Financial Markets & Analysis
Latest coverage and real-time analytical updates in Markets.
Nvidia CEO Jensen Huang resigns; AMD and Broadcom shares jump on leadership shakeâup
Nvidia announced the abrupt resignation of founder Jensen Huang as CEO, president and board member on Nov 12. Shares of rivals AMD and Broadcom rallied, with AMD up 5.3% at $582.17 and Broadcom up 5% at $362.40, as customers look for alternatives to Nvidiaâs AI chips.
Midâcap and Smallâcap indices post fourth straight gains as Indian markets close flat
On Thursday, November 12, the Sensex and Nifty hovered around unchanged levels while the Nifty Midcap 100 and Nifty Smallcap 100 each logged a fourth consecutive session of gains, buoyed by foreign fund inflows, lower crude prices and a slowdown in global AIârelated trading.
Life insurance stocks hit multi-month highs on strong October premium data
Shares of major Indian life insurers rose to multi-month highs on November 12 following Life Insurance Council data showing a 26.2% year-on-year increase in first-year premiums for October. HDFC Life and SBI Life led the gains, with analysts highlighting strong performance from HDFC Life and Axis Max Life despite uneven industry-wide retail trends.
Avanti Feeds, Apex Frozen Foods shares jump 8% on UAE shrimp import interest
Shares of Avanti Feeds and Apex Frozen Foods rose nearly 8% on Thursday after a UAE delegation expressed interest in importing shrimp from Andhra Pradesh. The rally follows talks between AP CM N Chandrababu Naidu and UAE Minister Abdullah bin Touq Al Marri regarding food processing and investment opportunities.
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Market Update: Devyani, FACT, and MCX Show Strong Breakouts; Analysts Recommend Accumulation in PSU Banks
Indian equity indices closed nearly 1% higher with positive breadth. Technical analysts from Jainam, SBI Securities, and LKP Securities highlight breakouts in Devyani International, FACT, and MCX. PSU banks like Federal and Canara Bank show bullish signals, with specific accumulation zones and targets provided.
Large-cap mutual fund inflows rise 20% in October as mid- and small-cap interest cools
Investors shifted towards large-cap mutual funds in October, with inflows rising 20% to Rs 1,032 crore. Conversely, mid- and small-cap fund inflows declined significantly, dropping from 44% to 34% of total equity inflows, according to AMFI data.
Nifty 50 and Bank Nifty rally on NovâŻ11, technical outlook points to shortâterm support at 25,100 and 60,400
On 11 November the Nifty 50 climbed 210 points to 25,255 while Bank Nifty surged 1,051 points to 60,792. Technical analysis highlights support at 25,100 for Nifty and 60,400 for Bank Nifty, with overbought RSI signalling possible consolidation.
Bank Nifty rallies over 1,000 points, eyes 61,400 resistance as technicals stay bullish
For the second day in a row, Bank Nifty outpaced the Nifty 50, climbing 1,051 points to close at 60,792 â its best finish since Feb 26. Fresh FII buying, easing RBIârateâhike fears and bullish technical signals underpin the surge, while analysts flag 61,300â61,400 as the next hurdle.
Nifty 50 hits 8.5-month high at 25,255; analysts eye 25,500 resistance
The Nifty 50 index rose 0.84% to close at 25,255, marking a fresh eight-and-a-half-month high. Driven by FII buying and easing oil prices, the rally faces immediate resistance at 25,400â25,500, with analysts suggesting a buy-on-dips strategy despite near-term consolidation risks.
Nifty crosses 25,400, Sensex gains 0.95% as foreign inflows boost Indian equities
On November 11 the Nifty closed at 25,255.05, up 0.84%, after touching a Februaryâhigh of 25,424.35. The Sensex rose 0.95% to 81,879.40. Broad market breadth, $5.68 bn of November FPI inflows and lower crude prices underpinned the rally, while IT, pharma and realty stocks lagged.
