COMMODITY OUTLOOK
Wheat rallies on weather woes and Iran-linked fertilizer crunch
Wheat prices are climbing significantly this week. Fertilizer shortages, exacerbated by the Iran war, are also a major concern. These factors are creating worries about the global wheat supply.
Rice prices in Asia soar as Iran war fallout threatens supply
Thai rice prices have seen their sharpest rise in over two years, driven by escalating fuel and fertilizer costs linked to the Iran conflict. Despite potential de-escalation, elevated input costs are expected to persist, threatening future rice output.
BSE vs IEX vs MCX: Which exchange's shares should you buy now?
Amidst a market rebound, shares of BSE, MCX, and IEX have surged. Analysts favor MCX and BSE for their strong operating momentum and growth potential in India's deepening capital market participation. While IEX is a quality business, its growth is seen as more measured due to regulatory overhang.
Why are Jews so wealthy? CA reveals one Yiddish word they learn in childhood that gives them the mindset for success: ‘All of us must teach…’
Jewish communities globally show strong financial success. This prosperity stems from historical involvement in trade and finance. A key factor is the Yiddish concept of 'fargin', a mindset of shared joy in others' achievements. This fosters open sharing of opportunities and builds trust. Collective growth through mentorship and positivity further drives expansion.
IMF, World Bank meetings show limits in mitigating shocks, reliance on US for solutions
Global finance leaders met amid Middle East war news. They acknowledged their limited ability to counter economic damage from frequent geopolitical shocks. Reliance on U.S. leadership for crisis resolution is no longer assured. The IMF and World Bank pledged aid to developing nations. Officials expressed frustration with ongoing economic calamities.
Aluminium prices at record highs: What’s driving the rally and what’s next?
Aluminium prices have surged to multi-year highs, driven by strong demand, supply constraints, and rising energy costs. Geopolitical tensions and declining inventories have added volatility and a risk premium. With China’s demand robust and supply tight, the outlook remains firm, though risks from easing tensions or slowdown persist.
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Akshaya Tritiya 2026: Gold vs silver vs gold stocks. Where should investors put their money this year?
Silver has significantly outperformed gold since last Akshaya Tritiya, delivering a remarkable 160% return compared to gold's nearly 58.7%. While gold remains a stable store of value, silver's demand from key industries fuels its rise, though with higher volatility. Gold jewellery stocks have also seen substantial gains, with domestic sales surging.
Akshaya Tritiya 2026 gold outlook: Which trends are expected to shape gold purchases this Akshaya Tritiya?
Gold's strong appeal continues for Akshaya Tritiya 2026. Investors are showing interest in coins and small bars. Global economic concerns and geopolitical tensions are driving gold price volatility. Experts suggest this volatility is an opportunity to gradually build gold positions. Consumers are also exploring diamonds and silver alongside gold.
Akshaya Tritiya remains proven entry point for gold investors: Motilal Oswal
Gold continues its role as a trusted asset for Indian households, blending tradition with financial security. Investors are showing increased interest in flexible gold options alongside traditional purchases. Global factors like geopolitical tensions and economic growth concerns support gold's appeal. The outlook for gold remains constructive for medium to long-term investors, with a 'buy on dips' strategy recommended.
Aluminium and copper to stay elevated, steel risky: CLSA's top metals and cement calls for FY27
Base metals like aluminium and copper present significant opportunities, according to CLSA India's Indrajit Agarwal. Steel faces near-term downside risks. Aluminium prices are expected to rise due to supply disruptions and increasing demand. Cement sector anticipates earnings pressure now, with recovery expected later in the fiscal year. Indian producers have a cost advantage in non-ferrous metals.
A golden opening awaits Indians this Akshaya Tritiya in the middle of global gloom
Gold demand in India is expected to rise ahead of Akshaya Tritiya as recent price corrections and easing global tensions improve buying sentiment. Retailers report early bookings and interest in lighter jewellery and coins. However, industry views are mixed, with some expecting weak demand due to uncertainty and cash preference, while others see steady festive-driven purchases and long-term growth outlook.
Silver gains Rs 1,500, gold at Rs 1.53 lakh as investors eye Iran war peace talks. Key levels to watch today
Gold and silver prices opened higher on MCX as easing geopolitical tensions and US-Iran peace talk hopes influenced sentiment. Silver gained sharply while gold held near record levels. Analysts expect volatility ahead, with key support and resistance levels in focus as traders track dollar movement and crude oil trends.
Sweet trouble: World’s top chocolate maker issues warning as shares sink 17%
Barry Callebaut profit warning shocks markets. Shares crash 17% in hours. Cocoa prices collapse over 40% this year. The world’s largest chocolate maker now expects profits to fall sharply. Falling cocoa prices should help margins. But demand is weak and supply is too high. Industry overcapacity is rising fast. Global trade risks add more pressure. Shipping disruptions near key routes increase costs. The Barry Callebaut profit warning highlights deep market stress. Investors fear prolonged slowdown. The global chocolate market now faces uncertainty and volatility ahead.
US Fed's John Williams says Iran war is already driving up inflation pressures
Federal Reserve Bank of New York President John Williams said Thursday that the Middle East war is already driving up inflationary pressures, and uncertainty over the outlook is limiting how much the central bank can say about what's next for interest rate policy.
Global exchange operators no match to multibagger MCX's 150% returns. What is keeping investors hooked?
