Rupee's weakness.
Sebi is planning to revamp PMS Regulations, 2020 to reduce compliance burden and address the minimum investment threshold of ₹50 lakh. Industry experts suggest streamlining compliance and allowing fully-digital onboarding for NRIs. They also propose a common NISM certification framework for distributors of PMS, AIF, and MF. However, some believe that product-specific exams should remain.
Indian markets have been volatile for the third month due to the West Asia crisis, causing confusion among investors. Motilal Oswal has shared its top stock picks from Nifty 50 and non-Nifty 50 companies. Earnings season has shown a steady growth of 12% for Nifty 50 in the next few years. The brokerage is neutral on telecom, cement, and healthcare but overweight on other sectors.
Renault is set to reveal its new Bridger concept on March 10, which will preview an upcoming compact SUV targeted at emerging markets like India. The production version is expected to measure under four metres in length and boast rugged design cues. It will feature petrol and hybrid powertrain options, advanced technology, and safety features.
Godrej Properties has acquired land in Gurugram and Kolkata to build residential projects, with expected revenues of over Rs 6,000 crore. The company's sales bookings have increased by 25% and it aims to achieve its target of Rs 32,500 crore for the year.