Latest Stock Market News

Defence stocks may gain attention on Monday after India’s defence production hit a record ₹1.5 lakh crore in FY25, up 18% from last year and 90% since FY20. Defence Minister Rajnath Singh credited the milestone to joint efforts across public and private sectors, highlighting India s growing defence industrial base.

Foreign institutional investors (FIIs) are actively increasing their investments in seven smallcap stocks. These stocks have already delivered significant returns in 2025. Force Motors and SML Isuzu are among the top picks. FIIs are also raising stakes in Mangalore Chemicals, Camlin Fine Sciences, Gabriel India, Suven Life Sciences, and Axiscades Technologies.

There’s a striking divergence in the stock market between human traders and computer-driven investors. Computer-guided traders are currently more bullish than human counterparts, a gap not seen since early 2020. This difference stems from their approaches—quants rely on momentum and volatility signals, while discretionary managers focus on economic and earnings trends, leading to contrasting market views.

Dhananjay Sinha of Systematix Group notes US tariffs impact on pharma. A correction is seen in US-exposed companies. Tariff investigation outcome is expected soon. Companies might shift tariff costs to product prices. Analysts are watching Sun Pharma, Orchid, Ajanta, and Cipla. SBI numbers show margin pressure and flat net interest income. Asset quality looks okay.

PG Electroplast shares plummeted after Nuvama downgraded its target price due to weak Q1 results and reduced FY26 guidance. The company cited a challenging start to the year, soft demand, and excess inventory. Technical analysts suggest avoiding bottom-fishing, with further downside likely after the stock broke down from its consolidation phase.

Inditrade Capital s Group Chairman, Sudip Bandyopadhyay, favors life insurance, particularly LIC, citing its strong quarterly results and long-term potential. While cautious about health insurance due to market uncertainties, he highlights domestic-focused pharma like Mankind Pharma and hospital chains like Apollo Hospitals as promising investments, while advising caution on diagnostic companies due to intense competition.

Nifty experienced a sixth consecutive negative weekly fall, but a potential pullback is anticipated early in the week due to recovery signals after lower Bollinger Band penetrations. While broader markets struggle, PSU Banks show mixed signals with potential support from key stocks like SBI. MAHLOG and CMSINFO are top picks, indicating reversal attempts with bullish patterns and oversold conditions.