global markets

global markets displayed mixed performance as investors awaited the US Federal Reserve's policy decision amid pressure to cut rates. Asian markets saw initial gains following China's stimulus measures and planned trade talks with the US, while European markets were mostly down. US stocks closed lower due to tariff-related uncertainty and disappointing earnings reports, impacting consumer confidence and trade deficits.

Oil prices plummeted after OPEC+ announced increased production, raising concerns about a potential supply glut amidst weakening global demand. This decision, viewed as a shift in strategy towards market share, coincided with fears of economic slowdown due to US tariffs. While Wall Street saw a strong week, analysts remain cautious due to ongoing trade uncertainties and economic challenges.

Operation Sindoor impact on stock market today: The NSE Nifty settled at 24,273.80, decreasing by 140.60 points or 0.58 per cent, with an intraday low of 24,150.20. The 30-share index Sensex closed at 80,334.81, down by 411.97 points or 0.51 per cent.

S&P Global relies on its Delhi NCR operations for key technology functions, serving global clients across various sectors. With over 5,500 employees in Gurugram and Noida, India manages over 300 products. The company is expanding with a third Gurugram office. AI is central to S&P Global's transformation, with its proprietary AI assistant, Spark Assist, boosting engineering productivity.

Stock market today: The NSE Nifty increased by 114.45 points or 0.47 per cent to 24,461.15. The BSE benchmark of 30 shares gained 294.85 points or 0.37 per cent, closing at 80,796.84, continuing its upward trend.

Stock market today: The NSE Nifty decreased by 81.55 points (0.33%) to 24,379.60. The BSE Sensex fell 155.77 points (0.19%) to close at 80,641.07, after dropping 315.81 points (0.39%) to 80,481.03 during the session.

Stock market today: Indian equity benchmark indices, BSE Sensex and Nifty50, rallied strongly in trade on Monday. While BSE Sensex went above 80,300, Nifty50 crossed 24,350 intraday.

Stock market today: Indian equity benchmark indices, Nifty50 and BSE Sensex, rallied strongly in trade on Friday, the first trading day of the month before ending somewhat muted. While Nifty50 rose over 250 points to cross 24,550, BSE Sensex was above 81,100 intraday.

Operation Sindoor impact: Despite Indo-Pak military tensions, Indian markets have historically shown resilience, with the Nifty 50 experiencing modest declines followed by strong recoveries. Operation Sindoor had minimal impact, as markets focus on economic fundamentals and capital flows.

Despite global market challenges, India stood out for consumer goods companies. Urban demand is slow, but rural markets are improving. Firms like Unilever and P&G see India as a key growth driver. Premium products are doing well. Pernod Ricard and Heineken report strong demand. Companies are optimistic about India's growth potential in the current fiscal year.

Nvidia faces rising competition in the AI chip market. Chinese firms like DeepSeek and Huawei are developing rival AI hardware. DeepSeek's AI model challenges Nvidia's pricing. Huawei's chip directly competes with Nvidia's H100 GPU. Nvidia CEO Jensen Huang warns US lawmakers about export controls. He fears it could boost Chinese chipmakers. China aims to dominate AI chip production.

Fintech platform Tide's global CEO Oliver Prill announced that India has surpassed the UK to become its largest market by customer count for SMEs. With nearly 7 lakh members, India's growth since 2022 has been significant. Tide India CEO Gurjodhpal Singh aims to cross 10 lakh members by year-end.

Nvidia CEO Jensen Huang emphasises the importance of the Chinese AI market, potentially worth $50 billion, but US export restrictions pose a significant challenge. These restrictions impact Nvidia's revenue and could hinder US technological leadership, potentially pushing China to develop domestic alternatives. Despite these hurdles, Nvidia remains a dominant force, balancing growth with national security concerns.

Union Telecom Minister Jyotiraditya Scindia highlighted India's appeal for OEMs, citing Apple's decision to manufacture most iPhones sold in the US from India as an example of economically sound investment. India has transformed from a major mobile phone importer to a leading producer and exporter, with 15% of global iPhones now made in India.

global markets surged following China's consideration of US tariff negotiation overtures, boosting investor confidence. Positive earnings reports from Microsoft and Meta further fueled Wall Street's gains, with the S&P 500 achieving its longest winning streak since August. Concerns remain about the potential economic impact of tariffs and the possibility of stagflation, creating uncertainty despite market optimism.

Amidst US tariff hike proposals in April, Indian investors demonstrated savvy investment strategies by increasing their investments in overseas equities, particularly in the US. Platforms like INDMoney and HDFC Securities reported significant surges in investment activity, with a notable rise in new investors targeting US stocks. This enthusiasm was fueled by the perception of market volatility as a buying opportunity, especially in sectors like AI and tech.

Indian stock markets brace for a crucial week, influenced by FPI trends, India-US trade talks, and key earnings reports. Globally, the US Federal Reserve meeting and Chinese economic data will be closely monitored. Renewed foreign interest and optimism around trade agreements have recently boosted the Sensex and Nifty, but geopolitical tensions remain a key concern for investors.