Sensex, Nifty Pare Gains After Hitting Eight-Month Highs; Profit Booking Takes Over
Indian benchmark indices pared gains on November 11 after touching eight-month highs, driven by profit booking. The Sensex and Nifty had surged over 10% in November, outperforming peers, but faced resistance at key technical levels.
IndiGo, Asian Paints Rally as Brent Crude Drops 25% in 10 Days
Shares of IndiGo, Asian Paints, and Apollo Tyres surged on Wednesday following a 25% drop in Brent crude prices over the last 10 days. Lower fuel and raw material costs are boosting sentiment in aviation, paint, and tyre sectors, even as global oil prices modestly rebounded from two-month lows.
Oil Prices Rebound as USâIran Tensions Ease, Amid Ongoing Strait of Hormuz Attacks
Brent crude rose to $92.56 a barrel on Wednesday after a twoâmonth low, while U.S. WTI climbed to $86.72. The lift follows U.S. President Trumpâs comments on a possible end to the Iran conflict and a spike in shipping attacks in the Strait of Hormuz.
Nifty 50 hovers around 25,500 â profitâtaking advised as breakout remains uncertain
The Nifty 50 closed at 25,044, its highest level since February, but analysts warn that the 25,500 resistance is still a hurdle. They recommend trailing stops, dipâbuying, and partial profit booking, while highlighting Titan, BSE and gold as potential alpha generators.
US Stocks Fall as Hot CPI Data and Hawkish Fed Officials Reignite Rate Hike Fears
US equities declined on Tuesday after the Consumer Price Index rose 0.4%, exceeding expectations and reinforcing the likelihood of a Federal Reserve rate hike in December. Tech stocks led the losses, with Nvidia falling nearly 6% amid internal probe concerns, while Treasury yields surged.
Kalyan Jewellers posts 64% jump in Q3 profit as revenue climbs 32%
Kalyan Jewellers India reported a 64% yearâonâyear rise in consolidated profit after tax to Rs 427 crore for the September quarter of FY27, while revenue from operations grew 32% to Rs 10,323 crore. The firm also posted a 48% increase in halfâyear profit, citing strong festive and weddingâseason demand.
US futures mixed as Fed Governor backs December rate hike; Brent slips below $90
Wall Street futures were mixed on Tuesday evening in India, with Nasdaq down 0.2%, S&P 0.11% higher and Dow up 0.35% as investors awaited US CPI data. Fed Governor Christopher Waller signalled support for a 0.25âpercentageâpoint rate hike in December, while Brent crude briefly fell below $90 a barrel, the first dip since August.
Brent crude falls below $90 as Middle East peace hopes lift markets
Brent crude oil prices fell below $90 a barrel for the first time since August, driven by market optimism regarding a resolution to the Middle East conflict. US President Trump signaled a potential wind-down of military operations following midterm election results, while diplomatic efforts mediated by Qatar continue.
MRF net profit falls 28% to Rs 369 crore in Q1 as raw material costs surge
MRF Ltd reported a 28% drop in net profit to Rs 369 crore for the September quarter, despite an 18% rise in revenue. The decline was attributed to a 44% surge in material costs due to global supply issues and West Asia conflict. The company declared an interim dividend of Rs 3 per share.
GIFT Nifty rises 0.6% on Tuesday as falling oil prices lift sentiment
The GIFT Nifty gained 0.57% to 25,257 on Tuesday, marking a positive start for Indian equities as crude oil prices fell below $100 a barrel. The rally follows a strong sevenâsession winning streak and is buoyed by foreign inflows and a global AI trade unwind.
Bajaj AMC CIO Nimesh Chandan Forecasts Double-Digit Equity Returns, Flags Private Banks and Internet Platforms as Top Picks
Nimesh Chandan, CIO of Bajaj Asset Management, predicts double-digit equity returns for India over the next year. He highlights resilient corporate earnings and reasonable valuations as key drivers, with private sector banks and internet platforms identified as high-conviction sectors.
