Latest Stock Market News

London-based Actis plans to invest over $2 billion in India s infrastructure over the next three to four years, building on its previous investments. The firm sees India as a top global destination for capital due to its stable and transparent market, particularly in infrastructure, despite geopolitical flux.

Oil prices are recovering after a recent dip. Investors are hopeful that potential talks between the U.S. and Chinese presidents could ease trade tensions. This could boost demand for oil. Markets are watching to see if aggressive trade policies are implemented or if a pause in tariff escalation continues.

The U.S. dollar recovered as investors anticipated a tempered response from Washington regarding trade tariffs on China. Political shifts in France and Japan impacted the euro and yen, respectively. Cryptocurrency markets saw fluctuations, while gold reached a new record high.

Reserve Bank of India s new proposal will allow banks to fund mergers and acquisitions. This change is expected to reduce fee income for debt capital market bankers. Previously, non-bank lenders and private funds dominated this financing. Now, banks entering this space may compress spreads and increase competition. This shift impacts how M&A deals are financed in India.

Rural areas now account for approximately 80% of non-bank lenders microfinance business, the highest share since 2011. This shift, driven by better repayment rates in rural regions, signals a focus away from urban lending. The trend aligns with India s demographic structure, with nearly 80% of the population residing in rural areas.

Investors in Tata Capital s upcoming IPO are advised to anticipate a modest market debut. Analysts suggest limited immediate upside, with grey market premiums indicating a small listing gain. While the Tata brand offers strength, short-term traders may exit post-listing. Those looking for long-term value should exercise patience or await better entry points.

Investors are rushing to buy Sovereign Gold Bonds in the secondary market. They are paying prices much higher than gold s current value. This buying spree is driven by perceived benefits like annual interest and tax-free gains. However, these investors face potential losses if gold prices decline. The limited supply of these bonds is also contributing to the price surge.

Nifty eyes further upside, potentially crossing 25,450–25,500, with banking and consumption stocks showing promise. Analysts suggest Nifty should sustain above 24,900, while a move past 25,440 could target 25,700. Investors are advised to look for opportunities in sectors like banking, auto, metal, and consumption.

The Reserve Bank of India has appointed two new Executive Directors. Sanjay Kumar Hansda and Sonali Sen Gupta will take up their new roles soon. Gupta will oversee consumer education, financial inclusion, and inspection departments. Hansda will manage economic and policy research. Both officials bring extensive experience to their new positions within the central bank.