Latest Stock Market News

India’s bond market is adapting to RBI’s rate cuts, inflation trends, and global factors. Investors should focus on medium- to long-duration bonds, high-quality corporate bonds, SDLs, and bond ETFs. Risk management through diversification, laddering, and credit assessment is essential. Professional guidance can help optimize portfolios amid evolving economic conditions.

Nilesh Shah highlights stable oil prices, tax collections, and corporate earnings as key market drivers. Investors should focus on largecaps, banking, and consumer discretionary sectors while monitoring FPI trends and macroeconomic factors. Diversification and long-term strategies remain crucial.

Nilesh Shah, MD of Kotak AMC, highlights the performance of gold and the Nifty, noting gold s potential for great returns. He discusses market fundamentals, recommending a neutral weight to equity with a preference for banking, financial services, and consumer discretionary sectors amid market corrections.

The broad-based rally at least at this point of time looks difficult, unless and until it is supported by growth or it is supported by flows led by FPI’s buying.

Gold prices hit a record Rs 88,488/10 gm on MCX and surpassed $3,000 per ounce internationally, driven by a weaker dollar, geopolitical tensions, and economic uncertainty. Gold’s market cap crossed $20 trillion. Experts suggest an optimal portfolio allocation of up to 20% in gold for risk-adjusted returns. Investors reassess allocations amid the rally.

Sensex surged 900 points, and Nifty traded above 22,750 on Tuesday, driven by gains in financials and metals. Global cues, domestic tailwinds, and technical resilience fueled optimism. Investors await key policy decisions from the U.S. Fed, BOJ, and BOE. BSE-listed firms’ market cap jumped Rs 4.03 lakh crore to Rs 397.20 lakh crore.

The US Federal Reserve is starting a critical meeting, with Indian markets anxiously awaiting its decision. The Fed is expected to hold rates steady, but its economic projections could impact foreign investor flows. Indian markets are sensitive to the Fed s stance on rates as it could either deter or encourage foreign investments, making the upcoming decision crucial.

Market Expert Neeraj Dewan advises a cautious approach, emphasizing selective midcaps and certain largecap stocks with attractive valuations. Key stocks include Mazagon Dock, Garware Hi-Tech Films, and Surya Roshni due to their growth potential and financial performance.

Paytm share price: The company stated that this move is in line with Paytm Money’s strategy to strengthen its investment ecosystem by integrating research and advisory services into its platform. This development is expected to increase user engagement, attract more investors, and generate new revenue streams for the company.

Seven Indian stocks—Jagsonpal Pharmaceuticals, Sandur Manganese & Iron Ore, G M Breweries, Indian Metal & Ferro Alloys, VST Industries, Maithan Alloys, and D-Link—align with Peter Lynch s growth investing strategy, highlighting their operating revenues, annual revenue growth, profitability margins, and strong balance sheets. These stocks are identified by MarketSmith based on Lynch’s methodology.