Market Minutes

Indian markets are poised for a steady start this Friday after the Nifty ended near the 25,200 mark. The Gift Nifty is hinting at a muted opening but renewed Modi-Trump camaraderie could buoy market sentiment. Meanwhile, global cues remain mixed as Asian markets track Wall Street losses. The spotlight today is on TCS’s better-than-expected Q2 earnings and its ambitious AI plans, alongside Tata Elxsi’s steady quarterly performance. Also LG Electronics IPO creates history as it becomes the first-ever IPO in India to cross Rs 4 lakh crore mark in subscription. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Nifty bulls lose steam after 4-day rally; JLR, Titan Q2 updates & LG IPO a big hit | Market Minutes

Nifty bulls lose some steam after a four-day rally amid mixed global cues and caution ahead of Fed minutes. In today’s episode, we discuss what’s weighing on the markets, key Q2 updates from JLR and Titan, and why investors are rushing to subscribe to the LG Electronics IPO. Plus, PM Modi’s packed Mumbai schedule, the Tata Group’s internal rift, and our Voice of the Day with Sneha Poddar of Motilal Oswal Financial Services on why value retailers are shining bright. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Nifty’s uptrend faces 25,100 test, Q2 updates roll in & LG Electronics IPO opens | Market Minutes

Indian markets extended gains for the third straight session on Monday, with the Nifty reclaiming the 25,000 mark, led by financials, IT, and Reliance. Despite a positive close, market breadth remained weak. Globally, cues are mixed with Japan’s Nikkei hitting another record high, while European stocks reacted to political uncertainty in France. The GIFT Nifty indicates a flat-to-soft start for Indian equities. In the US, indices closed at record highs on M&A optimism. Meanwhile, Donald Trump has announced a 25% tariff on medium and heavy-duty truck imports effective November 1. Among stocks to watch, LTIMindtree will be in focus as it has secured a multi-year deal with a global entertainment leader, Bank of India and Metropolis Healthcare will react to their business updates. LG Electronics’ Rs 11,607 crore IPO opens today. Also on the primary market radar, SEBI has given the green light to Lenskart and Wakefit for their upcoming IPOs. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Nifty’s longest losing streak in 6 months, Trump’s pharma tariff jolt & Accenture tops earnings estimates

Nifty slipped for a fifth straight session on Thursday, its longest losing streak in six months. The GIFT Nifty points to another weak open. Global sentiment is shaky after U.S. President Donald Trump unveiled sweeping tariffs, including a 100% duty on imported branded and patented pharmaceutical products, sending Asian pharma shares lower. Technology stocks remain under pressure even as Accenture beat quarterly estimates on revenue and new bookings but warned of softer growth ahead. Back home, watch for action in IT, pharma and debut trades as two new IPO listings, Saatvik Energy & GK Energy, hit the bourses today. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Nifty at risk of further selloff below 25,050, Glenmark’s cancer drug deal and Polycab block deal | Market Minutes

Indian markets are poised for a cautious start with the GIFT Nifty signaling a flat to mildly negative open. The Nifty failed to defend 25,100 on Wednesday amid broad-based weakness. Global cues remain mixed as Wall Street tech stocks face another round of selling and US Treasury yields edge higher, while investors await key economic data. Back home, Glenmark, Lupin and Polycab are among the stocks to watch out for today. We also track movements in oil, gold, plus other macro trends shaping sentiment. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Will Nifty see third straight day of selling pressure on weekly F&O expiry? | Market Minutes

Indian indices saw a second straight day of losses led by a weakness in IT stocks after the H-1b visa fee hike. This morning, the Gift Nifty is signaling a cautious start, today being the weekly F&O expiry day. Wall Street set fresh record highs overnight, powered by a 4% surge in Nvidia after it announced a $100-billion data-centre investment with OpenAI. Asian indices trade higher, while Japan remains shut for a holiday. Key stocks in focus include Maruti, Hyundai, JBM Auto, Alkem Labs, JK Lakshmi Cement, Brigade Enterprises, KEC International and RVNL following fresh deal wins and festive-season sales updates. Four mainboard IPOs open for subscription today—Anand Rathi Share & Stock Brokers, Jaro Institute, Solarworld Energy Solutions and Seshaasai Tech—while Euro Pratik Sales lists on the exchanges. And on the consumer front, the Amazon Great Indian Festival and Flipkart Big Billion Days sales kick off, setting the tone for festive retail demand. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Nifty bulls target back-to-back weekly gains; Infosys’ biggest-ever share buyback & SEBI board meet agenda | Market Minutes

