GST 2.0

Brent crude climbs above $100 as Iran’s new Supreme Leader Mojtaba Khamenei warns the Strait of Hormuz should remain closed to pressure enemies and calls for US military bases to shut in the Middle East. Global markets react sharply. Asian markets open lower with Nikkei 225 down 2% and Kospi sliding nearly 3%. US markets hit new 2026 lows as the Dow Jones tumbles 740 points while NASDAQ dips. Meanwhile, US Treasury yields rise and gold slips on a stronger dollar. With GIFT Nifty signaling a gap-down start for Indian equities and oil prices surging, what does this mean for inflation and investors? Tune in as Surabhi Upadhyay and market experts decode the big global cues shaping today’s market action.

A new crisis may be brewing for India — not oil, but natural gas. With tensions in West Asia rising and disruptions near the Strait of Hormuz, LNG supplies and prices are under pressure. Could this impact LPG cylinders, CNG transport, fertilizers and industries in India? Here’s the full geopolitical and economic breakdown.

Global Markets Sell off Again | Weak start expected for Nifty | Gas supplies in focus Tune in as Surabhi Upadhyay speaks with market experts to decode the latest moves in oil, global markets, and what it means for investors.

Iran has launched fresh missile attacks across the Middle East, targeting Israel and locations linked to the United States as the conflict intensifies. Several merchant ships in the Gulf were also hit, raising concerns about maritime security. The Strait of Hormuz remains disrupted, threatening one of the world’s most critical oil supply routes and fueling fears of a wider energy shock. Markets are closely watching whether the conflict could escalate further and impact global energy flows.

Sensex, Nifty slip over 1% as volatility inches up; Brent back above $90/bbl | Closing Bell Catch Lovisha Darad in conversation with Ashish Bahety, Technical and Derivative Research Analyst, ProfitMart Securities and Nirav R Karkera, Head of Reserch, Fisdom

West Asia tensions enter Day 12 as the US and Israel launch heavy strikes on Iran, while Tehran rejects any ceasefire. Oil prices slip on hopes of Hormuz reopening, with Brent at $87 and WTI at $83. Asian markets rebound, the dollar cools, and gold climbs. Will Nifty face resistance ahead? Tune in as Surabhi Upadhyay speaks with market experts to decode the latest moves in oil, global markets, and what it means for investors.

Live: Nifty snaps 2-day losing streak, above 24,200; India VIX cools | Closing Bell. Catch Lovisha Darad in conversation with Osho Krishan, Sr. Analyst - Technical & Derivative Research, Angel One Ltd and Anand K Rathi, Co-Founder, MIRA Money

Global markets have been rattled by escalating geopolitical tensions and major volatility in oil prices. Are equities nearing a bottom, or is a deeper correction still ahead? In this conversation with N Mahalakshmi of Moneycontrol, Sanjeev Prasad, Co-Head of Institutional Equities at Kotak Institutional Equities, breaks down how the Israel-Iran conflict, rising oil prices, and global risk sentiment could shape the trajectory of markets. He also discusses whether the current volatility presents a buying opportunity, how global capital flows could shift, and what investors should watch in the coming weeks.

Trump says US may take over Strait of Hormuz| Oil cools off & equities rally| Nifty set for a gap up opening

The Iran–US conflict is raising fears of an oil shock, with crude potentially hitting $115 per barrel. What could this mean for India’s economy, rupee, markets, and fiscal deficit?

Escalating tensions in West Asia have triggered a global oil shock, with crude prices surging past $115 and raising fresh concerns over energy supply. Production cuts by Iraq, Kuwait, and the United Arab Emirates have intensified worries about disruptions around the Strait of Hormuz, a key artery for global oil trade. Surabhi Upadhyay speaks with Manisha Gupta on whether India could face an oil or LNG supply shock and how the global energy market may respond if the crisis deepens.

Monday Mayhem in Markets! Global markets are rattled as the West Asia war escalates and oil prices explode. Brent crude surges 18%, triggering a massive risk-off sentiment across global equities, with markets sliding 2–8%. ⚠️ Fears of a Strait of Hormuz closure are choking global sentiment, while GIFT Nifty signals a ~700-point gap-down start for Indian markets. What does this mean for investors? How deep could the impact be? ?️ Catch Surabhi Upadhyay of Moneycontrol in conversation with market experts as they decode the global market turmoil, oil shock, and what lies ahead for Nifty and global equities.

Rajesh Bhatia, CIO at ITI, says market volatility currently appears higher than the actual underlying risk. He notes that passive money flows have chased opportunities in Indian equities, creating pockets of overvaluation, especially in midcap and smallcap stocks. Bhatia also highlights that foreign investor interest has softened as India is no longer considered a cheap market. While he remains optimistic about India’s long-term growth trajectory, he cautions that near-term challenges remain.

Vishal Goenka advises caution when investing in BBB- or BBB-rated bonds despite attractive yields. According to him, investors can still find single assets offering returns of around 11%, but thorough research is essential before committing money. The advice highlights risks tied to lower investment-grade bonds and the need for careful credit evaluation.

Crude oil prices remain elevated| Talks on To Reopen Strait of Hormuz | US States sue Trump’s latest global tariffs

Indian equity markets ended off the day’s highs but managed to hold firm, with the Nifty snapping its three-day losing streak and reclaiming the 24,600 mark, while the Sensex closed about 200 points higher. Sentiment improved as the India VIX plunged nearly 12%, signalling easing volatility and a pickup in risk appetite among investors. However, gains remained capped as banking and IT stocks limited the Nifty’s upside. Broader markets outperformed the benchmarks, with midcap and smallcap indices advancing more strongly. Sectorally, metal stocks shone on the back of a softer dollar, while oil & gas shares saw some relief after correcting nearly 6% over the previous three sessions. Pharma and consumer durable stocks also attracted buying interest, supporting market breadth. Among the Nifty 50 gainers, Hindalco, Coal India and BEL led the rally, while Tech Mahindra, Eternal and HDFC Life ended as the top laggards.

Catch Lovisha Darad in conversation with Osho Krishan, Sr. Analyst - Technical & Derivative Research, Angel One Ltd and Kranthi Bathini, Equity strategist at WealthMills securities pvt ltd

Dollar Gains, Brent Oil surges to $81. Can Trump’s Promise of Securing Strait of Hormuz Lead To a Recovery In Markets?

#MarketUpdate | Risk-off sentiment swept across D-Street today as the Sensex slipped over 1,400 points, falling nearly 2%, while the Nifty extended losses for the second consecutive day, trading below 24,750. Heightened market volatility kept investors cautious, with the India VIX surging 28%. All sectoral indices came under pressure, with auto, oil & gas, and realty stocks among the worst hit. Crude-sensitive stocks showed mixed reactions: ONGC and Oil India gained amid a crude oil spike, while other companies continued to face selling pressure.

Ajay Piramal India’s undoubted M&A stalwart speaks on “Latha & the Leaders” elucidating the mantra behind his M&A success. He also elaborates on the future of his group’s 2 major verticals -pharma & finance