Kospi Jumps Over 5% as Samsung, SK Hynix Lead AI Rebound
South Korea's Kospi index rose more than 5% on Tuesday, driven by gains in Samsung Electronics and SK Hynix. Investors returned to the AI trade after a sharp selloff, aided by falling oil prices and optimism surrounding Anthropic's upcoming IPO.
US Stocks Rally on Dip Buying as Nvidia Slides Amid CEO Investigation
US equities posted their best day since August as dip buying offset a tech selloff. The S&P 500 rose 1.8% and the Nasdaq 100 gained 2.5%, despite a 5% drop in Nvidia following an investigation into CEO Jensen Huang. Brent crude fell to $94 on de-escalation hopes in Iran.
SEBI clears Veritas Finance IPO; NBFC to raise Rs 900 crore via fresh issue
SEBI has cleared the IPO for Chennai-based NBFC Veritas Finance, allowing it to raise Rs 900 crore through a fresh issue. The company, backed by Norwest Venture Partners, also plans an offer for sale of 1.28 crore shares by existing investors.
Tata Steel Q2 FY27: Net Profit Jumps 16% to Rs 3,700 Cr, But UK Losses Widen
Tata Steel reported a 16% year-on-year rise in consolidated net profit to Rs 3,700 crore for the September quarter, driven by strong Indian operations. However, the stock fell 3% as brokerages flagged widened EBITDA losses in the UK division, though management expects a breakeven by Q4 FY27.
Jubilant FoodWorks Q2 FY27 Net Profit Drops 43% to Rs 111.58 Cr Despite Revenue Growth
Jubilant FoodWorks reported a 43% drop in consolidated net profit to Rs 111.58 crore for the September quarter, despite an 11.84% rise in revenue. The decline was attributed to inflationary pressures on LPG, wages, and raw materials, while Popeyes showed strong growth momentum.
Congress MP Pawan Khera criticises PM Modi over 'Dimagi Naxal' remarks to security forces
Congress MP Pawan Khera has accused Prime Minister Narendra Modi of using inflammatory rhetoric by addressing security forces as 'Dimagi Naxals' during a Diwali event in Bastar. Khera questioned whether the Prime Minister intends for security forces to take action against youth protesters, calling the remarks 'cheap politics'.
Hindalco Q2 FY27 Net Profit Jumps 58.8% to Rs 7,533 Cr, But Shares Fall 3% on Coal Cost Worries
Hindalco Industries reported a 58.8% year-on-year rise in Q2 FY27 net profit to Rs 7,533 crore, driven by strong aluminium and copper performance. Despite the beat, shares fell 3% on Monday as management flagged a 5% increase in Q3 production costs due to elevated coal prices in northern India.
Sensex, Nifty slip on profit booking; IT stocks fall on US AI data centre bill concerns
Indian benchmark indices Sensex and Nifty declined on Monday as investors booked profits after a seven-session rally. The Nifty IT index fell 1.3% following reports of a US Senate bill to fast-track AI data centres, while Divi's Laboratories rose on strong quarterly results.
Nifty 50 Expected to Consolidate in 25,000-25,250 Zone After Sharp Rally, Says Gemstone Equity Research
Milan Vaishnav of Gemstone Equity Research predicts Nifty 50 will undergo range-bound consolidation between 25,000 and 25,250 after a recent 8.5% weekly rally. He advises trailing stop-losses to protect profits and highlights Bank Nifty as a potential outperformer, while noting concerns over rising VIX levels.
Indian stocks rally 8% in extended week as Diwali celebrations kick off
The Nifty 50 and Sensex posted their biggest weekly gains since early 2021, buoyed by a favourable global backdrop, strong foreign inflows and festive demand. Oil prices fell, US elections spurred optimism, and the rupee strengthened, setting a positive tone for the holidayâshortened week.
Nifty 50 consolidates after 8âmonth high, Bank Nifty records first dip in five days
On the Muhurat trading day, the Nifty 50 slipped 0.2% after reaching a near eightâmonth peak, while the Bank Nifty fell 0.4% for the first time in five sessions. Both indices remain in a bullish trend, but key support and resistance levels have emerged.
