Ps India Port

Meituan

Conference Minutes

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SHEN

HMTD

83690

MPNGY

09988

89988

BABA

KBAB

BABO

BABX

01810

81810

XIACY

HBBD

HXXD

The following are the Minutes of the FY25 Q3 earnings call for $MEITUAN(03690.HK) organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Meituan: A Loss of Nearly 20 Billion! Did Alibaba Really Succeed in Stealing the House This Time?&#34; 1. Review of Core Financial Data Performance Overview: Total Revenue: 95.5 billion yuan (YoY +2%). Profitability: Operating cost rate 73.6% (YoY +12.9pts), mainly due to rider incentives and rising overseas costs; adjusted net loss of 16 billion yuan, affected by irrational industry competition and strategic investments...

MEITUAN

SHENANDOAH TELE

Meituan HK SDR 5to1

Haoxi Health Tech

First Trust Global Wind Energy

MEITUAN-WR

BABA-W

BABA-WR

Alibaba

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

XIAOMI-W

XIAOMI-WR

Xiaomi Corporation

Alibaba HK SDR 5to1

Xiaomi HK SDR 2to1

Meituan (Minutes): 3Q loss peaks, but 4Q will continue the loss trend

Indian Stock Market Surges Post US-Iran Ceasefire

Indian Government Plans to Make Decisions Within 60 Days to Accelerate Manufacturing Development

India's Q3 GDP Growth Rate Drops to 7.8% Following Data Revision

India to Host AI Impact Summit

Fusemachines

Erayak Power Solution

Smart Powerr

Sky Quarry

Cue BioPharma

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

ZeZentalis Pharma

XCF Global

Rackspace Tech

U Power

INDY

INDA

INDH

USDU

A senior Reserve Bank of India official criticized banks for exacerbating the rupee's weakness amid Middle East tensions. At a foreign exchange conference in Paris, the Deputy Governor highlighted how arbitrage between local and offshore markets strained dollar liquidity during significant foreign outflows. The RBI recently imposed restrictions on banks' speculative currency bets, forcing them to reverse $30 billion in arbitrage trades. The RBI's measures aim to stabilize the rupee, which has gained about 2% since the clampdown, becoming Asia's best-performing currency this year.

Bloomberg

Wtree India Earnings

iShares India 50

ISHRS MSCI India

Xtrackers Nifty 500 India ETF

WisdomTree India Hedged Equity

Wtree Bbg Usd Bull

India Forex Regulator Criticizes Banks’ Rupee Arbitrage Trades

NFTY

Foreign investors have withdrawn ₹48,213 crore ($5.14 billion) from Indian equities in the first 10 days of April, continuing a trend of aggressive sell-offs due to geopolitical tensions and macroeconomic uncertainties. This follows a record outflow of ₹1.17 trillion in March. Analysts attribute the selling to risk aversion linked to escalating tensions in West Asia, rising crude oil prices, and concerns about inflation. Markets like South Korea and Taiwan are seen as more attractive for FPIs. A reversal in outflows may depend on stabilizing macro conditions and India's Q4 earnings performance.

Business Standard

Nippon Life Insurance Co.

First Trust India Nifty 50 Equal Weight

FPIs continue sell-off in April, pull out ₹48,213 crore in 10 days

Reuters

Indian auto hub hikes minimum wage after protests over soaring costs due to Iran war

In just three months this year, foreign capital has withdrawn $18.84 billion from the Indian stock market, surpassing the annual record outflow of $18.79 billion set in 2025. The US-Iran war has driven up oil prices, which, combined with rupee depreciation, weak corporate earnings, and high valuations, has led to a continuous decline in the Indian market's attractiveness. Global capital is accelerating its rotation toward AI-related economies, further exacerbating the outflows

- Global investment is withdrawing from the Indian stock market at a record pace, with $18.84 billion leaving in just over three months, surpassing the previous annual record of $18.79 billion set in 2025.  
- This outflow is driven by energy shocks from the U.S.-Iran conflict and concerns over economic growth, leading to a decline in the Nifty 50 index by 8% this year.  
- Despite domestic investments providing some support, the lack of clear catalysts for foreign capital return, amid rising oil prices and geopolitical uncertainties, creates a challenging outlook for India's stock market.

Wallstreetcn

iShares US Oil & Gas Expl & Prod

Pro Ultr Bloomberg Crude Oil

SPDR Energy Select

ISHRS S&P Glb Engy

United States Oil Fund LP

VG Energy

BP p.l.c.

SPDR O&G Ex & Prd

iShares US Oil Equip & Svcs

VanEck Oil Refiners ETF

VanEck Oil Services ETF

HSPC

Us Brent Oil

Occidental Petroleum

Franklin FTSE India

Foreign Capital Outflows from Indian Stock Market Hit Record High Under Dual Pressure of Growth and Oil Prices

INQQ

02836

Prime Minister Narendra Modi emphasized the BJP's commitment to implementing the Uniform Civil Code (UCC) in West Bengal, aiming to end what he termed "politics of appeasement" and prevent Bengalis from becoming a minority. Speaking at a rally in Murshidabad, he criticized the ruling TMC for relying on infiltrators and vote-bank politics, claiming that the upcoming elections are crucial for preserving the state's identity. Modi also highlighted issues of corruption and economic decline under the TMC government, asserting that the BJP would bring about significant change if elected.

