तेल बाजार में कोहराम! 100 डॉलर के पार गया भाव, अब ईरान ने दे दी यह चेतावनी

तेल बाजार में कोहराम! 100 डॉलर के पार गया भाव, अब ईरान ने दे दी यह चेतावनी


Oil Price: आज गुरुवार को अंतरराष्ट्रीय तेल मानक ‘ब्रेंट क्रूड’ की कीमत में जबरदस्त तेजी देखने को मिली. गुरुवार जल्द सुबह इसकी कीमत 8.2 परसेंट की तेजी के साथ 100 डॉलर प्रति बैरल के पार पहुंच गई है.

दरअसल, इराक के जल क्षेत्र में विस्फोटकों से लदी ईरानी नावों ने Safesea Vishnu और Zefyros नामक दो तेल टैंकरों को निशाना बनाया. ईरान की इस कार्रवाई के बाद इराक ने सुरक्षा कारणों का हवाला देते हुए अपने सभी तेल टर्मिनलों पर परिचालन पूरी तरह से बंद कर दिया है. इससे क्रूड की सप्लाई पर मामला फिर से गड़बड़ा गया है.

ईरान ने क्यों किया हमला?

बताया जा रहा है कि यह हमला दुनिया भर में तेल की कीमतों को कम करने के लिए IEA के उठाए गए कदम का जवाब है. दरअसल, इंटरनेशन एनर्जी एजेंसी (IEA) ने युद्ध के चलते दुनियाभर में महंगे होते तेल को देखते हुए अपने इमरजेंसी स्टॉक से 400 मिलियन बैरल तेल बाजार में उतारने का फैसला लिया. अब जब बाजार में तेल ज्यादा होगा, तो कीमत अपने आप कम हो जाएगी.

अमेरिका के अलावा जापान, दक्षिण कोरिया, जर्मनी और ब्रिटेन जैसे विकसित देश भी अपने ‘स्ट्रैटेजिक पेट्रोलियम रिजर्व’ कुछ-कुछ हिस्सा निकाल रहे हैं. इधर, ईरान नहीं चाहता कि तेल की कीमतें कम हो ताकि अमेरिका और यूरोप पर युद्ध रोकने का दबाव बनाया जा सके. ईरान ने इराक के टैंकरों पर हमला कर यह संदेश दिया- ”तुम जितना तेल बाजार में उतारोगे, हम उतने टैंकर तबाह कर देंगे.”

ईरान ने दे डाली चेतावनी

ईरान ने अपने तेल केंद्रों और रिफाइनरियों पर अमेरिका और इजरायल के हमलों के खिलाफ कड़ा रुख अपनाते हुए दुनिया को तेल की कीमतें 200 डॉलर प्रति बैरल तक पहुंचने की चेतावनी दी है. ईरान ने साफ-साफ कह दिया है कि वह होर्मुज स्ट्रेट में से होकर तेल की एक बूंद भी अमेरिका या इजरायल तक नहीं जाने देगा. जबकि दुनिया को सप्लाई होने वाला लगभग 20 परसेंट तेल इसी रास्ते से होकर गुजरता है. 

ईरान के हमले का भारत पर असर

भारत अपनी जरूरत का लगभग 80-85 परसेंट हिस्सा मिडिल ईस्ट से आयात करता है. इराक भी भारत का एक बहुत बड़ा सप्लायर है. यहां से भारत लगभग 20 परसेंट कच्चे तेल का आयात करता है. इराक के टैंकरों को ईरान के निशाना बनाए जाने के बाद तेल पोर्ट पर ऑपरेशन रोक दिए जाने के इराक के फैसले का भारत पर भी असर दिखेगा.

ग्लोबल लेवल पर तेल की कीमतें बढ़ेगी, तो जाहिर तौर पर भारत में इसका असर दिखेगा. तेल पर इसी संकट को देखते हुए आज भारतीय शेयर बाजार में भी बड़ी गिरावट देखी जा रही है. सेंसेक्स 900 अंक से ज्यादा लुढ़क चुका है. निफ्टी में भी बड़ी गिरावट देखी जा रही है.