Nifty looks set to wrap up the week on a strong note after seven straight sessions of gains, with GIFT Nifty signaling a firm start and global markets buoyed by rising expectations of a US Fed rate cut next week. In today’s episode we track all the big movers—Infosys after announcing its biggest-ever Rs 18,000-crore share buyback, SEBI board meet agenda, the August inflation print that may break a nine-month downtrend, and the government’s two-day PSU bank ‘Manthan’ meet where consolidation and AI adoption are on the agenda. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues. Tune in for all this and more in today’s Market Minutes — your morning podcast

Nifty eyes a comeback session after Thursday’s bruising selloff; RIL AGM & Q1 GDP in focus | MC Market Minutes

The GIFT Nifty signals a strong gap-up start for Dalal Street, coming a day after the Nifty slipped below key support levels in a bruising selloff that saw the index end the August F&O series with a 500-point cut. The overhang of Trump’s 50% tariff storm continued to weigh on sentiment, while heavy FII outflows and broad-based sectoral weakness have left the market vulnerable to further downside. All eyes today will be on Reliance Industries’ 48th AGM for big-ticket announcements and on the release of India’s Q1 GDP print. In stock-specific action, CG Power, Infosys, Hexaware, Muthoot Finance will be buzzing while NSE will exclude 8 stocks from the F&O segment starting today. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

50% US tariff storm & F&O expiry likely to fuel more anxiety on Dalal Street | MC Market Minutes

Dalal Street braces for heightened volatility as the 50% US tariff storm collides with the monthly F&O expiry. The Nifty slipped below 24,750 in Monday’s session, with broad-based selling dragging mid and smallcaps nearly 2% lower. Pharma stocks came under heavy pressure after Trump pushed for steep drug price cuts, while FMCG counters held firm on hopes of a GST reduction ahead of the festive season. FIIs turned aggressive sellers, even as DIIs stepped in with strong inflows. What levels should traders watch now, and how deep could the correction run? Tune in to Market Minutes for the top cues, global trends, and the stocks in focus for today’s trade. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Nifty likely to move sideways as August 27 tariff deadline looms; Time to nibble into paper stocks? | Market Minutes

The Nifty continued to face resistance near 25,000 on Monday but the market ended in the green, led by IT stocks while consumption and paper stocks saw strong action. Sensex gained 329 points, and the Midcap index also closed higher, even as financials and select capital market names remained under pressure. Meanwhile, global markets are subdued after US President Donald Trump fires Fed Governor Lisa Cook, sparking concerns over the independence of the central bank. In this episode of Market Minutes, we break down the global cues shaping investor sentiment, and the key stocks making headlines — from Sai Life Sciences’ block deal and Navin Fluorine’s CEO change to big government contracts for Protean eGov and Signpost India, plus IPO openings for Vikran Engineering and Anlon Healthcare. Listen in for our Voice of the Day segment, with Nirav Karkera of Fisdom Research sharing his take on whether paper stocks are still attractive after Monday’s rally. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Will Powell’s rate cut signal revive the bulls? US tariff deadline, Q1 GDP & RIL AGM this week | Market Minutes

Indian equity markets snapped a six-day winning streak on Friday, with financials dragging the Nifty below 24,900 even as midcaps continued to outperform. Autos, realty, and consumption names led weekly gains on GST rationalisation hopes, while PSU banks and IT stocks provided some support. US Fed Chair Jerome Powell sends a strong signal of a September rate cut. Will this fire up the bulls? In stock-specific action, Yes Bank, IDBI Bank, Brigade Enterprises, Titagarh Rail, and GMR Power are in focus, alongside big index moves with InterGlobe Aviation and Max Healthcare set to join the Nifty 50. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

25k test for the bulls, Jane Street returns & key earnings in focus | Market Minutes

Markets made a strong comeback on Monday as the Nifty reclaimed the 25,000 mark, powered by a solid show from HDFC Bank and ICICI Bank. In this episode of Market Minutes, we break down the big movers and the sentiment shift, analyse the fund flow trends, and decode what experts are saying about the road ahead for Nifty — with 24,900 emerging as a make-or-break level. Plus a look at global cues, upcoming earnings, all the stocks that are likely to grab the limelight in trade and the latest on India’s bilateral trade negotiations with the US and UK. In our voice of the day segment, Mahesh Patil of Aditya Birla Sun Life AMC shares his take on the banking sector post Q1 earnings. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Will Nifty edge higher on weekly expiry? TCS Q1 & Trump’s latest tariff moves | Market Minutes

