Market News
Stay updated with the latest market trends, earnings, and economic indicators.
India could come back into focus as AI spending growth moderates: Allspring
Prashant Paroda, Portfolio Manager-Emerging Markets at Allspring Global Investments explains why the fund has selectively added infrastructure stocks in India, maintained its exposure to financials, and is staying cautious on IT services until earnings visibility and management commentary improve.
Stocks in news: TCS, Groww, Shriram Finance, Dixon Tech, Anand Rathi Wealth
Indian markets saw a rebound on Thursday, recovering from Wednesday's sharp sell-off. TCS reported a 5% year-on-year profit growth, and Groww affirmed its direct mutual fund strategy. Shriram Finance is raising funds to reduce borrowing costs after a rating upgrade. Maruti Suzuki plans to add service points, and Dixon Tech will expand smartphone manufacturing. Premier Energies commissioned a solar module facility, and Anand Rathi Wealth saw profit rise.
Titan vs Kalyan Jewellers: What Q1 sales indicate about demand and which stock to buy
India’s gold jewellery sector faced multiple challenges in Q1FY27, including inflation concerns, higher interest rate expectations and the Adhik Maas period impacting wedding-related demand. Despite these pressures, Titan and Kalyan Jewellers reported strong business updates, supported by resilient jewellery demand, store expansion and growth across domestic and international markets.
Market's worst phase is over; focus on picking the right stocks, says Quant Mutual Fund's Sandeep Tandon
Sandeep Tandon believes the next few months will reward investors who pick strong companies rather than simply betting on the broader market, with infrastructure, power and select energy stocks among his top bets.
Dixon Tech, Coforge, 8 other stocks among Motilal’s non-Nifty ideas ahead of Q1 results
Motilal Oswal has identified ten non-Nifty stocks for investors ahead of quarterly earnings. The brokerage anticipates healthy revenue growth across various market capitalizations. TVS Motor and Dixon Technologies are among the top picks with significant upside potential. Radico Khaitan and Indian Hotels Company also show promising revenue growth prospects. Coforge and Kirloskar Oil Engines are also highlighted for their future performance.
TPG, GIC and ICICI Bank acquire Aseem Infrastructure Finance for ₹5,000 crore
Aseem is a leading sustainable infrastructure debt financier with a core focus on renewable energy, power transmission and other infrastructure assets in India. It was established in 2020 by the National Investment and Infrastructure Fund, India’s sovereign-anchored alternative asset manager.
10 Nifty stocks Motilal Oswal recommends buying ahead of Q1 results. What can shareholders expect?
As the Q1FY27 earnings season begins with TCS's results on Thursday, Motilal Oswal expects Nifty earnings to grow 10%, the fastest pace in four quarters. The brokerage has identified 10 stocks, including Bharti Airtel, SBI, ICICI Bank, M&M and Titan, that it believes offer attractive upside ahead of the June quarter earnings, backed by strong fundamentals and growth prospects.
Pre-market action: Here's the trade setup for today's session
Indian markets ended Friday on a high, with the Nifty gaining 0.4% and securing a 0.9% weekly rise. Positive sentiment stemmed from weaker US labor data, bolstering hopes for stable interest rates. Analysts anticipate a continued upward trend for Indian equities, buoyed by global factors and easing US rate concerns. Stock-specific movements are expected from June-quarter updates, while monsoon progress remains a key focus.
Titan expects gold prices to stay elevated, volatile amid global tensions
Titan anticipates elevated and volatile gold prices due to global geopolitical tensions, impacting short-term jewellery demand. However, the company remains optimistic about India's long-term jewellery market growth, driven by favourable demographics and gold's appeal as a safe asset. Despite challenges like US tariffs and volatile gold prices, Titan achieved a landmark Rs 75,000 crore revenue in FY26, with its jewellery division contributing significantly.
Stocks in news: Marico, Adani Enterprises, Tata Motors PV, PB Fintech, PNB
Indian markets saw a second day of gains, with the Nifty reclaiming its 100-day moving average, signaling a bullish trend. Key companies like Marico, Tata Motors PV, and Adani Enterprises are in focus due to strong Q1 updates and fundraising plans. PNB and Bank of India reported significant credit growth, while HDFC Bank is enhancing its AI and fraud detection capabilities.
Upper Circuit Stocks: Here's why Paisalo Digital shares are up 20% on Wednesday
Paisalo Digital's growth strategy will be driven by AI-led lending, continued focus on asset quality and expansion of its distribution network, which currently comprises 5,299 touchpoints across 22 states and Union Territories.
Broader market winners! How investors found 15 multibaggers in a muted Nifty year?
Despite a subdued Nifty, several Indian stocks have surged, becoming multibaggers for investors. This outperformance is attributed to resilient corporate earnings, particularly in small and mid-cap segments, and company-specific growth drivers. While near-term challenges like rising costs and potential earnings downgrades exist, the overall FY27 outlook remains manageable, with easing geopolitical tensions expected to aid recovery. Investors are advised to focus on fundamentals over momentum.