Diwali Muhurat Trading 2026: Sensex slips to 80,999, Nifty falls below 25,000
On Sundayâs Diwali Muhurat session, the Sensex closed at 80,999.40, down 28.62 points, while the Nifty ended at 24,986.40, slipping below the 25,000 mark. Despite the dip, market breadth stayed positive and analysts debated whether the rally can sustain into Samvat 2083.
Samvat 2083 Diwali Stock Picks: 41 Recommendations Across 12 Sectors
As investors gear up for the new Samvat year, research houses have released 41 stock ideas and two USâlisted ETFs, spanning banking, auto, pharma, IT, power and more. Key picks include Sterlite Technologies, Adani Power and Azad Engineering, all flagged for strong upside.
Let's catch up on the latest news from the stock market. From significant investments to major deals
Let's catch up on the latest news from the stock market. From significant investments to major deals, quarterly earnings, order wins, appointments, and acquisitions, hereâs a quick look at which stocks will be in focus in today's trade: Profit grows
The Nifty 50 staged a sharp recovery after a weak opening on November 6, gaining momentum as the ses
The Nifty 50 staged a sharp recovery after a weak opening on November 6, gaining momentum as the session progressed to end 2 percent higher. The index has now risen more than 10 percent over the past seven consecutive sessions. Momentum remains robus
Kotak AMC's Nilesh Shah Sees Broad-Based Earnings Recovery in Samvat 2083, Flags BFSI and Premium Consumption
Nilesh Shah, MD of Kotak Mahindra AMC, predicts a broad-based earnings recovery in Samvat 2083, citing India's economic resilience. He identifies BFSI, premium consumption, and modern manufacturing as key growth areas and suggests that lower oil prices and factual global reporting could revive FPI inflows.
IL Jin Electronics files DRHP for Rs 2,500 crore IPO
IL Jin Electronics, a subsidiary of Amber Enterprises, has filed preliminary papers with SEBI to raise up to Rs 2,500 crore via a fresh equity issue. The company, which claims to be India's largest PCB manufacturer by revenue, reported a 49% surge in revenue to Rs 3,268.5 crore in FY26.
Global Markets Volatile as AI Boom Faces Political and Valuation Headwinds
Global markets experienced sharp volatility this week, with the US stock market losing $5.7 trillion since its October peak. The turmoil stems from concerns over AI valuations, a Democratic congressional sweep threatening data-center infrastructure, and expectations of further Federal Reserve rate hikes. Hedge funds have significantly reduced leverage, signaling a potential shift in the AI investment cycle.
Qode Advisors' Rishabh Nahar: FII Inflows Likely as Indian Valuations Normalize
Rishabh Nahar of Qode Advisors predicts improved FII buying in Indian equities for Samvat 2083, driven by reasonable valuations and underperformance relative to peers. He emphasizes that sustainable market growth must be earnings-led, citing Q3 revenue growth of 23.2% and profit growth of 28.8% among sampled companies.
US Stocks Post Biggest Weekly Loss Since April 2025 as AI Trade Faces Political Headwinds
US equities suffered their steepest weekly decline since April 2025, with the S&P 500 dropping 2.7%. The selloff was driven by political concerns over AI data centers following midterm elections, despite a strong October jobs report showing 165,000 new jobs and a 4.1% unemployment rate.
Gains within technology were broadly shared, with the semiconductor indexrallying and Nvidia,Advance
Gains within technology were broadly shared, with the semiconductor indexrallying and Nvidia,Advanced Micro Devices and Sandisk rebounding. Discover the latestBusiness News,Sensex, andNiftyupdates. ObtainPersonal Financeinsights, tax queries, and ex
Peak XV, YC Holdings sell Rs 2,457 crore worth of Groww shares; V2 Retail promoters offload stake
Peak XV Partners and YC Holdings sold a combined Rs 2,457 crore worth of shares in Groww's parent company. Simultaneously, V2 Retail promoters sold Rs 258 crore in shares, while CarTrade Tech saw mixed activity with Smallcap World Fund buying and Temasek selling.
