Market News
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D-Street set for a negative opening as GIFT Nifty trades lower
Domestic markets ended lower after a four-session winning streak on Tuesday. Profit booking and weakness in Realty and Metals stocks impacted market sentiment. Foreign portfolio investors bought shares, while domestic institutional investors sold them. The Indian rupee saw its biggest single-session gain in three weeks. Investor focus remains on business updates and trade agreement progress.
SBI Securities prefers HDFC Bank, sees long-term upside in metals
Sunny Agarwal, Head Fundamental Research, Retail Desk at SBI Securities, remains positive on private banks, preferring HDFC Bank over Kotak Mahindra Bank after the lender received a clean legal review. He says Persistent Systems' acquisition benefits may take up to eight quarters to materialise, while slower growth remains a near-term concern. Agarwal is also bullish on the metals sector, with Indian Metals & Ferro Alloys as his top pick, and remains positive on Astral over the long term despite near-term challenges.
Up to 42% upside! 9 stocks Jefferies, Motilal Oswal, others started coverage on. Do you own any?
Brokerages have initiated fresh coverage on several Indian stocks across metals, textiles, engineering and luxury retail, with mostly Buy ratings and double-digit upside targets. Firms like Meesho, Vedanta Aluminium, GE Vernova T&D and Welspun Living are seen as key beneficiaries of sectoral growth and structural demand trends.
Tech-Led global selloff, Fed rate fears weigh on Indian equities
Indian stock markets experienced their sharpest single-day drop in nearly a month, mirroring a global tech sell-off. The Nifty 50 and BSE Sensex both fell significantly, influenced by a strong US dollar and profit-taking after recent gains. While pharma and healthcare sectors showed resilience, most others, including metals and IT, declined. Market volatility increased, with analysts watching key support levels closely.
How Sensex, Nifty rallied 200% under PM Modi's record-breaking tenure
Indian equity markets delivered strong long-term returns during Prime Minister Narendra Modi’s tenure, with the Sensex and Nifty gaining around 200% since 2014. Metals emerged as the top-performing sector, while midcaps significantly outperformed broader indices, highlighting sustained wealth creation despite market cycles and evolving economic conditions.
Circulate Capital commits $150 million to India to invest in recycling companies
Circulate Capital has committed $150 million from its second fund to Indian recycling companies, building on initial successes. The firm, backed by major corporations and development finance institutions, is expanding its focus to critical materials like metals, aiming to diversify supply chains away from China.
Stocks to Watch today: Vodafone Idea, ONGC, Suzlon, RVNL, Premier Energies
Stocks to Watch today, May 26, 2026: Hitachi Energy, Container Corp, IRCTC, Indian Metals & Ferro Alloys are among the top stocks to watch during today's trading session
Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?
Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defence, Capital Markets, and Metals—are showing remarkable strength. These sectors are hitting new highs, driven by structural earnings visibility and long-term growth tailwinds, indicating a fundamental shift beyond mere defensive plays.

Nifty could hit 27,000 once geopolitical tensions ease: Bajaj Finserv AMC CIO
Bajaj Finserv AMC CIO Nimesh Chandan projects 15% earnings growth for Nifty in FY28, with EPS rising to the ₹1,420–1,440 range, making valuations look attractive. He backs metals, construction, and cement as long-term plays on a global supply chain shift, holds gold and silver in the multi-asset portfolio, and flags El Niño and elevated US yields as key risks keeping Indian interest rates high in the near term.

Rupee slips to its lowest-ever intraday level of 95.80 against the US dollar
The Indian rupee hit a record low of 95.71 against the US dollar due to high energy prices and overseas debt repayments. Despite tariff hikes on precious metals, economists warn of sustained pressure on the currency amid rising inflation and geopolitical tensions.
Which sectors saw the biggest FII inflows and outflows in April?
Foreign investors remained net sellers of Indian equities in April, though the pace of outflows eased sharply from March. FIIs turned buyers in sectors such as power, capital goods and metals, while financial services, healthcare, oil & gas and automobiles continued to witness heavy selling pressure amid global uncertainty.

Explained - The Axios report that sent risk assets soaring and crude prices tumbling
The rise in risk assets has also sent prices of precious metals soaring. Gold and Silver prices are up 3% and 5% respectively in response to this move. Indian markets, Dow futures have also reacted positively to the news while crude oil prices have seen a sharp tumble after this Axios report.