INQQ The India Internet & Ecommerce ETF

ISHARES INDIA

BJP to implement UCC, won't let Bengalis become minority in Bengal: Modi

Indian shares experienced a significant rally on Friday, with the BSE Sensex rising 918.60 points (1.20%) to 77,550.25, driven by optimism surrounding upcoming U.S.-Iran diplomatic talks. The NSE Nifty index also increased by 275.50 points (1.1%) to 24,050.60. Despite positive market trends, some software stocks faced pressure due to concerns over AI advancements, while Sun Pharma fell 3.7% amid news of a potential $12 billion acquisition of Organon & Co. Overall, 3,362 shares rose on the BSE, indicating strong market breadth.

nasdaq

Organon

Indian Shares Rally Ahead Of US-Iran Peace Talks

On April 10, Indian equity indices rebounded strongly, with the Sensex rising 918.60 points to 77,550.25 and the Nifty gaining 275.50 points to 24,050.60. The market saw broad-based buying, except for the IT sector, which fell 1.7%. Notable gainers included Asian Paints and ICICI Bank, while TCS and Sun Pharma were among the losers. The week marked a nearly 6% gain for both indices, their best performance since February 2021. Wipro announced a share buyback, and HDFC Life is considering a fundraising proposal.

Money Control

Taking Stock: Markets bounce back; Nifty reclaims 24,000, Sensex jumps 900 pts; IT worst hit

Shares of Tata Consultancy Services (TCS) fell nearly 3% after reporting a rare annual revenue drop of 2.4%, overshadowing strong quarterly earnings and $12 billion in deal wins. This decline suggests ongoing challenges in client spending and rising costs, leading to a cautious outlook for growth. Analysts noted limited evidence of demand recovery, with TCS shares down nearly 20.5% this year, reflecting concerns over AI disruption and weak client budgets. The IT index also saw a decline, with TCS being the third-biggest decliner.

Yahoo Finance

India's TCS falls as rare annual revenue drop dulls quarterly earnings beat, deal wins

INDIA RUPEE-Rupee to contend with fading RBI rule-linked flows, costly oil

marketscreener

INDIA RUPEE-Rupee to contend with fading RBI rule-linked flows, costly oil

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In March, inflows into Indian equity mutual funds surged 56% to an eight-month high of ₹40,450 crore ($4.36 billion). Large-cap funds saw a 42% month-on-month increase to ₹2,998 crore, while mid-cap funds reached a record ₹6,064 crore. Small-cap funds rose 61% to ₹6,264 crore, and systematic investment plan contributions increased by 7.5% to a record ₹32,087 crore, according to the Association of Mutual Funds in India.

Nomura Holdings, Inc.

Equity MF inflows jump 56% to 8-month high of ₹40,450 crore in March

The Nifty IT index fell 2.8% to an intra-day low of 30,721.4, while the NSE Nifty50 rose 0.87%. Nine out of ten IT stocks, including TCS and Infosys, declined over 3%. The drop is attributed to concerns over Anthropic's new AI model, Mythos, which may disrupt the IT services sector. Despite the potential for AI-led changes, immediate impacts are not expected. TCS shares fell 3.2% post Q4FY26 results, with mixed growth outlooks from brokerages. Additionally, the Indian rupee appreciated against the dollar, affecting IT earnings.

TCS, Infosys: Nifty IT falls 3% in rising market: Key reasons explained

IMVP

Indian equity indices Sensex and Nifty 50 saw a rebound on Friday, with Sensex up 800 points (1.05%) at 77,435 and Nifty 50 up 230 points (1.01%) at 24,014, driven by bank stocks and positive global trends. Key support levels for Nifty are 23,700-23,600, while resistance is at 24,000-24,200. Analysts suggest that a break above 23,930 could lead to a target of 24,400, while failure to do so may result in a drop to 23,465. The Nifty IT sector lagged, falling 2.5% after TCS Q4FY26 results.

HDFC Bank

Invesco India ETF

3 technical analysts map the road ahead for markets; check key levels here

INDIA STOCKS-Indian stocks retreat after rally as fragile Iran-U.S. ceasefire weighs

CARU

Max Auto Industry 3X Leveraged ETN

BUZZ-India's auto stocks to face earnings pressure as Iran war drives up costs, says J.P.Morgan

GIND

NDIA

Indian shares are expected to open little changed after a recent rally, as renewed tensions in the Middle East dampen ceasefire optimism. GIFT Nifty futures indicate a stable opening near Wednesday's close. Both Nifty 50 and Sensex rose about 4% on Wednesday due to a ceasefire agreement between the U.S. and Iran, but investor sentiment has turned cautious following Iran's response to Israeli strikes. Market consolidation and profit-taking are anticipated, with attention shifting to upcoming earnings reports from Indian companies.

Goldman Sachs India Equity ETF

Global X India Active ETF

Indian shares set to pause after rally as Mideast tensions cloud ceasefire optimism

$ISHRS MSCI India(INDA.US)$Ps India Port(PIN.US)$NASDAQ Composite Index(.IXIC.US)The Indian stock market has risen for the 13th consecutive day, continuously hitting new historical highs.Previously recommended Indian ETFsFuture in South Asia and Southeast Asia

NASDAQ Composite Index

Ps India Port(PIN.US)

Ps India Port Stock Performance Chart

India Forex Regulator Criticizes Banks’ Rupee Arbitrage Trades

FPIs continue sell-off in April, pull out ₹48,213 crore in 10 days

Indian auto hub hikes minimum wage after protests over soaring costs due to Iran war

Foreign Capital Outflows from Indian Stock Market Hit Record High Under Dual Pressure of Growth and Oil Prices

BJP to implement UCC, won't let Bengalis become minority in Bengal: Modi