ये भी पढ़ें:

ओमान से भारत के रास्ते चल पड़ा LNG से ठसाठस भरा कार्गो, देश में गैस संकट के बीच GAIL ने किया बड़ा सौदा 



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Nomura hires FX traders in Asia on bet high volatility to drive demand

Nomura hires FX traders in Asia on bet high volatility to drive demand


Nomura Holdings is
bolstering its foreign-exchange and emerging markets trading
teams in Asia ‌on the view that volatility will persist, driving
demand from its clients.

Japan’s ​biggest brokerage also expects the favourable market
conditions that drove global ⁠equities to all-time highs will
soon reassert themselves as geopolitical tensions ease and
record oil prices retreat.

“Our macro businesses tend to perform well in periods of
volatility. So that has been a big ‌theme for us and probably is
going to continue being one of our main focus areas,” Nomura’s
head of global markets, Rig Karkhanis, said ‌in an interview with
Reuters this week.

The macro business spans interest rates, foreign ‌exchange
and ⁠emerging markets trading, which clients use to diversify and
rebalance their ⁠portfolios.

Despite expecting prolonged volatility, Karkhanis projects
the overall favourable environment for stocks has another two
years to run, driven by large-scale investment in artificial
intelligence infrastructure that will boost productivity and
growth.

“My base case is we’ll ​see a normalisation of geopolitical
risk. Oil ‌price volatility is likely a short-term phenomenon and
we should go back to where we were two or three months ago,” he
said.

Nomura’s latest recruitment drive builds on the turnaround
in its markets business in recent years, as it has ‌sought to
assert itself as a global player and maintain profits regardless
of ​market conditions.

Karkhanis said Nomura is also hiring for its U.S. rates
business under new head of U.S. rates Moritz Westhoff, who was
appointed in ⁠August last year.

He declined to specify the scale of any of the hiring.

Nomura beefed up its spread products business – primarily
credit trading – around two and a half ‌years ago as interest
rates began to be cut worldwide, and bolstered equities trading
a year or so ago in a wager that share markets would rally.

Broad market volatility over the past year has been a boon
for Nomura’s trading revenue, which climbed to 716 billion yen
($4.5 billion) in the first nine months of the fiscal year
ending in March.

“Next year I think it’ll be another very strong year,”
Karkhanis ‌said.

JAPANESE DEBT IN DEMAND

A normalisation of geopolitical tensions should bring down
yields for long-end Japanese government bonds, ​he said.

Demand for the debt has been growing as global asset
managers increase allocations, particularly at the long end,
where yields are similar ⁠to those of comparable European bonds,
Karkhanis said. If domestic asset managers also increase
purchases, then ⁠long-end JGB yields have room to come down even
further, he added.

The challenge for the industry is finding traders who have
experience with JGB yields ‌at levels not seen since Japan’s
bubble economy of the 1980s and early 1990s.

“We would love to hire more JGB traders,” Karkhanis said.
“Japan rates traders are ​probably the most in demand globally,
so it’s highly competitive.”

Published on March 12, 2026



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Bahrain warns residents to stay indoors after Iranian strike on Muharraq fuel tanks

Bahrain warns residents to stay indoors after Iranian strike on Muharraq fuel tanks


The regional volatility has already turned fatal, as a separate Iranian strike on Bahrain resulted in the death of one individual.

Bahrain’s Ministry of Interior has issued an urgent advisory to the public following a significant blaze in the Muharraq Governorate.

Citizens and residents across Hidd, Arad, Qalali, and Samaheej have been instructed to “remain in their homes, close windows and ventilation openings” as emergency services manage the situation.

According to the ministry, these directives serve as a “precaution against potential effects of smoke” resulting from the inferno. This local emergency follows an earlier report by Al Jazeera, which stated that Bahrain was responding to an Iranian attack on fuel storage tanks within the Muharraq Governorate.

The regional volatility has already turned fatal, as a separate Iranian strike on Bahrain resulted in the death of one individual. As reported by Al Jazeera, this occurred amidst a broader wave of missile and drone interceptions across Saudi Arabia, Kuwait, Qatar, and the United Arab Emirates.

The Bahraini Ministry of Interior confirmed on Tuesday that a 29-year-old woman was killed and eight others sustained injuries following a strike on a residential building in the capital city, Manama. This follows a previous drone attack on the island of Sitra, which left two people, including children, wounded.

In response to the barrage, Bahraini authorities stated that their air defences have successfully neutralised 105 missiles and 176 drones launched by Tehran. The General Command of the Bahrain Defence Force asserted that its systems remain active in responding to these “heinous” Iranian attacks.

