Latest Stock Market News

Goldman Sachs predicts a drop in Brent crude prices. The investment bank anticipates prices falling to the low $50s by late 2026. This decline is attributed to a growing oil surplus expected next year. Global oil stocks are projected to rise significantly. OECD countries will hold a substantial portion of these stocks.

Vodafone Idea shares have plunged over 57% in a year as AGR dues, mounting debt, and lack of fresh government relief cloud survival prospects. With losses persisting and technicals weak, investors face a tough call: bargain bet on revival or deepening value trap.

Indian fuel retailers are currently enjoying substantial marketing margins on petrol and diesel, driven by low crude oil prices. Brokerages are recommending buy ratings for oil marketing companies like BPCL and IOCL, anticipating strong earnings for FY26.

U.S. President Trump’s pressure on the Federal Reserve threatens central bank independence. Fed Chair Jerome Powell faces calls to cut interest rates. Investors worry about politicization risks, inflation control, and credibility, while global central bank autonomy remains a key factor in maintaining stable monetary policy worldwide.

Nomura suggests investing in twenty-seven stocks across sectors. These include ICICI Bank and Infosys. The brokerage anticipates long-term gains despite concerns about US tariffs. They are positive on financials, consumer goods, and autos. Mahindra & Mahindra and UltraTech Cement are also preferred. Nomura is cautious on infrastructure, favoring Larsen & Toubro. They also recommend Reliance Industries and Dr Reddy s Laboratories.

August 2025 marked one of the busiest months for India’s primary market, with 40 IPOs across mainboard and SME platforms. While debuts like Aditya Infotech and Highway Infrastructure soared, others such as Laxmi India Finance struggled. Experts see momentum continuing, with upcoming IPOs from Tata Capital, Zepto, PhonePe, HeroFinCorp, and FabIndia, driven by strong liquidity and investor appetite.

As India celebrates Ganesh Chaturthi, a retrospective analysis reveals impressive stock market performances. Over the past year, 33 stocks have delivered remarkable returns, with Elitecon International leading at 22,344%. While the Nifty index experienced fluctuations, a significant number of stocks, particularly in the mid and small-cap segments, achieved substantial gains, contrasting with the underperformance of others.

Amish Shah tells ET Now that while Indian market valuations look frothy, growth visibility still commands a premium. He stays bullish on defence, shipbuilding, power transformers, hospitals, and quick commerce, while advising caution on cement, e-commerce, and global pharma amid slowing capex and smidcap underperformance.