• Eternal and The India Cements among 10 stocks achieving over 100% year-on-year profit growth in Q4 FY26, fueling earnings boom narrative.
• Strong results driven by cost efficiencies, demand recovery in key sectors like infrastructure and consumer goods.
• These outperformers boosted investor confidence amid broader market rebound, with focus shifting to sustainable growth post-correction.
• Wall Street stocks traded mixed early Monday, May 4, 2026, as rising oil prices from Middle East conflict offset robust US corporate earnings expectations.
• Oil prices edged higher after Iran's military warned it would attack US forces entering the Strait of Hormuz, following President Donald Trump's announcement to guide ships through the waterway.
• Major indices remain near record highs, supported by encouraging inflation data and resilient earnings season, though investors eye the April jobs report.
• Nasdaq and S&P 500 declined on May 4, 2026, following UAE's report of intercepting missiles from Iran amid escalating regional tensions.
• Move counters last week's gains where NASDAQ posted a 10-day winning streak led by mega-cap tech on AI optimism and earnings.
• Oil and US dollar rose, while gold and silver fell as investors favored risk assets despite conflict worries.
• The Federal Reserve maintained interest rates at 3.50%-3.75% last week, citing continued economic expansion but persistent inflation linked to energy prices.
• Inflation remains elevated with PCE price index up slightly in March to 3.5% year-over-year.
• Decision supports market optimism, contributing to S&P 500 nearing its January record high despite Middle East risks.
• US GDP expanded at a 2.0% annualized rate in Q1 2026, rebounding from 0.5% in the prior quarter, driven by government spending, exports, and investment.
• Consumer spending stayed strong in March, bolstered by rising personal income and consumption.
• Manufacturing PMI hit its strongest since May 2022 per S&P Global, though possibly due to inventory buildup rather than demand.
• Indian benchmark indices ended positively on May 4, 2026, with Nifty 50 closing at 24,100 after gaining 122 points and Sensex up 356 points at 77,488 amid volatile trading.
• Realty, metal, and healthcare sectors led broad-based gains, driven by falling crude oil prices and improved investor sentiment following state election results, while IT stocks lagged.
• Top Nifty gainers included Adani Ports (up 5%), Adani Enterprises, Eicher Motors (up 3%), Hindustan Unilever, and Shriram Finance; laggards were Bharti Airtel, Kotak Mahindra Bank, Dr. Reddy's, ONGC, and TCS.
• Key Indian stocks including Kotak Mahindra Bank (trading at 383.30, up 0.35%), DMart, Vodafone Idea, Nestle India, and Coal India featured prominently in market news on May 4, 2026.
• Nifty Financial Services index rose 1.12% to 25,944.50, gaining 287 points, amid sector rotation post-election outcomes.
• Other highlights include HUL, Bajaj Finance, and Adani stocks, with trading guides recommending buys like Gujarat Fluorochemicals and Kalyani Steels for up to 8% gains.
• Singapore's real estate investment volume jumped 364% in the first quarter of 2026 compared to the same period last year, according to CBRE data released today.
• The surge reflects strong investor confidence amid regional economic recovery, with total transactions reaching S$4.2 billion across office, retail, and industrial sectors.
• This growth underscores Singapore's role as a safe-haven market in Southeast Asia, potentially attracting more foreign capital amid global uncertainties.
• Japan announced plans to establish a ¥500 billion fund aimed at reinforcing economic security, with implications for Southeast Asian supply chains.
• The fund will support critical technology investments and diversification away from high-risk dependencies, targeting partners in ASEAN nations like Indonesia and Vietnam.
• This initiative addresses vulnerabilities exposed by recent geopolitical tensions, enhancing regional resilience against disruptions.
• Southeast Asia's economic resilience is under pressure from a fragmented global economy, requiring deeper intra-regional integration, according to The Business Times analysis.
• Key challenges include trade barriers and supply chain shifts, with ASEAN's intra-regional trade at just 25% of total commerce.
• Strategic engagement with partners like the US, China, and EU is essential to mitigate deglobalization risks and sustain growth above 4.5% annually.
• Infosys reported Q4 net profit up 21% to Rs 8,501 crore, though shares fell 3.6% on weak revenue guidance.
• IT sector faces pressure from BFSI weakness and higher costs, impacting peers like Cyient.
• Results highlight mixed quarterly outcomes in tech amid global demand shifts.