Across the region, the conflict has intensified significantly. In the UAE, sirens were activated in Dubai, while officials in Abu Dhabi managed a fire at the Ruwais industrial complex caused by a drone strike.

Simultaneously, Saudi forces downed two drones over the kingdom’s eastern region, and Kuwaiti National Guard units intercepted six drones. Al Jazeera noted that Qatar’s armed forces also successfully blocked a missile attack aimed at the country during this widespread escalation.

Majed al-Ansari, spokesperson for Qatar’s Foreign Ministry, stated that while Doha remains committed to diplomacy, any aggression would be “dealt with appropriately.” This escalating violence coincides with comments from US President Donald Trump, who suggested the conflict might be a “short excursion”.

However, the US President later warned on social media that Washington would drastically ramp up its military response if Tehran attempted to obstruct the Strait of Hormuz. According to Al Jazeera, the persistent targeting of energy infrastructure has already caused a sharp spike in global oil prices.

In Qatar, the inability to transport oil and gas through the Strait of Hormuz has forced a partial halt in production, with 17 ballistic missiles and seven drones intercepted on Tuesday alone. Energy giants are feeling the strain, with Bahrain’s Bapco declaring force majeure after sustained strikes on its installations.

Al Jazeera reported that Saudi Arabia’s Shaybah oilfield, which yields one million barrels daily, has also faced relentless pressure, raising serious concerns regarding Gulf energy security. Consequently, Brent crude prices reached nearly $120 on Monday before settling around $90, marking a 24 per cent increase since hostilities began on 28 February.

Despite Iran halting tanker traffic through the strategic waterway, President Trump maintained a hardline stance. He vowed that any interference with the flow of oil would result in the US hitting Iran “TWENTY TIMES HARDER” than previous strikes.

In a defiant retort published via Iranian state media, Ali Mohammad Naini, a spokesperson for the Islamic Revolutionary Guard Corps, countered the American position. He asserted that “Iran will determine when the war ends.”

Published on March 12, 2026



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Stock Market Live Mar 12:  Stock to buy today: Ipca Laboratories (₹1,532.20) – BUY

Stock Market Live Mar 12: Stock to buy today: Ipca Laboratories (₹1,532.20) – BUY


Abstract Finance Technology Concept – 3d rendered image. Fintech background. Analyzing Digital Data, Statistics, Financial Chart, Economy, Stock market idea. Financial technology graph with trends lines. istock photo for BL
| Photo Credit:
koto_feja

ensex, Nifty Today| Stock Market Live Updates – Find here all the live updates related to Sensex, Nifty, BSE, NSE, share prices and Indian stock markets for 12 March 2026

The short-term outlook is bullish for Ipca Laboratories. The stock has been going gradually higher over the last one month. The recent price action indicates that the stock is getting good buyers around ₹1,450.

Below this, ₹1,410 will be the next support. Moving average cross overs on the daily chart also strengthens the bullish case.

It indicates that the downside could be limited from here. Ipca Laboratories share price can rise to ₹1,640 in the coming weeks.

Traders can buy Ipca Laboratories shares now at ₹1,532. Accumulate on dips at ₹1,510. Keep the stop-loss at ₹1,460.

Trail the stop-loss up to ₹1,555 as soon as the stock goes up to ₹1,575. Revise the stop-loss higher to ₹1,580 and ₹1,610 when the price touches ₹1,605 and ₹1,620 respectively. Exit the long positions at ₹1,640.

(Note: The recommendations are based on technical analysis. There is risk of loss in trading.)

  • March 12, 2026 06:42
    Technicalcallbuy
    timeline icon

    Stock to buy today: Ipca Laboratories (₹1,532.20) – BUY

    Stock to buy today: Ipca Laboratories (₹1,532.20) – BUY

    Traders can buy Ipca Laboratories shares now at ₹1,532. Accumulate on dips at ₹1,510. Keep the stop-loss at ₹1,460

Published on March 12, 2026



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US to release 172 million barrels from Strategic Petroleum Reserve to reduce oil prices

US to release 172 million barrels from Strategic Petroleum Reserve to reduce oil prices


U.S. Secretary of Energy Chris Wright speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor leaders, in Washington, D.C., U.S., March 11, 2026.
| Photo Credit:
REUTERS/Kylie Cooper

The U.S. ‌will release 172 million barrels of oil ​from its strategic petroleum ⁠reserve in a bid to reduce oil prices that have soared due to supply shocks from ‌the U.S.-Israeli war on Iran, U.S. Energy Secretary Chris Wright said ‌on Wednesday.

