Latest Stock Market News

China and Hong Kong stocks barely moved on Monday after Beijing pledged to stabilise capital markets without announcing fresh stimulus to counter the hefty U.S. tariffs.

Foreign Institutional Investors are back in the Indian market. They have invested significantly, around $3.5-4 billion. This signals active investment. Dinshaw Irani expresses caution about high valuations. He notes retail selling impacts mid and small-cap performance. Irani is wary of auto, IT, and certain consumer segments. He favours financials, hospitality, and healthcare. India-Pakistan tension remains a concern.

Swaminathan Aiyar suggests that if India-Pakistan tensions remain controlled, market disruptions may be minimal. However, he warns that escalation could lead to significant economic consequences.

Vijay Kedia s portfolio, valued at Rs 1,345 crore as of March 2025, includes 15 stocks. Notably, nine have underperformed in CY25, with declines ranging from 15% to 54%. Precision Camshafts, Affordable Robotic & Automation, and Tejas Networks are among the worst performers.

FIIs have returned to the Indian market with strong inflows, but stretched valuations and earnings cuts are keeping investment strategies cautious.

Realty firm Mahindra Lifespaces Developers Ltd s sale bookings in the residential segment fell 3 per cent to Rs 1,055 crore in the latest March quarter, but the total pre-sales in the entire 2024-25 fiscal increased 20 per cent to Rs 2,804 crore.

Indian Railway Finance Corporation reported its Q4 results. Net profit saw a minor decrease. Revenue from operations experienced an increase. Expenses for the quarter also rose. The board approved raising funds up to Rs 60,000 crore. This will be for the financial year 2025-26. IRFC recently gained Navratna status. Share prices initially dipped following the earnings report.

Gold prices have softened after reaching a lifetime high of Rs 99,358 per 10 grams on the MCX. The June contract is down 5% to Rs 94,484, influenced by easing US-China trade tensions and a stronger US dollar. Technical indicators suggest cooling momentum, with resistance at Rs 97,800–98,200 and support near Rs 93,000. Analysts anticipate a range-bound consolidation phase ahead.

ICRA projected that these extra expenses will shrink operating margins by 50 to 100 basis points in FY2026. According to the brokerage, the overall auto components sector may experience a 3–6% decline in operating profits, with exporters potentially facing a sharper drop of 10–15% in earnings.

Indian indices surged over 1% with BSE Sensex rising 1,005 points and Nifty50 above 24,300. Key movers included RBL Bank, defence stocks, Reliance, Sonata Software, and Tejas Networks.