Market Minutes

Nifty looks to sustain momentum, Eternal block deal and latest on IndiGo turbulence | Market Minutes

Markets are likely to kick off the week on a muted note as Nifty looks to sustain momentum after Friday’s rate-cut-fuelled rally. In today’s episode of Market Minutes, host Nandita Khemka breaks down the key factors that could shape trade — from the Eternal block deal and ITC Hotels stake sale attracting marquee investors, to Biocon’s big restructuring move and Wakefit’s Rs 1,289-crore IPO launch. We also get you the latest on the IndiGo turbulence and what’s next after the DGCA’s show-cause notice. Globally, Japan’s economy shrinks more than expected in the third quarter, U.S. markets edge higher ahead of the Fed’s final policy meeting of 2025, and traders ramp up bets on an 88% probability of a December rate cut. Oil stays steady amid stalled Ukraine peace talks, and gold climbs 1% as Fed pivot hopes strengthen. In our Voice of the Day, Sonal Minhas of Prescient Capital shares insights on what the RBI’s latest rate cut means for equity markets and investor sentiment. Tune in for all this and more in Market Minutes — your morning podcast that brings you the top stories, stock movers, and global market cues to kickstart your trading day.

Nifty looks to scale record high after best single-day surge in 5 months; Whirlpool block deal in focus | Market Minutes

Markets are eyeing new record highs after a solid rally on Wednesday. Globally, equities rallied with Wall Street logging four straight sessions of gains on Fed rate-cut hopes, while Asia followed higher led by tech stocks. Back home, all eyes are on the Whirlpool block deal, Mahindra’s new EV launch, and key cabinet approvals for the rare-earth magnet scheme. Meanwhile, the IMF has trimmed India’s FY27 growth forecast to 6.2% if U.S. tariffs remain elevated, even as it reclassified India’s exchange rate regime to a “crawl-like arrangement.” 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.

Santa rally hopes build as December series kicks off; Bharti Airtel block deal in focus | Market Minutes

Nifty is poised to kickoff the December series on a strong wicket. The GIFT NIFTY is indicating a triple-digit gain following a volatile session on Tuesday. The index failed to hold above 26,000 on expiry day, weighed by selling in banks and heavyweights like Infosys and HDFC Bank, though midcaps continued to outperform. Globally, markets traded higher as Fed rate cut hopes intensified, with reports that Kevin Hassett could be named the next Fed chair. The Nikkei and Kospi climbed, while Alphabet hit record highs on new AI chip developments. Meanwhile, oil prices slipped over 1% on reports of progress toward a Ukraine–Russia peace deal. In today’s episode, Nandita Khemka breaks down the top market movers — from Bharti Airtel’s $800 million block deal to HCLTech’s AI partnership with AWS and fresh approvals for Zydus Lifesciences. Plus, project wins for NCC and IGL, and Excelsoft Technologies making its stock market debut. Also on the radar — PM Modi inaugurates Safran’s aircraft engine facility in Hyderabad and Tesla opens its first India centre in Gurugram. 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 poised to extend gains as Bihar exit polls hint at NDA clean sweep; BSE’s strong Q2 and key earnings in focus | Market Minutes

Markets are likely to start the session on a positive note as early trends from the GIFT Nifty point to firm trade. The Nifty reclaimed the 25,700 mark on Tuesday, led by strong gains in IT and auto stocks, while exit polls from Bihar projecting a comfortable BJP–JDU victory are seen as sentimentally positive for the market. Globally, markets traded mixed as investors balanced hopes of an end to the U.S. government shutdown with renewed weakness in tech stocks. The Dow hit a fresh record high, the Nasdaq lagged, and SoftBank tumbled 10% after offloading its entire Nvidia stake. From Tata Power’s subdued Q2 performance and BSE’s solid earnings to earnings from Max Financial, Godrej Industries, and Aavas Financiers, we’ve got all the key stock updates lined up. Also on the radar: Tata Motors’ newly demerged commercial vehicle unit listing today and Tenneco Clean Air India’s Rs 3,600 crore IPO launch. And in our voice of the day segment catch Ankit Soni, Associate Vice President, Mirae Asset Sharekhan as he shares his view on the defence sector. 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 set for positive open on weekly F&O expiry day; latest on India-US trade deal & PhysicsWallah IPO in focus | Market Minutes

Markets are poised for a positive start as Asian indices edge higher and Wall Street rallies on renewed optimism around artificial intelligence and hopes of an end to the record U.S. government shutdown. Back home, the Nifty snapped a three-day losing streak, led by gains in IT and defence stocks, while Lenskart recovered smartly from its listing lows. The GIFT Nifty too is hinting at a firm start this morning. Meanwhile, U.S. President Donald Trump has signalled a “fair trade deal” with India. In today’s Market Minutes, Nandita Khemka breaks down the key stocks in focus — from Bajaj Finance’s steady Q2 performance to updates from Britannia and Tata Motors. And in the primary market, all eyes are on PhysicsWallah, as its IPO opens for subscription 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’s bounce - Flash in the pan or fresh momentum? Goldman Sachs upgrades India & all eyes on Lenskart’s big debut | Market Minutes

After a volatile week, the Nifty wrapped up Friday’s session with a sharp intraday recovery, managing to defend the crucial 25,300 support zone. But can this bounce turn into sustained momentum, or was it just a flash in the pan? In today’s episode, Nandita Khemka breaks down the key cues that could shape the trading day — from global cues, market breadth and fund flows to stock-specific action. Plus, all eyes are on eyewear giant Lenskart, which makes its much-anticipated Dalal Street debut today after one of the year’s most talked-about IPOs. In our Voice of the Day segment, catch Nirav Karkera of Fisdom Research who shares his perspective on capital market stocks after the stellar rally on Friday. 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.

