Latest Stock Market News

Japan s Nikkei share average closed at a record high on Wednesday, fighting back from early losses on optimism buoyed by investments in artificial intelligence.

Adrian Mowat suggests the US equity rally is AI-driven, masking economic weaknesses and complicating Fed policy. He highlights stronger prospects for emerging markets due to a weaker dollar and potential rate cuts, though India lags China. Trade tensions and policy uncertainty pose risks, favoring AI infrastructure investment over broader capital spending, while gold benefits from bond market diversification.

European shares fell on Wednesday tracking overnight declines on Wall Street, with financials and bank stocks leading early declines, though gains in some defence-related stocks helped limit losses.

The Indian stock market is range-bound, influenced by earnings and policy. Manish Sonthalia suggests rate cuts could drive market overshoot, with earnings revival expected in the second half, boosted by government initiatives and the festive season. Consumption, capital markets, and infrastructure are promising sectors, with a "buy on dip" strategy advised.

Market strategist Rohit Srivastava suggests Indian equity markets are nearing a short-term bottom after a four-day correction. He anticipates a resumption of the upward trend as short-term indicators become oversold. Srivastava also notes ongoing rotation within the banking sector, favoring PSU banks and NBFCs due to their stronger growth prospects compared to private banks.

Shares of IdeaForge Technology rose 5% from the day s low to Rs 551 per share on the NSE on Wednesday, September 24, after the company announced a joint venture (JV) with US-based First Breach Inc.

Gold has achieved an unprecedented streak on MCX, posting positive monthly returns in every month of 2025 so far. Prices surged 45% year-to-date, fueled by global uncertainty, rupee weakness, and safe-haven demand.

To address conflict of interest concerns, a Sebi panel will recommend public asset disclosure for its chairman and senior officials, aligning with global practices. This move follows allegations against the previous chief and aims to enhance transparency. The recommendations, including stricter norms and defined processes for disclosures, will be submitted next month and could become law if approved.

Mainland China and Hong Kong stocks rebounded on Wednesday, underpinned by strong gains in tech shares, while fresh signs of easing trade tensions between the world s two largest economies also lent some support.

Investors are chasing Groww’s unlisted shares at valuations nearing $9 billion, ahead of its Rs 6,000-7,000 crore IPO. Secondary market activity signals strong optimism, but experts warn that overheated prices may limit upside potential for new investors post-listing.