In today’s Market Minutes, we break down whether Nifty can eke out gains on weekly expiry day, with key technical levels in play. We dive into expectations from TCS as it kicks off the Q1 earnings season, and put the spotlight on Trump’s latest tariff blitz — including fresh duties on Brazil. Asian markets are mixed, US markets saw a strong close and the GIFT Nifty is hinting at a positive start for Dalal Street. A look at all the global cues plus, a round-up of all the stocks in the news — from Asian Paints’ exit from Akzo Nobel to key orders for RailTel and Enviro Infra. Don’t miss our Voice of the Day where Aishwarya Dadheech of Fident Asset Management explains why IT still makes the cut for long-term investors. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Will Nifty hold 25,500 amid trade jitters? Pharma on edge after US tariff threat | Market Minutes

After trading in a tight range for most of the session, frontline indices bounced back sharply in the final hour—but can the momentum hold? In today’s Market Minutes, we decode the day’s biggest market triggers, from sectoral action and fund flows to key business updates from heavyweights like Tata Motors, and JSW Steel. Globally, US President Trump has reignited trade tensions with sweeping new tariff threats—slapping a 50% duty on copper and warning of 200% tariffs on pharma exports. In our Voice of the Day segment, Amit Kumar Gupta, Founder of Fintrekk Capital, unpacks the possible fallout for Indian pharmaceutical exporters. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues

Trump says India trade deal is near | Key Nifty levels & Q1 business updates | Market Minutes

Indian markets ended flat as Reliance propped up the Nifty, while broader indices and IT stocks came under pressure. FMCG majors led the gains, bolstered by Q1 updates. Globally, Trump’s tariff shock reverberated through Asia, with several countries facing steep duties starting August 1. Meanwhile, he signaled a near-final trade deal with India. Back home, key stocks like Kotak Mahindra Bank, Titan, and Tata Motors are in focus on the back of their quarterly updates. Plus, MCX makes history with India’s first electricity derivatives contract launch, and SEBI’s study reveals a sobering stat—91% of retail traders lost money in derivatives last year. And in our Voice Of The Day segment catch Harish Krishnan, Co-CIO & Head Equity, Aditya Birla Sun Life AMC as he shares his outlook on the upcoming first quarter earnings season. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

SEBI's Jane Street crackdown, Nifty awaits clarity on US trade deal & Q1 updates | Market Minutes

SEBI bars Jane Street from India’s securities market, delivering a sharp blow to the US trading firm. What does this mean for foreign players in India’s derivatives space? We also track key triggers that could shape Nifty’s next move amid global trade uncertainty and expiry-led volatility. Plus, spotlight on Bajaj Finance, Marico, and Vedanta after their Q1 updates. And in our Voice of the Day, Nirav Karkera of Fisdom Research highlights the sectors poised to lead the upcoming earnings season. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Nifty’s key support levels at risk as bears return; Nykaa block deal in focus | Market Minutes

Indian markets turned cautious as the Nifty slipped below key support levels in intra-day trade on July 2, with financials dragging and midcaps snapping an eight-session winning streak. Traders are gearing up for another choppy session on weekly expiry day. In stocks to watch, all eyes are on a major block deal in Nykaa, while Avenue Supermarts, PNB, Indian Bank, Aurobindo Pharma, and Voltas are also in focus on the back of key updates. On the global front, the U.S. has sealed a landmark trade deal with Vietnam, securing zero tariffs on American goods and full access to Vietnamese markets. Meanwhile, Foxconn pulls out Chinese workers from its India unit, and Microsoft announces fresh layoffs impacting 4% of its global workforce. Also in our Voice Of The Day Segment, Vinit Bolinjkar—Head of Research, Ventura Securities shares his outlook on the auto sector. Tune in for all this and more in today’s Market Minutes — your morning podcast that brings you the top stories to kickstart your trading day, covering stocks in the news, macro trends, and global market cues.

