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Probal Sen flags muted quarter for Reliance as O2C weakness weighs
Reliance Industries anticipates a subdued earnings report this quarter. The oil-to-chemicals segment faces pressure, impacting overall numbers. While retail and telecom offer stability, energy business
Sandip Sabharwal sees strength in financials, warns of IT sector headwinds
India’s top IT firms reported mixed earnings, grappling with near-term pressures and AI-driven structural shifts, leading to subdued growth forecasts. While IT valuations have become
Steve Englander on US dollar, oil and the surprising market resilience
Global markets are navigating geopolitical tensions with surprising resilience, particularly in the US. Despite initial fears, financial assets show a weakening correlation with oil prices,
Nifty can fall to 20,500 in the bear case, warns JPMorgan; cuts D-St to ‘Neutral’
JPMorgan downgraded Indian equities to neutral from Overweight, warning the Nifty could fall to 20,500 in a bear-case scenario, implying a 15% downside. While the
Union Bank of India shares fall 10% in two days after Q4 earnings. What’s spooking investors?
Union Bank of India shares fell sharply after its Q4FY26 results disappointed brokerages despite a rise in net profit. Weak NII, a sharp spike in
Adani Energy slips over 3% despite Q4 net profit rising 6%
Adani Energy Solutions shares fell despite steady Q4 performance. The company posted a 6% YoY rise in net profit to Rs 684 crore and a