Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Raja Venkatraman, MarketSmith recommend five stocks for 20 March
On March 19, Nifty 50 and Sensex dropped over 3% due to HDFC Bank chairman's resignation and rising crude oil prices. Analysts recommend buying Ipca Laboratories, Great Eastern Shipping, Colgate Palmolive, Glenmark Pharmaceuticals, and Power Finance Corporation amid market volatility.
Emami among 7 small-cap stocks hit 52-week lows; slip up to 25% in a month
Amid a sharp 1,342-point Sensex drop to 76,863, seven BSE 250 Smallcap stocks, including Sapphire Foods, JK Lakshmi Cement, Relaxo, Aegis Logistics, Five-Star Finance, Emami and Jyothy Labs, hit 52-week lows, signaling weakness.
Kedaara Capital gears up to sell Universal NutriScience for Rs 3,000 crore
UNS markets Seacod, one of India's top-selling cod liver oil capsule brands. The company is expected to be valued at around ₹3,000 crore. Investment bank Rothschild has been appointed to advise Kedaara on the sale process, the people cited above said.
India says global crude price rise not to have substantial impact on inflation
Addressing concerns over fluctuating global crude oil prices, Finance Minister Nirmala Sitharaman has asserted that these changes will not pose a serious threat to India's inflation rates. The inflation index remains comfortably situated within the Reserve Bank of India's target range.
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
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.
IIFL Home Finance inks $300 million loan pact with ADB
IIFL Home Finance has secured a $300 million loan from the Asian Development Bank to expand affordable housing lending for low-income families, with a special emphasis on women. A portion of the funds will back green-certified, energy-efficient homes, helping address India's substantial housing shortage and extending homeownership to underserved communities nationwide.
Rajesh Palviya of Axis Sec suggests ONGC, RBL Bank, Sammaan Capital shares to buy today
Domestic benchmark indices showed little change after a prior decline, amid rising oil prices due to US-Iran tensions. Nifty 50 rose 0.03% to 25,465 while BSE Sensex fell 0.07% to 82,467.7. Analysts attribute weakness to global uncertainties and geopolitical risks.
Taking Stock: Bulls back in action; Nifty above 23,400, Sensex up 939 pts
On the sectoral front, auto, bank, FMCG, metal up 0.3-1%, while media, oil & gas, pharma, realty, capital goods down 0.5-2.7%.
Stocks to Watch Today: Shyam Metalics, Aurobindo Pharma, ACME Solar, PDS, Deep Ind, Godrej Consumer, CreditAccess, Jubilant FoodWorks in focus on 07 April
Stocks to Watch, 7 Apr | Stocks like Jubilant FoodWorks, Fino Payments Bank, CreditAccess Grameen, Gallantt Ispat, Godrej Consumer Products, PC Jeweller, Shyam Metalics and Energy, Aurobindo Pharma, ACME Solar Holdings, PDS, Deep Industries, Vivid Electromech, and Sammaan Capital will be in focus on April 7.
Taking Stock: Nifty hits 11-month low, ends below 23,900; Sensex declines 1,342 pts
On the sectoral front, auto, FMCG, PSU Bank, Consumer Durables, Private Bank, Capital Goods, IT, realty shed between 1-3%, while oil & gas, pharma indices ended with marginal gains.
Six of India's top-10 firms add Rs 1 lakh crore in mcap; Airtel, Bajaj Finance shine
Reliance Industries remained the country's most valued firm, followed by HDFC Bank, Bharti Airtel, ICICI Bank, SBI, TCS, Bajaj Finance, Larsen & Toubro, LIC and Hindustan Unilever.