New Delhi Television Limited Share Price & Analysis

Crude oil, rates, Iran war may impact markets

*Crude oil, rates, Iran war may impact markets* — Rising crude prices above **$90/barrel** could pressure India's trade deficit. Elevated global interest rates may reduce FPI inflows into equities. Escalating Iran conflict risks broader Middle East instability, affecting energy security and market sentiment. 📊 *STOCKS:* | 🏢 *SECTOR:* Macro | #HIGHIMPACT #CrudeOil

India grew 7.8% despite oil at $120, weak rupee

*India grew 7.8% despite Brent crude hitting **$120** and the rupee weakening significantly.* Geopolitical tensions worsened with the Strait of Hormuz disruption, increasing import costs. Strong domestic demand and resilient services sector supported growth. Fiscal discipline and robust reforms cushioned external shocks. 📊 *STOCKS:* | 🏢 *SECTOR:* Macro | #HIGHIMPACT #GDP

Brokerages raise India's FY27 GDP forecast, expect RBI rate hikes

*Brokerages raise India's FY27 GDP growth forecasts following strong Q1 numbers.* They now project GDP growth at **7.0%–7.3%**, up from prior estimates. Higher inflation expectations suggest **RBI may delay rate cuts**, keeping rates elevated. This could impact borrowing costs and market liquidity in the near term. 📊 *STOCKS:* | 🏢 *SECTOR:* Macro | #HIGHIMPACT #GDP

Fiscal deficit at 26.8% of FY27 target, capex hits ₹4.5L cr

*Fiscal deficit reaches 26.8% of FY27 target* with capex rising to **₹4.5 lakh crore**, signaling sustained government spending. This pace exceeds last year’s outlay, boosting infrastructure and demand outlook. Higher deficit may pressure bond yields and inflation. 📊 *STOCKS:* | 🏢 *SECTOR:* Macro | #HIGHIMPACT #FiscalDeficit

PM Modi hails India's exemplary GDP growth

*PM Modi hails India's exemplary GDP growth* amid global headwinds. He emphasized that naysayers underestimated India’s economic resilience. The country's growth trajectory remains strong with **Q4 GDP at 7.6%** and full-year growth at **8.2%**, highest among major economies. This reinforces macro stability and investor confidence. 📊 *STOCKS:* | 🏢 *SECTOR:* Macro | #HIGHIMPACT #GDP

Spain probes BLS over alleged visa fraud

*Spain expands visa fraud investigation to include Indian firm BLS.* The company has responded, denying wrongdoing and asserting compliance with regulations. The probe could impact BLS's government contracts and international operations. Legal risks loom as investigations intensify abroad. 📊 *STOCKS:* $BLSSL | 🏢 *SECTOR:* CapitalMarkets | #HIGHIMPACT #Legal

Brent crude nears $100, impacting inflation and rupee outlook

*Brent crude nears $100, impacting inflation and rupee outlook*. A move towards **$100/barrel** pressures India's trade balance and may force **RBI to maintain hawkish stance**. This could weigh on **Nifty earnings**, especially for oil-importing sectors. Currency may weaken, risking **FII outflows**. 📊 *STOCKS:* | 🏢 *SECTOR:* Macro | #HIGHIMPACT #Crude

Crude oil may fall to $60, benefiting India: Analyst

*Crude oil may fall to $60 a barrel, benefiting India,* says Julius Baer's Mark Matthews. Lower crude prices could reduce India's import bill and ease inflationary pressures. This may support the RBI in maintaining a **neutral monetary stance** and boost fiscal flexibility. A drop to **$60** from current levels implies significant relief for energy-importing sectors. 📊 *STOCKS:* | 🏢 *SECTOR:* Macro | #HIGHIMPACT #CrudeOil

US threatens 100% tariffs on India, China imports

*US threatens 100% tariffs on India, China imports*. The US Senate passed a Russia sanctions bill that includes a threat of **100% tariffs** on imports from countries deemed non-cooperative on trade. This could significantly impact Indian exports, especially in sectors like pharma, IT, and textiles. Market sentiment may turn cautious ahead of any formal action. 📊 *STOCKS:* | 🏢 *SECTOR:* Macro | #HIGHIMPACT #US-India

NSE reports 9% profit rise despite revenue decline in Q1

*NSE reports 9% profit rise despite revenue decline in Q1*. The exchange posted a **9% YoY increase in net profit** in Q1, driven by cost optimization and **wider margins**, even as revenue declined. Its IPO plans remain on track, with strong operating efficiency supporting investor confidence. 📊 *STOCKS:* $NSEI | 🏢 *SECTOR:* CapitalMarkets | #HIGHIMPACT #Earnings