Wright said the release is ‌part ⁠of a broader release of ⁠400 million barrels of oil agreed to by the 32-nation International Energy Agency earlier in the day.

Wright ​said the release ‌will begin next week and will take about 120 days to deliver.

The U.S. and Israel began attacks on ‌Iran on February 28. Iran has responded ​with its own strikes on Israel and Gulf countries with U.S. ⁠bases.

Raising the stakes for the global economy, Iran’s Islamic Revolutionary Guard Corps said ‌it would block oil shipments from the Gulf unless the U.S. and Israeli attacks cease. The war has shaken markets around the world.

When asked earlier on Wednesday whether he was looking ‌at the threshold for the strategic petroleum reserve, President Donald ​Trump said Washington will “reduce it a little bit.”

“The United States ⁠has arranged to more than replace these strategic ⁠reserves with approximately 200 million barrels within the next year,” the ‌U.S. energy secretary said in a statement.

Published on March 12, 2026



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Morgan Stanley limits private credit fund redemptions amid investor withdrawal surge

Morgan Stanley limits private credit fund redemptions amid investor withdrawal surge


Morgan Stanley has limited redemptions at its North Haven Private Income Fund (PIF) after investors sought to withdraw nearly 11% of outstanding shares, according to a regulatory filing. The fund returned roughly $169 million, fulfilling about 45.8% of tender requests for the quarter.
| Photo Credit:
Dado Ruvic

Wall Street banking giant Morgan
Stanley has limited redemptions at one of its private
credit funds ​after investors sought to withdraw almost 11% of
shares outstanding, a regulatory filing ‌showed on Wednesday.

A flurry of bad news following several credit ​issues in
recent months has drawn fresh scrutiny to the ⁠roughly $2
trillion private credit market, as investors question the health
of loan portfolios and the resilience of borrowers in a higher
interest rate environment.

Morgan Stanley Private Credit said in ‌a letter to investors
that the North Haven Private Income Fund (PIF) returned roughly
$169 million or about 45.8% of investors’ tender ‌request for the
quarter.

The Wall Street powerhouse signaled that the private ‌credit
industry ⁠faces several challenges, including uncertainty around
an M&A recovery, speculation ⁠about credit deterioration and a
contraction in asset yields.

Morgan Stanley said the PIF was invested in 312 borrowers
across 44 industries as of January 31, and that credit
fundamentals at the ​fund remain broadly stable.

“As marketed ‌and consistent with the disclosure in our
private placement memorandum, we will be fulfilling tender
requests for 5% of units outstanding, as of December 31,” the
bank’s investment management arm said in the letter.

Morgan Stanley added ‌that limiting withdrawals will help
avoid asset sales during “periods of market ​dislocation” and
maximize risk-adjusted returns for investors over time.

“Dispersion between stronger and weaker credit is
increasing,” it said.

PRIVATE CREDIT FEARS ⁠GROW

Fears that AI could erode the earnings power of software
companies and weaken their ability to repay loans are rippling
through private credit, a key lender ‌to the technology sector,
prompting investors to reassess exposure, redemption risks and
fundraising prospects, analysts have said.

Concerns have been compounded by renewed troubles at Blue
Owl over asset sales, triggering a sharp selloff in
shares of alternative asset managers with a footprint in the
private credit market.

Meanwhile, JPMorgan Chase has reduced the value of
some loans to private credit funds after reviewing ‌the impact
of market turmoil around software companies, two people familiar
with the situation told Reuters ​on Wednesday.

Analysts still point to JPMorgan CEO Jamie Dimon’s warning
in October of “more cockroaches” lurking in the credit market as
a ⁠potential source of investor anxiety, even though the issues
so far do not ⁠appear to be systemic.

Earlier this month, BlackRock, the world’s largest
asset manager, disclosed that it has limited withdrawals from a
flagship debt ‌fund after a surge in redemption requests.

Alternative asset manager Blackstone on March 2 also
disclosed that its private credit fund, known as ​BCRED, faced a
surge in withdrawals in the first quarter.

Published on March 12, 2026



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