Daily Voice: Anil Rego cautious on US-exposed pharma stocks; warns against underestimating tariff-led global slowdown
With India supplying 45% of US generic drugs and the US being the largest pharma export market worth $8.7 billion in FY24, any escalation beyond current measures could fundamentally alter sector dynamics, said Anil Rego of Right Horizons.
Titan, Senco Gold, PC Jeweller, other jewellery stocks fall up to 10% amid record gold prices
Gold and silver prices have been hitting fresh record highs consecutively for several sessions this month, dodging market volatility.
Gold rate today: Yellow metal's prices rise, check latest rates in your city on September 26
Gold rate today: 'The rally is supported by the Fed's dovish rate-cut outlook and expectations of further easing into late 2025, keeping liquidity strong in bullions,' said Jateen Trivedi from LKP Securities.
First Tick: Top global cues to watch in today’s trade
FIIs continued their selling on their fourth consecutive session on September 25 as they sold equities worth Rs 4995 crore, while DIIs bought equities of over Rs 5000 crore on the same day.
Daily Voice: US-India trade deal could be a catalyst for sustained market uptrend, says this fund manager
The domestic story remains supportive, but a robust rebound toward record highs will likely require a strong trade agreement to ease market concerns, Anirudh Garg of INVasset PMS said.
Stocks to Watch Today: Amber Enterprises, RITES, Ceigall India, Polycab, GRM Overseas, Saatvik Green Energy, Ventive Hospitality in focus on 26 September
Stocks to watch, 26 September: Stocks like RITES, Ceigall India, Nuvoco Vistas Corporation, Bharat Heavy Electricals, Amber Enterprises India, Ventive Hospitality, Polycab India, GRM Overseas, Awfis Space Solutions, Saatvik Green Energy, and GK Energy will be in focus on September 26.
Jefferies sees nearly 7% upside for Nifty by 2025-end, says foreign investors are underweight on India
Jefferies had set a Nifty 50 target of 26,600 for the end of calendar year 2025
Gold rate today: Check latest prices in your city on September 25
Gold rate today: Gold futures on MCX with October expiry opened at Rs 1,12,469 per 10 grams today.
First Tick: Top global cues to watch in today’s trade
The FIIs extended their selling on third consecutive session on September 24 as they sold equities worth Rs 2425 crore, while DIIs extended their buying as they bought equities worth Rs 1211 crore on the same day.
Daily Voice: Markets may consolidate until clarity on US tariff policies, Q2FY26 earnings to remain subdued, says Dikshit Mittal of LIC MF
Dikshit Mittal of LIC MF anticipates a meaningful pickup in earnings momentum starting from Q3FY26, driven by themes such as consumption, BFSI, manufacturing, and capex.
Stocks to Watch Today: Glenmark Pharma, Tata Steel, Newgen Software Tech, Regal Resources, Kesoram Industries in focus on 25 September
Stocks to watch on 25 September: Stocks like Lupin, Polycab, Glenmark, Newgen, AWL Agri, Capricorn Systems, SEPC, Waaree Energies, Tata Steel, SDHI, Indian Hotels, YES Bank, AAA Technologies will be in focus.
RBI sold net $2.54 billion in spot forex market in July, bulletin shows
The Indian rupee fell 2% in July, its worst decline since September 2022
RBI making selective intervention in spot market despite rupee hitting all-time low: Experts
Rupee has been under severe pressure amid external shocks from start of this financial year. INR has depreciated around 3.73 percent in FY26 so far
Gold rate today: Yellow metal drops after sharp rally, check latest prices in your city on September 24
Gold rate today: Let's check the latest prices of 10 grams of 22k and 24k gold in major cities of the country on September 24.
Rupee opens flat at 88.75 as US visa fee hike worries persist
A day earlier, the rupee ended at a record low against the dollar amid growing worries over remittances and IT sector growth after the H-1 B visa fee hike
First Tick: Top global cues to watch in today’s trade
FIIs extended the selling on second day on September 23 as sold equities worth Rs 3,551 crore, while DIIs continued their buying in this month, as they purchased equities worth Rs 2,670 crore on the same day.
Daily Voice: IT sector could be a good accumulation opportunity for patient investors, but with a pinch of salt, says Green Portfolio founder
Anuj Jain of Green Portfolio believes Donald Trump is using the H-1B visa issue as a tactical measure in trade negotiations with India.
Stocks to Watch Today: Swiggy, Akzo Nobel, Dilip Buildcon, HCL Tech, Torrent Power, Bajaj Electricals, VMS TMT, Ceinsys Tech in focus on 24 September
Stocks to Watch, 24 September: Stocks like Swiggy, Akzo Nobel India, Dilip Buildcon, HCL Technologies, Torrent Power, Bajaj Electricals, VMS TMT, Ceinsys Tech, Sudarshan Chemical Industries, and VIP Industries will be in focus on September 24.
Gold rate today: Yellow metal hits fresh record high, check latest prices in your city on September 23
Gold rate today: Here are the latest prices of 10 grams of 22 carat and 24 carat gold in major cities of the country on September 23.
Gold futures cross Rs 1.15 lakh/10 gms, silver surges toward Rs 1.35 lakh per kg as traders bet on US rate cuts
Gold and silver futures on MCX soared to all-time highs after Federal Reserve Governor Stephen Miran said the American central bank’s interest rate is too high, and should be slashed aggressively.
Indian markets to open weak as Gift Nifty trades marginally lower
On Wall Street, benchmarks extended their winning streak. The Dow Jones rebounded more than 350 points from intraday lows to end marginally higher.
First Tick: Top global cues to watch in today’s trade
Oil prices were little changed on Tuesday as traders contemplated the impacts of ongoing geopolitical tensions in the Middle East and Russia, while worries over trade tariffs that could dampen fuel demand persisted.
Daily Voice: RBI’s hands are tied for near-term rate cuts as rupee depreciates sharply against USD, says this Investment Strategist
Besides many other factors, the gold prices are probably rallying since several central banks across the world are reducing exposure to the USD and increasing to alternatives including gold, Vikas Gupta of Omniscience Capital said.
Stocks to Watch Today: JBM Auto, Maruti, Alkem Labs, KEC International, Birla Corporation, Emkay Global, Rail Vikas Nigam, Brigade in focus on 23 September
Stocks to Watch, 23 September: Stocks like Amber Enterprises India, Coforge, JBM Auto, Maruti Suzuki India, Alkem Laboratories, KEC International, Birla Corporation, Emkay Global Financial Services, Rail Vikas Nigam, and Brigade Enterprises will be in focus on September 23.
