Latest Stock Market News

HDFC Bank reported a strong 11% year-on-year net profit growth to Rs 18,641 crore for Q2 FY26. Net interest income rose 4.8% to Rs 31,550 crore, with a healthy 15.1% increase in average deposits. Analysts maintain an Accumulate rating, citing the bank s successful navigation of transition and focus on asset quality.

The Indian government bond market appears poised for a week devoid of clear direction after last Friday s selloff saw benchmark yields exceed 6.50%. Traders are keenly observing today s sales of state debt, which may reveal market appetite. Don t forget, the markets will be closed for holidays on Tuesday and Wednesday.

Nippon India Mutual Fund’s CIO Sailesh Raj Bhan says it’s time to rebalance portfolios as gold’s strong run gives way to earnings-led equity opportunities. With valuations moderating and consumption and pharma sectors poised for recovery, Bhan expects 13–15% earnings growth in FY27 and advises investors to stay focused on sensible, long-term compounding.

Indian stock markets are showing strong performance this festive season. The Nifty50 is nearing 26,000, driven by positive historical trends during Muhurat trading. Analysts expect continued gains, particularly in midcap and PSU bank stocks. Auto and realty stocks are also recommended for short-term traders. Specific stock recommendations include KANSAINER and RADICO.

Global economic outlook hangs in the balance. Finance chiefs await a potential meeting between US President Donald Trump and Chinese President Xi Jinping. Talks were dominated by trade spats and geopolitical distrust. Policymakers expressed relief that US tariffs had not caused a deeper slowdown. They also voiced dread about future risks. The meeting is crucial for the global economy.

Indian stock markets delivered modest returns in Samvat 2081. The market faced volatility due to faltering earnings and foreign outflows. However, domestic buying showed resilience. Entering Samvat 2082, sentiment is expected to improve. Policy reforms and RBI liquidity infusion are anticipated. Earnings are projected to grow. A stock-specific strategy is advised for potential gains in banking, financials, and consumption sectors.

RBL Bank anticipates its $3 billion share purchase deal with Emirates NBD to conclude within 5-8 months, with the full infusion expected this fiscal year. This landmark foreign direct investment will see Emirates NBD acquire a majority stake, bolstering RBL Bank s balance sheet and growth across various segments.

Reliance Industries reported a 14% year-on-year net profit growth, driven by improved 5G monetization, O2C recovery, and retail expansion. The company is significantly investing in new energy initiatives, including a solar cell giga-factory, and datacenters for AI. Jio Platforms saw healthy subscriber additions and ARPU growth, while Reliance Retail experienced strong festive demand.

China s tightening grip on rare earth minerals, crucial for advanced technology and weaponry, is forcing global industries to seek alternative suppliers. With Beijing curbing access, countries and companies are investing in non-Chinese miners, leading to significant gains for these producers as potential supply disruptions loom.

Silver prices experienced a sharp decline, their biggest in six months. This pullback followed a strong rally this week. Easing worries about US credit and trade disputes between China and the US reduced demand for gold and silver as safe havens. President Trump s comments helped calm trade tensions. Regional bank results stabilized the stock market and boosted bond yields.