Market Snapshot USD/INR ₹94.48 +0.2% Nifty 50 Index 24,176.15 -0.6% India 10-Year Bond Yield 6.97% +0.04 Spot Gold ($/oz) $4,687.07 -0.6% S&P 500 Futures 7,411.25 -0.1% Market data as of 07:59 AM IST, May. 11, 2026, or the previous close for Indian markets. Data is subject to provider delays. Good morning... I’m Rajesh Mascarenhas in Mumbai and here’s what’s setting the tone for markets. As the wa...
Market Snapshot USD/INR ₹94.48 +0.2% Nifty 50 Index 24,176.15 -0.6% India 10-Year Bond Yield 6.97% +0.04 Spot Gold ($/oz) $4,687.07 -0.6% S&P 500 Futures 7,411.25 -0.1% Market data as of 07:59 AM IST, May. 11, 2026, or the previous close for Indian markets. Data is subject to provider delays. Good morning... I’m Rajesh Mascarenhas in Mumbai and here’s what’s setting the tone for markets. As the war in Iran drags on and oil prices stay elevated, Prime Minister Narendra Modi has a message for Indians: cut fuel use. The appeal reflects an increasingly difficult backdrop for India as a weakening rupee (more on that below) and persistent equity outflows add to pressure on an economy heavily dependent on imported crude. Measures from the pandemic such as working from home and online meetings should be revived, Modi said on Sunday evening, while also urging citizens to help conserve foreign-exchange reserves by avoiding unnecessary overseas travel, and weddings abroad. Oil surged on Monday after US President Donald Trump rejected Iran’s latest response to his proposal to end the war in the Middle East, prolonging the effective closure of the crucial Strait of Hormuz. The Nifty posted a second weekly gain on Friday but continues to trail the broader Asian benchmark. April inflation data and earnings from major companies including Tata Power, Bharti Airtel, and Hindustan Petroleum will be in focus this week. In today’s newsletter, we look at: State Bank’s margin squeeze An impediment for small caps Why corporates are not investing But first, a peek at the rupee’s outlook. Markets Buzz: Rupee’s Rough Road Ahead The battered rupee just can’t seem to catch a reprieve. Analysts have turned more bearish on the currency as oil prices stay elevated and capital outflows persist. The median forecast now puts the rupee at around 94 per dollar by year-end — only marginally higher than Friday’s close. In other words, even if the Iran war ends, the prospects of a meaningful recovery from...
Over the past few weeks, many artificial intelligence (AI) companies have reported strong growth, fueling renewed confidence and market highs. The S&P 500 is 8% as of this writing. If you're looking for excellent stocks to add to your portfolio to ride the wave higher, I recommend Taiwan Semiconductor Manufacturing (NYSE: TSM) , Amazon (NASDAQ: AMZN) , and Lemonade (NYSE: LMND) . They all feature ...
Over the past few weeks, many artificial intelligence (AI) companies have reported strong growth, fueling renewed confidence and market highs. The S&P 500 is 8% as of this writing. If you're looking for excellent stocks to add to your portfolio to ride the wave higher, I recommend Taiwan Semiconductor Manufacturing (NYSE: TSM) , Amazon (NASDAQ: AMZN) , and Lemonade (NYSE: LMND) . They all feature strong AI components, and they also have excellent long-term prospects beyond current trends. Image source: Getty Images. Continue reading
迪拜商会与福建省贸促会共商深化经贸合作 5月7日消息，迪拜商会日前与福建省贸促会举行会谈，探讨加强双边经贸与投资关系。迪拜商会主席兼首席执行官 Mohammad Ali Rashed Lootah 与福建省贸促会会长钟木达共同出席。双方重点讨论了企业合作和经济伙伴关系前景，围绕迪拜与中国企业具备共同投资和贸易机会的重点行业展开交流。（ZAWYA） 阿联酋空域恢复正常航空运行 据阿通社消息，阿联酋民...
迪拜商会与福建省贸促会共商深化经贸合作 5月7日消息，迪拜商会日前与福建省贸促会举行会谈，探讨加强双边经贸与投资关系。迪拜商会主席兼首席执行官 Mohammad Ali Rashed Lootah 与福建省贸促会会长钟木达共同出席。双方重点讨论了企业合作和经济伙伴关系前景，围绕迪拜与中国企业具备共同投资和贸易机会的重点行业展开交流。（ZAWYA） 阿联酋空域恢复正常航空运行 据阿通社消息，阿联酋民航总局5月2日宣布，阿联酋空域空中航行运行已全面恢复正常，此前实施的临时预防措施正式解除。该决定是在对运行状况与安全形势进行全面评估，并与相关部门协调后作出的。民航部门将继续实施实时监测，确保航空安全保持在最高水平。（阿通社） “阿联酋制造2026”论坛在阿布扎比开幕，规模创历届之最 据 GCC Business Watch 消息，第五届“阿联酋制造”（Make it in the Emirates 2026）在阿布扎比正式开幕。本届活动以“先进工业，更强崛起”为主题，于5月4日至7日在 ADNEC 展览中心举行，被视为阿联酋迄今规模最大的工业盛会。论坛聚焦先进制造、航空航天与防务、制药、能源、出行、可持续材料、科技创新等12个优先产业领域，旨在对接国家工业优先事项与投资机遇，加速本地化进程，提升工业竞争力，扩大阿联酋作为全球制造和出口枢纽的地位。（GCC Business Watch） 阿布扎比证券交易所推出一体化交易服务 据 ZAWYA 消息，阿布扎比证券交易所（ADX）集团推出 ADX Managed Services（AMS），通过 API 驱动的一体化方案，把资金划转、交易和投资组合管理整合到同一流程中，提升投资者入市效率。券商和阿联酋银行可将服务内嵌至自有平台，客户一站式完成资金划转、交易及组合管理。（ZAWYA） 阿布扎比 IHC 一季度利润接近翻倍 据 AGBI 消息，阿布扎比国际控股公司（IHC）2026年一季度净利润同比飙升98%，达到80亿阿联酋迪拉姆（约合22亿美元），营收增长33%至310亿迪拉姆。增长主要来自核心业务板块的全面改善，其中能源与矿业收入增长尤为显著，酒店与休闲业务贡献也实现翻倍。与此同时，IHC 正持续将资本投入高潜力领域，并加快旗下平台型企业向全球化业务转型。（AGBI） 中国汽车两年内占据卡塔尔近30%市场份额 据 Gulf T...