Market News

Apple now makes about 25% of iPhones in India after China pivot

Apple significantly boosted its iPhone manufacturing in India last year. Production rose by 53%, with a quarter of all iPhones now assembled in the country. This strategic shift aims to bypass tariffs on China. Apple is deepening local supplier partnerships and expanding its market presence in India, which is becoming a key production hub and a fast-growing consumer market.

Oil surge and FII selling hammer equities; Sensex plunges over 1,300 pts

The key equity benchmarks ended sharply lower on Monday, extending losses for a second straight session as surging crude oil prices, continued foreign institutional investor (FII) outflows and rupee weakness weighed on sentiment. Brent crude moved past the $100 per barrel mark amid escalating tensions in the Middle East, heightening concerns about inflation and rising input costs for businesses. Persistent FII selling and weakness in the domestic currency further pressured the market, while global volatility and risk-off sentiment led to broad-based declines. The Nifty settled below the 24,050 level, dragged down by losses in auto, PSU bank and consumer durables stocks.

Tata Consumer Share Price Live Updates: Tata Consumer's recent returns highlight market challenges

Trade Setup for March 2: Nifty braces for Monday chaos after US, Israel attack Iran

Before the markets open here in India, the bigger reaction will be seen on other asset classes beyond equities. Crude oil prices, Gold prices, moves on the US Dollar, the Yen, all of which will be significant and keenly monitored by the street. In fact, Barclays has already written in a note to clients that oil prices could go up to as high as $100 per barrel.

Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks

Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.

Anthropic hack puts IT stock pack on slide row in February; Nifty IT's 19% fall worst since 2008 crisis

The Nifty IT index plunged 19.5% in February, its steepest monthly drop since 2008, as AI disruption fears and new tools from Anthropic triggered heavy selling. Tech stocks erased Rs 5.7 lakh crore in market value, with Coforge and LTIMindtree among the worst hit.

Gainers & Losers: XTGlobal, Tejas Networks among 5 top movers on Thursday

India’s benchmark indices ended flat amid selling in financial stocks. Individual stocks were active, with XTglobal, Tejas Networks and Sanofi Consumer rallying, Angel One adjusting for stock split, and Home First declining.

Hexaware Expands AWS Partnership for AI | Balkrishna Industries Enters Consumer Tyre Market | Top Buzzing Stocks Today - Equitymaster

Hexaware Expands AWS Partnership for AI | Balkrishna Industries Enters Consumer Tyre Market | Top Buzzing Stocks TodayEquitymaster

Tata Consumer Share Price Live Updates: Tata Consumer experiences slight decline in returns

Sensex Today | Stock Market Highlights: Markets extend rally for third day; Nifty tops 25,800, PSU banks shine

Sensex Today | Stock Market LIVE Updates: The Indian markets have gathered greater momentum, with the Nifty index trading around 25,750 with a rise of 60 points. The Nifty Bank index is also on a similar footing, up around 300 points. Tata Steel, HDFC Life, ITC and Tata Consumer are among the top gainers.

Investors flock to defensives amid US-Iran war: Tata Consumer, HUL, other FMCG shares rise up to 3%

Analysts caution that a sustained volatility in crude oil prices could pressure gross margins across the FMCG sector.

Closing Bell: Nifty above 23,100, Sensex gain 509 pts; IT, metal, realty shine

Biggest Nifty gainers were Wipro, Hindalco Industries, HCL Technologies, TCS, Infosys, while losers included Dr Reddy's Laboratories, Adani Enterprises, Interglobe Aviatoion, Apollo Hospitals, Adani Ports. Except Consumer Durables and PSU Bank, all other sectoral indices ended in the green with Information Technology rose 2.5%, Metal index gained 1.5%, Realty index up 1.7% and Media index jumped 1%. The Nifty midcap index was up 0.3 percent, while smallcap index ended flat.