Latest Stock Market News

Tata Motors faced concerns after a cyber attack impacted JLR, but an expert suggests the situation is stabilizing. GST cuts in India and a potential US-UK trade pact could boost the company s prospects. While cautious about the H-1B visa debate s impact on technology, the expert sees long-term potential in defense stocks like Bharat Electronics, despite high valuations.

InCred Equities projects a potential 26% drop in Hyundai Motor India s shares, setting a target price of Rs 2,023. They believe limited GST impact and high reliance on exports and SUVs will hinder revenue growth, unlike Maruti Suzuki and Tata Motors. Despite strong recent margins, new plant overheads may pressure future EBITDA.

JM Financial initiates coverage on four Indian plastic piping companies—Supreme Industries, Astral, Prince Pipes, and Plastic Pipes—projecting up to 25% upside. Sector recovery is supported by stabilising PVC prices, infrastructure push, real estate growth, and regulatory support. Selective investment opportunities arise amid margin expansion and structural upcycle.

Japan s broad Topix index closed at an all-time high on Friday, despite pressure from pharmaceutical shares following new tariffs on the sector from the White House overnight.

Shreyash Devalkar of Axis Mutual Fund advises careful investment. Pharma faces neutral impact from US tariffs. IT sector experiences global valuation reset. Defence shows growth due to scarcity premium. IPO boom signals market diversification. Consumption focuses on GST cuts and festive season. Market awaits earnings recovery into 2025. Investors should track earnings sustainability beyond festive demand.

India s primary market anticipates a surge in IPOs, including major offerings from Tata Capital and LG Electronics, potentially impacting market liquidity. While large fundraising and festive spending may pose challenges, robust SIP flows and institutional support are expected to maintain stability. Long-term foreign investors remain optimistic about India s growth prospects, despite short-term volatility.

Stock Market Crash: Indian stock markets faced a sharp decline on Friday. This occurred after US President Donald Trump declared significant tariffs. These tariffs, reaching up to 100%, will affect branded and patented drug imports. The new tariffs are scheduled to take effect from October 1, 2025. The Sensex and Nifty50 both experienced considerable drops following this announcement.

One year after Nifty 50’s record high of 26,277, the index has slipped just 5.5%. However, SAMCO Securities warns retail investors faced steeper pain, with most mid, small, and microcap stocks significantly underperforming.

CarTrade Tech surged nearly 8% to Rs 2,648.25, extending a 146% rally, after Elara Capital’s ‘buy’ call with a Rs 3,590 target and Norway’s wealth fund stake boosted investor sentiment.