CRUDE OUTLOOK
JPMorgan finds Reliance Industries share valuation comfortable but flags O2C as uncertain spot
JPMorgan maintains an Overweight rating on Reliance Industries. The brokerage sees comfortable relative valuation for RIL. Near-term outlook for oil-to-chemicals business remains uncertain. JPMorgan retains a price target of Rs 1,675 for March 2027. The firm expects improved refining and petrochemical margins in the medium term. Retail valuation upside also offers potential gains.
Global Markets: Uncertain global outlook keeps investors balancing risk and opportunity
Markets start the week on a positive note as Donald Trump signals possible easing of the Iran conflict, supporting global equities. However, optimism is tempered by concerns over sticky inflation, mixed economic data, and policy uncertainty. Investors are closely watching the April 21 hearing of Kevin Warsh, with shifting expectations now pointing to fewer or no rate cuts this year.
US Stock Market: Goldman sticks to oil forecast as demand weakness deepens
Goldman Sachs maintained its 2026 oil price forecasts despite shifting dynamics, as weaker global demand and easing supply disruptions offset key risks. While geopolitical tensions are receding, soft consumption trends and potential supply recovery are increasing downside risks, suggesting a cautious outlook for crude prices even as markets stabilise in the near term.
Long-term bonds are cheap now; patient investors may gain big, says Rahul Goswami of Franklin Templeton
Rate cuts are off the table, inflation is creeping up, and the Strait of Hormuz remains a wildcard. In a candid interview with ET Wealth’s Kayezad E. Adajania, Rahul Goswami of Franklin Templeton, sees a clear opportunity in long-dated bonds for investors who can stomach near-term volatility.
Charting the Global Economy: IMF trims world growth projections
The International Monetary Fund has lowered its global growth forecast for 2026. This adjustment comes as the war in the Middle East has caused a significant oil price shock. The IMF also anticipates higher inflation due to rising energy and food costs.
US oil prices may cross $100 as Iran restricts Strait of Hormuz, surge odds hit 44%
Oil prices may rise again as Iran controls the Strait of Hormuz, a key oil route. Tensions with the US are increasing, and talks are still not clear. Markets are reacting fast to every update. If the situation gets worse, fuel prices could go higher soon, affecting transport, daily goods, and the global economy.
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Gold price prediction: Bullion experts predict likely gold rate for next few months. Details here
Gold rate prediction: Gold is well-positioned in the current global environment and could gain whether the economy weakens into stagflation or improves amid falling interest rates.
GIFT Nifty jumps over 300 points after oil price crash. What to expect on Monday?
Indian markets are set for a strong opening as GIFT Nifty surged over 300 points tracking falling crude prices and easing tensions with support from Dow Jones Industrial Average strength and improving global risk sentiment
Oil prices crash nearly 10% after Iran says Strait of Hormuz completely open during ceasefire
Oil prices plunged as Strait of Hormuz remained open during the US Iran ceasefire with Brent crude and West Texas Intermediate falling sharply amid easing tensions though volatility is expected to persist
Has Nifty bottomed out? ICICI Securities dissects chart patterns, predicts these 21 stocks could outperform
After an 18-month consolidation and a 16% correction, ICICI Securities says Nifty 50 may have formed a durable bottom, supported by historical patterns and strong technical levels. The brokerage expects potential upside ahead and highlights banks, energy names and select midcaps as likely outperformers in the next market upcycle.
Consistent inflows in weak markets reflects investor maturity, says V Srivatsa, UTI AMC
Despite sustained FII selling, strong domestic mutual fund inflows are helping stabilise markets, reflecting a structural shift in investor behaviour. V Srivatsa of UTI AMC highlighted rising investor maturity, elevated mid- and small-cap valuations, and advised a balanced asset allocation with a tilt towards largecaps and hybrid funds amid global uncertainties.
Why are oil and gas prices up today, and will Brent, US WTI crude futures, Dutch and British gas rates continue to rise or drop again? Analysts insights, market outlook and what should investors do now
Why are oil and gas prices up today, and will Brent, US WTI crude futures, Dutch and British gas rates continue to rise or drop again? Energy markets reacted to Middle East conflict risks, Hormuz disruption, falling US inventories, and shifting gas supply signals. Analysts say prices may stay volatile as geopolitics, exports, storage levels, and investor positioning continue to drive global oil and gas trends.
Akshaya Tritiya 2026: Date, significance and best time to buy gold. Details here
Akshaya Tritiya 2026 falls on April 19, with the auspicious gold-buying muhurat beginning at 10:49 am. The day symbolises prosperity and new beginnings, making gold purchases significant. Analysts expect a positive outlook for bullion in 2026, supported by central bank buying, global uncertainties and favourable macro conditions.
Gold price drops 0.7% to $4,807 today—should investors panic now as gold and silver prices risk a 10% crash with US-Iran deal still out of sight and crude oil threat rising?
Gold, silver rates crash fears intensify as prices already dropped sharply. Gold is down over 8%. Silver has plunged more than 16%. This comes during the US–Iran war. Crude oil now threatens to cross $120 per barrel. This is a critical trigger point. High oil pushes inflation higher. It keeps interest rates elevated. The Federal Reserve stays hawkish. The dollar strengthens further. That reduces bullion demand globally. If this trend continues, gold and silver rates crash risk remains high. Another 10% fall looks possible soon.
WPI inflation hits 38-month high of 3.9% in March as soaring energy, crude prices amid West Asia war drive up costs
India's wholesale inflation reached a 38-month peak of 3.9% in March. This surge was fueled by rising costs of crude oil, energy, and manufactured goods. Experts anticipate further increases due to ongoing global tensions. Supply disruptions also contributed to higher input prices across various sectors. Retail inflation also saw a slight uptick.
