Latest Stock Market News

Kotak Mahindra Bank is expected to report a largely flat Q2FY26 PAT amid NIM compression and margin pressure. Analysts highlight loan and deposit growth, unsecured lending, and asset quality as key monitorables, with operating performance and credit costs shaping the near-term outlook.

Japan s Nikkei share average surged over 1% on Friday, driven by tech stocks and anticipation of fiscal stimulus from Prime Minister Sanae Takaichi s new government. The index was poised for an eighth weekly gain in nine, with investors scooping up technology shares that had recently declined. SoftBank Group and chip-related Advantest were among the top gainers.

Euro zone government bond yields edged higher Friday as investors awaited crucial economic data from the region and the U.S. Inflation concerns, fueled by rising oil prices due to U.S. sanctions on Russia, contributed to the cautious market sentiment. Money markets are pricing in a potential ECB rate cut by July.

Gold and silver prices declined on Friday amid profit booking and mixed global cues, with MCX gold slipping 0.43% and silver down 0.93%. Despite gains in international markets due to geopolitical tensions and US monetary policy uncertainty, bullion is on track for its worst weekly performance since May.

Ray Dalio warned that U.S. sanctions on Russia’s oil giants could weaken the dollar and boost gold, citing past instances where sanctions reduced demand for fiat currencies. The sanctions follow fresh U.S. measures on Rosneft and Lukoil amid the Ukraine war.

Tata Motors has officially split into two companies: Tata Motors Passenger Vehicles Ltd (TMPV) and a new commercial vehicle entity, TMLCV. Shareholders receive one TMLCV share per Tata Motors share. The demerger separates passenger, electric, and JLR operations from commercial vehicles, aiming for operational efficiency, faster decision-making, and value unlocking.

HUL posted 4% YoY PAT growth in Q2FY26, with brokerages anticipating recovery and revising target prices up to Rs 3,240 amid GST-led disruptions and expectations of stronger H2 performance.

India’s GST rate cuts won’t affect fiscal stability, says Neelkanth Mishra, Chief Economist at Axis Bank. He expects growth momentum to accelerate by March 2026, aided by stronger credit flow, stable oil prices, and capital inflows. Seasonal gold imports caused the trade deficit spike, but India’s fiscal and external position remains robust.

Jain Resource Recycling shares jumped 9% to a 52-week high of Rs 401.30, extending a five-day rally after Q2 FY26 net profit soared 88% to Rs 98.6 crore and revenue rose 52% to Rs 2,113.7 crore.

The flood of foreign money into India’s financial sector this year, over $7 billion and counting, is more than a capital infusion. It’s starting to look like the early rumblings of a structural reset in Indian banking.