Latest Stock Market News

Rate-sensitive stocks rallied on Friday after U.S. Federal Reserve Chair Jerome Powell hinted that an interest-rate cut could be on the table in September, citing a shifting balance of risks.

UBS Securities picked Ambuja Cement, UltraTech, and Dalmia Bharat as top buys, citing demand recovery, lower costs, and reforms. Despite Q1 volumes missing estimates with just 3% growth, UBS expects strong EBITDA in Q2 and maintains a 7–8% FY26 growth outlook.

European bonds remained stable as investors anticipated Federal Reserve Chair Jerome Powell s address. Traders sought insights into the U.S. central bank s future monetary policy. The German 10-year bond yield remained steady. The market is closely watching for potential rate cuts by the Federal Reserve in September. Changes in U.S. rate expectations often impact global bond markets.

An Indian market regulator panel has suggested capping intraday equity index derivatives net positions at 15 billion rupees, prompted by concerns over manipulative trading strategies and retail investor losses. This recommendation, aimed at curbing excessive intraday trading, follows a previous proposal and seeks to clarify monitoring thresholds for stock exchanges.

Rahul Shah of MOFSL suggests a stock-specific market approach, highlighting cement, banks, and metals as promising sectors. He anticipates continued growth in these areas, driven by domestic demand and government initiatives. While global events may cause volatility, strong domestic macros and earnings momentum are expected to support market resilience, with key focus on sectors like power, consumption, and retail finance.

European shares edged lower on Friday as cautious traders awaited Federal Reserve Chair Jerome Powell s speech for clues on the policy outlook.

British two-year government bond yields - which are sensitive to speculation about Bank of England interest rates - rose to their highest level in more than two months on Friday.

Rajiv Batra addresses global investors concerns about India s growth and policy, emphasizing the need for double-digit earnings and nominal GDP growth to reignite foreign investor interest. He suggests profit-taking in pharma due to US generic concerns and underwhelming earnings. Batra remains positive on financials and monitors the Jackson Hole Symposium for its impact on rate cuts.

SEBI raided finfluencer Avadhut Sathe’s Karjat-based trading academy on August 20, seizing devices and data amid allegations of penny stock promotion. The action is part of SEBI’s broader crackdown on unregistered market educators.

A total of 151 small-cap companies maintained RoE above 15% for three straight years till FY25. Of these, 78 stocks posted double-digit gains in FY26. Eleven stood out with 50–100% rallies, led by Lumax Auto and Gabriel India, both turning multibaggers.