Latest Stock Market News

Indian stock markets are now less dependent on foreign investments. A surge in retail investors and SIP contributions has fueled this change. Demat accounts have increased significantly since 2020. Domestic Institutional Investors now hold a larger stake in NSE-listed companies than Foreign Institutional Investors. Mutual funds also have record-high ownership.

Yes Bank s shares have been under pressure, falling 20% from their peak despite a strong Q1 performance. Trading below key moving averages, the stock faces potential downside, with analysts suggesting a possible decline to Rs 16. Concerns over stake sales and weak fundamentals contribute to the bearish outlook, overshadowing positive PAT growth.

Highway Infrastructure Ltd shares surged 75% within an hour of debuting on the BSE, hitting the 5% upper circuit. Backed by strong IPO demand, robust financials, and sector tailwinds, brokerages Angel One and Bajaj Broking have given the stock a ‘Subscribe’ for long term.

U.S. Treasury yields dipped ahead of July inflation data, as traders bet on a September Fed rate cut despite tariff-driven inflation concerns.

Neeraj Dewan shares insights on the fertilizer sector, anticipating positive movement due to good monsoons and consolidation. He notes a slowdown in Astral s performance and the housing space, awaiting a festive season sales boost. All eyes are on RCF s fundraising plans. The market anticipates updates on Jio IPO and Reliance Retail s growth strategy at the upcoming AGM.

Nilesh Shetty flags overvalued consumer staples and capital goods, while eyeing opportunities in logistics, select pharma, IT services, and quality private banks amid market volatility.

Regaal Resources Rs 306 crore IPO witnessed full subscription within hours, driven by strong investor demand reflected in a 21% grey market premium. The IPO, featuring a fresh issue and OFS, saw robust retail and non-institutional participation. Proceeds will be used to repay debt and for general corporate purposes, with brokerages recommending a Subscribe rating for the long term.

EaseMyTrip shares jumped to ₹9.68 on heavy volumes, rebounding from an intraday low of ₹8.78.

Indian government bonds traded narrowly as investors awaited domestic and U.S. inflation data for insights into the RBI s rate-easing cycle. The 10-year bond yield stood at 6.4325%. Traders are also closely monitoring U.S. Treasury yields and state bond auctions, anticipating that inflation figures will dictate market movements.

Ime Capital s Ashi Anand highlights the strong performance of new-age digital platforms like Paytm. These companies are exceeding profitability expectations. Quick-commerce losses are peaking faster than anticipated. Zomato s results have been positive. Anand also discusses Tata Motors, noting the strength of its domestic business. However, JLR faces challenges due to tariffs and competition.