Latest Stock Market News

This series aims to treat macroeconomics as a toolkit, not a lecture: Yes, it is long read; maybe boring. So why read it? Because what finally matters to the stock market is a company’s earnings. And what impacts earnings is the macroeconomic condition of a country. So, to understand the market, you have to understand macroeconomics and its elements. In this, Part 2 of the series, we look at Inflation.

Behari Lal Engineering and CSM Technologies have filed draft papers with Sebi for their IPOs. Behari Lal seeks to raise Rs 110 crore via fresh issue and OFS, while CSM plans a pure fresh issue of 1.29 crore shares to fund growth and expansion.

Krishnan VR of Marcellus Investment Managers advises limiting gold and silver allocation to 8–10% despite record returns. He stresses equities as core, tactical debt addition, and selective opportunities in consumption, healthcare, insurance, and financialization themes amid stretched valuations.

A handful of IPOs lined up for debut next week are indicating potential double-digit returns, with some tipped to deliver up to 20% gains on listing day.

Once market favourites, TCS, Infosys, DMart, Asian Paints and HUL have delivered flat or negative returns over the past four years despite strong fundamentals.

Indian markets slumped as BSE 500 fell 3.3% amid Trump’s steep H-1B visa fee hike and 100% drug tariff announcement. Over 440 stocks dropped, with IT, realty, consumer and healthcare sectors hit hardest.

Despite a week of heavy losses for smallcaps, several stocks like Tata Investment and Zuari Industries posted impressive weekly gains, with top performers rising up to 31%.

Ten Nifty50 stocks, including TCS, Tech Mahindra, and Infosys, saw losses across five consecutive sessions, reflecting continued pressure on the benchmark index, which fell 2.65% over the week ending September 26.

Helios Capital’s Samir Arora urged investors to question fund managers, AMCs, and brokers about their personal stakes in recommended strategies, stressing the need for transparency, accountability, and “skin in the game” in investment decisions.