SEBI proposes mandatory AML/CFT certification for Principal Officers of intermediaries
SEBI has proposed making the NISM Series XXIV AML/CFT certification mandatory for Principal Officers of all registered intermediaries. Existing and new officers will have six months to comply, aiming to standardize expertise in anti-money laundering compliance under PMLA.
Oil prices slump 16% this week after US midterms, Brent steadies on Iran deâescalation hopes
Crude slipped sharply after Democrats swept the US midterm elections, with Brent set for a 16% weekly drop â the steepest since COVIDâ19 began. Prices found a floor as attacks on tankers in the Gulf revived supplyârisk concerns and hopes of an Iran deâescalation lifted Brent modestly.
Taiwan Deploys NT$500 Billion Stabilization Fund as TAIEX Enters Bear Market
Taiwan's government announced emergency measures to stabilize its stock market after the TAIEX index fell into a bear market. The Financial Supervisory Commission is tightening short-selling rules, while the Finance Ministry is prepared to deploy a NT$500 billion ($15 billion) stabilization fund to counter foreign investor outflows.
Nuvama Wealth forecasts Indian equity revival in Samvat 2083 on improved valuations and global shifts
Nuvama Wealth and Investment predicts a revival in Indian equities for Samvat 2083, driven by corrected valuations, potential FII inflows, and easing global uncertainties. The brokerage highlights IT, public sector banks, and pharma as key sectors to watch, noting that a favorable India-US trade deal could be a major catalyst.
US Tech Stocks Rebound as Indian Markets Hit New Highs Amid Global Volatility
US Nasdaq futures rose 1.5% as chip stocks recovered from a $3 trillion tech selloff driven by AI regulation fears. Meanwhile, Indian benchmarks extended a seven-day winning streak, with the Sensex gaining 2.17% and the Nifty hitting a nine-month high.
Nifty crosses 25,000 for first time since February as FII buying fuels 7-day rally
The Nifty 50 closed above 25,000 for the first time since late February, while the Sensex hit an eight-month high. The rally was driven by a seven-day winning streak and significant foreign institutional investor purchases, contrasting sharply with global tech market declines.
SAT orders fresh SEBI probe into RsâŻ3,535âŻcr alleged fund diversion at Coffee Day Enterprises
The Securities Appellate Tribunal criticised SEBIâs handling of the Rs 3,535 crore alleged diversion from Coffee Day Enterprisesâ subsidiaries, calling the probe late and incomplete, and ordered a fresh, independent investigation within six months.
Rupee Slides 9 Paise to 94.50 as Dollar Strength and Oil Prices Weigh
The Indian rupee opened at 94.50 against the US dollar on Friday, down 9 paise, driven by a stronger dollar and rising crude oil prices. While the currency recovered slightly to 94.36, analysts note that geopolitical tensions may limit further gains despite positive domestic market trends.
The benchmark equity indices Sensex and Nifty traded higher on Friday, buoyed by strong FII buying.
The benchmark equity indices Sensex and Nifty traded higher on Friday, buoyed by strong FII buying. At around 10 a.m., the Sensex was up 616 points or 0.78 percent at 79,926.01, while the broader Nifty was at 24,662.50, up 125.90 points or 0.51 perc
Asian markets tumble as US midterm outcome fuels AIârelated sellâoff
South Koreaâs KOSPI fell almost 9% and triggered a circuitâbreaker, while Japanâs Nikkei dropped over 5% as investors reacted to the Democratsâ sweep in the US midterms, fearing tighter AI rules and slower dataâcentre spending. Semiconductor giants Samsung and SK Hynix led the decline.
Dhanteras Gold: Jewellery Traditions vs. ETF Investment
On Dhanteras, many Indians buy jewellery, but investing the same amount in a gold ETF can offer lower costs and better returns. The World Gold Council shows a 18% drop in jewellery demand and a 47% rise in ETF demand in 2026. Key cost differences and tax implications are explained.
