Latest Stock Market News

Indian equity markets approach a long weekend. Experts suggest reassessing positions after a significant rally. Nifty faces a key resistance zone, potentially leading to consolidation. JM Financial advises profit-taking in Nifty. Banking and financial sectors remain strong. Cholamandalam Finance, Bank of Baroda, and Adani Ports are highlighted as attractive stock picks. Adani Ports is preparing for a big reversal.

Kenneth Andrade suggests that despite global economic slowdown, strategic investments in companies expanding globally can yield growth, particularly those capturing market share. He highlights the potential in financials and base metals as safe havens. Andrade notes inventory restocking in the West as a near-term growth opportunity, favoring non-discretionary consumption and efficient industries like IT.

The Indian rupee rose on Thursday to log its best weekly performance in a month as foreign portfolio inflows into Indian equities picked up and as the dollar remained on the defensive amid concerns about how tariffs would affect the world s largest economy.

mutual funds, stock rally, March 2025, Max Financial, Bajaj Housing, GAIL

India s second largest IT services exporter Infosys has declared a final dividend of Rs 22 per equity share for the financial year ended March 2025. The dividend was announced along with the fourth quarter results after the markets hours on Thursday.

Sensex surged 1,509 points to 78,553, pushing 10 BSE 500 stocks to fresh 52-week highs. Gains were led by financials, aviation, telecom, and FMCG, reflecting strong bullish sentiment.

Sebi chief Tuhin Kanta Pandey stressed the need for robust corporate governance to protect investors, especially minority shareholders, following Gensol s misuse of funds for personal gains. He said lasting reform must originate from within corporate boardrooms.

Amidst global economic uncertainties and potential trade disruptions, fixed income is gaining traction as a haven for investors. Saurav Ghosh suggests a 33-33-33 allocation strategy across short-term corporate bonds, longer-tenure G-Secs, and high-rated corporate bonds. With India s stable economy and anticipated rate cuts, locking in rates now offers a promising avenue for portfolio stability and consistent returns.

The European Central Bank has cut interest rates for the seventh time, responding to a struggling Eurozone economy and potential damage from U.S. tariffs. Amidst global market volatility, the ECB aims to bolster confidence, but President Lagarde remains cautious about future commitments.

Gold is trading at record highs above $3,350 amid global economic uncertainty, outperforming all major assets in 2025. Driven by investor flight from bonds, central bank buying, and recession fears, it’s being hailed as the only true safe haven.