Industry Trends

Sensex at 40: BSE bets on index investing, market depth to drive next phase of growth, says Sundararaman Ramamurthy

As the Sensex completes 40 years, BSE MD & CEO Sundararaman Ramamurthy explains why India’s benchmark index remains relevant, the strategic rationale behind regaining control of its index business, and how technology upgrades, regulatory reforms and index investing are shaping BSE’s turnaround and the next phase of capital market growth.

Industry Trends

Why Bank Nifty could extend rally as earnings season approaches

Bank Nifty shows strong momentum entering earnings season, historically outperforming post-rate cuts. While Nifty's gains are concentrated, broader participation is noted. Analysts suggest focusing on large-cap banks for buying opportunities, anticipating further upside based on historical trends and recent performance.

Industry Trends

Maruti Suzuki India, L&T among 4 Nifty stocks witness 5-year swing high breakout

Four Nifty50 stocks touched a 5-year swing high at the close on January 2, signalling strengthening bullish momentum. Such levels reflect sustained buying interest and improving trend strength. While considered a positive technical signal, a swing high remains distinct from a confirmed long-term breakout beyond established resistance.

Industry Trends

How Reliance Industries and ONGC may benefit from US takeover of Venezuelan oil

Jefferies sees Reliance Industries and ONGC as key Indian beneficiaries of a potential US-led restructuring of Venezuela’s oil sector. While Venezuela holds vast reserves, its low current output limits any near-term impact on crude prices. Over the medium term, higher investment and production could reshape supply dynamics, with implications for margins, cash flows and valuations.

Industry Trends

'If they don't help on Russian oil issue...': Donald Trump's new tariff warning to India; praises PM Modi

US President Donald Trump has warned India of increased tariffs if it does not reduce its oil trade with Russia, linking the threat to the ongoing Russia-Ukraine war. Trump cited India's continued purchase of discounted Russian crude as a point of contention, despite previous claims of a commitment from Prime Minister Modi to cease such trade.