Websol Energy Sees 73% Surge in Q2 Net Profit, Expands Production and Land Holdings
Solar cell maker Websol Energy System Ltd posted a 73.2% rise in Q2 net profit to âč80.21 cr, while revenue doubled to âč361.02 cr. The company produced 255 MW of cells and 88 MW of modules, and secured a 54âacre site in West Bengal for a 4âGW greenfield plant.
SEBI Aligns Currency Derivative Limits with RBI, Capping Non-Exposure Positions at $5 Million
SEBI has revised limits for currency derivatives, allowing investors to take positions up to $5 million without underlying exposure. This aligns with RBI's October 10 norms. FPIs face stricter short position caps, while domestic investors must provide documentation for larger trades.
SEBI lifts exposure requirement for $5âŻmillion currencyâderivative positions
The Securities and Exchange Board of India (SEBI) has issued a circular permitting domestic investors and foreign portfolio investors to hold up to $5 million in rupeeâlinked currency derivatives without proving an underlying exposure, aligning with the RBIâs October 10 master direction.
M&M Q2 FY27 Net Profit Jumps 25% to Rs 4,588 Cr on Auto Strength
Mahindra & Mahindra reported a 25% year-on-year increase in consolidated net profit to Rs 4,588 crore for Q2 FY27, driven by robust automotive sales. While the farm business saw a slight decline due to festive season shifts, the overall revenue rose 25% to Rs 57,553 crore.
Sony raises FY25 operating profit forecast 15% to „1.87 trillion on entertainment hits
Sony Group Corp. has increased its annual operating income guidance by 15% to „1.87 trillion, driven by strong performance in its entertainment segments. The Tokyo-based firm reported better-than-expected quarterly results, citing the success of 'Spider-Man: Brand New Day,' 'Marvelâs Wolverine,' and Michael Jacksonâs music catalog.
Gold hits two-week high at $4,134; Muthoot, Manappuram stocks jump up to 4%
Gold prices climbed nearly 2% to a two-week high of $4,134 per ounce on November 5, driven by a weaker US dollar and lower Treasury yields following US midterm elections. Consequently, Indian gold financier stocks, including Muthoot Finance and Manappuram, surged by up to 4.2%.
Nomura Forecasts 18% Drop in Indian Mutual Fund Equity Inflows for October 2026
Nomura projects net equity inflows into Indian mutual funds will decline 18% month-on-month to Rs 346 billion in October 2026. Mid-cap and hybrid categories are expected to see significant slowdowns, while large and mid-cap funds remain the primary driver of investor interest.
Nifty 50 up 0.63% as analysts flag bullish breakouts in Adani Green, BEL, and Ather Energy
Indian equity markets extended their winning streak on November 4, with the Nifty 50 rising 0.63% on broad-based buying. Technical analysts from LKP Securities, SBI Securities, and Jainam highlighted bullish breakouts in Adani Green Energy, BEL, and Ather Energy, suggesting potential upside targets for short-term traders.
Nifty extends winning streak to fifth session as US election win boosts global risk appetite
Indian equity indices extended their recovery with a fifth consecutive session of gains, driven by falling oil prices and positive global cues following the US midterm elections. The Nifty 50 rose 0.63% to 23,960.60, while IT stocks lagged and media stocks outperformed.
Gold rally lifts Muthoot, Manappuram and IIFL stocks up to 8% after US Democrats win midterms
Gold jumped over 2% to about $4,030 an ounce on Nov 4, spurred by a weaker dollar after Democrats secured control of both US chambers. Indian goldâfinancier shares â Muthoot Finance, Manappuram and IIFL Finance â rose 4.5â8%, while markets await US nonâfarm payrolls.
Fractal Analytics Q2 FY27 Net Profit Jumps 139% to Rs 79.2 Crore; Stock Surges 14%
Fractal Analytics reported a 139% year-on-year surge in net profit to Rs 79.2 crore for Q2 FY27. The company crossed a $100 million revenue milestone, driving a 14% jump in its stock price on the BSE on November 4.