TCS earnings surprise & big AI push, PM Modi’s talks with ‘friend’ Trump may buoy Nifty bulls | 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 set for flat start after two-day gains, eye on Q2 updates & Tata Capital IPO kicks off | Market Minutes

Indian markets ended higher last week with Sensex and Nifty up nearly 1% each, while PSU banks and metals led the gains. We also track the global market cues - Japan’s Nikkei 225 hit record highs on leadership change, Wall Street ended on a strong note last week despite the US government shutdown, and gold extended its gains for a seventh week. Bitcoin has hit a fresh all-time high, edging past the $1,25,000 mark for the first time ever. Meanwhile, the GIFT Nifty is signaling a muted start for today. Banks will remain in the spotlight as top lenders including HDFC Bank, Kotak Mahindra Bank, PNB and others have released their Q2 business updates. Plus, primary market action heats up with big-ticket IPOs like Tata Capital and LG Electronics lined up this week. All that and more to set you up for the trading day.

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.

25,000 seen as key support for Nifty, Akzo Nobel block deal & Tata Capital’s IPO valuation | Market Minutes

Indian equities eye a cautious open as GIFT Nifty trades lower, tracking global weakness after Fed Chair Jerome Powell warned that equity valuations look “fairly high” and the path for rate cuts remains uncertain. Asian markets slip while US futures inch higher, gold hits fresh records, and crude climbs on supply concerns. Back home, Akzo Nobel’s big block deal is in focus, along with a trio of new IPO listings and a Moneycontrol exclusive on the Tata Capital IPO. Also, in our Voice of the Day segment, Geojit Financial’s Gaurang Shah shares his take on the stellar rally in auto stocks. 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 bulls chasing 7-day wonder, Oracle’s monster rally & Infosys buyback on radar | Market Minutes

Indian markets are eyeing a 7th straight day of gains, with GIFT Nifty hinting at a positive open. Global cues are supportive – Asian markets are largely higher. US markets closed at record highs as Oracle soared 36%, marking its best single-day gain since 1992 adding $244 billion in market cap, on strong cloud growth outlook. Back home, watch out for Eicher Motors, Tata Motors, Torrent Pharma, RVNL and Bajaj Finserv in trade today. Also in our voice of the day segment, Aishvarya Dadheech of Fident Asset Management shares his thoughts on how to approach IT stocks. 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 6-day winning streak, but bulls still cautious; Apple’s latest lineup | Market Minutes

Indian markets closed at a two-week high led by IT stocks, with the Nifty reclaiming the 100-DMA. GIFT Nifty is hinting at a positive open today as global cues stay supportive. Donald Trump’s latest comments on trade talks with India also remain in focus. Among stocks in news, watch out for Kotak Mahindra Bank, Sun Pharma and Bajaj Auto. The primary market is buzzing with activity with 3 IPOs – Urban Company, Dev Accelerator and Shringar House of Mangalsutra, opening for subscription today. And globally, Apple grabbed headlines as it unveiled the iPhone 17, new Apple Watches and AirPods overnight. 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.

Will expiry day jitters cap Nifty’s upside? Infosys to mull buyback, Apple event on radar | Market Minutes

Markets look set for a positive start today, with GIFT Nifty hinting at early gains after a positive close on Monday. Autos continued to steal the spotlight as companies passed on GST rate cuts, while IT stocks dragged on sentiment. Globally, Asian markets are trading higher, tracking Wall Street, with Japan’s Nikkei hitting fresh highs after PM Ishiba’s resignation. Investors are also bracing for key US inflation data later this week. Back home, Infosys, Voltamp, Godrej Consumer, Strides Pharma and Brigade Group are among the stocks in the news. And all eyes will be on Apple’s big event tonight as the tech giant unveils its latest line-up. 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 poised for a positive start amid hopes of US-India thaw | Market Minutes

Markets are bracing for a positive start as hopes of a thaw in US-India relations boost sentiment. The Nifty held on to 24,700 last week and is now eyeing a positive open, with experts flagging 24,800-24,900 as key resistance. Autos and metals are leading the charge while IT lags behind. Globally, Japanese stocks jumped as PM Ishiba signaled his exit, US futures edged higher on Fed rate-cut hopes after a weak jobs report, bond yields slid, and gold hit fresh record highs. Oil, meanwhile, inched up as OPEC+ announced slower production hikes. Among stocks in focus, watch out for Vedanta, Eicher, BHEL, and SpiceJet. 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 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.

Will bulls strike back after the breather? Bajaj Finance Q1 results & UK-India deal sealed | Market Minutes

Markets snapped their winning streak as IT and FMCG heavyweights dragged the Nifty to just above the 25,000 mark. Infosys, Nestle, and Persistent led the slide, while Eternal and PSU banks offered some comfort. Meanwhile, Q1 earnings kept the stock-specific action buzzing — with Bajaj Finance, REC, and Aether Industries posting robust numbers even as Cyient and IEX sent mixed signals. What are the key levels to watch our for on the Nifty and what are the cues that will shape the day for the market 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 Conquers 25,200 & Infosys beats peers with industry-leading revenue growth | Market Minutes

Markets rally with the Nifty comfortably above 25,200, led by large-cap banks and autos. Infosys steals the spotlight with a Q1 beat and industry-leading revenue growth. We also break down earnings from Dr Reddy’s, Persistent Systems, Tata Consumer and more. Plus, big M&A buzz in liquor, pharma, and a spotlight on PM Modi’s UK visit and the landmark FTA. 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.