Prime Research Weekly

Global markets navigated a volatile week marked by a hawkish Fed, easing Middle East tensions, and heavy Big Tech earnings. AI stocks initially weakened on fears over steep capex cycles but sentiment improved after Microsoft’s strong Azure-led beat. Crude fell over 6% as Iran signalled willingness for talks, easing global risk aversion. Japan’s FX intervention […]

Global equities extended their decline for a second straight week as U.S. Treasury yields surged to fresh yearly highs ahead of the Fed meeting, while weak sentiment around AI‑capex–heavy tech names dragged the Nasdaq lower. Brent crude retreated sharply from USD 100 as geopolitical risks eased, helping stabilize risk appetite. Domestically, Nifty logged five consecutive […]

Global markets remained volatile as renewed U.S. & Iran tensions pushed Brent crude above USD 90/barrel, reviving inflation concerns and weighing on sentiment. Asian equities opened mixed amid uncertainty surrounding AI‑linked technology stocks. Despite global jitters, Indian markets showed resilience, supported by strong earnings from major private banks and a breakout above recent consolidation levels. […]

Indian equities ended the week lower, snapping a four‑week winning streak as renewed U.S.–Iran hostilities and rising crude oil prices pressured sentiment. While global markets remained supported by AI-driven optimism, higher bond yields and geopolitical uncertainty increased volatility. Market focus now shifts decisively to the Q1FY27 earnings season, which will determine whether current valuations are […]

Global markets ended the week on a positive note as softer U.S. jobs data reduced fears of aggressive monetary tightening and improved expectations around the Fed’s rate trajectory. The S&P 500 and Nasdaq advanced, supported by optimism around the upcoming earnings season and resilient corporate profit expectations. Domestically, Indian equities remained firm, aided by falling […]

Indian markets remain relatively resilient despite global technology weakness and concerns over El Niño impacting inflation and rural demand. Nifty held above the 24,000 mark, supported by easing crude prices, improving global sentiment, and sustained domestic institutional inflows. However, broader risks persist from global tech selloffs and potential inflation pressures. The rupee ended marginally weaker, […]

Indian equities closed the week on a positive note, with Nifty reclaiming the 24,000 mark for a second consecutive weekly gain, supported by easing crude prices and improving geopolitical sentiment. While global cues remained mixed amid Fed hawkish commentary and IT sector weakness, resilient domestic macros and infrastructure momentum provided stability. Market leadership is gradually […]

Global markets surged on confirmation of a U.S. & Iran peace agreement, driving a sharp decline in crude prices and boosting risk sentiment worldwide. U.S. equities and futures rallied, supported by easing geopolitical risks, falling volatility, and strong IPO momentum. Asian markets followed with broad-based gains. Domestically, Nifty rebounded strongly, confirming a breakout above key […]

Global markets saw a sharp selloff driven by tech weakness, rising yields and renewed rate hike fears after strong jobs data. Semiconductor stocks led losses, erasing $1.4 trillion. Oil prices rose amid geopolitical tensions. Central banks stayed cautious. India showed resilient growth but maintained steady policy. Near term sentiment remains fragile with volatility elevated across […]

Global equities closed May on a strong note, led by AI-driven momentum as U.S. indices hit record highs, supported by robust tech earnings and easing bond yields. Cooling crude prices on temporary U.S. & Iran optimism offered relief, though renewed geopolitical tensions continue to keep oil volatile. Despite global strength, Indian markets ended the week […]