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As the Q1FY26 earnings season begins, the first half of 2025 has laid down an exceptionally volatile foundation. The period was marked by elevated geopolitical tensions and international economic hostilities. This environment triggered intense market volatility, with the S&P 500 VIX soaring above 50% and Indias VIX surpassing 20%. Alongside the volatility came deep economic uncertainty and conflicting cues for monetary policymakers, which weighed heavily on corporate earnings visibility.Despite the challenges, global equitiesIndia includedhave shown resilience. As per Motilal Oswal, Korea (+25%), China (+20%), Germany (+19%), and Brazil (+19%) have led gains in 2025, while India has recovered 6% since January. This sets the stage for Q1FY26 earnings as investors seek clarity on corporate performance in a volatile macro setting. With these, here are Motilal Oswals top picks for the investors:
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Indias options market faces increased scrutiny as unusual pricing patterns in Nifty 50 straddles spark manipulation concerns. Traders report straddles defying expected decay, pointing to large-scale bets. Following SEBIs action against Jane Street, market activity has dipped, and volatility indicators hit new lows on recent expiry days.
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Indian markets experienced a downturn due to global tariff uncertainties and a lackluster earnings season start. The Nifty slipped below its 20-day EMA, entering a consolidation phase. Investors will closely monitor Q1 earnings from major companies, domestic inflation data, global events, IPO activity, FII flows, technical indicators, and rupee movement for market direction.
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