Max Healthcare shares rise 2.5% as CLSA reiterates Outperform with Rs 1,160 target
Max Healthcare shares gained 2.5% to Rs 918 on Wednesday, outperforming the broader market. Brokerage CLSA maintained an 'Outperform' rating and a Rs 1,160 target price, citing strong revenue growth and margin stability despite a 16% drop in net profit due to a one-time tax benefit in the prior year.
Sensex, Nifty trim gains to end near flat as profit booking hits after two-month high
Indian benchmark indices pared early gains on Wednesday, with the Sensex dropping nearly 500 points from its intraday high. The pullback was driven by profit booking after a recent rally and weak global cues, particularly from Asian tech stocks amid US midterm election concerns.
Asian Stocks Plunge as US Midterm Election Results Trigger AI Sector Sell-Off
Asian equity markets hit six-month lows on November 4, with Japan's Nikkei 225 dropping over 4%. The sell-off was driven by fears that a Democratic win in US midterms would tighten AI regulation, impacting tech-heavy economies like Japan and South Korea.
SBI Q2 FY27 Profit Jumps 14.3% to Rs 23,038 Cr; Brokerages See Upside Despite Margin Concerns
State Bank of India reported a 14.3% year-on-year rise in net profit to Rs 23,038 crore for Q2 FY27, driven by strong net interest income and exceptional gains. While brokerages like CLSA and Citi maintain positive ratings, some analysts note that underlying operating earnings were weaker, with EPS growth excluding one-offs at just 5%.
AI is wobbly, oil is on the boil and the Indian market has a headache. It's time to keep a towel han
AI is wobbly, oil is on the boil and the Indian market has a headache. It's time to keep a towel handy Explore 230+ exclusive editorials every month Uncover Insights from World-Renowned Experts and Journalists 40+ weekly investment ideas + 3 to 4
Let's catch up on the latest news from the stock market. From significant investments to major deals
Let's catch up on the latest news from the stock market. From significant investments to major deals, quarterly earnings, order wins, and acquisitions, hereâs a quick look at which stocks will be in focus in today's trade: Apollo Hospitals Enterpris
US Hyperscalers' AI Capex Surges Past $200B; Goldman Forecasts $1.2T by 2027
Alphabet, Amazon, Meta, and Microsoft spent over $200 billion on capital expenditure in the latest quarter, a significant jump from $113 billion a year ago. Goldman Sachs projects this spending to reach $1.2 trillion by 2027, raising concerns about financing strain and the conversion of AI investment into durable revenue.
Marico Q2 FY27 Net Profit Jumps 31% to Rs 550 Crore on Lower Copra Costs
Marico reported a 31% surge in consolidated net profit for the September quarter, beating market estimates. The FMCG major benefited from lower copra prices and strong volume growth in India, with its stock rising over 8% on the NSE.
Asian Paints, IndiGo Rally as Crude Oil Plunge Boosts Input-Cost Sectors
Shares of Asian Paints, IndiGo, and tyre makers surged up to 4% on Tuesday following an 8% drop in global crude oil prices. The decline, driven by US-Iran peace talk hopes, eased input cost pressures for paint and aviation sectors, while upstream oil producers like ONGC and Oil India fell.
Angel One Flags 8 Stocks for Diwali 2026: ICICI Bank, Aarti Pharmalabs Lead with 32% Upside
Angel One has identified eight stocks poised for growth into Diwali 2026, citing a 15% rebound in Nifty earnings for FY27. Key picks include ICICI Bank and Aarti Pharmalabs, both with a 32% upside potential, driven by capital expenditure, consumption recovery, and sector-specific tailwinds.
AI is wobbly, oil is on the boil and the Indian market has a headache. It's time to keep a towel han
AI is wobbly, oil is on the boil and the Indian market has a headache. It's time to keep a towel handy Explore 230+ exclusive editorials every month Uncover Insights from World-Renowned Experts and Journalists 40+ weekly investment ideas + 3 to 4
Nifty set for gap-up start as Reliance-led rally lifts Indian markets
Indian benchmark indices are poised for a strong opening on November 3, tracking GIFT Nifty's 154-point gain. The rally follows a robust session on November 2, where Reliance Industries surged 11.5% on record Q2 earnings, pushing its market cap past Rs 17 lakh crore.