Nifty’s next big leap hinges on trade deal with US; HDB Financial listing today | Market Minutes

The Nifty managed to shut shop above the 25,500 mark despite a muted trading session, with PSU banks and Reliance leading the gains. In today’s episode, Nandita Khemka breaks down the market action, global cues and the next big trigger for the market. In stock spotlight: Asian Paints faces a CCI probe, Hero MotoCorp rides on robust June sales, Lupin secures USFDA approval, and JSW Energy signs a major battery storage deal in Rajasthan. Plus, all eyes are on HDB Financial’s market debut and Crizac’s IPO. In our Voice of the Day segment, Ambit's Siddharth Bothra shares his insights on riding the consumption wave. Tune in for all this and more in today’s Market Minutes — your morning podcast that brings you the top stories to kickstart your trading day, covering stocks in the news, macro trends, and global market cues.

Nifty back below 25,600; consolidation ahead? June auto sales data on the radar

Indian markets break a 4-day winning streak as the Nifty ends with a triple-digit loss, but midcaps continue to shine. In today’s episode, Nandita Khemka breaks down the key market cues, sectoral trends, and stock-specific news—from auto sales expectations to Bharat Forge’s business transfer and Sona BLW’s plans to manufacture rare earth magnets. Also on radar: the latest on India-US trade talks, macro data, global cues, and new IPO listings. Don’t miss HDFC Securities’ Dhiraj Relli’s sectoral outlook in our Voice of the Day segment. Tune in for all this and more in today’s Market Minutes — your morning podcast that brings you the top stories to kickstart your trading day, covering stocks in the news, macro trends, and global market cues.

Will consolidation continue for Nifty amid heightened Iran-Israel tensions? | Market Minutes

In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets on June 18. GIFT Nifty trends are pointing out to another quiet start for Indian markets amid mixed global cues. US President Donald Trump demanded Iran’s “unconditional surrender" and is reportedly warming to the idea of using US military assets to strike Iranian nuclear facilities. As a result, oil prices have jumped 4 percent to $76 per barrel. Also, catch Nitin Bhasin of Ambit Institutional Equities on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

Market braces for impact as Israel strikes Iran; US futures plunge, oil flares up

Dalal Street braces for impact as Israel-Iran tensions rattle global markets, oil prices spike, and equities plunge. The tragic Ahmedabad plane crash added to nervous sentiment on Thursday, dragging the Nifty below key levels. We bring you the latest updates on the crash that has shocked the nation. In our Voice of the Day segment, Siddarth Bhamre of Asit C Mehta Investment Intermediates shares his thoughts on where the markets are headed amid escalating tensions in the Middle East. Tune in for all this and more in today’s Market Minutes — your morning podcast that brings you the top stories to kickstart your trading day, covering stocks in the news, macro trends, and global market cues.

Nifty breaks out of the range - Is a sustained rally in sight? | Market Minutes

The Indian market is poised to extend its gains for the fifth straight session. The GIFT Nifty suggests that the index could reclaim the 25,200 level today as the post-RBI rally continues to support sentiment across the board. Global cues are positive this morning, with Asian markets edging higher and the S&P 500 closing above the 6,000 mark overnight amid ongoing U.S.-China trade talks. In this episode of Market Minutes, Nandita Khemka breaks down key support and resistance levels, spotlights buzzing stocks like Capri Global, Wipro, M&M Financial, Premier Energies, and Oberoi Realty, and brings you market expert Ambareesh Baliga’s take on whether the rally has more legs. Plus, a quick round-up of Apple’s new 'Liquid Glass' update unveiled at WWDC 2024. Market Minutes is a morning podcast that brings you the top stories to kickstart your trading day—covering stocks in the news, macro trends, and global market cues.

Will RBI's rate hattrick move Nifty beyond 25,000?

In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets on June 6. Volatility is likely to ensue in the markets as the Reserve Bank of India will announce its rate cut decision today. Experts largely expect another 25 basis points rate cut, which will be the third time this year. However, some also expect a jumbo 50 basis points rate cut, which could move Nifty to 25,000. Also, catch market expert Ajay Bagga on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

Will April's seasonality help markets recover? | Market Minutes

In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets on March 28. As markets ended the March series on a healthy note, April's seasonality points to an extension of this rally. Experts now eye Nifty's resistance around 24,000, with support of 23,300. Also, catch Nirav Karkera of Fisdom on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

Will consolidation continue amid Trump's 25% auto tariffs? | Market Minutes

In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets on March 27. After Nifty snapped 7-day winning streak, trends in the GIFT Nifty imply a negative start for India amid a subdued global handover. US President Donald Trump has imposed 25% tariffs on auto imports. Experts eye Nifty's support around 23,300, with resistance around 23,550. Also, catch Gaurang Shah of Geojit Financial Services on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.