Resultados do trimestre de junho definirão a direção do mercado, diz Sunil Subramaniam

O especialista em mercado Sunil Subramaniam aconselhou cautela aos investidores em meio à incerteza geopolítica e ao aumento dos custos de insumos. Ele destacou bens de consumo duráveis, bens de capital e bancos do setor público como setores preferenciais.

Sunil Subramaniam afirmou que a volatilidade deve permanecer elevada no curto prazo. Os preços do petróleo bruto, as decisões de política do Reserve Bank of India e os resultados do primeiro trimestre definirão os movimentos do mercado nos próximos meses, de acordo com sua avaliação.

Artigos relacionados

Illustration of Middle East tensions causing stock market drops, oil price spikes, and investor flight to US dollar.
Imagem gerada por IA

Middle East conflict fuels global market volatility and oil price surge

Reportado por IA Imagem gerada por IA

Geopolitical tensions in the Middle East, involving the US, Israel, and Iran, have triggered a slide in Asian shares and a surge in oil prices. Investors are turning to the US dollar for safety amid fears of prolonged energy cost increases and inflation. While emerging markets face short-term losses, experts see long-term resilience.

Top investors Ramesh Damani and Sunil Singhania say India’s fundamental growth drivers remain strong despite temporary market challenges from foreign outflows and geopolitical concerns.

Reportado por IA

India's Nifty index closed lower following sustained selling pressure, remaining above long-term averages while exhibiting short-term weakness. Technical indicators point to market consolidation with a corrective bias ahead of a cautious week. Expert Daljeet Kohli highlights potential selective rebounds driven by Q4 earnings in certain sectors.

Global markets tumbled as US-Iran tensions and prolonged Israeli conflict drove oil prices higher. Asian shares and futures dipped, with investors preparing for extended fighting. The inflationary pressures have reduced expectations for central bank rate cuts.

Reportado por IA

India's economy could face challenges from the West Asia conflict, which may impact oil prices and overall growth. According to Crisil Intelligence, real GDP growth is expected to reach 7.1 percent in FY27, driven by consumer spending and investment. Exports are anticipated to increase, while retail inflation might climb to 4.3 percent.

Indian stock markets staged a significant rebound on Wednesday, fueled by hopes for peace in West Asia and falling oil prices. The NSE Nifty and BSE Sensex climbed substantially during the day, though some gains moderated by the close. Sectoral indices ended higher across the board amid cautious investor sentiment.

Reportado por IA

Asian equities opened higher, tracking gains in US stocks and Treasuries, as investors overlooked geopolitical tensions. Markets displayed cautious optimism despite worries over oil prices and inflation, with the Federal Reserve's interest-rate decision pending. Oil prices held near $103 amid expectations of continued volatility until energy stabilizes.

terça-feira, 12 de maio de 2026, 17:30h

Indian markets suffer sharp selloff as oil prices rise

sábado, 09 de maio de 2026, 16:11h

Indian stock markets decline amid geopolitical tensions

sábado, 02 de maio de 2026, 20:22h

BNP Paribas analyst warns on Indian IT stocks' value

quinta-feira, 23 de abril de 2026, 09:31h

Union Bank of India shares fall 10% after Q4FY26 earnings

quinta-feira, 09 de abril de 2026, 10:55h

Iran-US war to pressure Q4 profits of Nifty 50 firms: analysts

quinta-feira, 19 de março de 2026, 02:24h

Indian markets rebound cautiously after sharp March sell-off

quinta-feira, 12 de março de 2026, 22:02h

Indian markets lose Rs 20 lakh crore on crude oil surge

quarta-feira, 11 de março de 2026, 23:54h

Indian firms pause IPO plans due to market volatility

sexta-feira, 06 de março de 2026, 19:04h

InCred Equities identifies 11 stocks with potential upside of up to 40%

quinta-feira, 05 de março de 2026, 10:39h

Ongoing Iran war volatility hits Sensex, Nifty; retail portfolios in red

 

 

 

Este site usa cookies

Usamos cookies para análise para melhorar nosso site. Leia nossa política de privacidade para mais informações.
Recusar