Latest Stock Market News

Mahendra Jajoo highlighted that robust GST collections, a higher-than-budgeted RBI dividend, and strong PSU dividends are cushioning the gap.

A well-distributed monsoon, festive demand, and GST cuts are expected to give consumption and investor confidence a meaningful boost.

Japanese government bond prices experienced a downturn on Thursday, marked by volatile trading. The 10-year yield surged to 1.61%, a level unseen since October 2008, influenced by a tepid liquidity-enhancing auction. Simultaneously, the 20-year JGB yield climbed to 2.655%, reaching its highest point since November 1999.

Prime Minister Modi s upcoming visit to China after seven years signals a potential strategic shift, fostering a new economic partnership with China and Russia. This triad, boasting a significant portion of global GDP, exports, and reserves, aims to reshape trade routes and challenge the dollar s dominance.

Rekha Jhunjhunwala strategically divested her entire stake in Nazara Technologies in June 2025, ahead of the government s online gaming ban that subsequently caused the stock to plummet. This move contrasts with other investors like Madhusudan Kela and Nikhil Kamath, who maintained their positions. The exit shielded her portfolio from the market s negative reaction to gaming companies.

Nomura’s analysis of EM holdings shows that in July, investors cut their relative exposure to India, while boosting allocations to Hong Kong/China and Korea.

Bitcoin rebounded to $113,643 after a recent high of $124,000, while Ethereum saw a 3% increase, trading at $4,289. Experts suggest the crypto market is bouncing back, with major tokens gaining over 4%. Investors are closely monitoring macroeconomic indicators and awaiting Jerome Powell s speech for insights on potential rate cuts. The overall crypto market capitalization stands at $3.

The Mangal Electrical IPO is showing a Grey Market Premium (GMP) of ₹32 over its upper price band of ₹561, indicating a likely listing price of around ₹593. This translates to an estimated 5.7% upside on the issue price. The GMP signals moderate investor interest, though it is only an unofficial gauge and not a reliable predictor of the final listing outcome.

BSE and Angel One shares plunged following SEBI s proposal to extend equity derivatives contract tenures. Chairman Tuhin Kanta Pandey highlighted the need for longer maturities, aiming to moderate retail-driven derivatives trading. This move follows concerns over significant retail investor losses, prompting SEBI to consider further restrictions on intraday index derivatives to mitigate systemic risks.