Latest Stock Market News

Tata Steel has surged 25% in 2025, supported by a global metals rally fueled by U.S. rate cut expectations, a weaker dollar, and EU tariff hikes on Chinese steel. The stock is consolidating in a Rs 166–175 range, and analysts say a decisive close above Rs 175 could trigger the next leg higher, attracting more buyers.

Nifty IT Index has dropped nearly 11% in the last three months as macro pressures, pricing challenges, and weak client demand weigh on the sector. Despite the broader slowness, HDFC Securities upgrades Infosys and HCL Tech to “BUY” on attractive valuations and AI-driven growth, while mid-tier IT companies may see muted performance in FY26.

Osel Devices rose sharply after Mukul Agarwal picked up a 7.6% stake in the multibagger smallcap, which has surged over 200% in the past year. The company, a maker of LED displays and hearing aids, continues strong momentum, gaining 63% in three months and 90% in six months.

Banks and financials are poised for strong earnings this season, with reasonable valuations and benign credit costs fueling loan growth. Analysts anticipate positive news for both banks and NBFCs. Consumer sentiment is also showing signs of revival, particularly in discretionary spending, potentially extending beyond a short-term rebound.

NBFCs are poised for their strongest earnings in six quarters, with Q2 FY26 expected to deliver 21% YoY growth, according Motilal Oswal.

Rekha Jhunjhunwala’s stake in Titan Company surged by about ₹739 crore on Wednesday as the stock jumped nearly 5% to ₹3,577.95 following a 20% YoY growth in the company’s consumer businesses for Q2 FY26. Her 5.15% holding (4.57 crore shares) is now valued at approximately ₹16,384 crore, up from ₹15,646 crore at Tuesday’s close.

Tata Consultancy Services (TCS) kicks off the Q2 earnings season on Thursday, with brokerages projecting net profit growth of 3.7%-9.6% YoY, or Rs 12,346–13,058 crore. Revenue is expected to rise 0.7%-2.2% to Rs 64,200–65,700 crore. HDFC Securities is the most conservative on PAT, while Nuvama is the most optimistic, with topline estimates varying across brokerages.

The upcoming Navi Mumbai International Airport could transform Mumbai’s property landscape. Jefferies identifies Lodha Developers as a major beneficiary, citing its extensive land holdings and surrounding infrastructure upgrades. Despite recent share declines, the brokerage projects significant upside, driven by land value appreciation and ongoing monetisation of Lodha’s assets.

Jewellery stocks have tumbled in 2025 despite strong Q1 earnings, with Senco Gold, Sky Gold, and Kalyan Jewellers posting PAT growth of 48-105%. Margin pressure and soaring gold and silver prices are dampening investor sentiment, while ETFs and electronic gold gain popularity. Experts advise caution, recommending focus on large, diversified players like Titan and Kalyan amid mixed near-term prospects.

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