​Despite volatile markets, rising crude prices, rupee weakness, and geopolitical tensions, retail investors increased exposure to major Indian stocks during Q4 2026, signaling confidence in long-term value opportunities amid corrections.​
Indian equities are seeing stock-specific action. Market expert Vinit Bolinjkar is bullish on select banking, power, defence, and industrial companies. He highlights mid-sized banks like Yes Bank, RBL Bank, and Bandhan Bank. Cummins India is seen as a long-term compounder. Coal India offers yield and growth. Adani Green and Adani Enterprises are preferred in the power theme.
Bitcoin and Ethereum experienced significant drops as rising US-Iran tensions and substantial crypto liquidations impacted investor sentiment. Over $700 million in crypto was liquidated in a single day, with Bitcoin falling near $73,000. US spot Bitcoin ETFs also saw considerable outflows, totaling over $2.5 billion in two weeks.
As gold prices rally and India seeks to curb imports, financial experts are urging investors to rethink how they own the precious metal. Advisors suggest monetising idle household gold and shifting towards diversified financial assets, arguing that strategic investing and balanced portfolios may deliver better long-term wealth creation than excessive gold accumulation alone.
A select group of 19 large-cap BSE-listed companies achieved triple-digit growth in both profit and revenue during Q4FY26, indicating strong business momentum. Raymond Realty and 63 Moons Technologies were among the top performers, showcasing robust execution and demand. While many firms saw significant profit jumps, only a few managed to double both revenue and profit simultaneously.
Federal Reserve Vice Chair Philip Jefferson said the current US monetary policy stance remains appropriate as policymakers assess persistent inflation risks and economic resilience. Jefferson reiterated that restoring inflation to the Fed’s 2% target remains the priority, while officials continue monitoring labour market conditions and geopolitical risks affecting the broader economy.x`
Foreign investors continue to show strong interest in Japanese stocks, marking an eighth consecutive week of purchases. This trend is fueled by falling oil prices and a surge in AI-related shares. Investors are optimistic about the demand outlook for AI chips, with companies like Nvidia and SoftBank Group seeing significant gains.
Gift Nifty 50 futures fell sharply, indicating that Indian markets are likely to open significantly lower on Friday. The decline followed fresh U.S. strikes on an Iranian military site, which intensified geopolitical tensions despite ongoing diplomatic talks between Washington and Tehran to resolve their three-month conflict.
Snowflake surged after strong earnings, rising AI demand, and a major AWS partnership boosted investor confidence, reinforcing its position as a leading enterprise AI infrastructure and cloud data platform company.
As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts believe structural supply shortages, booming AI and energy-transition demand, geopolitical disruptions and low inventories could drive a multi-year commodity upcycle, with MCX metals increasingly emerging as a key opportunity for Indian investors.
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