Bernstein s MD, Venugopal Garre, maintains a positive outlook on the Indian market with a Nifty target of 26,500, citing improvements in macro conditions and potential rate cuts. Despite global uncertainties and trade tensions, Garre anticipates better capital expenditure and consumption, though not enough for extraordinary returns. Portfolio strategy emphasizes domestic recovery candidates with some defensiveness, overweighting financials, telecom, and utilities.

Japan s Nikkei share average rose to a three-week high on Thursday, tracking a tech-led rally on Wall Street overnight, as the White House signalled a willingness to de-escalate its trade war with China.

HUL shares: In Q4 FY25, HUL posted a volume growth of 2%, falling short of market expectations. The EBITDA margin came in at 23.1%, down 30 basis points year-on-year.

Crypto news: Bitcoin’s market cap dropped to $1.835 trillion, reducing its dominance to 63.43%, while daily trading volume plunged 35% to $37.56 billion. Stablecoins accounted for 93.57% of total crypto trade volume at $98.58 billion.

Centrum Broking s Sumit Gupta anticipates a 12-13% revenue growth for diagnostic companies, driven by test volume. Metropolis is expected to see a 7% price hike, while Dr. Lal focuses on volume and mix changes. Hospital growth will be fueled by bed additions, with varying ARPOB growth across different companies like Max, Medanta and Aster.

Institutional investors steadily raised stakes in 20 stocks through FY25, with nine delivering 30–105% returns. Paradeep Phosphates and Pokarna more than doubled investors’ wealth, highlighting strong FII and mutual fund conviction.

In reaction to the attack, India has implemented several key measures. These include expelling Pakistani defense advisors, cutting down embassy staff in Islamabad, and suspending the 1960 Indus Water Treaty, a crucial water-sharing agreement between the two countries.

The revised regulations introduce new financial and corporate governance criteria for SMEs. To be eligible, companies must have recorded over Rs 100 crore in operational revenue in the previous financial year and must show a positive operating profit in at least two of the last three financial years.

Adani Energy Solutions Q4 Results: The company witnessed a significant surge in its financial performance during the fourth quarter, reporting a 79% increase in consolidated net profit, reaching Rs 647 crore. Revenue from operations also experienced substantial growth, climbing 35% YoY to Rs 6,375 crore, driven by strong performances in the transmission, distribution, and trading segments.