Australian superannuation fund Rest said on Wednesday it will invest up to $250 million in a U.S. retail property fund managed by Nuveen Real Estate, as it looks to expand exposure to income-generating assets and diversify its portfolio.
Brokerage Nomura maintains a Buy rating on Indian Hotels Company Ltd. The target price is now Rs 800, a slight reduction. Nomura anticipates a limited impact in the fourth quarter of fiscal year 2026. Conditions are expected to normalize over the next two to three months. This outlook supports a positive medium-term view on the company.
Adani Power shares declined after a recent rally as investors booked profits despite strong momentum in power stocks. The company continues to secure long-term power supply agreements and expand capacity. However, recent quarterly results showed a decline in profit and revenue, even as management remains optimistic about growth and execution.
The US Federal Reserve is expected to hold rates amid rising uncertainty from the Iran conflict and mixed economic signals. Markets will closely track the Fed’s commentary for cues on rate cuts. Indian equities may react to global liquidity trends, crude oil movement and potential FII flows influenced by US policy signals.
Markets show a tentative rebound, but sustainability hinges on external factors like oil prices and news flow. Experts caution against definitive bottom calls, emphasizing structural shifts for a sustained uptrend. Sector-specific insights reveal resilience in pharma, long-term potential in auto, and a shift towards cash flow discipline in real estate.
NSE Holidays 2026: Indian stock markets will operate without holidays this week, including during Ugadi, Gudi Padwa, and Eid-Ul-Fitr. Further closures are planned for Shri Ram Navami and Shri Mahavir Jayanti in March. April will see market holidays for Good Friday and Dr. Baba Saheb Ambedkar Jayanti. Investors should note these trading days. The exchanges may adjust the schedule.
Indian stock markets saw a strong rally for the third day. The Sensex and Nifty 50 climbed significantly. Easing oil prices and positive global market trends boosted investor confidence. IT stocks led the gains. This surge follows a period of sharp selloffs. Investors are now engaging in value buying.
Geopolitical tensions and volatile commodity markets are forcing investors to rethink traditional strategies, shifting focus from returns to resilience. Experts predict prolonged conflicts will drive structural changes in energy markets and favor defence stocks, while central banks remain cautious due to persistent inflation, limiting interest rate cuts.
Rising tensions between the U.S. and Iran could reshape global markets, with energy disruption emerging as the biggest risk. Europe, still vulnerable after the Russia–Ukraine crisis, faces renewed pressure from potential LNG shortages, higher inflation, and slower growth, while the euro may weaken further amid escalating geopolitical and economic uncertainty.
Market expert Sudip Bandyopadhyay sees current market dips as buying chances. He recommends L&T for its future order potential. PSU banks like SBI are strong long-term holds. Chemicals and agrochemicals are poised for growth despite headwinds. EMS sector benefits from policy changes. Metals, especially aluminium producers, are strong. KEI Industries requires patience. Investors can find opportunities in these sectors.
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