MCX has delivered over 150% returns in a year, far outperforming global exchange operators, as structural reforms, rising derivatives volumes and strong retail participation boost its earnings outlook. Experts say its monopoly in commodity derivatives and improving operational performance continue to fuel investor interest despite stretched valuations.
Iran war puts US companies in wait-and-see mode, Fed Beige Book says
US Federal Reserve Beige Book shows economic activity and employment remain steady, but rising energy prices driven by the Iran conflict are creating uncertainty. Businesses are delaying investment and hiring decisions, while inflation pressures persist due to higher fuel and input costs, even as wage growth remains muted overall.
IMF cuts global growth outlook for 2026, warns of potential recession if Iran war worsens
The International Monetary Fund has cut its global growth outlook, warning the economy could near recession if the Middle East conflict keeps oil above $100. It now sees 3.1% growth in 2026, but this could drop to 2.5% or even 2.0% in a severe scenario, alongside rising inflation, with emerging markets hit hardest while India remains a relative bright spot.
Commodity Radar: Why is copper in a bullish trade set-up and offers buy on dips opportunity? Religare analyst decodes
Copper prices rebound after Strait of Hormuz tensions ease and demand outlook improves, supported by China’s inflation data. However, rising London Metal Exchange inventories may cap gains, even as technical indicators signal bullish near term momentum.
Why are US stock market futures largely unchanged and Nasdaq up while Dow Jones and S&P 500 flat? Wall Street futures, key US stocks, analyst views, market outlook and what should investors do now
Why are US stock market futures largely unchanged and Nasdaq up while Dow Jones and S&P 500 flat? Futures stayed steady as investors paused after a rally and waited for earnings, Federal Reserve comments, and Middle East updates. Bank earnings, oil prices, and global growth outlook shaped sentiment. Technology stocks gained slightly. Analysts discussed risks, opportunities, and investor strategies as markets assessed the next move and future milestones.
Why AC maker Blue Star wants both summer and monsoon seasons to be good this year
Blue Star’s growth outlook hinges on strong summer-led urban demand and a favourable monsoon supporting rural markets, which now drive over 65% of industry sales. Managing director B Thiagarajan highlighted pricing pressures, geopolitical risks, and raw material inflation as key challenges, while noting stable demand and inventory levels. The festival season outlook remains uncertain amid global and domestic headwinds.
Silver rises Rs 2,200, gold at Rs 1.54 lakh as Iran war peace talks, falling oil lifts mood. Key levels to watch today
Gold and silver prices opened higher on MCX as easing crude oil prices and renewed hopes of U.S.-Iran talks supported sentiment. While global gold prices remained steady near recent highs, analysts expect volatility due to currency and oil movements. Traders are advised to adopt a buy-on-dips strategy amid evolving geopolitical developments.
IMF raises India FY27 GDP growth forecast to 6.5% even as the world stumbles through conflict
The International Monetary Fund (IMF) has slightly raised India’s growth forecast for FY27 to 6.5%, up 0.1 percentage point from its January estimate, and expects growth to hold steady at the same level in FY28, even as it flags rising geopolitical risks from the war in the Middle East.
Passenger vehicle dispatches rise 16% to 4,42,460 units in March: SIAM
India’s auto industry saw strong growth in March, with passenger vehicle dispatches rising 16% year-on-year to 4.42 lakh units, according to SIAM. Two-wheeler sales jumped 19.3%, while three-wheeler dispatches grew 21.4%, reflecting broad-based demand across segments.
Copper hits one-month high as US-Iran talk hopes lift metal prices
Copper prices hit a one-month high as renewed hopes for US-Iran dialogue lifted sentiment across global commodity markets. LME and Shanghai copper futures jumped, supported by stronger Chinese demand, tighter supply conditions and a softer US dollar. Other base metals, including aluminium, nickel and zinc, also advanced amid improving risk appetite.
Why is GS stock falling today despite strong Goldman Sachs earnings in Q1? Here's what investors need to know
GS stock today: Goldman Sachs reported a strong first quarter with a 19% profit jump and revenue exceeding expectations, driven by dealmaking and equities trading. However, a 10% drop in FICC revenues and broader economic concerns like inflation and recession fears led to investor apprehension, causing the stock to fall.
Gold surges as US–Iran ceasefire weakens US dollar and fuels safe haven demand
Gold prices surged as US-Iran ceasefire talks weakened the dollar and heightened safe-haven demand. Ongoing geopolitical uncertainty, central bank buying, and inflation concerns support bullish sentiment, while upcoming data and fragile truce conditions may keep gold volatile yet upward biased.
Gold ETF inflows drop 57% MoM to Rs 2,265 crore in March; silver ETFs see second straight month of outflows
Gold ETF inflows fell 57% to Rs 2,265 crore in March, while silver ETFs posted outflows for the second consecutive month, AMFI data showed. Commodity ETFs had a rough month, with all 43 ending in the red and silver-heavy schemes leading declines amid a global selloff in precious and industrial metals.
Consumer durables growth muted as demand slows, margins shrink: HDFC Securities
The Indian consumer durables sector is expected to remain under near-term pressure amid weak demand trends and rising input costs, even as select categories and structural drivers support a gradual recovery over the medium to long term, according to a report by HDFC Securities.
Global Market: China’s factory-gate prices turn positive after three years as cost pressures mount
China's factory prices are rising again after three years. This marks a shift from falling prices. Higher global commodity costs, driven by geopolitical tensions, are pushing up costs for Chinese producers. Consumer prices are rising slower, showing limited cost pass-through. This presents a complex challenge for policymakers balancing growth and inflation risks.
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