Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Japan grows at better than estimated rate, backs PM Takaichi's calls for more investment
Japan's economy grew by 1.3% in Q4 2025, driven by business investment. PM Takaichi urges more spending to boost key industries amid Middle East crisis and rising oil prices.
Reliance Retail Limited acquires beauty and wellness brand 'Pahadi Local'
Reliance Retail has made a significant investment in the beauty and wellness sector by acquiring Pahadi Local, a brand that embodies the essence of Himalayan beauty with its sustainable products. This acquisition not only bolsters Reliance's efforts in elevating homegrown brands but also furthers Pahadi Local's mission of supporting women-led self-help initiatives.
Stock Market Crash: How to protect your portfolio amid crude price rally, US-Iran war tensions?
Escalating tensions in the Middle East and rising crude oil prices have led to significant losses in Indian stock markets. Experts recommend maintaining a defensive investment strategy as volatility persists amid global uncertainties.
Solar Defence announces Rs 12,800 crore investment in robotics, drone and deep tech projects
Solar Defence and Aerospace Limited will invest over Rs. 12,800 crore in manufacturing robots, drones, and missiles. The company plans to produce 10,000 drones and 1,000 robots annually. This investment will span the next three to four years. The facility will be India's first AI-Powered Industry 5.0 manufacturing ecosystem. Advanced AI-Powered UAVs, including MALE drones, will be a key focus.
Markets in ‘fear phase’, deploy money in autos, banks, capital goods: AlfAccurate’s Rajesh Kothari
The sharp correction in Indian equities triggered by fears of a prolonged war in West Asia should be viewed as a buying opportunity, according to Rajesh Kothari, Managing Director at AlfAccurate Advisors.Benchmark indices declined nearly 3% this week — their steepest weekly fall in over a year — as rising crude oil prices and geopolitical tensions rattled investor sentiment. Financial stocks led the decline, with the Nifty Bank logging its biggest weekly drop in 14 months.However, Kothari believes the selloff reflects sentiment rather than a deterioration in underlying economic fundamentals.“We are currently in a fearful phase of the market. When others are fearful, that’s usually the time to be greedy,” Kothari told CNBC-TV18, advising investors to deploy money gradually over the next 30–60 days rather than attempting to time the market.He emphasised that the outcome of the West Asia conflict is less important for markets than its duration. While companies with exposure to the Middle East could face short-term uncertainty, the broader domestic growth story remains intact.Against this backdrop, Kothari highlighted four sectors that investors should focus on.Autos remain a key bet, supported by strong demand trends and low inventory levels across the industry. February sales data was robust, and leading automakers have reported healthy growth, signalling sustained momentum.Banking and financials are another preferred sector. Credit growth has improved to around 13% from about 8.5% earlier, while asset quality remains strong. According to Kothari, the sector could become a “strong buy on declines” if crude-driven inflation concerns ease.He also sees opportunities in capital goods, particularly companies reporting strong order inflows as India’s investment cycle picks up.Lastly, hospitals stand out as a defensive play. The sector remains largely insulated from geopolitical risks and technological disruptions such as artificial intelligence.“These are strong India stori
Market View | 8–10% correction likely from here, says Ambit’s Dhiraj Agarwal
Ambit Investment Managers’ Managing Director Dhiraj Agarwal says emerging markets are in a risk-off phase due to Middle East tensions, a stronger dollar and rising crude prices. India, highly dependent on oil imports, is particularly vulnerable. He sees a very high probability of a 10% market correction, with a deeper 15–20% fall possible if crude stays elevated. Agarwal remains cautious on IT due to AI disruption and expects consumer staples to face long-term valuation derating.
GAIL to invest Rs 1,736 crore in wind power project in Maharashtra
State-run GAIL (India) Ltd has approved an investment of Rs 1,736.25 crore to set up a 178.2 MW wind power project in Maharashtra, expanding its renewable portfolio as it targets net zero carbon emissions by 2035. The project will add to its existing wind and solar capacity. GAIL aims to raise renewable capacity to 3.4 GW by 2035 and is also investing in green hydrogen and compressed biogas.
Reliance Industries can rise 18%, says Morgan Stanley post ₹10 lakh crore AI investment announcement
Morgan Stanley has labelled the Reliance Industries stock a 'top pick'. It has an 'overweight' rating on it with a price target of ₹1,803 apiece.
Oil India among 4 stocks showing bullish RSI upswing
Four Nifty500 stocks including Oil India, Tata Investment Corporation, Godrej Industries and Newgen Software Technologies showed bullish momentum on February 19, with RSI crossing above 50. The RSI Trending Up scan indicates strengthening price momentum, signalling potential upward movement and offering traders cues for identifying short-term buying opportunities in these stocks.
Markets Erase Gains as Metals Drag; IDBI Bank Bid Race Heats Up | Closing Bell
Markets surrendered early gains as metal stocks dragged benchmarks lower, with the Nifty hovering near 24,100 despite strength in auto counters. ONGC, Hindalco and Power Grid led the losers, while InterGlobe Aviation, M&M and Maruti Suzuki outperformed. In corporate news, Amazon CEO Andy Jassy met PM Narendra Modi and announced an additional $13 billion investment in India, taking Amazon's planned investment to $48 billion through 2030. Fairfax is reportedly back with a fresh bid for IDBI Bank, valuing the lender at ₹77 per share and potentially unlocking a ₹50,000 crore divestment for the government and LIC. Meanwhile, uncertainty continues around Tata Sons as RBI is yet to decide on its NBFC deregistration request, keeping the possibility of a future listing alive. Catch all the key market moves, corporate developments and top business headlines in this edition of Closing Bell.
Stocks to Watch Today: Emcure, Aurobindo Pharma, HFCL, RBL Bank, Coal India, Tata Steel, ITC Hotels, Power Grid, Godfrey Phillips in focus on 18 May
RBL Bank has announced the completion of the regulatory and governmental approval process for the proposed strategic investment by Emirates NBD Bank.
Nifty at 29,000 by March 2027? Emkay's Seshadri Sen Shares Top Stock Picks
Can the Nifty hit 29,000 by March 2027? In this conversation with Surabhi Upadhyay, Emkay Global's Head of Research & Strategist Seshadri Sen explains why falling oil prices, a stronger rupee, improving earnings growth and resilient domestic flows could drive a 20% rally in Indian equities. He also shares his favourite sectors, key risks to watch and top investment themes for the next two years.