Why are oil and gas prices witnessing wild swings, and will Brent crude futures, US WTI crude, Dutch and British wholesale gas prices rise or fall again? Analysts insights, market outlook and what should investors do now
Why are oil and gas prices witnessing wild swings, and will Brent crude futures, US WTI crude, Dutch and British wholesale gas prices rise or fall again? Oil and gas markets are moving as traders track US-Iran talks, Strait of Hormuz closure, supply risk, and inventory data. Prices show mixed movement after sharp falls. Gas prices in Europe dropped slightly as risk premiums eased. Analysts say diplomacy and supply restrictions will decide the next price trend for crude and gas markets.
Why stock market rose today? Sensex soars over 1,200 points, Nifty settles above 24,200. 5 key factors explained
Indian stock markets surged on Wednesday. The Sensex and Nifty saw substantial gains. Easing oil prices and renewed hopes for US-Iran peace talks boosted investor sentiment. Global markets also rallied. This positive momentum added significant value to the total market capitalization. Investors are advised to remain invested despite potential headwinds.
Virgin Australia flags higher fuel costs amid the Mideast conflict
Virgin Australia anticipates a significant increase in fuel costs, projecting an additional A$30 million to A$40 million for the latter half of fiscal 2026 due to Middle East conflict-driven price volatility. Despite this, the airline maintains its full-year financial outlook, expecting stronger second-half earnings and improved revenue per available seat kilometre.
Nifty rebounds 8% in April after March rout, but stays below pre-war levels. What does it signal?
Nifty has rebounded 8% in April after a sharp March correction but remains below pre-war levels, signalling cautious recovery. The bounce is driven by short covering and selective buying, while persistent FII outflows, elevated crude prices and geopolitical risks continue to weigh on sentiment despite improving valuations.
Oil Price Today (April 15): Crude oil below $95, falls for second consecutive day. What’s behind the decline?
Oil prices fell for a second day on hopes that renewed U.S.-Iran talks could ease Middle East supply disruptions after the Strait of Hormuz closure. Optimism grew after Donald Trump signaled negotiations may resume soon, raising expectations of a resolution that could restore crude flows.
IEA: Global oil demand to decline in '26, a first since Covid
While oil futures registered an unprecedented surge in March, they remain considerably below record levels and the price of actual cargoes, trading at just under $100 a barrel in London. This "disconnect" between futures and physical markets is becoming "increasingly acute," according to the report.
Why are oil and gas prices down today, and will Brent crude and US WTI crude futures continue to drop or rise again soon? Analysts insights, market outlook and what should investors do now
Why are oil and gas prices down today, and will Brent crude and US WTI crude futures continue to drop or rise again soon? Oil and gas markets moved lower after signals of possible US-Iran talks eased supply fears linked to the Strait of Hormuz blockade. Brent and WTI dropped after sharp gains. Analysts warn that lost oil supply, lower inventories, and uncertain negotiations may still push prices higher again soon.
Ceasefire not good for stock market? BNP Paribas cuts Nifty target for 2026, but picks 9 stocks
BNP Paribas turned cautious on India’s markets after the crude spike, cutting its 2026 Nifty target to 25,500 and warning of fiscal and earnings pressure. Still, the brokerage sees opportunities in defensives and strong private-sector lenders, naming nine stocks—including M&M, Infosys, Titan and HDFC Bank—as likely outperformers.
Fuel price freeze: Rs 18/litre loss on petrol, Rs 35 on diesel
State-owned fuel retailers IOC, BPCL and HPCL face widening losses of Rs 18 per litre on petrol and Rs 35 on diesel as prices remain frozen since April 2022. Rising global crude costs, despite excise cuts, have eroded gains, with analysts warning of possible price hikes after state elections.
Oil Price Today (April 14): Crude oil drops below $100 on renewed hopes for Iran-US peace talks. What lies ahead?
Oil prices retreated below $100 after fresh signs of US-Iran dialogue despite escalating tensions and a naval blockade. Markets remain volatile as supply disruptions persist and peace prospects stay uncertain. Analysts warn prices could stay elevated, with risks of further spikes if geopolitical tensions prolong and energy flows remain constrained.
India bonds slump after US-Iran peace talks falter
Indian government bonds experienced a significant downturn Monday as failed U.S.-Iran peace talks sent oil prices soaring. This "risk-off" sentiment impacted the rupee and the Nifty 50, reflecting concerns over inflation and growth. Traders noted a reversal after Friday's bond purchases, anticipating a deal that didn't materialize. Investors now await March inflation data for further market direction.
HPCL, BPCL and IOCL shares slide up to 4% as crude oil reclaims $100. Where are prices headed?
Fuel retailer stocks like HPCL, IOCL, and BPCL dropped as oil prices surged past $100/barrel due to the US Navy blocking ships from Iran via the Strait of Hormuz. This escalation followed failed peace talks, risking a fragile ceasefire and potentially keeping oil prices elevated.
Oil Price Today (April 13): Crude oil reclaims $100 as failed peace talks trigger US move to block Iran-linked Hormuz flows. What’s next?
Oil prices have soared past $100 a barrel as the U.S. Navy moves to block Iranian access via the Strait of Hormuz, following failed peace talks. This action, effective Monday, threatens Iranian exports and has reversed recent price drops. Experts predict sustained high prices, potentially reaching $150 if disruptions continue.
Navigating the stock market turbulence
The recent temporary truce between the US and Iran has injected a surge of optimism into the markets. Conversely, India finds itself cautious as escalating oil prices threaten its economic balance and corporate earnings. While immediate fluctuations loom, the horizon for India's equities looks promising, bolstered by a resurgence in consumer spending and steady policy frameworks.
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