Crude oil price drop, rate cut hope may get India’s bulls back in the game

Table of Content


Equities look set for a positive start on the last trading session of the week, thanks to soft February inflation data that increases the possibility of more interest-rate cuts by the central bank. Gains in Asian stocks should also help, which rose on slower-than-expected increase in consumer prices in the US.

Retail investors embrace no pain, no gain strategy

Domestic liquidity support is becoming more crucial than ever as Indian stocks are having a hard time finding a bottom. But despite the market’s struggles, retail investors are not losing faith in mutual fund investments. In February, overall inflows into equity mutual funds slowed, but systematic investment plans — or monthly recurring plans still mopped up close to a record $3 billion. This shows that mom-and-pop investors are in it for the long haul.

Citi sees limited threat to Indus from Starlink’s entry

Indus Towers’ shares dropped nearly 5 per cent Wednesday on concerns Starlink’s entry into India may curb the tower operator’s growth. But Citi begs to differ. The brokerage says that the likely premium pricing for satellite services and interference issues could make it tough for Starlink to scale, meaning its services would likely focus on filling coverage gaps in rural areas rather than posing a big threat. Also, Indus has already set up landing stations for satellite players, though it’s not yet a meaningful contributor to revenue.

Analysts see bright spots for rapid commerce firms 

Shares of rapid commerce firms Zomato and Swiggy extended their losing run on Wednesday, falling for the sixth and fourth straight session, respectively. Investors remain concerned as store expansion plans and intense competition are expected to weigh on margins in the near term. However, JM Financial analysts anticipate improvement from the September quarter as both companies approach their expansion targets by June. They also expect the firms to temper marketing spends, discounts, and customer rebates, while noting that recent stock price corrections have made valuations more attractive.

And, finally.. 

President Trump’s tariff policies have led to a 20 per cent drop in crude oil prices from their January highs, pushing them to a key four-year support zone. For India, a major oil importer, this fall is a blessing amid a slowing economy. Lower crude prices could help narrow the current account deficit at a time when foreign investors are pulling out dollars. Add to that the improving prospects of an RBI rate cut, and this might be just what the battered stock bulls need to turn the mood around. 

More stories like this are available on bloomberg.com





Source link

AIMPWA

mmkrishnandasu@gmail.com http://msmenews.sbs

Leave a Reply

Your email address will not be published. Required fields are marked *

Recent News

Trending News

Editor's Picks

Kerry Washington invests in wedding marketplace Cheersy

Kerry Washington is expanding her angel investment portfolio, serving as lead investor in the pre-seed round of the wedding marketplace Cheersy.  Cheersy, which was founded in 2024 by Amy Shack Egan, helps couples find day-of service wedding coordinators and has raised a total of $550,000, from other investors including Christina Tosi, the founder of Milk...

Tax changes in budget will increase bank deposits by ₹40,000-45,000 crore: DFS secretary M Nagaraju

The finance ministry expects ₹40,000-45,000 crore to flow into banks as deposits from the various tax changes announced in the Budget, including raising the tax-free income level to ₹12 lakh, financial services secretary M Nagaraju said during a media interaction on various Budget proposals on Monday. Union Budget 2025, which finance minister Nirmala Sitharaman presented...

Tata-Group auto major plans ₹2,000 crore fund raise via NCD issue on THIS date, stock down 12% YTD; Buy or sell?

Tata Motors Ltd announced that its board will meet on Wednesday, March 19, to consider a fund raising proposal up to ₹2,000 crore. The leading manufacturer of domestic and commercial vehicles said the fund raising will be done through the issuance of rated, listed, unsecured, redeemable, Non-Convertible Debentures on a private placement basis. Tata Motors’...

ALL INDIA MSMES PROMOTION AND WELFARE ASSOCIATION

Quick Links

Popular Categories

Must Read

AIMPWA © 2025- All Right Reserved. Designed and Developed by  growGX.com