On the losing side, Nifty PSU Bank declined 0.92 percent, while Nifty Metal fell 0.59 percent and Nifty Energy declined
On the losing side, Nifty PSU Bank declined 0.92 percent, while Nifty Metal fell 0.59 percent and Nifty Energy declined 0.4 percent. The broader indices also ended higher but underperformed the main indices with Nifty midcap index rising 0.6 percent
Jefferies: India's 3% Equity Penetration Signals Long-Term Growth Potential
Jefferies notes that only 3% of India's population invests in equities, significantly lower than China and the US. Despite a fourfold rise in direct investors post-pandemic, the brokerage views this low penetration as a structural opportunity for sustained market expansion driven by younger demographics.
HDFC AMC, L&T, Carnelian buy EAAA stake; Bank of India MF adds to MobiKwik holding
Institutional investors made significant moves in the Indian stock market, with HDFC AMC, L&T, and Carnelian acquiring a combined 2.9% stake in EAAA India Alternatives on its listing day. Additionally, Bank of India Mutual Fund increased its holding in MobiKwik, while Franklin Templeton reduced its exposure to Go Fashion.
BlackRock Strategist: AI Earnings Raise Bar, India Remains Long-Term Overweight
BlackRockâs Ben Powell states that recent US earnings have heightened scrutiny on AI profitability, favoring selectivity over broad buying. While maintaining a long-term overweight on Indian equities due to structural growth, the firm remains tactically neutral, seeking stronger near-term earnings performance from the market. The focus is shifting from building to adopting the technology in India's expanding digital ecosystem. The article highlights the shift in investor sentiment towards sustainable earnings and the potential for India to leverage its demographic and digital advantages for long term capital market growth. This perspective offers a balanced view on global tech trends and emerging market opportunities for investors.
Reliance Industries surges 12%, drives Sensex and Nifty 50 to record gains
Reliance Industriesâ shares rose 11.6% to Rs 1,299 on Nov 2, accounting for more than half of the 1.66% Sensema and 1.68% Nifty 50 gains. The rally followed the conglomerateâs recordâbreaking JulyâSeptember earnings, pushing its market capitalisation to a historic Rs 17.5 lakh crore.
One MobiKwik posts record Rs 12 crore profit in Q2FY27, shares jump 6%
One MobiKwik reported its highest-ever quarterly profit of Rs 12 crore in Q2FY27, marking its fourth consecutive profitable quarter. The company also recorded an all-time high GMV of Rs 59,677 crore, driving a 6% surge in its share price on November 2.
US Tech Sell-Off: Will Indian IT Stocks Benefit or Face Headwinds?
A sharp decline in US tech stocks, led by Intel and Amazon results, has raised questions about Indian IT sector prospects. Experts debate whether capital will rotate into Indian IT services or if spending cuts will hurt demand, with mixed views on valuations and growth.
AIâdriven capital flows could test the US dollar and open a window for India
The surge in global investment in AIârelated US assets has strengthened the dollar, but a potential reversal could weaken it. Analysts warn that a pullâback from AI stocks and bonds may reduce demand for the greenback, offering India a chance to attract capital that has largely bypassed it during the boom.
AI is wobbly, oil is on the boil and the Indian market has a headache. It's time to keep a towel han
AI is wobbly, oil is on the boil and the Indian market has a headache. It's time to keep a towel handy Explore 230+ exclusive editorials every month Uncover Insights from World-Renowned Experts and Journalists 40+ weekly investment ideas + 3 to 4
Nifty 50 Holds Above 23,000, Targets 23,500 as Next Key Resistance
On Oct 30, the Nifty 50 closed at 23,053, up 0.51%, while Bank Nifty slipped to 54,687. Technical analysts see the index poised to test the 23,150â23,200 band and potentially move toward 23,500, with Bank Nifty eyeing a rally to 55,500â56,200 if support holds.