BUSINESS
Bulls takeover as Nifty turns green for 2025, logs six-day winning run; banks, IT stocks lead
With the six-day winning run, the Nifty 50 and Sensex have officially exited the correction territory, meaning that the two indices are now down less than 10% from all-time peaks.
BUSINESS
US Fed likely to stand pat on interest rates, economic projections to steer market sentiment
US inflation cools, jobs data disappoints, raising stakes for Fed’s policy trajectory as concerns of a US recession amid Trump's tariff policy grows louder.
BUSINESS
FIIs take on massive short covering rally, turn net buyers of Indian equities after one month
Foreign institutional investors turned net buyers on March 18 after a wave of short covering, paring a month of heavy selling, while Reliance Industries saw the highest addition of F&O positions.
BUSINESS
Sensex, Nifty jitter as profit booking kicks in amid weak global cues; financials, IT stocks drag
Profit booking creeped into heavyweight sectors like information technology and financials, which put pressure on the Nifty and Sensex. However, continued gains in shares of Reliance Industries helped offset some of the impact.
BUSINESS
Nifty, Sensex start off with jitters; RIL, auto, pharma stocks arrest fall
Despite jitters for the benchmarks, the broader market remained buoyant. The BSE Smallcap and BSE Midcap indices outperformed their largecap counterparts and glimmered with strong gains.
BUSINESS
Market stages strong rebound as Nifty, Sensex end 1% higher; IT, autos, metals drive gains
With a much-awaited rebound, the Nifty looks poised to snap its 10-day losing streak, a first in history. The recovery was broad based as all sectoral indices posted gains.
BUSINESS
Nifty opens higher, snaps 10-day losing streak; IT, auto, metal stocks charge up
While the Indian market opened on a positive note, analysts caution against viewing this as a trend reversal, suggesting investors to adopt a 'wait-and-watch' approach.
BUSINESS
Indian pharma firms dread tariffs, but US may have the worst side effects
Trump’s tariff threats have sent shockwaves through Indian pharma stocks, but analysts argue the real casualty could be the US healthcare system. With India supplying nearly half of US generics, tariffs might hike drug prices and cause shortages—hurting US consumers more than Indian drugmakers.
BUSINESS
Short Call | Is Nifty poised for a reversal? What history shows; M&M and Senco Gold in focus
"The daily blips of the market are, in fact, noise — noise that is very difficult for most investors to tune out." -- Seth Klarman
BUSINESS
Nifty, Sensex stage comeback after 8-day slide as financial stocks fuel rebound from day's lows
Last-hour buying in financial names, especially heavyweight counters like HDFC Bank, pulled the indices out of the red, marking an end to an eight-day downslide.
BUSINESS
US tariff jitters rock pharma stocks; Sun Pharma, Lupin, Dr Reddy's slump 2-4%
Aside from reciprocal tariffs, US President Trump has teased imposing tariffs on several import heavy sectors, including pharmaceuticals.
BUSINESS
BofA's Amish Shah sounds alarms on small and midcap overvaluation, warns of more pain
Shah notes that despite the recent correction, the Nifty still trades at a 4% premium to its long-term average. This suggests that he sees room for an additional 4% decline in the market for valuations to ease out.
BUSINESS
Market rout deepens: Midcaps and smallcaps enter bear territory, crash 20% from record highs
The Nifty Smallcap index has dropped over 20% from its December 2024 peak, while the Nifty Midcap index is down 18% from its September high.
BUSINESS
Apollo Hospitals all set to launch three new facilities in FY26, says MD Suneeta Reddy
Apollo Hospitals is aiming to launch its facilities in Kolkata, Delhi and Pune in FY26. The firm further aims to launch two more facilities by the fag end of FY26.
BUSINESS
Short Call | RBI's policy outcome enough to satiate but not to fill; ITC, Bharti Airtel in focus
"It’s liquidity that moves markets."-- Stanley Druckenmiller
BUSINESS
M&M shares drive to record high after strong Q3 show, optimistic growth outlook
Mahindra & Mahindra delivered strong Q3 earnings, driven by robust SUV and tractor demand, encouraging brokerages to maintain a bullish outlook despite potential EV margin pressures.
BUSINESS
Apollo Hospitals Q3 Preview: Better occupancy, higher ARPOBs to drive earnings growth in seasonally weak quarter
Apollo Hospitals' efforts to ramp-up occupancy levels and average revenue per occupied bed is expected to drive solid earnings growth in Q3, which usually remains a seasonally weak quarter for hospital majors.
BUSINESS
Drag on SBI's Q3 net interest margin evokes concerns among brokerages, but asset quality offers comfort
SBI's Q3 results were a mixed bag, with strong profit growth overshadowed by net interest margin pressures, prompting cautious views from brokerages despite steady asset quality. Brokerages have assigned a price target of up to Rs 1,050 for the stock.
BUSINESS
Budget's consumption push puts shares of new-age firms like Zomato, Swiggy, Nykaa, Ixigo high on investor radar
Zomato, Swiggy and FSN E-commerce are set to feast on the Budget’s urban consumption boost, while Ixigo gears up for takeoff, fueled by rising incomes and the government’s tourism push.
BUSINESS
Markets set for a positive start as Trump pauses tariffs on Canada, Mexico
Trump Tariffs: While Trump postponed the 25 percent import tariff on Canada and Mexico, uncertainty persists over the tariffs on China. He revealed plans for discussions with Chinese officials, raising hopes for a possible reprieve, but the outcome remains uncertain.
BUSINESS
Trump's tariffs begin, what's next for emerging and developed markets?
Trump's tariffs have sparked fears of triggering a multi-economy trade war, with the potential to disrupt the global economy. Following the tariffs on China, Canada and Mexico, other prominent economies like the EU, and BRICS nations are on Trump's radar.
BUSINESS
Budget Impact, Trump Tariff: What to expect in trade today
Escalating trade tensions between major economies rattled global markets, with Asia-Pacific stocks falling 1-3 percent and Dow Jones futures dropping 450 points in response to Trump's tariffs. Early trends from the GIFT Nifty also suggest a gap-down open for domestic benchmarks.
BUSINESS
PSUs miss out on major boost in Budget 2025: Is it time to exit?
While PSU stocks took a hit from the Budget’s muted capex allocation, analysts expect an uneven impact across capex-linked sectors. While sectors like railways and infra, may struggle, defence could continue to hold ground.
BUSINESS
Bharat Electronics' upbeat Q3 earnings, strong growth prospects garner praise from brokerages
BEL Q3: Brokerages assign price targets of upto Rs 370 for Bharat Electronics, driven by the Navratna defence company's solid execution, lofty order book and massive margin beat.
